This guide will walk you through how to personalize emails using tags, custom fields, and even advanced if/else logic based on subscriber data.
Before You Begin
To use personalization and conditional logic effectively in SendX, ensure that:
You have a contact list with basic fields (like name and email).
You’ve added or created custom fields for specific targeting (e.g., Designation, Industry, Competitor).
Your contacts are tagged or segmented into relevant lists or categories.
Optional but helpful:
A strategy for fallback values when data is missing.
A clear understanding of how you want to tailor content based on conditions.
Step-by-Step Instructions
1. Basic Personalization with Tags
SendX offers built-in tags that automatically pull contact details into emails:
{{.FirstName}}, {{.LastName}}, {{.Name}}, {{.Company}}, {{.Email}}, {{.Birthday}}
📧 Instead of writing:
Hello there,
You can write:
Hello {{.FirstName}},
If the first name is unavailable, use fallbacks:
{{fallback .FirstName "User"}}If John is the contact’s first name:
Hello John
If no name is available:
Hello User
2. Using Custom Fields
Create as many custom fields as needed for your contacts in SendX (e.g., Industry, Competitor, Designation).
Example:
{{fallback .Competitor "some other marketing tool"}}If the "Competitor" field is filled:
You’re better than Acme Corp!
If empty:
You’re better than some other marketing tool!
3. Advanced Personalization with If/Else Conditions
Use SendX’s logic operators like if, else if, eq, ne for powerful content control.
Example 1: Conditional Content Based on Designation
{{if eq .Designation "Marketer"}}
Hello Marketer!
{{else if eq .Designation "Engineer"}}
Hello Engineer!
{{else}}
Hello Teammate!
{{end}}
Example 2: Show Content If the User is Not a Marketer
{{if ne .Designation "Marketer"}}
You are not a marketer
{{else}}
Hello Marketer!
{{end}}
4. Using Tags and Lists in Logic
Target users based on tags or lists using contains_name and doesnt_contain_name.
Example:
{{if contains_name .Tags "created"}}
Hey! You’ve already created a profile. 100 bonus points unlocked!
{{else if contains_name .Tags "uploaded"}}
You’ve uploaded your pic—50 bonus points for you!
{{else}}
Still just kicking tires? Let’s get started!
{{end}}
Tips & Best Practices
✅ Always use fallbacks: Don’t leave personalization fields empty—fallbacks ensure your email still reads well.
🎯 Plan your custom fields: Define what you need before uploading contacts so data stays consistent.
📬 Segment smartly: Use tags and lists for better targeting and engagement.
🧪 Test your logic: Always preview or send test emails to see how conditions and fields render.
💡 Keep it human: Personalization should feel genuine—avoid overusing fields just for the sake of it.
With SendX personalization and conditional logic, your emails won’t just land in inboxes—they’ll resonate. Whether you're nurturing leads or re-engaging customers, personalized content can significantly boost your open and click-through rates.
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