Expressions in message personalisation

Note: Available for Analyser bundle and above.

Note: This is an advanced feature for experienced FastStats users or system administrators.

Note: For more context around building and using expressions, see the FastStats help content for expressions.

You can use saved FastStats expressions or build your own directly in Orbit to create dynamic, personalised content in your campaign. With this powerful feature, you can tailor your communications based on customer data like recency, frequency, value, segmentation, and more.

Note: The expression builder in campaign personalisation currently supports date, text, and numeric outputs.

When to use expressions in personalisation

Use expressions in personalisation when you want to:

  • Create dynamic content based on customer attributes

  • Personalise offers or discount levels based on purchase history

  • Use IF statements to control who gets each offer or what content shows in conditional email blocks

  • Display relevant imagery based on previous interactions

  • Concatenate fields to form personalised greetings or messages

  • Calculate time-based values for special occasions or milestones

Note: These examples may not be valid in your system, as you can only use variables that exist in your FastStats system.

Send a birthday email with age-appropriate offers

Expression logic:

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AgeYears([DOB])

Use case examples:

  • Target milestone birthdays with special offers

  • Adjust imagery based on customer age groups

Acknowledge customer relationship length

Expression logic:

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DateDiff([FirstTransactionDate],Today(0),"years")

Use case examples:

  • Celebrate customer anniversaries

  • Provide loyalty rewards based on relationship duration

Note: You’ll notice in this example that the variable FirstTransactionDate is not in our system. Make sure any variables you use to build an expression are present in your Orbit system.

IF statement examples by complexity

Simple IF statements evaluate a single condition and return a value based on whether the condition is true or false.

Flag customers in specific segments

Expression logic:

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if(StrContains(CodeOf([Segment]),"Y", "Z"),1,0)

What this does:

  • Checks if the segment code contains Y or Z

  • Returns 1 if true, 0 if false

Common applications:

  • Basic customer segmentation

  • Binary flags for reporting

Medium complexity IF statements combine multiple conditions with logical operators like AND or OR.

Target specific product and service combinations

Expression logic:

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if(AND(DescOf([Product])="Computer",StrContains(DescOf([AfterCarePlanCodes]),"TS","PCP","INS")),1,0)

What this does:

  • Checks if the product is Computer AND

  • Checks if the after care plan code contains TS, PCP, or INS

  • Returns 1 if both conditions are true, 0 if false

Common applications:

  • Cross-sell targeting

  • Service bundle offers

Complex IF statements use nested logical conditions and combine multiple operators for sophisticated targeting.

Multi-condition targeting with exclusions

Expression logic:

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if(AND(AND(StrContains(CodeOf([Segment]),"Y", "Z"), DescOf([Product])="Computer"),NOT(StrContains(DescOf([AfterCarePlanCodes]),"TS","PCP","INS"))),1,0)

What this does:

  • Checks if segment code contains Y or Z AND

  • Checks if product is Computer AND

  • Confirms after care plan code does NOT contain TS, PCP, or INS

  • Returns 1 if all conditions are met, 0 if not

Common applications:

  • Gap analysis targeting

  • Sophisticated upsell campaigns

  • Multi-factor segmentation rules

Note: For more detailed documentation on building expressions, see the FastStats help on Expression logic.

Limitations

  • You can only use variables that exist in your FastStats system

  • External data sources and system variables (like Run Date) aren't supported

  • Drive time calculations aren't available

Using expressions in personalisation