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Personalization lets you customize demo content based on user information, such as their name, role, or company logo. Use variables to create a more relevant experience for each viewer.
73% of Buyers expect better personalization with technology improvements.

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Custom properties

Personalization is powered by custom properties: the same visitor and account data you use for forms, identification, and CRM field mapping. Setting up a property once makes it available anywhere you personalize content. Custom properties live on two objects, managed as separate tabs on the Properties page in Settings:
  • Visitor properties, like firstName, lastName, fullName, or email
  • Company properties, like name, domain, logo, industry, employeeCount, city, state, or country
Navattic ships all of the properties listed above by default, and you can add your own on top of them, such as a deal size, plan tier, or use case. Only String, Image, and Color property types are available for personalization.
See Custom properties for how to create and manage properties.

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Custom properties vs. the HTML block

When you select an element in the capture editor, you can personalize it two ways: through the Personalization editor or through the HTML block. Both insert the same custom properties, they just differ in how much control you need. Use the Personalization editor by default. Reach for the HTML block when a variable needs to sit inside other text or tags rather than replace the whole element, when an element needs more than one variable, or when you need to change the element’s markup at the same time. Keep in mind that any static text you type directly into the HTML block is hardcoded and shows the same to every viewer. If the content should change per viewer, use a custom property instead of typing it in as plain text.
For a full walkthrough of personalizing text, images, colors, and styles, see Personalizing captures.

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Personalize your captures

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

Add the personalization

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 }}. The fallback is shown when the variable has no value for that visitor.To apply the same personalization to matching elements across the capture, check Replace all instances.
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

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Personalize flows

Any text in your flows can also be personalized. In the Flow Builder, click Personalization in the More Actions menu of the rich text editor for a step, or type {{ directly in the editor to search for a property. The same {{ property | fallback }} syntax applies. Personalize Richtext Once you’ve personalized your demo, you can give each prospect their own link with their values filled in. Open your demo and click Share to open the share drawer. Next to Copy link, click the gear icon for Link settings to open the share link drawer. There, turn on the Personalization card and enter values for the visitor and company properties you want to set for that recipient. Specifying the recipient of a share link personalizes the company logo automatically. Values you enter in the Personalization card override that logo and can supply any other personalized property. You can also create and personalize share links from Launchpad. 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.