To use the personalization tool:

1. Open a page in the Visual Editor.

2. In the Visual Editor toolbar, click the Insert Personalization button. The Insert Personalization dialog displays.

3. Select a category from the Type column, and a type from the Field column (such as Biographical > User Name).

4. In the Text to Display field, enter alternate text to display if the Constituent360 field is empty. For example, you can enter the word "friend" as an alternative to "user name". If the user name is unavailable, instead of "Dear (user name)", "Dear Friend" will display.

5. Click Insert. The personalized field displays in the Visual Editor.