How to Update and Personalize Email Subject Lines and Content Using Custom Field Values

In this guide, we will walk through the process of updating and personalizing email subject lines and content using custom field values. This will allow you to tailor your emails to different language preferences, specifically English and Spanish.

Step-by-Step Guide

1. Create a Campaign: Start by creating a new campaign and entering the campaign name.
2. Personalize the Subject Line:
   • Replace the text in the subject field with a personalization tag for English language users.
   • Ensure the personalization tag is correctly formatted for English language users.
   • Users with the language custom field set to English will see the English subject line, while others will see a Spanish subject line.
3. Design the Email:
   • Click the "Next Design" button at the bottom right of the form.
   • In the design section, select "Events" from the drop-down menu and click on "Select Template."
4. Add Dynamic Content:
   • Select "Add Condition" in the dynamic content section on the right panel.
   • In the modal, insert the start of the conditional statement in the "Before" field to show the email body only to contacts with language custom fields set as English.
   • Insert the end of the conditional statement in the "After" field and click the "Add" button to save the condition.
5. Create Spanish Email Content:
   • Duplicate the row in the newsletter editor to create a copy of the email content in Spanish.
   • Edit the display condition in the dynamic content section to show to Spanish users.
   • Modify the condition to "if eq_language Spanish" and click save.
6. Preview and Test:
   • In the navigation bar, click the icon to display the Spanish description.
   • Click on "Send Test Email" and "Show Preview."
   • In preview mode, select the drop-down to choose row display conditions for both English and Spanish users.
   • Cross-verify that the email appears correctly for both language settings.
7. Send Test Email:
   • Enter the email address of a contact to receive the test email.
   • Toggle the checkbox to use custom fields of a specific contact and choose contacts with language fields set as English and then Spanish.
   • Confirm that the email with the proper subject line and content appears for both language settings.

By following these steps, you can effectively personalize your email campaigns using the SendX personalization engine. Stay tuned for more interesting ways to use this feature in the remaining videos of the series.