Adding Conditional Content to Emails in Yotpo Email
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    Adding Conditional Content to Emails in Yotpo Email

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    Article summary

    Products

    Email

    Supported plans

    Free, Starter, Pro, Premium, Enterprise

    eCommerce Platform

    Shopify, Shopify Plus

    Adding conditional content to emails allows you to personalize your messages by showing different elements to different customers based on criteria like demographics or purchase history. This makes your emails more engaging, saves time using one campaign for multiple audiences, and boosts conversion rates.

    In this article, you’ll learn how to add conditional content to various email elements, including stripes and blocks.

    How it works

    You can add conditional content to emails you send in email and multi-message campaigns and flows. You can also customize your email templates, which can then be reused.

    Adding conditions is available for the following email elements: stripes, structures, containers, and blocks. The blocks that you can personalize include:

    • Products

    • Product Recommendations

    • Dynamic Products (available for flows only)

    • Customer Reviews

    • Loyalty Personalization

    • Canva

    Tip:

    To learn more about email elements, see Customizing Emails with the Email Editor.

    Accessing the email editor

    To add conditional content to emails, open the email builder.

    Email campaigns

    1. On the Yotpo SMS & Email home page, click Create campaign in the header.

    2. Select Email and click Create campaign.

    3. In the email preview, click Edit.

    Multi-message campaigns

    1. On the Yotpo SMS & Email home page, click Create campaign in the header.

    2. Select Multi-message and click Create campaign.

    3. After you add an email to the campaign’s steps, in the email preview, click Edit.

    Email templates

    1. In your Yotpo SMS & Email main menu, go to Campaigns > Email Templates > Featured templates tab.

    2. Select the template you want to customize, hover over it, and click Template actions > Add to My templates.

    3. In the My templates tab, hover over the template, and click Template actions > Edit.

    4. In the email preview, click Edit.

    Alternatively, in the My templates tab, you can select Blank template to create one from scratch. To learn more about email templates, see Designing Your Email.

    Please note:

    When you copy email templates between stores, any conditions you’ve added to elements will not be transferred.

    Flows

    1. In your Yotpo SMS & Email main menu, go to Flows > My Flows and click Create flow.

    2. After you add an email to the flow’s structure, in the email preview, click Edit design.

    Adding conditional content to emails

    After adding an element to your email, you can start customizing it:

    1. In the Preview section, hover over the element and click the 3-dot menu.

    2. In the menu, click the Display conditions icon.

    3. In the popup, select who is going to see the element:

      • Customers who belong to specific lists and segments

      • Customers with specific attributes or behavior

    Showing content to specific lists and segments

    To show conditional content to specific lists and segments:

    1. Select Show block to specific customer lists and segments and click Next.

    2. From the drop-down menu, select the lists and segments for which the element will be visible.

    3. Click Save and apply.

    Important:

    Make sure the lists and segments you select are included in your audience when sending a campaign or activating a flow.Important:

    Showing content to customers with specific attributes or behavior

    You can display conditional content to customers by using personalization tags and custom profile properties as filters. Personalization tags are universal across all brands, while custom profile properties are unique to each brand, meaning each brand has its own set of properties.

    Tip:

    To learn more about personalization tags and custom profile properties, see Adding Dynamic Content with Personalization Tags and Enhancing Segments and Flows with Custom Profile Properties in Yotpo SMS & Email.

    To show conditional content to specific customers:

    1. Select Show block to customers with specific attributes or behavior and click Next.

    2. Create condition-based rules to filter your customers:

      1. Add a personalization tag or a custom profile property from the drop-down menu. Each can be used only once. The properties are listed under the Custom section in the menu.

      2. Select an operator, such as 'is,' 'contains,' 'equals,' or 'is greater than,' and enter a value. You can add multiple values, separated by commas.

    3. If you have more than one rule, use the toggle to select whether the element will be displayed if any or all of the conditions are met. Note that you can create up to 10 rules.

    4. Click Save and apply.

    After adding conditions to an element, an icon will appear in its top right corner in the Preview. Click the icon to view a summary of the conditions, or to edit or delete them.

    Please note:

    Conditional content won't be reflected in test emails, so you'll see all the elements of your message.


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