Personalizing email deliveries with recipient attributes

The content of email deliveries can be personalized using the recipients’ user attributes. For example, you could use personalization to deliver a dashboard to sales managers that only displays quarterly sales data for their region.

How it works

By default, a delivery owner’s user attributes are used when content is sent to email recipients. When personalization is enabled, JustAsk builds the content separately for each recipient, applying that recipient’s user attribute values.

Configuring personalization

Personalization is configured at two levels: your admin sets a Delivery personalization mode for the whole organization, and that mode determines whether delivery owners can make their own choice on individual deliveries.

Personalization for the organization

The organization’s Delivery personalization setting can be one of the following options:

Organization setting	What delivery owners can do
Configurable (default)	Turn personalization on or off for each delivery, using the Personalize delivery with the recipient’s user attributes checkbox in the delivery dialog.
Always	Nothing. Every email delivery is personalized. In place of the checkbox, the delivery dialog notes that deliveries are always personalized.
Never	Nothing. Every email delivery uses the delivery owner’s user attributes. The checkbox doesn’t appear.

Personalizing individual deliveries

Tip

Enabling personalization doesn’t impact who receives the delivery, only the delivery’s contents. Make sure you add the right people to the delivery’s recipients list!

When the organization setting is Configurable, check the Personalize delivery with the recipient’s user attributes option when you create or edit an email delivery to enable personalization.

If your organization has connections that use per-user OAuth, the Personalize delivery option won’t be available even if the organization setting is Configurable. In this case you’ll see a notice instead of the checkbox, and all recipients will receive the same content based on the delivery owner’s permissions.

Which attributes get applied to each copy of the delivery depends on how JustAsk matches a recipient’s email address to a user account. See Resolving delivery recipients by email for details.

Resolving delivery recipients by email

When personalization is enabled, JustAsk uses each recipient’s resolved user attributes to build the delivery’s content. The resolved user depends on which type of account matches the recipient email.

JustAsk looks for a match in the following order, using the first match it finds:

1. User or pending invite with a matching account email

   JustAsk looks for a user account, or a pending invitation, whose email matches the recipient email.

2. User matched by the email passed in at sign-in

   If a match isn’t found in step 1, JustAsk looks for a user whose work email was passed in when they signed in to JustAsk.

3. Existing email-only user

   If a match isn’t found in step 2, JustAsk looks for an existing email-only user with that email.

4. New email-only user

   If a match isn’t found in step 3, JustAsk creates a new email-only user when the delivery is saved.

   Tip

   Ask your admin to set the user attributes for new recipients before the delivery runs. Otherwise, the user will inherit the default attribute value, which may return an error, no rows at all, or potentially unfiltered data.