Personalize Alert

Alerts can be personalized in the content creation step of Alert creation using the Text personalization button or using JINJA.

Personalize with the Personalization Editor

To personalize, do the following:

1. In Step 2: Content of create alert, click the Text personalization button.
2. Add the attribute to be personalized in the Personalisation Attribute field on the screen that pops up.
3. You can specify user attributes as fallbacks for the personalized attribute. Note: User Attributes must be enabled in Inform Settings for this option to be available. For more information, refer to User Attribute settings.
4. Click Copy & Close to copy the personalized attribute to the clipboard.
5. Paste the copied value in the message editor using standard keyboard shortcuts.

The names of the user attribute added for personalization can contain only the following: String characters, a combination of alphabets and numbers, and underscores. For example, the attribute name to be personalized can be username or user_name, or usernmae1, while user name and user name1 are not allowed. If the attribute name were to contain any character other than string characters or underscore or alphanumerics, for example, spaces, only numbers, or special characters, personalization would not work.

User Attributes as fallbacks

The following flow diagram depicts how personalization works with User Attributes as fallbacks.

Here is a sample message body where the user’s first name and order id have been personalized with user attributes as fallbacks.

Sample Message Body

Hi {{username|default("{{UserAttribute['USER_ATTRIBUTE_USER_NAME']|default('user')}}")}}!

Your order {{orderid}} has been placed successfully.

Happy Shopping!

Team MoEngage

Without User Attributes

The following flow diagram depicts how personalization works when User Attributes are disabled.

Note: If the user attributes are disabled (post-enabling), the standard SLA will apply to the subsequent API requests.

Here is a sample message body where the user’s first name and order id have been personalized.

Sample Message Body

Hi {{firstname}}!

Your order {{orderid}} has been placed successfully.

Happy Shopping!

Team MoEngage

Sample Payload with personalization

JSON

{
"user_id": "john_doe",
"payloads": {
        "SMS": {
            "recipient": "[phone]",
            "personalized_attributes": {
                "firstname": "John",
                "orderid": "#order HXY-12345-ZSDF"
            }
        },
        "EMAIL": {
            "recipient": "[e-mail]",
            "personalized_attributes": {
                "firstname": "John",
                "orderid": "#order HXY-12345-ZSDF"
            }
        }
    }

The firstname and orderid need to be sent when the request is triggered.

Personalized Alert as received by the customer

Alert SMS Received by User

Alert Email Received by User

Alert Push Notification Received by User

Personalization Using Content Blocks

Content Blocks are reusable content that can be used in alerts. Personalizing alerts by leveraging the Content Blocks feature enhances user engagement, efficiency, and the overall customer experience. For more information on creating content blocks for alerts, refer to Content Blocks.

Adding a Content Block

1. To add a content block, click the Text personalization button. The Inform personalization pop-up window is displayed.
2. Navigate to the Content block tab.
3. Select the desired content block from the Select content block drop-down.
4. You can also insert only the content of the content block using the following toggle. This means that only the content will be inserted while detaching itself from the existing content block and any future updates will not be reflected.
5. Click Copy & Close to copy the personalized attribute to the clipboard.
6. Paste the copied value in the message editor using standard keyboard shortcuts.

Personalize using JINJA

To personalize an alert using JINJA, add the JINJA to the template editor in the content creation step and pass the attributes used in the JINJA in the _personalized_attributes_object in your request payload.

Sample Payload with personalization

Sample Email Payload

{  
    "alert_id": "652fba0290f2820d05e12852",
    "user_id": "John_Doe",
    "transaction_id": "135671868",
    "payloads": {
        "EMAIL": {
            "recipient": "[e-mail]",
            "personalized_attributes": {
                "items": [
                  {  
                    "name": "iPhone 15",
                    "price": "2500 AED",
                    "image": "https://yourbrand.com/iPhone.jpg"
                  },
                  {
                    "name": "Macbook Air",
                    "price": "3000 AED",
                    "image": "https://yourbrand.com/MacbookAir.jpg"
                  },
                  {
                    "name": "Airpods",
                    "price": "800 AED",
                    "image": "https://yourbrand.com/Airpods.jpg"
                  }
                ],
           }
        }
    }
}

Personalized Alert Received by the customer