Personalization Wizard
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Personalization Wizard
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Article summary
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The Personalization Wizard is a pop-up panel in Mapp Engage that provides quick access to available personalization options. You can use it to insert both simple placeholders (e.g., a contact’s name or city) and predefined personalization rules (e.g., conditional greetings or loyalty logic) into your message content.
The wizard is ideal for applying existing personalizations without switching to another interface. If you want to create or modify complex logic — such as multiple conditions or fallback structures — you can open the Personalization Builder or switch to the Code View directly from within the wizard.
Navigation Path
You can access the Personalization Wizard during the message creation process:
Create New > Message > Email Message > Create > Personalization
Messages > Draft Messages > Email
What can I do in this window?
Search for personalization placeholders
Search for personalization rules
Insert personalizations into a message
Configuration
Setting | Description |
|---|---|
New | Opens the Personalization Builder, where you can define new personalization rules using InsertIf/InsertElse logic. |
Search | Searches for existing personalizations. The quick search includes an auto-suggestion feature (see Search for Personalizations (Quick Search)). |
| Opens a list of all existing personalizations (see Search for Personalizations (wizard)). Personalizations can be deleted here. |
Most frequently used | Displays the personalizations used most often in your system. An initial set of five can be configured during onboarding but will be replaced over time. |
Most recently used | Displays the last five personalizations inserted via the wizard. |
Insert Mode | Defines how the personalization is inserted in the message:
|
Actions
Each personalization entry in the list includes action icons for insertion and further use.
Action | Description |
|---|---|
| This symbol selects the personalization for insertion. Depending on the Insert Mode, the personalization is either selected for insertion by right mouse click, or inserted immediately at the selected location. In right mouse click mode, the mouse pointer is marked with a red circle. When the mouse moves to a message field where personalizations can be inserted, the circle turns green, and the personalization can be added. |
| This symbol allows you to drag and drop a personalization into the message. It is not possible to apply a complex personalization to an entire section of a message with the drag & drop insertion method. |
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