How to Set Default Values for Custom Fields Via Conditional Sending

Personalise your emails with contact details—like name, company, or location—to boost engagement. If a custom field (such as First Name) is empty, Conditional Sending lets you display a default value, ensuring your emails always look polished.

TABLE OF CONTENTS

• What Is Conditional Sending?
• Benefits
• Step-by-Step Guide
• Limitations
• Tips
• FAQ

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.