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How can I personalize messages and emails with automations?
How can I personalize messages and emails with automations?

As an Admin, learn about all of the personalization data options you can use for emails and messages within Optix Automations.

Dan Squires avatar
Written by Dan Squires
Updated over a week ago

Automated messages and emails can be personalized using various types of Personalization Data. The Personalization Data options are generated from your Users' account data, your organization's details, and User Property Data (including custom properties unique to your organization!)

Here are few examples of data points available for automated messages and emails:

Account Data

  1. Account sign up date

  2. Account status

  3. Account type e.g. Lead

  4. Account's primary location e.g. Location 1

  5. Active plan e.g. John's Full Time Member plan

  6. Final Plan end date e.g. June 24, 2024

  7. First name e.g. John

  8. Ful name e.g. John Smith

  9. Last mobile app use date

  10. Most recent booking e.g. June 24, 2024

  11. Next assignment date e.g. June 24, 2024

  12. Next booking date e.g. June 24, 2024

  13. Next Plan end date e.g. June 24, 2024

  14. Next Plan start date e.g. June 24, 2024

  15. Oldest unpaid Invoice due date e.g. June 24, 2024

  16. Upcoming tour booking date e.g. June 24, 2024

Organization Data

  1. Organization Name e.g. ACME

Other Data

  1. Date the Automation was triggered e.g. June 24, 2024

User Property Data

  1. City e.g. Vancouver, BC

  2. Company e.g. ACME

  3. Position e.g. CEO

  4. User Source

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