How To Modify Emails Using Conditionals

There can often be scenarios where you want to make a minor adjustment to the content used for a System Email, for example, the Bidder Registration/Purchase Receipt is often a candidate to share more information with guests.

img

An example from a demonstration event showing the default
Bidder Registration/Purchase Receipt email in edit mode.
How Did I Get Here?

From the main Auction Dashboard, click through Communications and then click System Emails under the Email sidebar menu. This will open the System Notifications dashboard, where you can then click on the Edit link for the email you want to make adjustments to.

img

In some cases, you may want to change the overall general content being used, although in other cases, you may want to include or exclude some text based on a condition such as the guest has purchased a ticket or made a donation.

Email Element Visibility

To start, you will almost always be adding a new element, often a Text Element, to share more information that is specifically relevant under a particular condition.

Text Element

For example, you may want to send some additional information to those guests who have purchased a "Tickets" item for your in-person event. You would likely consider the HasTickets variable in these specific cases. This would be used as a condition for the Visibility property of the element that includes this extra information.

img

An example use of HasTickets taken right from the defaults
of the Bidder Registration/Purchase Receipt System Email.

Following the same example as what can be found in the existing Bidder Registration/Purchase Receipt email, you can add your own curated message with a Text Element.

img

Now, with the element still selected, click on its Add Behavior property and then the Visibility pop-up to open its property value field.

img

After clicking on the Visibility option, click on the visibility label and type into the opened field HasTickets (note the capital letters, case is important when using these conditions).

img

Click on the visibility label to set the value and also remember to save the changes to the email by clicking the Save Now button at the top of the sidebar.

img

An example with the "curated message" from the example above seen
in the preview of the Bidder Registration/Purchase Receipt email.

INFORMATION

All elements that have a Visibility property applied will have an "eye" icon on the right side of the element.

In those cases where you want to address guests who have made a purchase, they would have purchased a For Sale type item. The Visibility property would use the HasPurchases condition.

img

An example of the HasPurchases value being used with an element.

Applying the HasPurchases property value would be handled in the same manner as the HasTickets value (see the Guest HasTickets step).

Using the HasPurchases approach will include all purchases of "Tickets" items as these are specially configured "For Sale" items.

There may be cases where the guest has donated on the Auction Website. These donations would create a Bidder Record for the guest and trigger sending the Bidder Registration/Purchase Receipt.

The HasDonations variable value will be needed to check if the guest has purchased a Donation type item.

The visibility property must apply to all elements in the block related to your message. Suppose you have a row of elements related to the condition you want to test for; you will need to add the visibility behavior to each.

img

An example showing the HasDonations value being applied to each related element.

Applying the HasDonations property value would be handled in the same manner as the HasTickets value (see the Guest HasTickets step).

Learn about related topics:


Last reviewed: January 2023
ModifyEmailsUsingConditionalContent
/how_to/communications/email/emails_using_conditionals/
how_to
communications
email
emails_using_conditionals
How To Modify Emails Using Conditionals
Learn how using the advanced options of conditional content can change email content.