Personalization can increase engagement with your email campaigns and drive traffic to your other content. You can personalize your emails with any information stored in customer and product fields.

• Customer: these tags use the values for any Customer field associated with the customers in your database. This includes tags for first name, last name, and email.
• Product: these tags use the values for the Product fields associated with your product catalog. This includes tags for the product brand, name, price, and image.

Personalize your content

Customer information

A customer must have known value for the field(s) being used as a tag to observe personalization. If the customer doesn't have a known value, they'll see a configured default option or a blank area instead. To include customer personalization tags in your content:

• In your Zaius account, navigate to Campaigns. 
• Click the name of the campaign you'd like to edit or create a new campaign. Please note, the personalization tags cannot be included in Web campaigns at this time.
• Locate the email touchpoint that you'd like to personalize and select the Edit  icon.
• In the editor, click into a text element, subject line, or preheader to insert a personalization tag.
• Place your cursor where you want to insert a personalization tag, then click the Lighting  dropdown menu and select Customer.
• Select the field you would like to reference.
• Set a default value for the tag. The default value will be used when the customer does not have a value for that specific field. If you've highlighted text instead of placing your cursor, the highlighted value will automatically be set as the default. It can still be updated. 
• Select the Save button to confirm the placement of the tag.

Product Information

A product must have known value for the field(s) being used as a tag to display the personalization to customers. If the product doesn't have a known value, the customer will see a configured default option or a blank area instead. To include product personalization tags in your content:

• In your Zaius account, navigate to Campaigns. 
• Click the name of the campaign you'd like to edit or create a new campaign. Please note, the personalization tags cannot be included in Web campaigns at this time.
• Locate the email touchpoint that you'd like to personalize and select the Edit  icon.
• In the editor, click into a dynamic grid to insert a personalization tag. If a dynamic grid isn't present, you can click and drag it into your email from the Elements > Layouts section of the editor's sidebar. 
• Place your cursor where you want to insert a personalization tag, then click the Lighting  dropdown menu and select Product.
• Select the field you would like to reference.
• Set a default value for the tag. The default value will be used when the customer does not have a value for that specific field. If you've highlighted text instead of placing your cursor, the highlighted value will automatically be set as the default. It can still be updated.
• Select the Save button to confirm the placement of the tag.

Preview your personalization

The personalization incorporated into your email can be observed via an in-app preview tool or by sending a test email to your inbox.

Preview tool

To preview the personalization in the editor:

• In the editor, select the Preview option that appears in the upper right. 
• Once the initial preview has loaded, enter the email address or customer ID of someone in the campaign's reachable audience to preview their version of the content. 
• Click the Preview button.

Test email

To preview the personalization in your inbox: 

• In the editor, select the Test option that appears in the upper right. 
• Enter the desired recipient(s) of the test email in the Recipient Email Address field. Multiple addresses need to be separated by commas. 
• Click the Render template with customer (optional) dropdown menu and search for the email address or name of someone in the campaign's reachable audience to preview their version of the content. Leave the field blank to preview the email as an unspecified customer.
• Click the Send button.

Add to a coded template

For those building a custom-coded template, personalization tags can be added to the template manually. The tag needs to contain the supported variable along with the field name you wish to use for personalization.

For example, if you want to use the First Name customer field, you'll include the name of the field with its appropriate variable. The token will look like this within your coded template:

Hi {{ customer.first_name }},

If you don't have a first name for all recipients and want to have a default value as a backup.

Hi {{ customer.first_name | default: 'there' }},

Another example might be a custom field called Loyalty Tier. 

Thank you for being a {{ customer.loyalty_tier }} member!

Maybe you don't want the "thank you" text to show if the customer isn't a loyalty tier member. This format will make sure it only shows if there's a loyalty_tier value for a customer. 

{% if customer.loyalty_tier %}
Thank you for being a {{ customer.loyalty_tier }} member!
{% endif %}

Advanced personalization

The Zaius templating and personalization language is based on the Shopify Liquid templating language. You can find additional reference material on the Liquid website.

Further, Zaius extends Liquid functionality to drive more advanced use cases. You can learn about Zaius' advanced templating here.

We recommend that you reach out to your customer success manager before proceeding with advanced personalization.