Using Variables and formulas.

How variables and formulas can help automation of tasks.

Updated over a week ago

Our application uses "injectable variables" to help automation of tasks and communication. Here is our most simple example. If you have used Microsoft word you might know this as "word merge".

Let's say you need to send 100 emails to different people, rather than send 100 emails changing everyone's name you could use ;

Dear {{first_name}}.

and, an automated link supplies the first name from a database - (like a contact database).

There are many examples of this approach in what we refer to as the "Dear Block" and have a full article on this area here.

You can use variables and functions to make your EDMs smarter and re-usable.

Here is another example; The same EDM opening sentence can be used for 0, 1, or > 1 partners. This logical idea can be used in a variety of situations.

** partners_count_int = number of partners as a number

We look forward to welcoming {% if partners_count_int == 1 %}you and your guest{% elsif partners_count_int > 1 %}you and your guests{% else %}you{% endif %} to {{event_name}} on {{event_date}}.

In this example - we change the text based on the number of partners attending - we use the variable partners_count_int & the IF/ELSE function to determine the text based on that number. Finally, we add the variables for {{event_name}} and {{event_date}} to make the EDM usable across many people and many events.

All of the standard code functions can be found here;

Here is a sandbox where you can practice on liquid variables;

and our set of variables - which we add to all the time can be found here;

These can now be found in the app using the EDM type of "REFERENCE".

** You don't need to learn this on your own - whilst we cannot become your design centre - we are happy to explain and build similar code blocks similar to the above - but they will be made available to all users.

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