Personalisation & If, Else Conditions

Include personalization and conditional statements based on custom fields for micro-targeting

Find out how to use email personalization and conditional statements for micro-targeting

This guide will help you to understand what is personalization and how to effectively use it to create memorable emails.

• Personalization

• Basic Personalization

• Using Custom Fields

• Advanced personalization

Introduction

Most emails suck. They are dry and it seems they have been written by nobody for nobody. Personalization can change all that and more. Effective use of personalization can create engaging emails which your customers love.

Basic Personalization

SendX provides you with various tags for contact personalization:

•  {{.FirstName}}
• {{.LastName}}
• {{.Name}}
• {{.Company}}
• {{.Email}}
• {{.Brithday}} 

So rather than getting a dry email like:

This one with personalization works way better:

Also, note that you can use fallback in case you want the default value to be present if the personalization tag is not there.

For eg: {{fallback .FirstName "User"}}  

This email line above shall show Hello John when FirstName is John. In case the user doesn't have a first name or it is empty then he will see Hello User

Using Custom Fields

On SendX platform you can also create any number of custom fields for your contacts and use them in your emails to make them engaging.

 

Note that just like personalization tags fallback can be used with custom fields also.

So, say if we had specified a custom field called Competitor to reach out to potential businesses. 

{{fallback .Competitor "some other marketing tool"}} 

Now for some of them, this custom field may be empty in such a case it will be replaced by some other marketing tool text.

Advanced Personalization

So you can still go one step further with personalization. SendX platform supports various operators which work with your custom fields, tags and lists and give you personalization super-powers

Custom Fields:
Assuming we have a custom field called Designation defined then the email content can be personalized based on the value of this custom field using our equality operator eq

 

 {{if eq .Designation "Marketer"}}

Hello Marketer!

{{else if eq .Designation " Engineer"}}

Hello Engineer

{{else}}

Hello Teammate!

{{end}} 

 

Similar to equality we have a ne operator also

 

 {{if ne .Designation "Marketer"}}

You are not a marketer

{{else}}

Hello Marketer!

{{end}} 

 

Tags and Lists:
You can use contains_name and doesnt_contain_name along with lists and tags to have well-targeted emails For eg:  

 {{if contains_name .Tags "profile_created"}}

Hey! You have already created a profile.100 bonus points unlocked!

{{else if contains_name .Tags "picture_uploaded"}}

Hey! You have uploaded your pikcha! 50 bonus points for you 

{{else}} 

You are still just kicking tyres :(  Let's get you started

{{end}}

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