How to Use Personalizations in PatientBase

Introduction

In this video, we're going to explore how personalizations work in PatientBase. With personalizations, you can modify the text dynamically based on certain criteria, such as if someone is logged in or if specific values are entered into your personalization settings.

Step 1: Access Personalizations in Website Settings

To get started with personalizations, navigate to your website settings and click on Personalizations. Here, you'll see some pre-existing information such as member information URL parameters.

Step 2: Create a New Personalization

To create a new personalization, click on the "Add Personalization" button. You can name your personalization and add a description if you'd like. Next, enter the text you want to personalize, such as an office email. You can then copy the tag to your clipboard.

Step 3: Paste Personalization Tag

Now, paste the personalization tag where you want the personalized text to appear on your website or funnel. For example, if you want to personalize the office email, paste the tag next to the text "Office Email" on the website.

Step 4: Preview Your Changes

After you've made changes to your personalizations, you can preview them to see how they look on your website or funnel. If everything looks good, you can save your changes and the personalizations will apply site-wide.

Step 5: Use Personalizations for Member Pages

If you have private pages for your members, you can use personalizations to greet them with their first name and display their details on the page.

Conclusion:

Personalizations are a powerful tool that allows you to dynamically modify text based on specific criteria. If you ever have questions or need assistance with personalizations, you can always use the help desk in the bottom left-hand corner of your screen to contact PatientBase support.