This functionality will allow you to dynamically tailor the content of your emails based on the information in your customers' profiles.
When you need to send specific details to a particular group of customers, you no longer need to design many different workflows with various triggers and cancellations or multiple email campaigns.
With conditional items, only one email with information relevant to each customer needs to be designed.
Before You Begin
Pro plan users or those with the personalized content add-on can access Conditional Items in their automations and campaigns at no extra cost.
Standard plan users can also use this feature by purchasing it as a standalone add-on, with pricing based on their billable contacts’ tier. This way, you can customize automation and campaign layouts with a Pro feature without upgrading your plan.
Please note that if upgrading to Pro is more cost-effective for your store than purchasing the add-on separately, the upgrade option will be shown instead. This ensures you always get the best value.
Here's how add-ons billing works:
Unified billing. Add-ons are billed together with your main Omnisend subscription. You will see them on the same invoice and in the same billing cycle.
Consistent tiers. Add-ons scale with your subscription tiers, so charges remain predictable as your contact list grows.
Visibility. You can check your active add-ons and their billing status anytime in Store Settings.
Setting up Conditional Items
In your item layout settings, you can change the block's condition and decide whether it should be displayed to all customers or a custom group.
The All Contacts option is the default option, showing the item to all customers without differentiation.
The Custom Contacts option allows you to choose what contacts this item will be displayed to.
After selecting the custom contacts option, you need to specify the rule for your contact filtering. In the drop-down menu, you will see the list of all properties available in your customers' profiles.
After selecting the rule or property for your customers' filtering, you should specify what value this property should be assigned to the customers for whom this block will be shown.
For example, if you want to filter the content of the email message based on the Country, you will need to enter the Country's name into the input field. If you need to add several rules, you can do that by clicking the 'Add rule' button.
Suppose you need to filter your customers based on the different values of the same parameter. In that case, the OR operator needs to be used when connecting two different rules, both of which need to be satisfied. In the example presented below, the Item will be shown to customers from either one of these countries.
If contacts need to have the two properties simultaneously, you should use AND as your rules operator.
When you need to exclude some of the values or your rule needs to be less strict, one of the following rules can be used.
Make sure to select a valid contact property. If the rule you choose doesn’t exist in any contact’s profile, the layout will not appear in the emails you send.
Use Cases
You can use this feature to send different emails to customers based on the information you have just collected.
If you use the sign-up forms to ask your customers about their preferences, you can account for the information they provide when sending your Welcome automation.
In the Abandoned Cart sequence, you can send your Free Shipping discount to only customers from some countries.
A special offer can be sent to customers whose name is Valentine in the Valentine's Day promotional newsletter; only these customers will see it.
FAQ
What happens if I cancel my Pro plan?
If you downgrade the Pro plan, your email will be sent without the conditional content item.
Will the Conditional Items affect my Clickmap report?
Your Conditional Items will show data only for contacts who met the filter and received the email with the conditional block. This means that you'll see partial data for the conditional blocks.
Can I filter based on tags or segments?
Currently, you can only filter based on your contact's properties. However, these features are coming soon.
If you didn't find the answer to your question, contact our support team through the in-app chat or at [email protected].