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May 02, 2023 08:10 AM
I have an automation that generates an email.
In some cases the fields I want to include in the email are not set yet.
I want to add a conditional statement to the email composition, something like "If {name} is set, include {name} followed by a comma, otherwise skip straight to the text." I can't see a way to do this in the automations interface.
I know that I can add fields to the table to do this but I'm trying to figure out whether there is a way to handle this logic temporarily within the automation.
Solved! Go to Solution.
May 02, 2023 12:22 PM
You can have conditional actions with different send email actions. However, I don't recommend this for small version differences. There is no way to include conditional logic directly in the message body of the automation configuration.
One technique that I use is to create the body of the email with a formula field. Then in the automation, I simply include the formula field as the body and not other text. This method works well.
Another technique is to use a system like my Email Table extension (with a premium license) that merges record data with a mustache template.
May 02, 2023 12:22 PM
You can have conditional actions with different send email actions. However, I don't recommend this for small version differences. There is no way to include conditional logic directly in the message body of the automation configuration.
One technique that I use is to create the body of the email with a formula field. Then in the automation, I simply include the formula field as the body and not other text. This method works well.
Another technique is to use a system like my Email Table extension (with a premium license) that merges record data with a mustache template.