· 3 min read

Working with Multiple Physical Addresses in Compliance Profiles

Customer Insights - Journeys Compliance Profiles

Customer Insights - Journeys Compliance Profiles

We recently received a new question about transitioning from Outbound Marketing (OBM) to Real-Time Journeys. In my Content Settings (OBM), I have two custom address lines for two additional physical locations. How should I handle this in Real-Time Journeys?

This is a topic that my colleague and I have discussed extensively. Is there a clear resolution? Let’s take a look!

Customizing the Compliance Profile

The first thing we tested was adding two custom fields to the compliance profile entity. Makes sense, right?

Dynamics Customer Insights - Journeys - Compliance Profile with Multiple Address Lines

However, take a look at the email—no custom fields! 😭

Dynamics Customer Insights - Journeys - Compliance Profile Fields in Email

Alright, let’s try the Other tables option.

Dynamics Customer Insights - Journeys - Compliance Profile Personalization

This approach works, but it requires selecting a specific record, which must also be done in the email’s compliance section. This setup could allow for selecting two different compliance profiles, which introduces room for errors—and thus, room for improvement.

Dynamics Customer Insights - Journeys - Compliance Profile Select Record

Using Brand Profiles

Since customizing the compliance profile isn’t viable, let’s consider another entity we can customize: the brand profile. Following the same idea, we added two custom address fields on the brand profile entity.

Dynamics Customer Insights - Journeys - Compliance Profile Fields in Email

Here we can use the custom fields.

However…

What about the other, semi-required {{CompanyAddress}} field from the compliance profile? While it’s not strictly required, a warning appears if it’s missing. We know we can bypass warnings, but is this approach user-friendly enough?

Dynamics Customer Insights - Journeys - Company Address Field Warning

Content Blocks

Since the {{CompanyAddress}} field only triggers a warning, we could create several protected content blocks for the footer with the physical address hard-coded.

Dynamics Customer Insights - Journeys - Physical Address in Content Block

Of course, we could extend these content blocks with a section that includes the {{CompanyAddress}} field, making it hidden on both mobile and desktop. This way, we avoid the error message, which is helpful. However, the section remains visible in the email editor.

Dynamics Customer Insights - Journeys - Content Block Responsiveness

If you’re an HTML lover like me, you can also hide the section containing the {{CompanyAddress}} field within the HTML code so it doesn’t appear in the email editor. Check out the below video on how to do this.

Using Multiple Linked Compliance Profiles

This is one of my favorite features in Real-Time Journeys: using multiple linked compliance profiles. I wrote a blog on this feature, including a how-to guide, but it might help in this scenario as well. For each physical address, create a linked compliance profile. No changes are needed in the email itself—just select the appropriate compliance profile, and the {{CompanyAddress}} field will automatically fill with the correct address.

There is one potential drawback, though. If you make updates in the preference center (such as adding an extra topic or a new communication channel), you’ll need to manage multiple preference centers.

Wrap-Up

I explored four ways to manage multiple physical addresses in email marketing, but there’s no clear winner. Consider the experience of the marketing users and discuss the options with them to find what suits them best.

IdeaProCon
Customize Compliance ProfileCentral place to store the informationEasy to make errors due to record selection; requires customization
Customize Brand ProfileEasy to select in emailWarning on {{CompanyAddress}}; requires customization
Use Hard-Coded Content BlocksEasy to drag and drop correct content blockWarning on {{CompanyAddress}} field, but easy to fix
Use Multiple Compliance ProfilesEasy to select the correct addressRequires managing multiple preference center pages after changes
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