Defining personalization rules

To create conditional content, you define personalization rules that describe the recipient characteristics that must be true to display the content element. Personalization rules are configured around a personalization field and one or more conditional expressions.

Conditional expressions test personalization field values that change (because they are recipient-specific) against a constant value that is specified in the logic for the expression. If the result of the test is TRUE, then the content that is associated with the rule displays. If the result of the test is FALSE, then the content does not display.

For example, you can apply the personalization rule <- AccountType -> = "SILVER" to an image in an Deliver document.

  • AccountType is the personalization field.
  • The = symbol is the comparison operator that defines the type of test. In this example, the test evaluates whether the value of the personalization field exactly matches the constant.
  • SILVER is the constant value. In this example, the type of customer account.

If the message recipient has a Silver account, then the result of the conditional expression is true and the associated image displays in the email. If the message recipient has a Gold account, then the expression is false and the image does not display in the message.

Note: To ensure that the system accurately evaluates a personalization rule, reference the OLT that defines the personalization field on which the rule is based and the communication that contains rule to the same mailing. Reference the OLT and the communication to the mailing before you attempt to preview the results of the personalization rule.

To create more sophisticated rules, you can define groups of conditions. You can connect conditions and groups with the logical operators AND and OR.