How to Personalize a Microapp as a Viewer

Overview

When you open a shared microapp that has personalization enabled, you'll see a personalization panel where you can fill in fields — such as a recipient's name, company, or custom content — before sharing the microapp with your audience.

The personalization interface includes tools to help you complete the flow accurately and efficiently:

• Required field indicators that highlight fields still needing input, and update as you complete them

• A pre-share completion check that shows you exactly which required fields are still outstanding

• Hover state linking connecting the panel to the canvas so you always know which field maps to which content

• Inline editing mode for editing directly on the canvas without the panel

Standard Personalization Flow

1. Open the shared microapp link you've received.

2. Locate personalization actions in the microapp menu.

3. Review the canvas — required fields are marked with a red bounding box. Incomplete required fields show an X icon; once you fill them in, the same red box shows a checkmark icon instead.

4. Fill in each field in the personalization panel. As you hover over a field in the panel, the corresponding tile on the canvas highlights — and hovering over a canvas tile highlights the matching field in the panel.

5. When you're ready, share your personalized microapp. If any required fields are still incomplete, a modal appears listing the outstanding fields along with a progress indicator (for example, “3 of 5 fields completed”). Complete the listed fields and try sharing again.

Inline Editing Mode

If you prefer to edit content directly on the canvas without the personalization panel open:

6. Open Inline Editing mode from the microapp menu.

7. The personalization panel hides, giving you a full canvas view.

8. Click directly on personalization fields on the canvas to edit them.

9. If your microapp has multiple pages, use the page navigation on the left side of the screen to move between pages while in inline mode. If the microapp has EZ Navigation enabled, a bottom navigation bar is available instead.

10. When finished, exit inline mode to return to the standard panel view before sharing.

Understanding Required vs. Optional Fields

You must complete all required fields before sharing. Optional fields can be left as-is or filled in as needed.

Tips

• Use the hover state linking to orient yourself in unfamiliar microapps — hovering over a panel field jumps your eye to the right spot on the canvas, and vice versa.

• Use inline editing mode when you want a cleaner view of the final layout as you fill in content.

• Watch for red bounding boxes with an X icon as you work through the canvas — once a box's icon becomes a checkmark, that field is done.

Common Questions

What happens if I try to share before completing all required fields?

A modal appears showing the outstanding required fields along with a progress indicator. You'll need to complete everything listed there before the microapp can be shared.

Can I switch between the standard panel view and inline editing mode?

Yes — you can enter and exit inline editing mode from the microapp menu at any time during your personalization session.

I don't see a personalization panel — what should I check?

The personalization panel only appears if the microapp has personalization fields configured. If you're not seeing it, the microapp may not have personalization enabled, or you may have received a link that has already been personalized. Contact the person who shared the link for clarification.

Does inline editing mode work on multi-page microapps?

Yes — page navigation is available on the left side of the screen in inline editing mode for multi-page microapps. If the microapp has EZ Navigation enabled, you'll see a bottom navigation bar instead.