Using Customer Profiles to Preview Emails

Simulate customer cohorts or key business scenarios and preview emails with profiles applied to ensure that the right customer sees the right content.

Creating Customer Profiles

In order to create a customer profile, you must have either Admin or Developer permissions.

Create and Edit a Customer Profile by Name and Placeholder

1. Select Data from the administration dashboard.
2. Select the Customer Profiles tab and click Add Profile.
3. Name your Customer Profile, provide an optional description, and Create Profile.
4. Add your profile's properties as key value pairs. Add the key in the Name field, and the value in the Placeholder Value field. Duplicate a row to add more properties.

Create and Edit a Customer Profile as JSON

You can input or edit your Customer Profile data as a JSON object by toggling Show JSON Editor.

Assigning Customer Profiles to a Workspace

Keep your workspaces organized by assigning customer profiles and customer profile folders to workspaces.

Select the " " menu next to the profile or folder and select Manage Workspaces. Toggle a workspace to Active to use that customer profile, or all profiles in a folder, in that workspace.

Using Customer Profiles

Customer Profiles, as well as Global Variables and email specific Preview Data, can be used to build and preview dynamic copy, urls, and different blocks of an email.

Adding Dynamic Variables to an Email

Use your company's data by adding dynamic variables as values by wrapping the variable name inside of an "@{}". This can be used for copy, metadata, urls, and anything else your ESP supports.

Render Blocks Dynamically with Conditionals

To increase user engagement, many organizations use customer data to offer their customers a tailored email based on their preferences or account status.

Select a block in the Email Builder and Add Logic to the Display Options. When a user's data makes the condition set on the block true, the block will be rendered.

See more about using conditionals here.

Previewing Emails with Customer Profiles

Previewing Dynamic Content in the Email Builder

After you have created your email, you can preview the email using a Customer Profile. This will use all the values associated with that profile.

1. Toggle on Preview with: at the bottom of the Email Builder
2. Select the Customer Profile you'd like to preview

The email preview will be updated with the data from your customer profile.

Previewing Dynamic Content in Device Previews

Select a Customer Profile as your Content when generating device previews or sending test emails to see exactly what you're communicating to your customers.

View more on Testing with Device Previews.