Personalise documents and emails for more relevant engagement
Personalisation enables approved documents and emails to be tailored using configured fields, user information, customer context or campaign rules. It helps teams create more relevant communications while maintaining control over templates, approved wording and governance.
What this enables
Built for governed, scheduled and structured engagement.
- Personalise documents using approved templates and configured fields
- Personalise email content within agreed rules and layouts
- Support customer, user, territory, event or campaign-specific variations
- Reduce manual editing of approved materials
- Improve relevance while maintaining central control
- Support consistent formatting, branding and approval logic
Typical use cases
How life-sciences teams put this to work.
How it works
Approved templates are configured with defined personalisation fields and rules. Users or administrators can generate personalised documents or email content within the agreed boundaries, helping communications feel more relevant while preserving consistency, governance and approval control.
Designed to support good governance by regulatory area, including client-specific operating models aligned to US FDA, EU EMA and UK ABPI requirements where applicable. Personalisation should be configured using approved templates, controlled fields and client-defined review processes.
Ready to enable Personalisation?
Please contact your account team to discuss enabling this capability.