Email Designer - Using Display Conditions

Dynamic Content (Display Conditions) in Email

Dynamic Content or Display Conditions gives you the ability to build a single email and show/do not show specific content sections based on a customer or recipient’s record. For example, you can show a specific piece of content only to customers that have an address in the state of Colorado.


How to Add Display Conditions

Follow these steps to utilize Display Conditions in a new or existing email design.

  • From an email design select an existing row or add a new row. Display conditions are applied to entire rows, not individual content blocks.
  • Make sure the row menu is selected on the righthand side.

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  • In the rows menu, select Manage Display Conditions.

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  • In the pop-up window, name your Display Condition and Add a Description.

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  • To add parameters to your condition, click Add new

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  • Once you select Add new, you will see two boxes appear, use the left box to select the field you’d like to build your condition off of.

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  • You can scroll to find your field, or type it in to search the list.

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  • Select your field to use in the condition.
  • Then select the operator you’d like to use. Operators vary by type of field, so for example, text fields will present one set of operators, dates will present a different set, and numbers will present their own set. This is similar to Audience Selector.

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  • Next you’ll select the value that you’d like to use for the condition.

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  • Now you have the option to add another condition or Save your condition as is. You can add up to 3 conditions.
  • If you add another condition, you have the option to remove it by selecting the Red icon to the right.
  • Once you save your condition, you’ll be returned to the email design.
  • Now you will see the condition that is applied to the row on the righthand Rows menu.

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  • If you click Manage Display Conditions, you can edit this existing Condition.
  • If you’d like to remove the condition, you can simply click the X and it will remove the condition from that row.

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Previewing Display Conditions

In Email Designer, you can preview what the email will look like with specific conditions met.

  • Enter Preview Mode for the email by selecting Preview from the Actions Menu in the upper portion of the designer.

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  • Once you are in preview mode, you can select “select row display conditions”
  • From there you can toggle the conditions on and off to see how the email will render for customers that do or do not meet the selected conditions.

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