When you add emails and LinkedIn tasks to a sequence, you can personalize them automatically as well as add dynamic content using conditional logic. While you can learn more about personalization below, it is also covered in our Knowledge Article, Build a Sequence.
Here are your options.
Conditional Logic
Conditional logic is the concept that you can set rules, or conditions, that cause your process to change based on input.
Think of it as an “if this happens, show or hide these tasks” model. The details and use cases differ, but all rules check to see whether their conditions have been met and result in tasks being shown or hidden from view.
For example, in a composed email driven by conditional logic, if a reference to a company is made, then a statement will appear. If a company is not named, the statement will not appear.
Type the [{] symbol to see a list of options you can scroll through. Each one is explained below.
Comment/Prompt
Add this to make a note for yourself to manually update this area of the email when the Manual Email Activity is due. You can type whatever you want between the {{ }} to remind yourself of what type of information you want there. You should only use this type in a Manual Email (not in Auto Email).
logic.if
This will input:
If some field contains data, put this text into the email/LinkedIn task. For example:
logic.if/else
This is very similar to logic.if except you can also put a fallback option if the field doesn’t contain data. This is what you will see when you add this:
If a field contains data, then your output is X (one thing) and if it does not contain data, then your output is Y (another thing).
For example, if there is a first name on the contact, this would turn out to be something like “Hi Jane,” and if there is no first name on the contact (i.e., the record does not contain that data), the email would say “Hi Friend,”.
format.number
Use this to format a number:
- remove decimals. For example,
This would change to 1 in the email.
- add commas: For example,
This would change to 100,000.
You can use this in an email if you have a set of numbers that you want to format consistently.
date.weekdays_from_now
Change the number at the end in this “formula” to change the weekday from the day it sends. For example, if today is Monday, and you send an email with:
Your output will be “Thursday”. It will not include Saturday or Sunday.
If it is Friday and you enter this:
Your output will be “Monday”.
date.days_from_now
This is like the above except it will include Saturday and Sunday.
date.today
This will display the current day. If today is Monday it will show “Monday”.
date.tomorrow
This will display tomorrow’s day. If today is Monday {{tomorrow}} will display “Tuesday”.
date.is_monday
All of these items will display the name of the day you choose to enter into the “formula”.
The following statement allows you to put some text in between the start and end “ifs”. For example,
This would display “Happy Monday! I hope you had a great weekend.” But only if the current day was Monday. It simply will not display if the day is not Monday.
Here is an example of an automated email that uses conditional logic.
Personalization
To add information like the Contact’s first name, type the @ symbol and you will see your choices. These are fields from the Contact record and the user record. Anything that starts with “to.” is from the Contact’s record and anything starting with “from.” is from the User record (most likely your User record).
Here is an example of an email composed using the @ sign to fill in data from a record.