Personalization Builder: Create

Overview

This interface is used to create personalization rules. Users define the rule name, add a description, and configure the logical structure that determines when personalized content is inserted. The structure is built using conditions and grouped expressions that control how the rule is evaluated.

Navigation Path

Navigate to Audience > Segmentation > Personalization.
Click Create.

Personalisation Builder interface showing options for inserting conditions and blocks.

Settings

Settings	Description
Name	The display name of the personalization rule.
Description	Optional information describing the rule’s purpose or use.
Advanced Options	Access to a drop-down menu used to select a group.
Graphical	Opens the Builder's graphical interface for drag-and-drop rule creation.
Code	Switches to the manual code editor for direct input. You can switch between modes as long as the rule remains compatible. Some expressions are only possible in code.
	Expands all structures and conditions to show all information
	Collapses all structures and conditions to hide any information.
Structure – InsertIf Block	Defines how rules are grouped. The grouping determines whether conditions are evaluated together and how they affect personalization output. See Personalization Builder: Structure.
	Opens the context menu for a condition. From here, you can add or modify conditions and grouping.
	Adds an additional condition at the same structural level. See Personalization Builder: Condition Builder.
	Opens the context menu for the condition. Add condition: This adds a further condition to the selection. Add grouped condition: Wraps a condition in a bracket to create a grouped expression, enabling logic such as “A AND (B OR C)”. Ungroup: Removes the bracket around the selected grouped condition. Remove group: Deletes all rules contained within the selected grouped bracket.
Conditions to be matched	All: Every condition in the group must be true for the content to be inserted. If even one condition is false, the personalization rule does not apply, and the content is not sent. One: At least one condition must be true for the content to be inserted.

Structure Mode vs. Edit Mode

The interface adapts depending on whether you are editing logic or building structure:

In Edit Mode, you work directly with conditions and content.
In Structure Mode, you manage the rule’s hierarchy and sequence.
You can expand or collapse all branches of a rule for a better overview.

The Builder includes two main modes that allow you to create and manage rule logic:

Setting	Description
Structure Mode	Displays the full logic structure. Use this mode to add, remove, or rearrange blocks (InsertIf, InsertElse).
Edit mode	Allows you to modify the conditions or add content within each block.
Structure	Shows where you can add further InsertElse statements or content to the personalization.
InsertIf Block	Represents the primary condition. Use the context menu to define or change the condition logic.
InsertElse Block	Represents fallback content or alternative paths. Can be created and edited in Structure Mode.

After clicking New, the Builder opens in Edit Mode with the initial InsertIf Block highlighted. You can freely switch between modes as needed during rule creation.

Actions

Action	Description
Group	Groups all selected rules at the same structural level. If nested grouping exists, brackets must be removed before creating a new group.
Delete All	Removes all existing rules in the structure.
Preview	Opens a preview window that allows testing and validation of the rule logic. You can preview individual conditions and fallback flows.
Save	Saves the personalization rule to your library.
Use	Inserts the personalization into a message without saving it for future use.