How can I use Liquid to personalize prompts in Recurly Engage?

Recurly Engage now supports Liquid, a powerful and flexible open-source template language. With this feature, you can easily pull and insert data from your Recurly accounts directly into the text of your prompts. This allows for highly personalized messages, such as addressing a customer by name, referencing their current subscription plan, or reminding them of their renewal date.

Key Benefits of Using Liquid

• Personalized Messaging: Move beyond generic prompts by dynamically injecting user-specific data, such as first names, subscription details, or renewal dates. This creates a more relevant and engaging experience for your audience.
• Increased Relevance: Prompts that speak directly to the user's situation are more likely to be acted upon.
• Streamlined Workflows: Instead of creating multiple prompts for different user segments, you can now use a single prompt with Liquid variables to display unique content to each user. This saves time and reduces management overhead.
• Enhanced Engagement: By providing timely and personalized information, you can improve user interaction and drive better outcomes, such as encouraging a plan upgrade or preventing involuntary churn.

How to Insert Liquid Variables in Recurly Engage Prompts

1. Go to the Prompts section in Pulse, the Recurly Engage management console.
2. Create a new prompt or select an existing one you wish to edit.
3. Edit the prompt design by clicking into the text field you want to personalize.
4. Insert Liquid variables using the {{ }} delimiters. The system will automatically suggest available variables from your Recurly account data as you type. All Liquid functionality is supported, including control flow, iterators (loops), and assignments.

Types of Liquid Variables

There are two primary types of Liquid variables you can use:

• User trait variables: These come from user data you have imported. Use the user. prefix, such as {{ user.first_name }}.
• Data source variables: These are available if you have connected your Recurly account as a data source.

Example Variable Use

A prompt that displays a customer's name and current plan would use the following code:

Hello {{ user.first_name }}, your {{ subscription.plan.name }} plan is set to renew on {{ subscription.renews_at }}.

This will render a personalized message for each user, such as:

Hello Jane, your Pro plan is set to renew on 09/30/2025.

Note: The system will only show variables available for the targeted user. If a variable, such as user.first_name, is not available for a specific user, the field will simply appear blank.

Setting Default Values

If the data field you are referencing is not available for a specific user, the field will appear blank by default. To ensure your messages always look clean and professional, you can use the default filter to specify a fallback value.

• This filter is applied using a vertical pipe (|) followed by default: 'Your Fallback Value'.

Example with a default value:

Hello {{ user.first_name | default: 'there' }}, your {{ subscription.plan.name }} plan is set to renew on {{ subscription.renews_at }}.