---
title: "Managing Personalizations"
slug: "managing-personalizations"
updated: 2025-12-19T13:39:05Z
published: 2025-12-19T13:39:05Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Personalizations

## 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

1. Navigate to *Audience > Segmentation > Personalization*.
2. In the **Actions** column, open the context menu for the relevant personalization.
3. Click **Edit**.
  - The **Personalization Builder** opens, and you can edit the personalization.

---

### Copying a Personalization

1. Navigate to *Audience > Segmentation > Personalization*.
2. In the **Actions** column, open the context menu for the relevant personalization.
3. Click **Copy**.
  - The **Personalization Builder** opens with a copy of the selected personalization.
4. Change the name of the copied personalization and edit it as needed.

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### Changing the Owner of a Personalization

1. Navigate to *Audience > Segmentation > Personalization*.
2. In the **Actions** column, open the context menu for the relevant personalization.
3. Click **Owner**.
4. In the **Transfer Ownership** window, click **Search**.
5. 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.
6. Review the search results.
7. Select the user who should become the new owner.
8. 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

1. Navigate to *Audience > Segmentation > Personalization*.
2. In the **Personalizations**overview, select the checkbox for the personalization you want to delete.
3. 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.