General Information

There are multiple ways to personalize messages in Mapp Engage. The matrix below gives you an overview of what is possible.


Personalization Placeholders

Personalization Rules

AdvantagesEasy to useAllows you to create very complex personalizations
Example

Engage inserts the contact's first name after the greeting. For example: "Hello, Tom.", or "Hello, Mary".

  • Greetings that use Mrs. or Mr. and the contact's last name correctly depending on gender in the contact's profile, and a fallback version in case gender and/or last name are unknown. For example: " Good morning Mr. Smith", "Good morning Mrs. Parker", "Good morning".

  • You want to display different content depending on whether your contact is close to achieving the next loyalty level or not. The function added to the rule calculates the difference between the points the contact has collected so far and the points needed for the next level, and different content can be sent to contacts based on that information.
How does it work?
  • During message sendout, the placeholder is replaced with the value that is stored under the selected attribute 
  • Personalization placeholders can easily be inserted into the message by using the Personalization Wizard.
  • The personalization mechanism checks the database against two or more conditions (IF statements) and adjusts the message accordingly. Here, personalization can not only be based on attributes but it can also use functions and related data.
  • Personalization rules can be built with the Personalization Builder. It has both a graphic mode where you can define the rules by adding various elements to the structure and a coding mode where you can enter code.
LimitationsOnly basic personalizations are possibleFor more tech-savvy users with some code knowledge

Ways to Personalize a Message

Personalization Placeholders

Personalization placeholders are used to insert recipient information from a user, group, or member attribute. For example, the name of the contact.

Structure

Placeholders consist of the so-called Attribute References contained by the characters <%...%> before and after the attribute reference. For example, <%user['firstname']%>.

For more information see:

Personalization Rules

Personalization rules instruct Mapp Engage to insert content into a message when a predefined condition is met. For example, insert specific content if the contact is a man. Personalization rules are contained by a start tag <%InsertIf%>  and an end tag  <%/InsertIf%> .

Example

A message contains a special offer to all female recipients over the age of 30. All other recipients receive an email without this offer. During sendout, Mapp Engage checks which user attributes match the conditions that the personalization rules define. If the personalization is true, the offer is inserted into the message and sent to the recipient.

For more information see:

Personalization Wizard

The ​Personalization​ wizard is a pop-up panel that provides you with quick access to all available personalization placeholders and rules and allows you to insert them into a message. You can also access the Personalization Builder from the wizard.

Navigation Path

The Personalization Wizard can be accessed from the Compose step in the Email creation process:

  • Create New > Message > Email Message > Create > Personalization
  • Messages > Draft Messages > Email

For more information, see Personalization Wizard.

Personalization Builder

The ​Personalization Builder​ is a graphical interface where you can define and create personalization rules.

Navigation Path

Audience > Segmentation > Personalization

For more information. see:

Code View

Code for complex personalizations can be written directly in the code view, instead of created in the Personalization Builder. Existing personalizations can be inserted directly as code and can be saved for reuse in Mapp Engage.

Examples

  • Personalize single words within the text of a message

    Engage inserts the contact's first name after the greeting. For example: "Hello, Tom.", or "Hello, Mary".

    Hello, <%user['firstname']%>
    CODE
  • Personalize a phrase / sentence, depending on conditions

    Greetings that use Mrs or Mr and the contact's last name correctly depending on gender in the contact's profile. The example includes a fallback version in case gender and/or last name are unknown. For example: "Good morning Mr. Smith", "Good morning Mrs. Parker", "Good morning".

    <%InsertIf expression="${((user['Title'] == '1') &&
    (! empty user['LastName']))}" id="Email Greeting_Greeting M" %>
    Hello Mr. <%${user['LastName']}%><%/InsertIf%>
    <%InsertElse expression="${((user['Title'] == '2') &&
    (! empty user['LastName']))}" id="Email Greeting_1" %>
    Hello Ms. <%${user['LastName']}%><%/InsertElse%>
    <%InsertElse id="Email Greeting_2" %>Hello,<%/InsertElse%>
    XML

For more information see:

Related Topics