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[Beta] Use segment membership to show or hide rows in email messages

Updated

You can increase the performance of your email program by creating display conditions in your emails. Display conditions control whether rows in an email are shown or hidden. With this beta feature, you can now base these conditions on a subscriber’s membership in a specific segment in addition to subscriber attributes.

Example: Your brand has a loyalty program. You could use a custom attribute to show a row to existing loyalty members that displays loyalty points while hiding that row from non-members. Alternatively, if you have a dynamic segment of subscribers who’re members of your loyalty program, you could use segment membership to control whether the row with loyalty points appears.

Create display conditions with segments

Follow these steps to add a display condition to an email row that uses segment membership:

  1. Create or edit an email message.
  2. Select the row you want to add display conditions to.
  3. In the ROWS tab, scroll down to DYNAMIC CONTENT and click Manage condition.
    Email editor showing the 'ROWS' tab with the 'DYNAMIC CONTENT' section, highlighting the 'Manage condition' button for setting display rules for an email row.
    The Display condition page opens.
  4. On the Display condition page, enter a Condition name and Description (optional).
  5. Build your condition:
    • In the first field, select Segment as the basis for your condition.
    • From the next dropdown, select the segment you want to use. You can scroll through the list or use the search bar to find your segment.
    • Choose an operator: include subscriber (to show the row if the subscriber is in the segment) or does not include subscriber (to show the row if the subscriber is not in the segment).

  6. (Optional) Click Or or And to build additional conditions.

    Example: Build a display condition that shows a row if a segment of recently engaged subscribers includes the subscriber and if the subscriber’s loyalty status (as tracked by a custom attribute) is true.

    Setting email row display conditions, showing options to name the condition and define rules based on segment membership (e.g., 'Recently Engaged') and subscriber variables (e.g., 'Loyalty Status is true').

  7. Click Save.

Your new condition, based on segment membership, will appear in the DYNAMIC CONTENT section of the ROWS tab for the selected row. Click Manage condition to return to the display condition builder to modify your display condition. You can also click Edit to directly modify the Liquid code if you’re proficient in HTML and Liquid.

Note: We strongly recommend clicking Manage condition to use the display condition builder to modify conditions. You should only click Edit to modify the Liquid code if you’re proficient in HTML and Liquid.

Email editor displaying a saved 'Dynamic Content' condition named 'Recently engaged loyalty member,' showing the Liquid code snippet and options to 'Edit' or 'Delete' the condition.

Preview emails with segment-based conditions

Follow these steps to preview segment-based display conditions:

  1. Click Preview in the email editor. The Preview page appears.
  2. Choose A subscriber in a segment or A subscriber not in a segment from the Preview as dropdown, then search for and select the segment.
    Email preview showing options to 'Preview as a subscriber not in a segment' (with 'Loyalty' segment selected), alongside the corresponding email preview displaying a loyalty program promotion.

    Notes:

    • The final determination of segment membership occurs at the exact time the email is sent.
    • If you Preview as a specific subscriber, and you know that the subscriber is or isn’t in a particular segment, the preview can’t show or hide elements based on segment membership. Only Preview as a subscriber in a segment/not in a segment shows how the email would appear when there are conditions based on segment membership.

      The best practice is to use both options. Use Preview as a specific subscriber to preview how variables and other conditions will appear for specific subscribers. Use Preview as a subscriber in a segment/not in a segment to see whether elements based on segment membership are shown or hidden as expected.

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