Personalize Message

Understand how to personalize Email messages to engage better with your audience.

Overview

You can personalize the message for every user based on specific user property or event property values. For more information on user profile properties and events (dynamic replacements), refer to User Profiles and Events.

Inline Personalization

To invoke the personalization menu, type the @ or the {{}} symbol in the title or the text fields while creating a message.

You can also add dynamic replacements in the title and body. Notice a preview as displayed below.

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In addition to title, body, you can also personalize many other things such as media URLs, deep links, or button text. An @ icon in a box indicates that it can be personalized.

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Liquid Tags

Click the PersonalizationPersonalization icon in the editor to open personalization options.

Liquid tags offer great flexibility while composing personalized messages. Liquid tags allow adding logic using a scripting language, which can be leveraged to change the look and feel of your message. Following is an example to send personalized coupon codes based on the type of membership:

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Each notification is personalized to the receiver.

Hello John!

Here is a special coupon for you: Gold4All

For more information on using tags, refer to Liquid Tags.

Linked Content

Linked content provides the ability to personalize emails with rich and contextual data available outside of the CleverTap platform. With linked content, you can send messages with send-time personalization.

For example, you deliver food across different geographies, and you want to personalize offers to each user based on the weather and location. The location can come from CleverTap personalization, and the weather information can come from an API that provides the current weather. If you want to add more information, you can opt for any source such as third-party tools and in-house software to include in your message.

Hi {{ Profile.name | default:"there!" }},

{% if Linked.cityBasedWeather.temp > 30 %}
It is a bright sunny day in {{ Profile.location | default:"your city" }}. How about a barbeque today?

Use the coupon code (BARBQ).
These are the top 5 restaurants near you:
{% for restaurant in Linked.RestaurantAPI.restaurants_info limit:5%} 
{{restaurant.name}}  {{restaurant.user_rating.rating_text}}
{% endfor %}


{% elsif Linked.cityBasedWeather.temp < 10 %}
It is indeed cold today in {{ Profile.location | default:"your city" }}!! 
Time for some hot pizza!
                                         
Use the coupon code (PIZZA). These are the top 5 restaurants near you:
{% for restaurant in Linked.RestaurantAPI.restaurants_info limit:5%} 
{{restaurant.name}}  {{restaurant.user_rating.rating_text}}
{% endfor %}
                                          
{% else %}
                                          
It has  been a while in {{ Profile.location | default:"your city" }}. 
Order something exotic!
                                          
Use the coupon code (EXOTIC).These are the top 5 restaurants near you:           {% for restaurant in Linked.RestaurantAPI.restaurants_info limit:5%} 
{{restaurant.name}}  {{restaurant.user_rating.rating_text}}
{% endfor %}
                                          
{% endif %}

For more information, refer to Linked Content.

Recommendations

Click the PersonlizationPersonlization icon in the editor to open personalization options.

After you have uploaded a catalog, you can display personalized recommendations to your customers. For example, you can have a sliding carousel displayed to your customers based on their personal likes! For more information on recommendations, see Recommendations.

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Catalog

Click the PersonlizationPersonlization icon in the editor to open personalization options. Select a catalog from the list.

A Catalog provides the ability to personalize campaigns with dynamic information in messages from product prices to inventory levels. You can create a new product catalog by uploading a file that contains one row for each item in your product catalog. A Catalog can be uploaded directly on the CleverTap dashboard via a CSV file that is generated by your inventory management system. For more information on Catalogs, see Catalogs.

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Constant event property

Constant Event Property allows you to engage the user on multiple actions and inactions. For example, person A added to cart a white coat and person B added to cart a pair of blue jeans, but they both did not purchase the items.

You can either create a campaign for each product that was added to the cart or you can use a constant event property to personalize the campaign to each user that did not purchase the item.

For example, you can map the prod_name property of the charged event to the product_name property of the added to cart event. You can then hold this property constant across both events. Based on this property, you can now personalize the message received by each user.

For more information on using a constant event property, see Constant Event Property.