Goal
Edit, copy, transfer, and delete saved personalizations.
Background Information
Depending on their system role, users can view, apply, and edit all personalizations or only their own. Users who only have access to their own personalizations can only apply personalizations they own. To make a personalization available to such a user, transfer the ownership to this user.
When you insert a saved personalization into a message, its code is copied into the message. Changes to the saved personalization therefore do not change messages that already contain it. This also applies when you delete a personalization: It keeps working in these messages, but you can no longer select or manage it.
Procedures
Editing a Personalization
Navigate to Audience > Segmentation > Personalization.
In the Actions column, open the context menu of the personalization and click Edit.
The Personalization Builder opens.
Change the personalization and click Save.
Messages that already contain the personalization keep the previous version. To use the changed version in such a message, remove the old code from the message and insert the personalization again. See Insert Personalizations into HTML Emails and SMS Messages.
Copying a Personalization
Navigate to Audience > Segmentation > Personalization.
In the Actions column, open the context menu of the personalization and click Copy.
The Personalization Builder opens with a copy of the personalization.
Change the name, add a description, and edit the copy as needed. Personalization names are not unique, so the description helps you distinguish the copy from the original.
Click Save.
Changing the Owner of a Personalization
Navigate to Audience > Segmentation > Personalization.
In the Actions column, open the context menu of the personalization and 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.
Select the user who should become the new owner.
Click Transfer Ownership.
You can search by these criteria:
Last Name: The last name of the user.
Address Type: The email address, mobile number, or fax number of the user.
System Role: The system role of the user.
Customer Identifier: The unique ID that Mapp Engage assigns to the user automatically.
Deleting a Personalization
Navigate to Audience > Segmentation > Personalization.
In the Personalizations overview, select the checkbox of the personalization.
Click Delete.
The personalization is removed from the overview and can no longer be selected in messages. It keeps working in messages that already contain it.