Templates and conditional logic

Smart CRM & Sales Hub Sales Email
1

I am not sure if possible but is there a way on general templates to only show a snippet if another field fulfils a criteria? I want to be able to trigger a snippet appearing if a existing company field is yes.

So if a pre determined template is going to a customer that fulfils a property value the snippet automatically populates the template.

2

Hi @JaneRiddington,

Not out of the box, no. A workaround could look as follows:

  • Create a workflow that enrolls contacts who meet the criteria
  • Create a text field
  • Using the ‘Edit record’ workflow action, put the entire text block you want to make additional as a value in that text field
  • Add the new field into your email as a personalisation token (it would be empty for contacts who weren’t enrolled in the workflow, and show the text for those who were)

If you need links and formatting, the property type would have to be rich text.

Similar behaviour could be achieved with a calculation property - the benefit being that it would auto-clear if the condition isn’t met anymore. The workflow would have to be specifically configured to account for that.

Hope this helps!

3

Many thanks Karsten. Whilst great idea it won’t work for the team involved. thank you.