Personalization enables marketers or sellers to create custom demos for specific prospects or accounts at scale. Captures and Flows can be personalized to show each visitor's name, company, company logo, or other custom attributes you create.

Below is a list of default properties within Navattic. You may create additional attributes with these steps.

The first step is to indicate if you want variables added to Flows or Captures. See below for personalization options for both.

Reference the visitor's name, company, or industry directly in Modals and Tooltips to tell a more custom story. For example, greet your viewer with, Hi, [firstName]"!

Within the Flow Builder, click the rich text editor on a Modal or Tooltip. In the header that appears, click + and select Personalization.





Next, select the variable that you would like to add to the step. Finally, set an optional fallback value (this will be used if the variable token is not found for any reason).

Reference a company name, visitor name, or other information within the capture of your application. See a video.

Use the Capture Editor to insert a company's logo into an image field in your captures.

Once the Personalization Variables are in place, you may create a Flow and publish a Demo as usual.

Now that Personalization Variables are referenced throughout your demo, the next step is to update values for these variables. For example, a demo for Sarah would include fullName = Sarah. There are three ways to update personalization variables.

A Navattic Form is the quickest way to add personalization at scale. If you already use a Form to gather contact information, you can reference any of these fields throughout your demo. Select any form field and toggle on "Use this field to personalize guide".

In the video below, we add a user's Name and Company Logo to a demo.

If you know your recipient, you may prefer to add personalization variables without asking them to complete a form.

In this case, attach the variables directly to a Share Link in Navattic. Anyone who opens this share link will see the personalization variables pre-filled. For example, check out this demo for "Allison at Stripe".

In the video below, we have already added personalization variables to a Flow. Now, we create a Share Link that includes personalization variables for a recipient, "Allison at Stripe".

Query strings are a way to update variables outside of the Navattic app. Query strings enable you to automatically generate a list of personalized links for dozens or hundreds of recipients or accounts.

After adding personalization variables throughout your demo, update these variables by adding the following string to the end of your Navattic project link.

Below is a list of personalization variables and their corresponding attribute names. Remember, you may create additional attributes with these steps.

In the video below, we use this method to personalize this demo for Jason at Microsoft and Sarah at Klue.