Personalization datasets allow you to easily personalize emails and mobile messages based on a certain set of criteria, without having to do a bunch of if/else statements with liquid. For example, you can create a personalization dataset that outputs the voter registration deadline for an activist depending on their state.
The personalization dataset CSV contains a column for key and a column for value. The key is what data the activist will have on their record as a core field or custom field to match on. For example, the key may be core fields like various states, or custom fields like membership statuses. More here.
After you upload a CSV of your personalization dataset (instructions here) and choose a field to match on, you'll be able to copy a clip to use in your emails and mobile messages. This clip will output the personalized value based on an activist's core or custom fields. The system will look up the value for that person's key (like their state), and output the value you specified in the CSV (like their voter registration deadline).
Make sure to test your personalization datasets thoroughly!
When you're ready to upload your personalization dataset, check out the instructions and important data formatting notes here.