Customizing Emails Based on Different Registrant Factors/Values
Overview
- Email can be sent from the Certain platform with content that changes based on a registrant's answer to a form question.
- The Certain platform achieves this by using Display rules.
Creating Custom Blocks
- Create separate Custom Blocks to hold the data you want to display.
- Create one Custom Block for each Subject if you want the subject to be different.
- Create one Custom Block for each Body of information that applies specifically to the Answer made.
Creating Display Rules
- Create a separate display rule for each Block, with a logic that triggers off of the Question answer.
- Go to Plan>Event Set-up>Content Display.
- Go to the Content Blocks menu on the left.
- Click on the Add New button to add a new content block.
- Enter the Subject and Body text.
- Then save.
- Go to Plan>Event Set-up>Content Display.
- Then go to the Display Rules menu on the left.
- Click on the Add New button to add a new display rule.
- Select Apply ONLY if these conditions are met option.
- Then enter the condition that will trigger the content block.
- Select the content block you want to display under the Rule Action section.
- Then save.
Creating an Email Template and Sending
- Create an Email Template.
- Append all of the Subject Display rules to the Subject of the Email.
- You would want the Name of these display rules to be short to ensure you could append them all to the subject.
- Create the email with any banner images or general wording that would work for every registrant.
- Append the Display rules that contain the unique info you want to show based on the Answer made.
- Send the Email via a Custom Reg Status or from the Form's Confirmation page.