Overview
library_add_check |
Prerequisites Before starting your journey with auxiliary data, you must configure 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.
Channels That Support Personalization Using Auxiliary Data
Channel | Supports Personalization? |
---|---|
Push | Yes |
Yes | |
SMS | Yes |
In-app Messaging | Yes |
On-site Messaging | Yes |
Cards | Yes |
Connector | Yes |
Yes | |
Facebook Audience | No |
Google Ads Audience | No |
info |
Information Auxiliary data is supported for all editors of MoEngage campaigns. This article uses the Email campaign as an example to explain how to personalize content using auxiliary data. |
Example of Personalized Content with Auxiliary Data
Banks often send emails 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 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 a personalized email with auxiliary data the bank sent to a user:
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 Campaign Content Using Auxiliary Data
This section describes how you can personalize campaign content with this auxiliary data using the example of an Email campaign:
- Import the auxiliary data file into MoEngage. For example, the name of the sample import file is aux_data_cc_due_info_list. For more information, refer to Importing Auxiliary Data.
- After importing the file, create an Email campaign. For more information, refer to Create Email Campaign.
- In Step 1, "Target users," configure the campaign with the desired campaign name, control group, and target audience.
- In Step 2, "Content," click the Custom HTML editor tab and select a template.
- 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.
- Personalize the Subject and Sender Name fields if required.
- In the Template editor box, add the campaign's content as required.
- To add an attribute from the imported auxiliary data file, type @.
- On the Email Personalization pop-up window, click the Aux Data tab.
- In the Aux data list, click the required auxiliary data file. In this example, click the imported auxiliary data file aux_data_cc_due_info_list.
- In the Lookup value list, search and select the unique user identifier that was mapped during the import. In this example, ID would be the unique identifier that maps to the User_ID field in the import file.
- In the Attribute list, click the auxiliary data attribute to be used for personalization. For example, to personalize the Amount Due for each user, select the Amount_Due attribute.
- Click Done. The auxiliary data JINJA will get added to the field or the editor as shown below:
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. - If you want to check how your personalized message looks for a specific user, you can preview it.
- In the upper-right section of the Template editor, click Preview. The preview screen appears as shown below:
- Click the Personalized preview tab.
- In the Select user by list, click a filter for users. For example, ID.
- In the User identifier value box, type the unique identification of the user.
- Click Fetch user data and then click Refresh. You can see the preview of the personalized message.
- In the upper-right section of the Template editor, click Preview. The preview screen appears as shown below:
- After you have customized and personalized the content, in Step 3, "Schedule and goals," add the campaign's delivery schedule information and click Publish to send the campaign to the target segment.