Personalization

  • Updated

Personalization fields let you display customer-specific data on a Landing Page, helping you tailor content to each visitor. You can show a contact’s name, CRM-sourced information, or account-level details such as your company’s local address.

The Landing Page Composer supports the following types of personalization fields:

  • Contact fields: Standard contact fields mapped in Lists > Standard Field Names. Learn more
  • Custom account fields: Account-wide personalization values created by admins in Settings > Other Settings > Custom Account Settings > Content Personalizations. Learn more
  • CRM fields: Fields sourced from your connected CRM (requires Account-Based Marketing).

This article focuses on Contact and Custom Account fields. For CRM-based personalizations, see How to Personalize Emails & Landing Pages with CRM Data .

Quick Reference (Advanced Users) - Click to Expand
  • Personalization is available in Title, Paragraph, Button, List, and Table blocks.
  • Insert personalizations using the toolbar’s Personalization menu.
  • Use fallback text to ensure a clean experience when a field is empty.
  • Format manual fields as {{Field Name}} or {{={{Field Name}}|Fallback}}.
  • Field names must match exactly.

Try it like this:

Add a greeting such as “Hi {{={{First Name}}|there}}” at the top of a content block. Visitors with a first name on file will see it, and everyone else will see “Hi there.”

Add Personalizations with the Composer

In the Landing Page Composer:

  1. Open the Landing Page you want and, in the Design tab, add or select a content block . Personalization is supported in Title, Paragraph, Button, List, and Table blocks.
  2. Place your cursor where you want the personalization field and click Personalization from the toolbar:

How to Personalize Email Content with CRM Data 02.png

  1. Select the type of personalization field you want to use.
  2. Search for and select the field, then click Next

Examples

Without fallback text:

{{First Name}}

With fallback text “Friend”:

{{={{First Name}}|Friend}}

Add Personalizations Manually

You can insert personalizations manually by enclosing the exact field name in double curly brackets:

{{First Name}}

To include fallback text, use this format:

{{={{First Name}}|Friend}}

Personalizations must match the field names exactly.

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