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Using Personalization and Conditional Language in Embedded Messages

Blair Matheson
  • Updated

Once you are comfortable creating basic templates, you can use advanced features to make your messages highly dynamic and personally relevant to each user. This guide covers how to use Personalization Tags and Conditional Language in your Embedded Message templates.

Before You Begin

This is an advanced topic. You should be familiar with the basics of creating an Embedded Message template before proceeding. You can learn the fundamentals in our guide: Creating an Embedded Message Template.

Using Personalization Tags

You can add user attributes to personalize the message in your template's Title, Body, and Click Action URL. This allows you to insert customer-specific data, such as their name or loyalty status, directly into the message.

How to Add a Personalization Tag

  1. While editing your template, click the [+] button that appears next to the Title or Body fields and select Personalization from the menu.

    image 1.png

  2. Select the Personalization Tag you would like to add from the dropdown menu. You can choose from Customer Data, General tags (like the Current Date), or Content Functions.

    image 2.png

  3. Once a tag is selected, you can add a default value to be used if the customer's data is unavailable. You can also select a Content Function to format the text, such as forcing it to be lowercase, uppercase, or title case.
  4. Click Confirm to add the tag to your message.
Note: You cannot check the data behind the personalization tag in the template Preview screen. To view the data behind your Customer Attributes, you must use the Customer Explorer.

Conditional Language

Conditional language allows you to take personalization a step further by showing entirely different blocks of content based on user attributes or segments.

While the specific syntax for conditional statements is covered in separate, detailed documentation, it is important to know that you can use it within the message template fields. You can also use it within the "Value" field when setting up a Custom Payload.

Dynamic Content in Custom Payloads

Custom Payloads allow you to send arbitrary metadata to your app to customize a message's style or behavior.

You can make these payloads dynamic by using both Personalization Tags and Conditional Language in the "Value" field of any key you create. This allows you to send different styling rules or custom data for each individual customer, unlocking powerful customization possibilities.

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