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Customizing Content with Constituent Profile Data

(Website Administrator only)

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Customizing your site with a constituent's personal information from their Constituent360 record, provides a more sophisticated user experience. For example, after logging in, a constituent can be greeted by the message, "Welcome (first name)". You can also display a request for a donation, or a thank you message depending on the constituent's donation amount. Or you can customize site content depending on the user's center or group membership, and so on.

Before you publish the page, it is helpful to preview and test the content using different preview users.

The Personalization Tool vs. CMS Template Language

Although the personalization tool is simpler to use, it has less functionality than CMS Template Language. The personalization tool is only available in the Visual Editor, whereas template language is also available in the wrapper editor. In addition, template language is not limited to basic biographical, membership, and donation information. It can also be used to add complex personalized content (such as lists of interests), and conditional content.

Add Constituent360 profile data using:

Using the Personalization Tool

You can add constituent biographical data in the Visual Editor using the personalization tool. It's a good idea to preview and test the content before publishing.

To use the personalization tool

  1. Open a page in the Visual Editor.
  2. In the Visual Editor toolbar, click the Insert Personalization Personalization Button button. The Insert Personalization dialog displays.
  3. Select a category from the Type column, and a type from the Field column (such as Biographical > User Name).
  4. If necessary, in the Text to Display field, enter alternate text to display if the Constituent360 field is empty. For example, you can enter the word "friend" as an alternative to user name in the case of  "Dear (user name)".

    Insert Personalization Dialog

  5. Click Insert. The personalized field displays in the Visual Editor.

    First and last name personalization added in the Visual Edit

To test the personalized fields

Note: Although anyone can use different preview users, only WSA's can define the preview users in Reports and Tools.

  1. Open the page in the Preview tab.
  2. In the Preview Content As field, select a preview user. The conditional content displays for the selected preview user.