Dynamic Tags: creating/editing dynamic tags

 Learn how to create if/then conditional statements for your email design using Dynamic tags in WordFly.


Topics covered in this article:

What is a dynamic tag

Creating a basic dynamic tag

Creating an advanced dynamic tag (with if/then statements)

Is it possible to edit or delete Dynamic Tags?

Learn more about dynamic tags and personalization

 

 

What is a dynamic tag

 

Dynamic tags allow you to personalize your email design with conditional statements. This is a valuable tool if you need to send one version of your email to one group and an alternate version to another group. Dynamic tags can be as simple as dropping in a first name with an alternate or they can involve one or more “if/then” statements.

 

Some best practice dynamic tags already exist in WordFly and are populated in any new Modern Editor email design. Those tags are the Unsubscribe, Forward to a Friend, View Email as Webpage links. 

 

You can set up complex dynamic tags that key off specific conditions to show the right content to specific subscribers. For more information about using dynamic tags check out the Learn More section.

 

What to expect using dynamic tags:

  • {{ }} Double curly braces in front and behind the statement define the code as an “If/Then” statement.
  • ## ## Double pound signs in front and behind the data field name define which field should be displayed.
  • Punctuation and capitalization must match your data field name exactly. If your data field has a space in it, make sure your tag has a space, too.
  • || Double pipes function as the “Else” statement.
  • ( ) Statements are enclosed in parentheses.
  • Operators for the conditions include:
    • ==  “Equals”
    • != "Does not equal"
    • contains
    • does not contain
    • greater than
    • great than or equal to
    • less than
    • less than or equal to
  • Only certain operators are available depending on the data field selected. For example, with a preference data field, only less than or greater than operators are available.
  • Dynamic tags cannot be nested within existing dynamic tags.
  • Learn more about best practices for your dynamic tags.

 

 

 

Creating a basic dynamic tag

A basic dynamic tag is simply a data field and an alternate if the data is missing. For example, if First Name is missing in the list data the dynamic tag would insert something else like 'Friend' instead. You can create a basic dynamic tag under Subscribers > Dynamic tags. You can also create one inside Modern Editor when you are adding a Data Field to any text block.

 

A basic dynamic tag looks like this:

{{##Data Field## || Alternate Text }}

{{##First Name## || Friend }}

 

To create a basic dynamic tag based on a data field:

 

1. Go to Subscribers > Dynamic Tags.

 

2. Click Create a new tag.

 

3. Click 'Show basic options'.

 

4. Start customizing your basic Dynamic Tag...

  • Select Data Field from the first dropdown
  • Give the tag a brief name.
  • Select the data field you’d like to display.
  • Enter some alternate text in the If Missing field.

 

5. Click Save to add the tag to your library.

 

 

 

Creating an advanced dynamic tag (with if/then statements)

 

Advanced options allow you to create multiple if/then logic statements and alternates for your dynamic tag. You can also specify the default behavior if none of the statements are true. Advanced tags are helpful when you need to send one email to multiple groups of subscribers. The dynamic tag will ensure each subscriber receives the correct data based on their data.

 

An advanced dynamic tag looks something like this:

{{if(##Data Field## == Data) then (Insert a statement for this condition) endelseif else(If none of the above if conditions are met, use this instead) endelse}}

{{if(##Continent## == North America) then (November 11, 2017) endelseif else(11 November, 2017) endelse}}

This tag says: If Continent is equal to North America, then write "November 11, 2017"; otherwise, write "11 November, 2017".

 

1. Go to Subscribers > Dynamic Tags.

 

2. Click Create a new tag.

 

3. Start customizing your advanced Dynamic Tag...

  • Select Data Field from the first dropdown
  • Give the tag a brief name.
  • For the first section, enter your initial if/then criteria. Select your 'if' properties by selecting a data field, then an operator, enter criteria, after this enter in some text for your 'then'. Now you have your initial if/then statement created.
  • Do the same for the 'Alternate' section. Here you are defining an alternate if/then if the first set of criteria is not met.
  • Select 'Add another alternate' if you wish to add more.
  • Finally, in the 'Default' section enter text to display when all statements are not met.

 

4. Click Save to add the tag to your library.

 

  

 

Is it possible to edit or delete Dynamic Tags?

 

How to edit dynamic tags:

You can manually edit any dynamic tags in any email designs across any email campaigns. Dynamic tags in the library can not be edited from Subscribers > Dynamic tags.

 

How to delete dynamic tags:

Delete a dynamic tag from the Subscribers > Dynamic tags library anytime.

1. Go to Subscribers > Dynamic tags.

2. In the Dynamic Tags section check the boxes to the right of the tags you'd like to delete.

3. Select Delete from the Actions dropdown.

 

 

 

Learn more about dynamic tags and personalization

 

We've put together support posts about all our personalization features.

 

 

 

Have more questions? Submit a request
Powered by Zendesk