Personalization Builder: Preview

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Overview

The Preview step allows you to validate the syntax and behavior of a personalization rule before using it in a message. You can test how the rule resolves for a specific user, review the resulting output, and edit the underlying source code if needed.

Navigation Path​

  1. Navigate to Audience > Segmentation > Personalization.

  2. Click Create to open the Personalization Builder.

  3. Create or edit a personalization rule.

  4. Enter personalization content (in manual mode or via the graphical interface).

  5. Click Preview to open the Preview interface.

Preview of user personalisation settings with source code for conditional display.

Personalization Tab​ Settings

Setting

Description

User

Specifies the address used for testing the personalization rule. The current system user is shown by default. A fictional email address is recommended to avoid using stored attribute values that may influence the preview.

Preview

Displays how the personalization will appear for the selected user. The preview is only available when all InsertIf expressions contain content blocks.

Source Code

Shows the full personalization rule. Errors appear in red. The code can be edited directly and then transferred back to the Personalization Builder using the Load in Builder button.

Note:

Not all structures can be represented in the graphical interface; manual mode is applied when necessary. Invalid rules cannot be transferred.

Analysis for Address

Provides an evaluation of the rule based on the selected test user, including attribute values. Lines with expression="true" indicate which parts of the rule were applied.

Attributes Tab​ Settings

Setting

Description

Attributes

Allows selection of attributes used for validation. The plus icon adds the selected attribute and opens a field where a test value can be entered. The minus icon removes it.

Add All Attributes

Adds every attribute referenced in the personalization rule, allowing values to be entered for each.

Attribute values

Input field for entering test values. For attributes that use predefined numeric codes (for example user['PreferredStyle']), enter the corresponding number such as “1” (casual), “2” (formal), or “3” (sporty). Leave the field empty to simulate missing attribute data.

Actions

Action

Description

Load in Builder

Applies code adjustments made in the Source Code back to the Personalization Builder.

Update

Refreshes the preview based on any attribute changes or source code edits.

Note:

  • To test an attribute without content, the user email entered in the User field must not contain any stored attribute values.

  • Using a fictional email address helps ensure attribute data does not interfere with test results.

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