You've gathered and imported a list of contacts and have most likely also collected valuable information about those contacts in the form of profile fields. Profile fields contain information about the contact such as first name, last name, state, etc. You can use this information to your advantage by creating personalized content.

Personalized content, such as a greeting at the beginning of an email, addressed specifically to them, can catch the reader's attention. You can customize content using profile fields using the personalization control panel or in Listrak Composer. Using a simple first name in the subject line can drive higher open rates. When done correctly, a first name in a subject line or email can work perfectly for loyalty emails, thank you emails, or special VIP email invites. 

Using the Personalization Control Panel

The personalization control panel allows you to create the unique tag that can be added to the fields on the message authoring page, such as subject line, or added to an HTML email.

The personalization control panel contains the individual profile fields fields that you've created under Contacts > Profile Fields. Only profile fields created on the specific list will appear in the Control Panel.

To use the fields, first click on the field from the list on the left. The code snippet to use in the message then appears on the right.


What if you have some customer information, but not for everyone on your list? If someone hasn't provided you with their first name, for example, you can set up a default value to take the place of the blank space. To add a default value to the profile field:

1. While in the personalization control panel, click Advanced Options.
2. Click the Default checkbox.
3. Click the desired field in the left-hand column and the code for that field will appear in the right-hand column.
4. Enter your desired default term in between the single quotation marks (' ').

In the example below, the profile tag will display either the contact's first name or "Valued Customer" if the contact has no first name listed.  

5. Copy the tag and paste it where you would like the personalized content to appear, such as the subject line or in your HTML content.

NOTE: In an HTML message you can apply font stylings to customize the appearance of the text.

Using Personalization in Listrak Composer

When creating a message in Listrak Composer you can insert personalized content into any text element of your message using the Personalization drop-down.

Once you have added your text element to the canvas, click on the Personalization drop-down.

TIP: Use the search bar to easily select the tag that you would like to include in the message.

The tag will be added to your text element. The default option is automatically included in the tag. To include a default value, add it between the two single quotation marks.

TIP: Highlight the personalization tag and use the text editing toolbar to edit the appearance of the text.

Common Ways to Use Personalization

Personalized messages increase engagement and loyalty from your contacts. Below are some common ways to include personalization in emails.

  • Subject Line: Including a contact's first name in the subject line can increase open rates. Simply paste the value from the personalization control panel in the subject line.

  • Analytics: Personalization tags can be included in your Google and Listrak Analytics to enhance your campaign reporting. Simply paste the value from the personalization control panel in the analytics.

  • Message Body: Personalization tags are commonly used in transactional messages, post purchase emails, and marketing marketing messages communicating changes in policies or company updates. The most common tag to add to these messages is first name to increase the personal feelings of these messages. Tags can be added in Composer or pasted from the personalization control panel into an HTML message.

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