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How to set default values for custom fields with Conditional Sending

Use Conditional Sending to show a friendly default, like "Dear Customer,", when a contact's custom field (such as First Name) is empty, so your emails always look polished.

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Written by Matt Phillips

Personalise your emails with contact details, like name, company or location, to boost engagement. If a custom field (such as First Name) is empty, Conditional Sending lets you show a default value instead. That way your emails always look polished.

What is Conditional Sending?

Conditional Sending lets you show or hide content blocks based on your contacts' custom field data. You can tailor email content to each recipient, and show a default value if a field (like First Name) isn't filled in.

Benefits

  • Professionalism: No blanks or missing information in greetings and messages.

  • Personalisation: Each recipient sees a relevant, friendly greeting, even if some data is missing.

  • Consistency: Your emails keep the same look and feel, whatever the quality of your data.

  • Higher engagement: Personalised emails are more likely to be opened and read.

Step-by-step guide

Example goal:
Show "Dear {{contact.first_name}}," if First Name is available, or "Dear Customer," if it isn't.

  1. Turn on Conditional Sending
    Toggle on Conditional Sending in your content block's sidebar.

  2. Set up the personalised greeting

    • Add a text block:
      ​Dear {{contact.first_name}},

    • Under Set your conditions:

      • Select a custom field: "First Name"

      • Condition: "Is Not"

      • Value: (leave blank)

    • This block only shows if First Name is not empty.

  3. Set up the default greeting

    • Add another text block:
      ​Dear Customer,

    • Under Set your conditions:

      • Select a custom field: "First Name"

      • Condition: "Is"

      • Value: (leave blank)

    • This block only shows if First Name is empty.

  4. Preview and test
    Use the preview feature to see how your email looks for contacts with and without a First Name.

Limitations

  • You can only use one custom value under Conditional Sending per content block.

  • You can't apply more than one conditional setting for the same field within a single block or section.

Tips

  • Always preview with test contacts to make sure your conditions work.

  • Use clear, friendly default values for a professional tone.

Frequently Asked Questions

Q1: Can I use Conditional Sending for fields other than First Name?
​A: Yes. This method works for any custom field you add.

Q2: Can I use more than one custom field in a block?
​A: No. You can only use one custom value per content block.

Q3: What if I leave "Enter a value" blank?
​A: The condition checks whether the field is empty or not, so you can show or hide content accordingly.

Q4: Can I set any default value?
​A: Yes. Customise the default message to suit your brand.

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