Conditional Content

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Use Conditional Content

Introduction

Conditional Content is an advanced feature offered by ActiveCampaign that allows you to dynamically display or hide content in your email campaigns based on specific criteria related to your contacts. This capability is vital for tailoring content to the varied interests and characteristics of your audience, thereby enhancing engagement. By using Conditional Content, you can create a more personalized experience for your subscribers, increasing the relevance of your emails and potentially improving conversion rates.

For instance, if you know that part of your audience is interested in yellow paint while another segment prefers blue, Conditional Content enables you to display images of these paints selectively, ensuring each recipient sees content that resonates with their preferences.

How to Access This Feature

Conditional Content can be accessed within the ActiveCampaign platform through both the Email Designer and the Classic Designer. To utilize this feature, you will require a Pro or Enterprise plan as it is not available for lower-tier plans.

Step-by-Step Instructions

Creating Conditional Content

1. **Access the Email Designer**: Begin by creating a new email campaign or editing an existing one in the Email Designer. 2. **Select the Block**: Hover over the container, structure, or section you wish to make conditional. Then hover over the three dots on the left side of the block. 3. **Click on the Conditional Content Icon**: Click the icon that represents Conditional Content. 4. **Set Up Your Rules**: A modal window will pop up showing a segment builder. Here, you can define the conditions based on various criteria such as:

  - Contact fields and tags
  - Deal fields
  - Account fields
  - Ecommerce fields
  - Events tracked under Event Tracking
  - Contact geolocation and other data points

5. **Add Additional Conditions (if necessary)**: You can click "Add condition" to include more rules. 6. **Save Your Settings**: Once your conditions are set, don’t forget to click "Save".

Viewing, Editing, and Removing Conditional Content Rules

- **View Rules**: After creating Conditional Content, you can hover over the Conditional Content icon located at the top right corner of the block to see the rules made. - **Edit Rules**: To edit, click the Conditional Content icon in the block, then select the pencil icon. Make your changes in the appearing modal, and press "Save". - **Remove Rules**: To delete Conditional Content, click the Conditional Content icon, select the trash can icon, and confirm the deletion when prompted.

Creating Conditional Content in the Classic Designer

1. In the Design stage of your campaign, hover over the desired content block and click the Gear icon next to it. 2. Select the "Make Conditional" option. 3. A new modal will open with the segment builder. Set the specific conditions based on your data. 4. Save your changes as usual.

Creating Conditional Content in HTML or Text-Only Emails

1. From the campaign creation screen, click on the "Insert" option at the upper left. 2. Select "Conditional Content" from the displayed menu. 3. Follow the modal prompts to configure your logic.

You would write the logic in your HTML emails using "If/Then" conditions to specify which content is displayed based on contact attributes.

Configuration Options and Settings

The effectiveness of Conditional Content hinges on the specific options you configure. You may base your conditions on the following:

- Contact fields and tags - Deal fields - Account fields - Ecommerce fields - Event Tracking fields - Geolocation data - Other contact-specific metrics

Note: You can only input conditions through the Conditional Content tool within the designers; manual syntax input is not supported.

Best Practices and Tips

- **Use Tags Over Lists**: For more effective segmentation, prefer using tags instead of lists when setting Conditional Content. Tags provide greater flexibility and can be applied through various methods, including bulk editing and automations. - **Test Your Campaigns**: Always preview your email with the Desktop Preview function to see how it appears for different contacts based on the conditions set. Use a contact's email to test how content displays. - **Avoid Unsupported Characters**: Be cautious of using unsupported characters such as curly quotes and backticks, as these may cause issues in your Conditional Content logic.

Troubleshooting

When utilizing Conditional Content, you may encounter issues such as:

- **Content Not Displaying as Expected**: Double-check your conditions and make sure they are correctly configured. Ensure no unsupported characters are present. - **Errors with HTML Campaigns**: When inserting Conditional Content, verify that your syntax follows the correct "If/Then" logic to prevent display errors.

FAQ

What types of content can be made conditional?

Conditional Content can be applied to any block or section in your email, including images, text, and custom HTML.

Do I need to be on a specific plan to use Conditional Content?

Yes, Conditional Content is available for Pro and Enterprise plans only.

Can I use Conditional Content in automated campaigns?

Yes, as long as you are using the Email Designer or Classic Designer, you can employ Conditional Content in automated campaigns.

How can I test what my contacts will see with Conditional Content?

You can preview the email in the Campaign Summary step using the Desktop Preview feature, inputting specific contact emails to see personalized content.

Are there limits to the number of conditions I can create?

There is no specific limit outlined for the number of conditional rules you can specify, but it is advised to keep them manageable for ease of editing and clarity.

How do I remove Conditional Content from my email?

You can remove Conditional Content by clicking on the Conditional Content icon and selecting the trash can icon, followed by confirming the action.

Is training available for using Conditional Content?

ActiveCampaign provides various resources and customer support options to assist with learning how to effectively use Conditional Content in your campaigns.

For more detailed guidance, consider reaching out for personalized assistance with our marketing experts at a low fee.

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