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Email Personalization with Managed Services

Learn how Persado incorporates first and last name variables into your Variants.

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Written by Amy Blakemore
Updated over 6 months ago

Leveraging dynamic variables for first and last names is a great way to help drive better performance. This article will cover what you can expect to see when Persado incorporates these variables into your Predictive Content and Experiments.

1. Review Variants and Note Variable Placeholders

Unless otherwise specified, you’ll see variable placeholders in brackets ([First Name], [Last Name]) in the Variants that Persado generates for you. This is our standard placeholder format.

2. Deploy With or Without an Integration

Once you approve the Variants, you’ll proceed with deploying them. The process for this will depend on whether or not you are using an integration.

With an Integration

When you’re using an integration:

  1. You’ll provide us with your variable. The way you’ll denote a first or last name variable will be contingent on your own internal processes and choice of ESP.

  2. Persado will code this variable in the back end, overriding the bracketed placeholders.

Without an Integration

If you’re not using an integration, you’ll need to apply your own naming conventions and logic during deployment set up after you’ve approved the Variants. This is based on your business as usual/internal processes for coding dynamic variables without Persado’s involvement.

Ensuring Proper Setup and Deployment with Variables

Here are some additional steps you can take to ensure that the variables render properly to your audience:

  • Double check that you are using the right variable specific to your platform, and specific to the value you’re hoping to pull.

  • Make sure that you have fallback logic in place. This will be specific to your processes, but is important to define and QA to ensure that the message reads fine with and without the variable populating. Sometimes the fallback will be blank, otherwise it will be a generic term. But ensure you define it so you don’t end up with a poor customer experience.

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