How to add the conditions to my email template?

  • Firstly, to activate the "Conditions" tab, go to "Settings""Workspace", then you can choose the Project or the Group to which you'd like to add the conditions;

Important note, Project settings provide the flexibility to define unique requirements for individual projects, whereas Group settings offer the ability to apply consistent configurations to all projects within the group

 

  • Then, go to the "Display Conditions" tab and enable the toggle;

  • When the "Display Conditions" option is activated, let's apply a sample to the content part.

I prepared an email template with two structures of different products.

In the first structure, we have added a product that will be displayed to women when sending it.

In the second structure, we have added a product that will be displayed to men when sending it.

 

How to write a rule for the structures?

  • Select the structure with female content and activate the "Apply Display Conditions" control;

Important to note: conditions can be applied to a container, structure, or stripe.

 

  • Fill in the following fields:

    • Name (you can give any name of your condition);

    • Description (it's an optional parameter, you can leave notes for yourself);

    • Code before module and Code after module (pass the condition code responsible for displaying this content part for the female you specified with your ESP);

 

In our case, I added this conditions' example:

 

<!--if($data.get('FOR.FEMALE.GENDER')=='f')-->
<!--endif-->
  • Done, we applied the conditions for our female structure;

  • Let's do the same with the structure of male content;

     

I added this conditions' example:

 

<!--if($data.get('FOR.MALE.GENDER')=='f')-->
<!--endif-->

 

 

How to check the condition rules?

 

In the preview mode, you will be able to see a new control that will allow you to see the email in compliance with the display conditions. Please, be aware that the final check of the display conditions is possible only from a real mail client in the client's mail account.

  • Go to the "Preview" mode;

  • Click on the "Display Conditions" button and switch between different rules to check the correctness;

 


How to create a prepared list of Conditions to save my time for routing operations?

  • Go back to "Settings""Workspace" and choose the "Project" or the "Group" you'd like to add the conditions into;

  • Then go to the "Display Conditions" tab and click the "Create a condition" button;

  • Set up the conditions for the email template that will be applied to your email service provider during the sending of the emails.

  • In the "Create a condition" tab, fill in the following list of parameters that need to be filled in and save it;

  • After all the variables have been added and the condition is saved, open your email template, select the place where the conditions should be applied, and select a value from the pop-up list;

 

  • Let's say you would like to add different information to display in the email for other categories. To do this, create a New condition in the "Projects" or "Groups" settings.

 

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