Goal
Learn how to edit, copy, transfer ownership of, and delete personalizations.
Background Information
Depending on their system role, users can view, apply, and edit all personalizations or only their own. In some cases, it may be necessary to create personalizations for users with limited permission rights.
Only the owner of a personalization can apply it to a message. When a user with restricted permission rights is assigned as the owner of a personalization, that user has full use of the personalization.
A complex personalization can be saved in the Personalization Builder and reused. If such a personalization rule is deleted, it remains unchanged in any messages where it is already in use, but it is no longer available for management in the Personalization section.
Procedures
Editing a Personalization
Navigate to Audience > Segmentation > Personalization.
In the Actions column, open the context menu for the relevant personalization.
Click Edit.
The Personalization Builder opens, and you can edit the personalization.
Copying a Personalization
Navigate to Audience > Segmentation > Personalization.
In the Actions column, open the context menu for the relevant personalization.
Click Copy.
The Personalization Builder opens with a copy of the selected personalization.
Change the name of the copied personalization and edit it as needed.
Changing the Owner of a Personalization
Navigate to Audience > Segmentation > Personalization.
In the Actions column, open the context menu for the relevant personalization.
Click Owner.
In the Transfer Ownership window, click Search.
In the Member Search window, enter the search criteria for the new owner. You can enter full or partial values, for example, the first three letters of the last name.
Review the search results.
Select the user who should become the new owner.
Click Transfer Ownership.
Available Search Criteria:
Last Name: Search by the user’s last name.
Address Type: Search by one of the following address types:
Email: The user’s email address
Mobile: The user’s mobile phone number
Fax: The user’s fax number
System Role: Search by the user’s system role, which applies throughout the system.
Customer Identifier: Search by the unique identification number automatically assigned to the user by Mapp Engage.
Deleting a Personalization Rule
Navigate to Audience > Segmentation > Personalization.
In the Personalizations overview, select the checkbox for the personalization you want to delete.
Click Delete.
The selected personalization rule is deleted from the overview and can no longer be selected from within a message; however, it continues to function in any messages where it is already in use.