Conditional Values

What are Conditional Values?

Conditional values are fields in your Content that depend on external items or logic to derive their value.

You can use conditional value logic on any field, including both sender and recipient details, Email Subject and any of the variables that are included in your template. You can even use conditional values in Send a Message to decide what template to use.

Some examples of how conditional values can be used:

Using Conditional Values

You can use conditional values wherever you see the icon. The functionality works the same in each case, so we will demonstrate it using conditional variables.

For example, you are sending a welcome message to new customers that have opened an account with Central Bank. Included in the message is a credit card offer based on the customer's annual salary - those earning over $40,000 a year will be offered a Platinum credit card; all other customers will be offered a Gold credit card.

For this type of conditional value make sure that the 'Salary' field is first added as a list variable before you begin. Even though the recipient's salary will not appear in the message, we need to add it to the Content as a variable, so that we can use it in our conditional logic.

We can then create the conditional variable {Credit_Card_Type} as follows:

Click on the icon to open the Behaviors window.

1. Enter a default value for the variable - a value to be used when none of the criteria you define are met. In our example it will be 'Gold'.

2. Click in the field to the right of the if icon.

3. Use the icon to select the 'Salary' variable from the list.

4. Click on the 'equal to' drop down and select 'greater than' from the list.

5. In the next field, manually type in 40,000

6. In the 'Change value to' field type Platinum.

The screen will now look like this:

More complex conditions can be built by incorporating 'and / or' parameters and adding additional conditions (these parameters can be selected from the 'done' drop-down).

In the Change Value to box you can also enter expression text, for example a variable, a viewlink, and an embed. This expression text is not parsed or validated until the deployment is created, this is because in send a message overrides can be entered for variable and conditional values. At the time the deployment is created in send a message the expression text is validated. If it is not valid, for example if {Embed:creativename} is used as the conditional values and the ‘creative name’ is not found an error message is returned and the deployment will not be created.

To add another condition click the Add Condition button.

This is a simple example of what can be done with conditional values - in addition to 'greater than' you can also use the options "not equal to","less than", "starting with", "not starting with","ending with", "not ending with", "containing", or "not containing".

6. Click OK.

7. Click Save. The conditional values you have created will be saved with the set-up.

When the icon appears as it indicates that the field is dependent on conditional logic.

• Variables
  • Creative Variables
  • Creating a New Variable
  • Conditional Values
  • Importing Variables From Another Creative
  • Editing Creative Variables
  • Deleting Creative Variables
  • Training Video - Using Variable Defaults