Skip to main content

WhatsApp Personalization Tags

Blair Matheson
  • Updated

Preparing to Use OptiText Personalization Tags

After your Customer Success Manager sets up your tags, you can use them in any mobile message. Follow these steps to set up your Customer Attributes as tags:

  1. Go to Attributes under the Data Studio section in the left navigation.

    Attributes.png

  2. Click the three dots on the Attribute you want to use as a Personalization Tag. Please Note: Only published attributes can be set as personalization tags.

    Attributes List.png

  3. Check the use as personalization tag checkbox and click the Update button to save your work.

    Update Personalization Tag.png

Personalizing Your Journey Template

  1. Using the left-hand panel, navigate to Plan > Templates > OptiText WhatsApp to view an existing Journey Template or create a new one.

    Journey Template Navigation.png

  2. Select the Journey Template you want to edit. This will open the editor overlay. In the Content section, click the button on the right-hand side to insert Personalization Tags.

    Insert Personalization Tag.png

  3. From the dropdown menu, choose the Personalization Tag you’d like to add. You can also add Content or General tags (for example, the Current Date).

    Select Personalization Tag.png

  4. Optionally, add a default value and select a Content Function (e.g., upper, lower, or title case) for your Personalization Tag. Click Confirm to add the tag to your message.

    Confirm Personalization Tag.png

  5. Once added, the Personalization Tag will be highlighted in the Template Editor and in the Preview.

Please note: You will not be able to view the data behind the Personalization Tag in the Preview. To view customer attribute data, please use the Customer Explorer.

Related articles