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Personalization

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.

1. Create Personalization Variables in Flows and Captures

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

Visitors

Label

Field Type

System Name

Accepted Terms

checkbox

accepted_terms

Ctaurl

text

ctaUrl

Email

@email

email

First Name

text

firstName

Full Name

text

fullName

Last Name

text

lastName

Phone

phone

phone

Company

Label

Field Type

System Name

Description

text

description

Domain

text

domain

Industry

text

industry

Name

text

name

Size

text

size

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

1.1 Personalize Text in Flows

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.



Select "Personalization" in the rich text editor
Select "Personalization" in the rich text editor




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).

Document image


1.2 Personalize Text in Captures

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

  1. Open the Capture Editor and select the text element you would like to personalize
  2. Expand Magic Editors in the editor panel and select Personalization
  3. Delete the text that is currently present and select Add Personalization
  4. Select a Personalization Variable from the menu and set a Fallback (optional; this is the text that will display if the referenced variable is unavailable)
  5. Click Add Variable to save this item
  6. Repeat throughout you capture; Save & Exit when all variables are in place

1.3 Reference a Company Logo in Captures

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

  1. Open the Capture Editor and select the image you would like to personalize.
  2. Expand Magic Editors in the editor panel and select Personalization
  3. Select the variable domain
  4. Click Add Variable to save this item
  5. Repeat throughout your capture; Save & Exit when all variables are in place
"Add personalization" to images
"Add personalization" to images


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

2. Update Personalization Variables

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.

2.1 Update Variables using Navattic Forms

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.



2.2 Update Variables using Demo Share Links

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".



2.3 Update Variables with Query Strings

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.

  • projectlink?attribute1=value1&attribute2=value2&attribute3=value3 ...

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

Display Name

Type

Attribute Name

Full name

STRING

fullName

Email

STRING

email

Company name

STRING

name

Company domain

STRING

domain

Company industry

STRING

industry

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



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.