Personalize

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 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) 1 2 personalize text in captures reference a company name, visitor name, or other information within the capture of your application see a video https //www loom com/share/97caba9bec5e4287abd0ce4c96260b09 open the capture editor and select the text element you would like to personalize expand magic editors in the editor panel and select personalization delete the text that is currently present and select add personalization 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) click add variable to save this item 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 open the capture editor and select the image you would like to personalize expand magic editors in the editor panel and select personalization select the variable domain click add variable to save this item repeat throughout your capture; save & exit when all variables are in place 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 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 company 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 https //www causal app/formulae/concat google sheets# text=to%20use%20concat%20in%20google,that%20you%20want%20to%20concatenate or excel https //support microsoft com/en us/office/combine text from two or more cells into one cell 81ba0946 ce78 42ed b3c3 21340eb164a6 to create personalized project share links in bulk