Swrve’s rich customer profile data includes both default and custom user properties that give you a current and detailed picture of your users’ status. These user properties are then available for injecting personalized details into your campaign content, such as a customer’s name, a flight destination city, a favorite team, or a personalized coupon code. The process to create a tailored, personalized experience for your users is now easier than ever!

Prerequisites

The manner by which Swrve personalizes your campaign content depends on the campaign channel and how a campaign is delivered to a user’s device. To make user properties available in triggered campaigns, such as in-app messages or push via API, the Swrve SDK downloads a pre-configured set of user properties that it then uses to personalize the content of a campaign at the moment it’s triggered. Before you can personalize triggered campaigns, you and your development team must complete the following:

• Upgrade your app to the latest Swrve SDK that supports personalization in triggered campaigns.
• Implement custom properties in your app and then configure the realtime user properties you want to use for personalization purposes. For more information, see Realtime user properties or contact your CSM at support@swrve.com for assistance.

Image personalization

Swrve supports image personalization in your in-app message campaigns as of iOS SDK version 7.0.0, with support for other platforms coming soon.

Personalization in batch vs. triggered campaigns

Scheduled or batch campaign personalization uses any default or custom property that your app sends to Swrve. As soon as Swrve receives the user property, it is immediately available for use to personalize your campaign content. Scheduled campaign types include:

• Standard push notifications
• Email
• SMS

Triggered campaign personalization uses realtime user properties to inject the personalized campaign content at the moment the user triggers the campaign. Realtime user properties are available for use in triggered campaigns as soon as  you configure them. These campaign types include:

• In-app messages
• Push via API
• Embedded campaigns*

Personalize your campaign content

The process for personalizing your campaigns with user properties is the same, regardless of channel and campaign type. There are two ways to insert a user property in your campaign content:

• Select the property using the Insert property dialog
• Manually insert the property as text, using Swrve’s personalization syntax

Insert property dialog

To insert the user property using the Insert property dialog:

1. On the Content screen of the campaign workflow, move your cursor to the point in the text where you want to insert personalized content and select Insert property.
2. In the Insert a user property dialog, enter part or all of the custom property name in the Select item box and then select the property from the list of values.
3. To include fallback text that displays if a user doesn’t have a value for the custom property, select Property fallback support. Select Add custom text and then enter the fallback value. Or select Don’t show if you don’t want the content to display for that user.

The following examples demonstrate how to personalize your campaign content by including the customer’s name or coupon code.

Push notification

In-app message

Note that while the steps to personalize image URLs and single line text values are the same, the device preview renders personalized single line text and personalized images differently.

Single line text

When personalizing single line text values, the device preview value displays sample as a placeholder value. If you provide a fallback text value, that value replaces sample in the preview.

Images

When personalizing image URLs, the device preview displays a placeholder image even if you provide a fallback text string.

However, if you provide a fallback image, that image replaces the placeholder image in the preview.

Email

SMS

Insert as text using Swrve’s personalization syntax

When sending or creating campaigns via API or in bulk, use Swrve’s personalization syntax to include a dynamic user property value in your content:

${user.<custom_property_key>}

To include fallback text that applies if a user doesn’t have a value for the custom property, add a fallback parameter:

${user.<custom_property_key>|fallback="<text>"}

Next steps

• Configure new realtime user properties for use in your triggered campaigns. For more information, see Realtime user properties.
• Add personalized content to your campaign. For more information, select a campaign channel:
  • In-app messages
  • Standard push notification
  • Push via API
  • Email & SMS