Add a Conditional Subject Line

You can personalize your email subject lines to tailor your message to different audiences with advanced subject editing.

For example, you can change the subject line dynamically based on characteristics such as product, category, or custom field. In addition to the default subject line, you can add up to ten conditional subject lines to each message template.

List your additional subjects in order of importance because the first one that matches will define the subject line of the message. If no conditions are met, the default subject line is used. The default subject line will always be listed last.

Note: There are certain message templates that do not contain a subject line, such as those that forward emails and print templates as well as the Survey Proof and Send Quote templates. Therefore, you cannot add conditional subject lines to these messages.

1. From an open message template, click Advanced to the right of the Merge Field icon next to the Subject field.
   The Advanced Subject window opens.

   Tip: In addition to the default subject line, you can add up to ten conditional subject lines (a total of eleven) to each message template.
2. Click Add Subject.
   The Subject Condition window opens.
3. Select the appropriate option for the type of condition you are adding.
   The available options are context-sensitive and depend on the type of message template you are editing. Options can include Associated Contact, Recipient Profile, or Associated Record.
4. Select a segment, profile, or record type for the condition. When defining an associated record condition, you will also need to define an operator type and value.
   Notice how the Title field populates based on your selection. This field populates only if you have not already typed a title.
5. To change the title populated in the previous step, enter the title as you want it to appear in the Title field.
6. Click OK to insert the subject.
   Each new subject line is added above the default subject line.
7. To add another subject line, repeat the applicable steps starting at step 2.
8. To edit the subject line so that it reads the way you want it to, remove the default subject line from the field in the Subject column and enter the subject the way you want it to display to your customers.
9. To add merge fields to your additional subject lines, click the Merge Field icon next to the Subject field. See Insert a Text Merge Field.
   You can add up to five merge fields to your subject line with a maximum of 400 total characters.
10. To edit any merge fields, right-click the merge field and select Merge Field Properties.
11. To edit a condition, click Edit in the Actions column and make any necessary changes to your condition.
12. To remove a condition, click Remove in the Actions column.
13. To reorder your additional subject lines, select the subject line you want to move and click the up or down arrow next to the Action column.
    The default subject is always last. Therefore, you need to have more than two additional subject lines defined for the up and down arrows to be available.
14. To preview your subject lines, click the Preview tab.
    Tip: This is a great way to efficiently test your default subject line and any advanced subjects without the hassle of manually sending proof emails to yourself. Simply preview by applying the appropriate record that will be used by each subject.
15. Click OK.

Results:

The Subject field is now labeled Conditional Subject and is uneditable. After you add conditional subject lines to your message, you must use the advanced editing feature to make changes.