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Personalizations

Concept

Personalizations are utilized to serve up targeted call-outs based upon their profile (e.g., Tech content for Prospects who have a “Technical” Profile).

Note:

• See Segmentation to define Profiles.
• See Administration to automatically assign Prospects to Profiles based upon form input.

Personalizations Table

The personalizations table displays the following fields:

• Name – Displays the internal description of the Personalization.
• Base Block – Identifies the default content to be displayed if a Profile is not assigned.
• Updated – Displays the date / time when the Personalization was most recently updated. 
• Actions – Allows an administrator to Edit or Delete the Personalization.

Creating a Personalization

1. Click the hyperlink entitled Create new personalization.
2. Name - Provide a description of the Personalization.
3. Campaigns - Displays a list of all available campaigns.
4. Base Block - Identifies the default content to be displayed if a Profile is not assigned.
5. Profiles – Identifies the call-out associated with each Profile. 
6. Click Add new profile to add personalizations for each unique profile.
7. Create personalization - Will save the Personalization.

See Also

• Blocks
• Profiles

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