Personalized tags / Liquid Pills (Legacy) - Use liquid without writing code

  • Updated
Description

 

Personalized Tags/ Liquid pills allow you to pull product and customer data without having writing Liquid code.

 Example usage:

  • Reference customer attributes in email
  • Reference product attributes in email (special prices, etc.) 
  • Reference product name in Subject line for:
      1. browse abandonment campaigns 
      2. post-purchase campaigns

Note:  Liquid pills may not be sufficient when building out more advanced use cases; this is when writing Liquid becomes appropriate 

Steps

Please refer to existing documentation regarding Personalized Tags via the link below for more information:

https://support.optimizely.com/hc/en-us/articles/4407268754957

 

  1. Click Edit (pencil icon) of an email touchpoint you want to personalize.
  2. Click the lightning icon for Subject, Preheader, or in the text body (dynamic grid) of the email to insert a personalization tag.

    If a dynamic grid is not present, you can click and drag it into your email from Elements > Layouts. Place your cursor or highlight where you want to insert a personalization tag, then click the Lighting icon > Product.

  3. Place your cursor or highlight text (such as [BRAND NAME]) where you want to insert a personalization tag, then select Lighting icon > Customer Tag. In the following example, you want to personalize the greeting, "Thanks for shopping, {first name}".

    Personalize-customer-tag.png

  4. Select the field you want to reference; in this case, First Name.

    Optionally set the text format and default value for the tag to use when the customer does not have a value for that field. If you have highlighted text instead of placing the cursor, the highlighted value is automatically set as the default, but you can update as needed.

    Personalize-customer-tag-first-name.png

  5. Click Save. The field displays.

    Personalize-customer-tag-variables.png

    To complete the form in this example, highlight [BRAND NAME], [ADD CODE], [OFFER], and the second [BRAND NAME], select the lightning icon for each and set the variables.

    Personalize-customer-tag-cust-prod-variables.png

The email will then pull in the appropriate field value for each personalized tag based on the recipient of the email.

 

Additional Resources