Personalize Campaign Content Using Auxiliary Data
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Prerequisites

Before starting your journey with Auxiliary Data, you must set up an Auxiliary Data file. For more information, refer to Auxiliary Data.

You can personalize your campaign content using auxiliary data by selecting the auxiliary data attributes in the personalization editor.

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Information

Auxiliary Data is supported for all editors of all campaigns of MoEngage. In this article, we have taken the example of the Email campaign to explain how to personalize content using Auxiliary Data.

Auxiliary Data Example

Banks send communications to their customers about credit card statements and the amount due for the billing cycle. With the Auxiliary Data feature, banks need not store sensitive customer information in MoEngage. They can simply import an Auxiliary data file with the user name, ID, first name, last four digits of the credit card number, and the amount due and send campaigns to customers.

The following example shows the preview of an Email sent to user by the bank:

Email.png

Sample Import File

File Name: aux_data_cc_due_info_list

User_ID First_Name Last_Name Last_4_Digits_of_CC Amount_Due
JohnDoe John Doe 1234 4318
JaneDoe Jane Doe 5678 5617

Personalize a Campaign Content Using Auxiliary Data

This section describes how you can personalize a campaign content with this Auxiliary Data, using the example of Email campaign:

  1. Import the Auxiliary Data file into MoEngage. For example, import the sample import file aux_data_cc_due_info_list.
    For more information, refer to Importing Auxiliary Data.
  2. Navigate to the sidebar on the left and click Engage > Campaigns and click + Create campaign or click + Create new > Campaign.
  3. Under Outbound, select Email, and then select a delivery type.
  4. In Step 1 "Target users", configure the campaign with the desired campaign name, control group, and target audience.
  5. In Step 2 "Content", click the Custom HTML editor tab and select a template.
  6. In the Sender Details section, configure the Sender Name, Preview Text, From email address, Reply-to mail address, and Subject fields. Add CC and Bcc as desired.
  7. Personalize the Subject and Sender Name if required.
  8. In the Template editor field, add the required details.
  9. To add an attribute from the Auxiliary Data file imported, enter '@'. The Email Personalization pop-up is displayed.
  10. Click the Aux Data tab.
  11. Select the Auxiliary Data file from the Aux data drop-down list. In this example, select the imported Auxiliary Data aux_data_cc_due_info_list.
  12. In the Lookup value drop-down list, specify the unique user identifier that was mapped during the import. In this example, 'ID' would be the unique identifier and it maps to the User_ID field in the import file. 
  13. In the Attribute drop-down list, select the Auxiliary Data attribute to be used for personalization. For example, to personalize the Amount Due for each user, select the Amount_Due attribute in the drop-down list.
  14. Click Done. The Auxiliary Data JINJA will get added to the field or the editor, as shown below:
    Personalization_using_Aux_Data.gif
    The following is a sample email content:
    Dear {% set aux_data_cc_due_info_listData = UserAttribute['uid']|getAuxData('aux_data_cc_due_info_list') %}{{aux_data_cc_due_info_listData.First_Name|default('User')}},

    Your credit card statement for the card number ending with {% set aux_data_cc_due_info_listData = UserAttribute['uid']|getAuxData('aux_data_cc_due_info_list') %}{{aux_data_cc_due_info_listData.Last_4_Digits_of_CC}} is here.

    Amount Due: {% set aux_data_cc_due_info_listData = UserAttribute['uid']|getAuxData('aux_data_cc_due_info_list') %}{{aux_data_cc_due_info_listData.Amount_Due}}

    View or download the attachment for the detailed statement.
  15. If you want to check how your personalized message looks for a specific user, you can preview it.
    1. Click Preview at the top right of the Template editor section. The preview screen opens up as shown below:
      Aux Preview.gif
    2. Click the Personalized preview tab. 
    3. In the Select user by drop-down list, select a value to filter users. For example, ID.
    4. In the User identifier value field, enter the unique identification of the user.
    5. Click Fetch user data and then click Refresh. You can see the preview of the personalized message.
  16. After you have customized and personalized the content, in Step 3 "Schedule and Goals", add the delivery schedule information for the campaign and publish to send the campaign to the target segment.

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