Conditional Merge Tags
How do I use conditional merge-tags (variables) in my emails ?
Guide to write Dynamic content email in SmartReach.io
{{merge_tags}}achieve personalization by replacing the merge tag with the information personal to a prospect. In {{something}}, something is the name of a column in prospect’s data. Examples include {{first_name}}, {{profession}}, {{Experience}}etc.
Dynamic content emails are written by applying logic on merge tags. When inside logic statements names of the columns must be used instead of whole merge tags. This guide is a collection of syntax used in writing Dynamic content email from SmartReach.io
Operators
== equals
!= does not equal
or logical or
and logical and
Control Flow
Logic that decides content in DCE can be written using these conditions
If
If a certain condition is true then add the content block.
Input:
{% if profession == 'marketer' %}
You are invited to DreamForce.
{% endif %}
Output:
If the prospect’s profession is ‘Marketer’ then the following content will be added to email.
You are invited to DreamForce.
unless
unless is opposite of if — if a certain condition is false then add the content block.
Input:
{% unless profession == 'Marketer' %}
You are not invited to DreamForce.
{% endunless %}
Output:
If the prospect’s profession is ‘dancer’ then the following content will be added to email.
You are not invited to DreamForce.
elsif/else
More conditions within if and unless.
Input:
{% if profession == 'Marketer' %}
You are not invited to DreamForce.
{% elsif profession == 'Sales Development Rep'%}
You should go to SaaSSales.
{% else %}
Tell me your profession.
{% endif %}
Output:
If the prospect’s profession is ‘actor’ then the following content will be added to email.
You should go to SaaSSales.
case/when
Switch statement.
Input:
{% case profession %}
{% when 'dancer' %}
You are not invited to DreamForce.
{% when 'Sales Development Rep' %}
You should got to SaaSSales.
{% else %}
Tell me your profession.
{% endcase %}
Output:
If the prospect’s profession is ‘actor’ then the following content will be added to email.
You should go to SaaSSales.
Comments
Comments are important to make sense of your DCE after a while. Write comments this way
Input:
Anything you put between {% comment %} and {% endcomment %} tags
is turned into a comment.
Output:
Anything you put between tags
is turned into a comment.
Raw
Raw temporarily disables merge tags. This is useful when your intended message contains flower brackets viz. “{{” “}}”
Input:
{% raw %}
How are you {{first_name}}
{% endraw %}
Output:
How are you {{first_name}}
contains
Contains checks for the presence of sub string in the given string.
Input:
{% if first_name contains 'Peter' %}
Your first name is Peter.
{% else %}
Your first name is not peter.
{% endif %}
Output:
If the prospect’s first name contains peter.
Your first name is Peter.
capitalize
Capitalizes the first character of the string.
Input:
{{ "awesome" | capitalize }}
{{ first_name | capitalize }}<!-- first_name = 'mickey mouse' -->
Output:
Awesome
Mickey mouse
Default
Allows you to specify a fallback in case a value doesn’t exist. default will show its value if the left side is nil, false, or empty.
Input:
Hi {{ first_name | default:'there' }}!
Output:
Hi there!
append
Attaches two strings.
Input:
{{ company | append: " Inc." }}<!-- company = Apple -->
Output:
Apple Inc.
Nil
returns true when value of a string is null
{% if company == nil %}
Hey
{% else %}
Hey {{company}}
{% endif %}
output
Hey (if the value of a string is null or empty)
Updated 12 months ago