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Personalised Campaign

Description: Send messages that are personalised for each customer using attributes such as name, birthday, account balance, location, account number, access code, or your own custom fields.

7Intermediate
1

Prepare your customer data

Prepare the customer attributes you want to use in your campaign. You can use contacts already saved in Emisri or upload a file containing the data for your campaign. The attributes you use are not limited to names. You can personalise campaigns using customer information you already have, including: First name and last name Birthday Age Location Gender Account number Account balance Customer ID Access code Transactional information Behavioural data Other customer attributes Your own custom fields

customerdata

For example, a customerdata CSV or Excel file could contain:

2

Upload or select your audience

Choose how you want to provide the customer data for your campaign. You can select an audience already saved in Emisri, where customer attributes and custom fields are already available, or upload a CSV or Excel file containing the audience and the information you want to use. When a file is uploaded, Emisri reads the columns and matches the available customer attributes so you can use them when creating your campaign. For example, a file containing 50,000 customers can include columns such as: First Name | Last Name | Birthday | Account Balance | Access Code | Location You can then use those values to personalise the message sent to each customer.

3

Map your personalisation fields

After selecting or uploading your audience, review the columns and attributes available for personalisation. Emisri automatically maps recognised fields where possible. You can review the suggested mappings and select the appropriate attribute or variable for any field you want to use. For example: First Name → First Name Birthday → Birthday Account Balance → Account Balance Access Code → Access Code Location → Location You can also create or use custom fields when the information you need is specific to your business or campaign.

4

Personalise your message

Write your campaign message and insert the customer attributes you want to display. Instead of sending the same message to everyone: Your account information is ready. Please check your account. You can personalise the message so each customer receives their own information: →Hi John, your current account balance is ₦125,000. Your access code is AX82K. Another campaign could use location: →Hello Sarah, we have an update available for customers in Abuja. Or a birthday attribute: →Happy Birthday, David! We have something special waiting for you. The same campaign can therefore be sent to thousands of customers while each message uses the information associated with that individual customer.

5

Review and send your campaign

Before sending, review your audience, mapped attributes, message content, and personalisation fields. Check that each variable is mapped to the correct customer attribute and that the information will appear in the right place in the message. Once everything is confirmed, send or schedule your campaign. For example, a campaign sent to 50,000 customers can use the same message structure while inserting each customer's individual information from the selected audience or uploaded file. Example message structure: Hi {{First Name}}, your account balance is {{Account Balance}}. Your access code is {{Access Code}}. Thank you for using our service. Each customer receives the message with their own corresponding values.