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Conditional sections

Content sections are the essential building blocks of your email templates. These take the form of headers, footers, and body sections. For more information on these and other template components, see Layouts.

You can display specific content sections to certain audience segments by applying a condition. By creating a conditional section, you can choose to base the condition on the recipient's existing contact properties or their user activity.

Example

You might consider displaying a promotional section exclusively to your female clients, or offering a discount code to clients who haven't opened your newsletters in the past three months.

Setting up a conditional section

To set up a conditional section:

  1. In the top-right hand corner of the campaign screen, select Email Builder.

  2. Select Transactional, then select Edit on the template you want to use.

  3. To view the current conditional status of a section, select anywhere in that section.

    Note

    By default, all sections are shown to all users.

  4. Select Add Condition.

  5. Select Only if.

  6. In the conditional display dialogue:

    1. Add the Variable name.
    2. Choose the logic from the dropdown menu.
    3. Add a Value.

  7. Select Save.

    Note

    Repeat steps 3-6 for any other conditional sections you want to configure.

    Note

    You can duplicate a section by selecting the Copy button on the right-hand side of a section.

  8. Select Save & Publish.

You have now set up your conditional sections in your email template.

Apply conditional sections in a campaign journey

The next step is to apply your conditional sections in your campaign and send a test email.

To apply conditional sections in a campaign:

  1. Select a campaign to open it.

  2. From the option menu, select Edit to open your Email step.

  3. Select Apteco Email Channel as your Email Channel, then select your Email Template from dropdown menu.

  4. Orbit now requires a content field. Select Add.

  5. Select the option menu next to the content field, then select Edit.

  6. Select Variable from the dropdown menu, then select OK.

  7. Select Add Variable in the content field, then select the Variable you want to use.

  8. Select Apply.

You have now applied your conditional sections to your campaign journey.

Tip

You can use an If statement expression to decide who sees the conditional section.

Preview and test your email template

To test your email template personalisation:

  1. On your Email step, expand the option menu, then select Preview and Test.
  2. Add any recipient information in the boxes and check the test email address is correct.
  3. Input which conditional section you want to display under Personalisation.

  4. Select Send Test Email.

The email address receives a test email where you can check the conditional section is working correctly.