Message Creation: Personalization (HTML Email)

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Overview

The personalization expander provides quick access to personalization placeholders and predefined personalization rules. It is used to insert contact attributes, simple personalizations, and existing rule logic directly into message content without switching to another interface. It also offers shortcuts to the Personalization Builder for editing or creating advanced logic.

For a conceptual overview of email message types and the overall email creation workflow, see the Email Channel Basics.


Navigation Path

Create New > Message > Email Message > HTML Email > Create > Personalization

You can also access it from draft messages: Messages > Draft Messages > Email


Settings

Setting

Description

New

Opens the Personalization Builder to create new personalization rules using InsertIf/InsertElse logic.

Search

Searches for existing personalizations. The search supports auto-suggestions.

Most frequently used

Shows the personalizations used most often in your system. An initial set of five can be configured during onboarding, but will be updated over time.

Most recently used

Shows the last five personalizations inserted through the expander.

Insert Mode

Defines how personalizations are inserted:

  • Right Mouse Click wraps selected content with personalization logic.

  • One Click inserts directly at the cursor.


Actions

Action

Description

Selects a personalization for insertion. Behavior depends on the chosen Insert Mode. In Right Mouse Click mode, the cursor shows a red circle that turns green when insertion is possible.

Allows dragging a personalization into the message content. Complex personalizations cannot be applied to entire sections using the drag-and-drop feature.

Opens the full list of available personalizations. Personalizations can also be deleted here. For details, see /v1/docs/personalization-wizard#search.


Search

The ​Search for Personalization​ panel presents a list of all available personalizations in your system. It is also possible to delete personalizations within this view.

Action

Description

Id

Searches for personalizations by its system-generated identifier.

Name

Lets you search for a personalization by its name.

Description

Lets you search us

ing keywords or phrases that appear in the personalization’s description.

Owner

Searches for a personalization created by a specific user (or the assigned owner, if it has been changed).

Type

Filters results by personalization type. Available options:

  • Personalization rules – Complex rules created with InsertIf/InsertElse logic. These allow for different message variations within a single message. During sendout, Mapp Engage checks which rule applies to each recipient and displays the corresponding content only when the criteria are met.

  • Attributes – Used for personalization placeholders. Both standard and custom attributes are supported. Member and group attributes are available with limited use for personalization.

    Note:

    Member attributes are not available personalization expander. Personalizations that are based on custom attributes must be configured manually. See Attribute References​.

Clear Search

Removes all search criteria and shows the full list of available personalizations.

Search

Executes the search using the defined criteria.

The expander is designed for efficiently inserting existing personalizations. For complex logic with multiple conditions or fallback structures, use the Personalization Builder or Code View.