Personalization
Personalization changes campaign content per recipient. Use it for names, account attributes, lifecycle state, plan names, voucher codes, and other values stored on the contact.
Inputs
| Input | Use |
|---|---|
| Contact fields | Stable profile values such as first name, city, tier, or lifecycle stage. |
| Labels and segments | Decide who receives the campaign. See Recipients. |
| Template variables | Render field values inside subject lines, preview text, and body content. |
Fallbacks
Every personalized field should have a fallback. Without a fallback, missing data can render as an empty value or a literal token, depending on template configuration.
Good fallback pattern:
Hi {{first_name | default: "there"}}
Preview before send
Before launch, preview the campaign against real contacts from each major audience segment. Check at least:
- a contact with complete profile data
- a contact missing optional fields
- a contact from each target segment
- a suppressed or unsubscribed contact, to confirm they are excluded