Content personalization – Fertu

Personalization on the Fertu Platform

The Fertu platform enables users to create personalized content for effective audience engagement through two primary methods:

1. Merge Variables (Static Values)

Merge variables allow the insertion of constant, user-defined values within campaign content. To use this method:

Define the placeholder in your template using double curly braces ({{variable_name}}).

Example usage in a template: {{disclaimer_text}}

Set the actual value for each variable in the step variant configuration.

When a campaign runs, these placeholders will be automatically replaced by the constant values you've configured.

2. Additional Contact Fields (Record Attributes)

Personalize content dynamically based on contact-specific attributes (e.g., age, gender, name) available within contact records. To personalize using contact attributes:

Navigate to the Template Configuration screen.

Specify the contact attributes you wish to include (e.g., custom_fields.Program_Length).

Once configured, these fields become available for use within templates using the same double curly brace syntax ({{contact.attribute_name}}).

Example:

Hi, you've been enrolled in the free Food as Medicine program through your NY Medicaid health insurer. For the next {{custom_fields.Program_Length}} weeks you will receive meal kits.

Supported Additional Contact Fields:

Field	Description
name.first_name	Contact's first name
name.last_name	Contact's last name
address.address_line_1	First line of the contact's address
address.address_line_2	Second line of the contact's address (optional)
address.city	Contact's city
address.state	Contact's state
address.zip_code	Contact's ZIP code
email.email	Contact's email address
phone.original_number	Original phone number format
phone.e164_number	Phone number in E.164 international format
contact_population	Population segment the contact belongs to
contant_pop_segment	Specific segment within the population
contact_member_id	Unique identifier for the contact
custom_fields.field_name	Customer-defined fields configured during data feed setup. Can include any custom attributes (e.g., ICD-10 diagnosis codes mapped as `custom_fields.icd10`)

Template Validation

Prior to launching a campaign, the Fertu system performs automatic validation checks to ensure:

All merge variables in the templates are defined in the corresponding variant configurations.

All contacts associated with the campaign contain the required additional contact fields specified in the template.

If any configuration discrepancies are detected, you'll be notified to rectify these issues before the campaign launch.

This robust validation ensures seamless personalization, while reducing errors.

See creating proofs to learn how to generate a proof of a content (proof can be used with both personalization options discussed in this article)