How to Set Default Values for Custom Fields Via Conditional Sending

What Is Conditional Sending? #

Conditional Sending lets you show or hide content blocks based on your contacts’ custom field data. This means you can tailor email content to each recipient and display a default value if a field (like First Name) isn’t filled in.

Benefits #

• Professionalism: Avoids blanks or missing information in greetings and messages.
• Personalisation: Ensures each recipient sees a relevant, friendly greeting—even if some data is missing.
• Consistency: Maintains a uniform look and feel across all emails, regardless of data quality.
• Higher Engagement: Personalised emails are more likely to be opened and read.

Step-by-Step Guide #

Example Goal:
Show “Dear {{contact.first_name}},” if First Name is available, or “Dear Customer,” if not.

1. Enable Conditional Sending
   Toggle on Conditional Sending in your content block’s sidebar.
2. Set Up the Personalised Greeting
   • Add a text block:
     Dear {{contact.first_name}},
   • Under Set your conditions:
     • Select a custom field: “First Name”
     • Condition: “Is Not”
     • Value: (leave blank)
   • This block displays only if First Name is not empty.
3. Set Up the Default Greeting
   • Add another text block:
     Dear Customer,
   • Under Set your conditions:
     • Select a custom field: “First Name”
     • Condition: “Is”
     • Value: (leave blank)
   • This block displays only if First Name is empty.
4. Preview and Test
   Use the preview feature to see how your email appears for contacts with and without a First Name.

Limitations #

• Only one custom value can be used under Conditional Sending per content block.
• You cannot apply multiple conditional settings for the same field within a single block or section.

Tips #

• Always preview with test contacts to ensure your conditions work.
• Use clear, friendly default values for a professional tone.

FAQ #

Q1: Can I use Conditional Sending for fields other than First Name?
A: Yes, this method works for any custom field you add.

Q2: Can I use multiple custom fields in one block?
A: No, only one custom value per content block.

Q3: What if I leave “Enter a value” blank?
A: The condition checks for empty or non-empty fields, letting you show or hide content accordingly.

Q4: Can I set any default value?
A: Yes, customize the default message to fit your brand.