Dynamic Tags: creating/editing dynamic tags, best practices

Dynamic tags allow you to personalize your email messages 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 or they can involve one or more “if/then” statements.

 

Some dynamic tags already exist for you in WordFly. We've created the most common dynamic tags for you. They are also known as "best practices" tags: Unsubscribe, Forward to a Friend, View Email as Webpage. 

 

You can set up complex dynamic tags ahead of time and then save them in the Library so you can drop them into your email quickly. For more information about using dynamic tags check out the Learn More section.

 


Topics covered in this article:

Creating a basic dynamic tag

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

Dynamic tag coding methodology

Best practices for content in Dynamic Tags

Is it possible to edit or delete Dynamic Tags?

Learn more about dynamic tags and personalization

 

 

Creating a basic dynamic tag

 

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.


The basic dynamic tag code looks like this:
{{##datafield## || alternatetext }}


If you insert this code into your email template, your sentence might look like this:

Dear {{##First Name## || Patron }},

 

 

 

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

 

Advanced options are the default when you go to create a new dynamic tag. With advanced options, you can select multiple if/then logic statements and alternates for your dynamic tag. You can also specify the default behavior if none of the statements you wrote are true.

 

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.


Here’s an example of an advanced dynamic tag:

{{if(##Continent## == North America) then (November 11, 2010) endif elseif(##Continent## == Europe) then (11 November 2010) endelseif elseif(##Continent## == Australia) then (12 November 2010) endelseif
else(November 11, 2010) endelse}}


 

 

Dynamic tag coding methodology


Here are some more details about dynamic tag coding methodology:


{{ }} 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.

== Denotes “Equals”

 

 

 

Best practices for content in Dynamic Tags

  • Odd characters like "&" and "()" can break your tag. Make sure to remove them. 
  • When links are being used in the tag, try to use links without spaces. Spaces can sometimes be interpreted as "%20" which might break the tag.
  • Write out dynamic links inside of an href, instead of only the URL. Example: {{if(##Continent## == Australia) then (<a href="https://wordflyevents.webex.com/wordflyevents/onstage/g.php?t=a&amp;d=662211340">) endif else...
  • Remember to preview your dynamic links in your campaign under the Testing > Full Review step. If there's an error, the link won't track.
  • Before you send, always test the Text version of your Email Template, too.

 

 

 

Is it possible to edit or delete Dynamic Tags?

 

Dynamic tags in the library can’t be edited in order to prevent data integrity issues with campaigns that have been sent or are in progress. To change your selections, you’ll need to recreate the original tag and make any necessary revisions. If your tag hasn’t been used in a campaign, you can go ahead and delete the old one.  

 

1. In the Dynamic Tags section select the tags you'd like to delete.


2. Select "Delete" from the Actions dropdown.



 

 

 

Learn more about dynamic tags and personalization

 

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

 

 

 

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