Personalizations: Overview

Overview

Use the Personalization interface to manage personalization rules. You can create new rules, edit or copy existing ones, change the rule owner, view personalizations, and delete personalizations that are no longer needed.

Navigation Path

Audience > Segmentation > Personalization

Dashboard view showing personalization options and user details for email marketing.

Settings

Setting	Description
Edit	Opens the Personalization Builder for personalization. Both the structure and conditions of personalization can be edited there.
Copy	Creates a copy of the personalization and opens it in the Personalization Builder, where it can be edited.
Owner	Opens the Transfer Ownership window, where a new owner of the personalization can be defined (see Transfer Ownership).

Actions

Action	Description
Create	Creates a new personalization (see Code View (wizard)).
Remove Filter	Clears the active filter applied to the list of personalizations.
Delete	Deletes the selected personalization.

Column Definitions

Column	Description
Actions	Opens the action menu for the selected personalization.
Name	Displays the name of the personalization. Personalization names are not unique.
Description	Shows the personalization’s description, if available. It appears in the overview and provides additional details about the personalization.
Owner	Displays the owner of the personalization.
Created	Shows the date and time when the personalization was created.
Last Update	Shows the date and time when the personalization was last updated.
Last Use	Shows the date and time when the personalization was last inserted into a message. The message does not need to have been sent.

Details Panel

The details panel appears when selecting a personalization in the overview.

Information	Description
ID	The unique personalization ID assigned by the system.
Name	Displays the name of the personalization. This value is not unique.
Owner	Shows the owner of the personalization. Unless changed, this is the user who created it.
Type	Displays the type of personalization. This is always complex.
Description	Shows the description of the personalization, if provided. Because names aren’t unique, a description helps distinguish between personalizations. Adding a description is recommended.
Contains Content	Indicates whether the personalization includes fixed content inserted automatically (e.g., a greeting line such as “Dear …”).
Group	Indicates whether member attributes are used in the personalization. Since groups differ in available member attributes, the personalization can only be used with groups that contain the required attributes.