Sequence personalization - Unify

Overview

Personalization controls what changes for each recipient, from individual values in a fixed template to complete messages written from instructions. Choose how much of the content you want to define in advance:

Method	How it personalizes content
Agentic sequences	Generate complete emails and task notes from instructions and recipient context.
Template variables	Insert values from any attribute on a person, company, or related object into your written content.
Snippets	Reuse blocks of written content, with variables and fallback text when data is missing.
Smart snippets	Generate individual passages from a prompt within your written content.

You can combine variables, snippets, and smart snippets in a template sequence. Preview the complete message to check how they read together, including any fallback text. For agentic sequences, review each person’s generated emails and task notes in the enrollment queue before approving them.

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