Advanced Personalization in Onsite

In onsite content, you can customize any field where the Add Customization button appears. For example, you can apply customizations in the Title, Message, and Links fields.

Visual Editor

When you click on the customization icon in the Visual Editor, the Customization Selector opens. Unlike other content types, it provides two options:

Flow
Targeting

This distinction exists because we support two types of onsite and in-app campaigns:

Flow Campaigns
Realtime Targeting Campaigns

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Customization Selector Options:

FLOW: Customizations available only for Flow Campaigns.

TARGETING: Customizations available only for Realtime Targeting Campaigns.

How It Works:

Flow Selection
- Works the same as in other content types.
- You can select from Contact Columns, Dynamic Contents, and other personalization fields.
- Advanced personalization syntax is fully supported.
Targeting Selection
- Content works differently compared to Flow.
- Advanced personalization syntax is not supported.
- Customization is still possible, but it uses a different syntax than Flow.

HTML Editor

Customization is available under Insert > Customization Tags.
The Customization Selector opens with Flow-only options, such as:
- Contact Columns
- Dynamic Contents
Advanced personalization can also be applied by following the Advanced Personalization Developer Guide.

Drag-and-Drop Onsite Builder

The drag-and-drop Onsite Builder takes personalization further with Dynamic Content blocks. Instead of only adding text variables, you can design visually rich, personalized layouts.

Steps to Use Dynamic Content Blocks:

Create a new Dynamic Content item and set the type as Product Box, HTML, or Plain Text.
Open or create a blank onsite template.
From the editor panel, drag the Dynamic Content block into your layout.
Click the block to open the Select Dynamic Content button.
Choose your predefined dynamic content.