Personalization allows you to tailor messages using user-specific data such as name, email, address, donation history, or custom fields. This data is pulled from your contact database and dynamically inserted into each message.
Add a Personalized Field
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Type the portion of the message that all users will see.
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Place the cursor at the desired location and select the
Personalization icon. -
Select a Group, then choose a Type.
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Enter Text to Display When Empty.
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Select Insert.
Personalize with Custom Fields
To create a personalization based on a custom field created by your organization:
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Type the portion of the message that all users will see.
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Place the cursor at the desired location and select the
Personalization icon. -
Chose a Group, then select Additional Information and the relevant custom field.
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Enter Text to Display When Empty.
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Select Insert.
Edit Personalization
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To move or remove personalized content, right-click the component and select Cut, Copy, or Paste.
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To update unknown state content, select the Empty tab and enter the desired text in the field provided.