Personalization

Templates help you create messages quickly and provide a mechanism to personalize your messages for your audience. The way in which you personalize messages or create templates varies by channel and, in some cases, your audience.

Personalizing Messages

Templates provide a way to script and re-create messages quickly. When you create a template, you set a design and message that you can resend. You create templates and personalize messages differently depending on the type of message you want to send.

You can create templates for push notifications, in-app messages, and email notifications.

Merge Fields

You can use merge fields in templates — variables in your message that you want to populate with audience information, personalizing the message for each recipient.

You add merge fields when you create a template, and you populate the fields at send time, uploading ("merging") the data in an audience list.

Message Templates and the Personalization API

Push templates are intended for non-email channels and support push notifications and in-app messages. The setup is very much like a standard message. You can create push templates using the dashboard or the /personalization API, but you can only send a message with a push template using the API.

Email templates are specifically for email, and they support all the features of an email message, including a full HTML message. You can create and use email templates through the dashboard.

Inline Lists and Templates

When sending a message to SMS, email, or open channels, you have the option to Upload Users as a CSV list. When you upload a list in this way, you can include additional merge data in your list, creating a sort of "inline" or single-use template.

Column titles in your list (or the create-and-send audience object in the API) that are not prefaced with ua_ are considered merge fields. You can reuse these column titles as variables in your message using {{column_title}} when you send a message this way.

Resources