This guide covers the practical steps of adding Liquid personalization to your templates in the Optimove editor.

Step 1: Select Your Editor Mode (Email Only)

Liquid is integrated into all templates across Optimove. However, when creating an Email template, you will see a Select Editor screen.

Ensure the toggle at the bottom is set to Liquid before proceeding.

Step 2: Inserting Output Tags

To display data (like a name or price), use Output Tags. These are written inside double curly braces {{ }}.

Option A: Manual Typing

Type the object prefix followed by the attribute name:

• {{ user.First_Name }} for Profile data.
• {{ event.Amount }} for Trigger data.

Hi {{ user.First_Name }}!

Option B: Using the Personalization Picker

You don't have to memorize every attribute name. You can use the Personalization tool in the editor to browse available data.

When you select an attribute (like First Name) from the menu, the editor will automatically insert the correct Liquid tag {{ user.First_Name }} for you.

Step 3: Controlling Flow with Logic Tags

To create rules, like showing different content based on a customer's country, use Logic Tags. These are written inside curly braces and percent signs {% %}.

Logic tags don't display text themselves; they control whether the text inside them is displayed.

Example: Location-Based Content

Here is how you would show a different welcome message for UK vs. Global customers:

{% if user.COUNTRY == 'UK' %}
  Welcome to our UK Store!
{% else %}
  Welcome to our global store!
{% endif %}

Step 4: Compliance Tags

If you are sending a Marketing or Promotional email, you must include an unsubscribe link.

Note: Transactional emails (e.g., Password Reset) do not require unsubscribe links.

Use the compliance object to generate these links:

• Unsubscribe URL: {{ compliance.unsub }}

<a href="{{ compliance.unsub }}">Unsubscribe Here</a>

Step 5: Preview & Validate

Liquid is processed when it's sent, so you must preview it to verify that your rules work.

1. Click Preview in the editor.
2. Select a Test Customer (e.g., a customer with `COUNTRY = UK`).
3. Verify the correct message appears.

Common Mistakes to Avoid

• Wrong Brackets: Using {{ }} for logic (if/else) instead of {% %}. Remember: Double braces are for outputting text; Percent signs are for logic.
• Case Sensitivity: {{ user.firstname }} will fail if the database field is named First_Name.