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Getting Started with Personalization

Personalization lets you create tailored experiences for different users based on who they are and what they do in your product. Instead of showing the same content to everyone, you can deliver relevant, targeted experiences that help each user succeed.

Deborah Ramírez avatar
Written by Deborah Ramírez
Updated this week

To personalize content, Candu needs data about your users. This is a one-time technical setup. Recommended:

  • User traits like name, email, role, plan type, company

  • User events tracking key actions in your product

Already sending data? You're ready to start personalizing.

You can personalize content in four ways, each serving a different need:

Segmentation (determine which users see content)

Show entirely separate content to different audiences. For example, show different onboarding flows to users in different regions, or display enterprise features only to enterprise customers.

Best for: When user groups have fundamentally different needs, workflows, or languages.

Conditional Blocks (show variations of content within content)

Show or hide specific sections within one piece of content based on traits or events. For example, create one dashboard widget that shows different metrics based on user role, or one modal that displays different CTAs based on plan type.

Best for: Reducing content management overhead when users need similar content with some differences.

Variables (personalize text with user traits)

Insert dynamic, user or group traits into your content like names, user IDs, metrics, company data.

URL Templating (personalize where buttons or links take users)

Create dynamic URLs that adapt to users to direct them to their specific accounts or personalized settings page using their user ID.

Best for: Creating seamless navigation experiences where each user goes to their own relevant destination.

Common questions

Can I personalize content without sending user traits or events yet?
You can start with simple targeting, such as showing content to all users in a particular location in your app. For more advanced targeting, such as plan, role, or usage-based journeys, you’ll need to send traits and events.

What happens if I use segments AND conditional blocks? They work together. Segments determine which users see content, then conditional blocks create variations within that content for users who match conditions.

How do I know if my data is set up correctly? Go to Settings > Traits in Candu and view all connected traits. You can also check by individual users in Analytics > Users > Traits. If you see your user properties under the Value column (name, email, role, etc.), your data is flowing correctly.

Can I preview personalization as a specific user?
Yes! You can use the Candu Chrome Extension or the Share Link to visualize experiences for different segments:

Sharelink showing the segment switcher

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