docs: add campaign personalization guide (#374)
* docs: add campaign personalization guide * docs: show best practices without accordions
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KM Koushik
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@@ -39,7 +39,12 @@
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},
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{
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"group": "Guides",
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"pages": ["guides/webhooks", "guides/double-opt-in", "guides/use-with-react-email"]
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"pages": [
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"guides/webhooks",
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"guides/double-opt-in",
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"guides/campaign-personalization",
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"guides/use-with-react-email"
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]
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}
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]
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},
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@@ -0,0 +1,166 @@
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---
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title: Campaign Personalization
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description: "Use contact variables to personalize campaign content for each recipient"
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---
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## Overview
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Campaign personalization lets you pull values from your contacts into campaign emails. You can use built-in fields like `{{firstName}}` and `{{email}}`, plus custom variables such as `{{company}}`, `{{plan}}`, or `{{registrationCode}}`.
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## How it works
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<Steps>
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<Step title="Register variables on the contact book">
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Add the custom variable names you want to use, such as `company` or `plan`,
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on the contact book.
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</Step>
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<Step title="Store values on each contact">
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Save the matching values on each contact through the dashboard, CSV import,
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or API.
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</Step>
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<Step title="Use variables in your campaign">
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Select that contact book in your campaign and insert variables into the
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subject or email content.
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</Step>
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<Step title="Send the campaign">
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useSend replaces each variable with that contact's value when the campaign
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is rendered.
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</Step>
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</Steps>
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## Available variables
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These built-in variables are always available in campaigns:
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- `{{email}}`
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- `{{firstName}}`
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- `{{lastName}}`
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Custom variables come from the contact book's variable list.
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<Warning>
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Custom variables must be added to the contact book before they can be used in
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a campaign. Variable names can only contain letters, numbers, and underscores.
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</Warning>
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## Set up personalization in the dashboard
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### 1. Add variables to your contact book
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1. Go to [Contacts](https://app.usesend.com/contacts)
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2. Create a new contact book or open an existing one
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3. Add your variables as a comma-separated list, for example:
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```text
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company, plan, registrationCode
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```
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### 2. Add values to your contacts
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For each contact, save values for the variables you registered.
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For example, a contact might look like this:
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```json
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{
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"email": "jane@example.com",
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"firstName": "Jane",
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"lastName": "Doe",
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"properties": {
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"company": "Acme",
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"plan": "Pro",
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"registrationCode": "WELCOME-2026"
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}
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}
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```
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You can add these values:
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- manually from the contact editor
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- through CSV import using matching column names
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- through the Contacts API using `properties`
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### 3. Insert variables in your campaign
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1. Open or create a campaign
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2. Select the contact book that contains your variables
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3. Insert variables into the subject or email body
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Examples:
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```text
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Subject: Welcome to {{company}}
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Hi {{firstName}},
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You're currently on the {{plan}} plan.
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Your registration code is {{registrationCode}}.
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```
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If a contact book is selected, the campaign editor will suggest the available
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variables automatically.
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## Fallback values
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If a variable might be empty, you can provide a fallback value:
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```text
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Hi {{firstName,fallback=there}},
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```
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This renders `there` when `firstName` is empty.
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## Using the API
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### Create a contact book with variables
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```bash
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curl -X POST https://app.usesend.com/api/v1/contactBooks \
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-H "Authorization: Bearer us_your_api_key" \
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-H "Content-Type: application/json" \
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-d '{
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"name": "Customers",
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"variables": ["company", "plan", "registrationCode"]
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}'
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```
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### Create a contact with variable values
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```bash
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curl -X POST https://app.usesend.com/api/v1/contactBooks/{contactBookId}/contacts \
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-H "Authorization: Bearer us_your_api_key" \
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-H "Content-Type: application/json" \
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-d '{
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"email": "jane@example.com",
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"firstName": "Jane",
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"properties": {
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"company": "Acme",
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"plan": "Pro",
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"registrationCode": "WELCOME-2026"
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}
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}'
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```
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### Create a campaign that uses variables
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```bash
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curl -X POST https://app.usesend.com/api/v1/campaigns \
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-H "Authorization: Bearer us_your_api_key" \
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-H "Content-Type: application/json" \
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-d '{
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"name": "Welcome campaign",
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"from": "Acme <hello@acme.com>",
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"subject": "Welcome to {{company}}",
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"contactBookId": "{contactBookId}",
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"html": "<p>Hi {{firstName,fallback=there}}, your plan is {{plan}}.</p>"
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}'
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```
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## Best practices
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| Best practice | Why it helps |
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| -------------------------------------------- | -------------------------------------------------------------------- |
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| Register variables before importing contacts | Keeps CSV columns and API properties aligned with the contact book |
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| Keep variable names simple | Makes templates easier to read and maintain |
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| Use fallbacks for optional data | Prevents awkward empty spaces when a contact is missing a value |
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| Test with a small segment first | Helps you verify rendered output before sending to a larger audience |
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@@ -147,25 +147,9 @@ Each resend generates a new confirmation link with a fresh 7-day expiration wind
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## Best practices
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<AccordionGroup>
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<Accordion title="Set up a verified domain first">
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Double opt-in requires at least one verified domain to send confirmation
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emails. Make sure to [verify your domain](https://app.usesend.com/domains)
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before enabling double opt-in.
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</Accordion>
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<Accordion title="Keep the confirmation email simple">
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The confirmation email should be clear and concise. Include a prominent
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confirmation button and a brief explanation of what the subscriber is
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confirming.
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</Accordion>
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<Accordion title="Use a recognizable from address">
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Use a from address that your subscribers will recognize, such as
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`newsletter@yourdomain.com` or `hello@yourdomain.com`. This reduces the
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chance of the confirmation email being marked as spam.
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</Accordion>
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<Accordion title="Monitor pending contacts">
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Regularly check for contacts stuck in Pending status. If many contacts
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aren't confirming, consider improving your confirmation email or resending
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confirmations.
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</Accordion>
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</AccordionGroup>
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| Best practice | Why it helps |
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| ---------------------------------- | -------------------------------------------------------------------------------- |
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| Set up a verified domain first | Double opt-in emails need a verified domain before they can be sent |
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| Keep the confirmation email simple | Makes it easier for subscribers to understand and complete the confirmation step |
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| Use a recognizable from address | Reduces the chance of the confirmation email being ignored or marked as spam |
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| Monitor pending contacts | Helps you spot low confirmation rates and improve your signup flow |
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