Personalization is a powerful feature that allows you to make your demos feel more personalized by adding variables. It enables you to customize the content of your demos based on the user’s information, such as their name, role, or company logo. Personalization can be used to create a more engaging and relevant experience for your users.
73% of Buyers expect better personalization with technology improvements.
1

Select elements to personalize

Determine which elements you want to personalize. For example, you might want to personalize the Name, Role, and Company Logo of the visitor.
2

Personalize your captures

Open the Capture Editor and select the element(s) you want to personalize. Open Personalization in the Magic Editors. Click + Add Personalization and select a property.You can add a fallback for the text using the format: {{ property || fallback }}.
Personalize Capture Editor
3

Personalize company logo

Select the logo that you would like to personalize in your capture, Click Add Personalization and select Company Logo for the property.The Company Logo will be personalized with the Navattic Logo API anytime the Company Domain or the Visitor email is populated.Personalize Company logo Capture Editor
4

Personalize flows

Any text in your flows can also be personalized. In the Flow Builder, click Personalization in the More Action menu of the rich text editor for a step.Personalize Richtext
5

Sharing personalized links

Once you’ve personalized your demo, you can share personalized share links with prospects. By specifying the recipient of a share link, the company logo will automatically be personalized. Within Share link settings you can override this logo or add any other personalized property.Personalize Share Link
Congratulations — you’ve created a personalized demo that you can use to share with visitors. Personalized demos are great to create a personalized buyer experience.
Already have a list of prospects or accounts in mind? Use CONCATENATE within Google Sheets or Excel to create personalized project share links in bulk.