Personalized tags for onsite campaigns

Modified on Mon, 30 Dec at 12:50 AM

Personalized tags, also known as liquid tags, are versatile tools that allow businesses to inject dynamic, personalized content to enhance user engagement. These tags enable you to tailor your communications based on user properties, traffic sources, and more, allowing you to create highly relevant experiences for each visitor.

In this guide, you'll discover how to incorporate liquid tags into your signup forms and website popups

However, with NotifyVisitors, there's no need to manually input liquid tag codes since we provide prebuilt tokens. Simply choose a token, and the code will be automatically added, allowing you to insert your own keys and values easily.

Why use personalization tags in signup forms and website popups?

Personalization tags allow for real-time personalization, meaning users can see popups or fill out forms that are relevant to their unique browsing journey and interactions. For instance, a personalized welcome message with coupon code on a form can increase the likelihood of user engagement and conversion. Moreover, when strategically placed in website popups, these tags can encourage specific actions, like viewing a demo or exploring a product catalog, based on the user’s behavior and background information.

Here’s a basic example of how an if-else structure with personalization tags could work in a website popup:

{% if user_location == "California" %}

Welcome, California resident! Take advantage of our special offers.

{% else %}

Welcome! Check out our general offers.

{% endif %}

In this example, the message changes based on the user’s location, creating a personalized experience that can feel more engaging and relevant.

Step-by-step process to add personalized tags in website popups and signup forms

To include personalized tags in your signup forms or popups, head over to the onsite section of your NotifyVisitors console. From there, you can choose either the website popup tab or the signup form; the steps are identical for both.

For this explanation, we’ll focus on website popups. Start by selecting the popups tab and then create a new popup. You have the option to pick a prebuilt template or start fresh.

Once you’re in the drag-and-drop editor, you can add a content block to your popup. If you chose a prebuilt template, simply click on any existing content block to insert a liquid tag.

When you click on the content, a customization box will pop up. In this box, select “Add Personalization Tokens.” A new window titled “Select personalization tags” will appear, where you can click on “Choose Token.”

You’ll see three options available:

1. User

2. Traffic

3. Dynamic Token

Feel free to select any of these token types, and a liquid tag code will be automatically added to your popup, so you won’t need to input any code manually.

Types of Personalized Tags

Let’s discuss the above three types of tags in detail

1. User Property-Based Tags

User property-based tags allow you to leverage specific details about your visitors. These tags pull data from user profiles to deliver messages or calls to action that resonate with their attributes. Below are some common categories for user property-based tags:

UTM Tags: UTM parameters are typically used to track the origin of traffic, including:

  • Source: Identifies the traffic source, like “Google” or “Facebook.”
  • Medium: Tracks the marketing medium, such as “email” or “CPC.”
  • Campaign: The name of the campaign driving traffic.
  • Content and term: These help refine tracking to specific content or keywords within campaigns.
  • Adgroup: Identifies specific ad groups in campaigns.

Location Tags: Personalize based on where the user is located.

  • Longitude, latitude: For more specific geographic targeting.
  • Continent_code, region_code, country, city, state: Broader geographic segments to adjust messaging based on regional nuances.

Traffic Source Tags: Identify where users are coming from.

  • Platform: Device platform, such as “iOS” or “Android”.
  • Screen_name: Often captures app or webpage details.
  • IP_address: Provides geolocation-based personalization.
  • Referrer_url, page_url: Source and page URLs for tracking user paths.

Other Tags: Detects the user’s preferred language to adapt content.

System: Includes user information like name, email, mobile, gender, subscription preferences, and more.

  • System tags like name, email, mobile, and gender: Personal information to create a more customized experience.
  • Email, sms, and WhatsApp opt-in: For consented channels of communication.
  • nvuid, userid: Unique identifiers that help target users individually.

2. Traffic Source-Based Tags

Traffic source tags customize content according to how a user arrives at the website. Although they are similar to user property-based tags, the main difference is in the timing and context of the personalization.  

User Property-Based tags personalize content based on saved user information. For instance, if a user's profile indicates a UTM source of "Google," they may encounter a banner showcasing offers specifically designed for Google campaigns.  

Whereas Traffic Source tags personalize content in real-time, depending on the user's entry point. For example, if a user clicks on a Google search result to visit the site, they will see content or prompts that relate to Google search traffic, irrespective of their saved user data.  

Traffic source based personalization tags includes:

UTM Tags: These track the various campaign parameters like source, medium, and campaign, and can be used in targeted messaging or nudges.

Location Tags: Similar to user property location tags, they use details like:

  • Longitude, latitude: For precise geographic targeting.
  • Continent_code, region_code, country, city, state: Broad geographic targeting based on region or country.

Traffic Source Tags:

  • Platform: Details about device type or operating system, which can help optimize content for better display.
  • IP_address, referrer_url, page_url: Useful for tracking where users came from and delivering messages that align with their original context.

3. Dynamic Tokens

This option allows you to personalize notifications based on the data passed as dynamic tokens in the integration code. You can use the same variable name of the dynamic tokens passed in the liquid tag to get the personalized value.

Customizing liquid tags

After you’ve added your liquid tags using any of the token options mentioned earlier, you can tailor the key and value of the code to fit your needs. For instance, the system will include the liquid tag “{{ TRAFFIC['UTM']['Source'] }}” for tracking traffic based on UTM source.

If you want to provide a 10% discount to users coming from Google, just modify the code accordingly.

{% if TRAFFIC['UTM']['Source'] == 'google' %}

<pCongratulations! You've unlocked a 10% discount. Use code GOOGLE10 at checkout.</p>

{% endif %}

Once you’ve incorporated the personalization tags, you can move on to designing your popup or signup form. Also, you can preview your onsite campaign to see how the actual options will look instead of the code.

When you’re ready, make your popup live and deliver a higher level of personalization to your visitors.

Conclusion

With NotifyVisitors’ prebuilt tokens, incorporating personalization tags is seamless, allowing you to focus on crafting impactful campaigns. They empower businesses to create dynamic and engaging experiences tailored to each visitor’s preferences, behaviors, and sources. By integrating these tags into your signup forms and website popups, you can deliver highly relevant content that drives user engagement and conversions.



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