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Personalizing campaign content with Liquid

Overview

Ortto allows users to use Liquid template language in email, SMS, and push notifications. This helps to personalize content by combining merge tags with Liquid syntax for dynamic messages.

What is a Merge tag? Merge tags let users customize content based on individual, organization, custom fields, or activity attributes.

Why use Liquid syntax? Liquid allows users to enhance messages with logic (such as if statements) and various filters to adjust merge tag values. This means users can include specific customer data and create more engaging and relevant content.

Where can you use Liquid syntax? You can use Liquid syntax in the content sections of your email and SMS campaigns, including those within playbook and journey campaigns.

NOTE: Ortto only supports Liquid syntax in lower case and so merge tags must be written in lower case to function correctly.

IMPORTANT: Activity and attribute merge tags in Liquid only pull data from the last 30 days. If an activity is older than 30 days, the Liquid statement won’t work. To keep data beyond this timeframe, consider saving key activity attributes as person fields for long-term access.

About merge tags and Liquid syntax

Double curly braces (objects)

  • Items contained in double curly braces will produce an output of the specified object and value. For example:

EX: The below liquid statement will output the first name (value) of the person (object) receiving the message:

 
{{ people.first-name }}

Single curly braces (delimiters)

  • Single curly braces with percentage symbols (delimiters) are used for containing the logic that determines what content is visible, and won’t produce an output.

EX: The below statement will show content placed after the braces only to people who have ordered once from your Shopify store.

 
{% if activity.shopify.ordered-product.quantity == 1 %}
  • Items in curly brace percentage delimiters that contain statements such as if need to have a terminating statement to be valid. That is, a statement beginning {% if …​} will need to have a terminating statement such as {% endif %} located where you want the if condition to end.
  • If you start writing a condition that is contained in curly brace percentage delimiters and you add a merge tag to the statement, the merge tag will be inserted contained within double curly braces. You’ll need to delete this set of double curly braces and leave the merge tag object and value.

EX: Adding a merge tag to {% if %} will result in {% if {{ people.city }} %} but this is not valid. Instead, you would need to remove the double curly braces to complete the statement:

 
% if people.city == 'London' %}

Operators

Operators are used to determine your statement logic. Ortto supports the following operators:

Operator

Description

==

equals

!=

does not equal

>

greater than

<

less than

>=

greater than or equal to

⇐

less than or equal to

or

assesses whether the boolean (true/false) value of one or more merge tags is true

and

assesses whether the boolean (true/false) values of all merge tags are true

contains

checks for the presence of a string or substring (part of a string), usually a merge tag’s value

  • Operators can be used to determine the values by which you wish to control the message content.

EX: Using the statement {% if people.city == 'London' %} will determine that only people whose city value is London will see the subsequent content.

Alternatively, you might want to show a coupon to only those who are subscribed and have made at least 1 Shopify purchase. You would achieve this with the following statement: {% if people.email-permission == 'yes' and activity.shopify.ordered-product.quantity >= 1 %}

Determine the Liquid syntax in email and SMS messages

To add dynamic content and logic with merge tags in your email, SMS, and push notifications, you’ll need to use the raw Liquid syntax for those merge tags.

If Liquid can’t find a value for a merge tag or there’s a typo, it won’t display anything. To ensure a fallback is used, use the default field option when inserting merge tags or add the | default: filter.

NOTE: An object not found error can occur when using Liquid with a default value if the default value is missing quotation marks ("" or ''). Following the rule of adding quotes based on whether your content includes an apostrophe, wrapping your content in single quotes ('') should resolve the issue.

Example of fixing the object not found error.

TIP: To display percentage fields in Liquid, divide the value by 10 using {{ people.custom-field | divided_by: 10 }}.

Ortto stores percentages as decimals multiplied by 1000, so 50% is stored as 0.50. Use the above format to display 50% correctly in a campaign.

  • When using Liquid syntax with strings which contain apostrophes (such as don’t), it’s recommended to wrap the whole string in double quotes to avoid syntax errors. Single quotes can conflict with apostrophes inside the string, leading to parsing issues.

EX: In the example below, the double quotes around the string allow the apostrophe in don't to be processed without causing a syntax error.

{{ people.external-id | default: "Oh no! Looks like you don't have a member number. Please contact support@example.com for assistance." }}

Use Liquid in email messages

You can view and edit the Liquid syntax for merge tags when creating an email message, in the email content page.

Use Liquid in SMS messages

You can use Liquid syntax for merge tags when creating an SMS message, in the SMS content page.

Use Liquid in push notifications

You can use Liquid syntax for merge tags when creating push notification, in the push content page.

Translate campaign content with Liquid

Email message language translation is performed by adding Liquid syntax in the content step when creating an email.

NOTE: Ortto does not translate message content for you. You’ll need to write the text in the appropriate language.

Control flow tags

Liquid syntax supports control flow tags, which in combination with operators determine the conditions under which blocks of Liquid code (contained within the curly brace percentage delimiters) are executed.

As indicated in the Liquid documentation, Ortto supports the following sets of control flow tags:

  • if, elsif*, else*, and endif
  • unless and endunless
  • case, when, else*, and endcase

* optional tags

Each end. tag ends a control flow block (such as endif).

EX: Simple if block (where people.custom.special-offer is a custom boolean-type field with a value of true or false, and its value is evaluated as a Liquid syntax truthy).

  • {% if people.custom.special-offer %}
    Bonus: for being a loyal customer, we'd like to offer you half off your next purchase. Use the coupon code LOVE to redeem this offer.
    {% endif %}

EX: if block with optional elsif and else tags:

  • {% if organization.employees > 50 %}
    With a large organization like yours, communication is key.
    {% elsif organization.employees > 5 %}
    In small-to-medium businesses like yours, the key is balance.
    {% else %}
    In a micro-organization like yours, you need to save every dollar.
    {% endif %}

EX: Unless block (asking the recipient to visit your Twitter profile where there are two fields which mark the person as having done so; people.custom.twitter-ready or people.custom.clicks contains).

  • {% unless people.custom.twitter-ready == true and people.custom.clicks contains 'https://mytwitter.url' %}
    Go check us out on Twitter!
    {% endunless %}

Iteration tags

You can use iteration tags such as for, cycle and tablerow to output data that is an array type (a collection of values).

For example, if you have a custom field named "Favorite brands" that is a multi-select type, with the values [nike, adidas, puma], you can output one of the values with:

 
{% for b in people.favorite-brands %} {{ b }} {% endfor %}

and the output will be adidas.

You can also iterate on activities, such as if you want to send an email to a person who left items in their shopping cart without checking out:

 
Are you still interested in these items?
{% for item in activity.shopify.abandoned-cart.line-items %} 
{{ item.name }}
{% endfor %}

which will output the name of the item/s which the customer had in their abandoned cart.

Learn about using for to loop through a JSON object at Access JSON objects with Liquid.

Variable tags

Liquid syntax also supports the ability to assign values to variables.

Using variables may be useful when creating your own email and SMS templates, when you might require more sophisticated handling of merge tag values.

Liquid variables available to use are:

  • assign
  • capture
  • increment
  • decrement.

NOTE: When declaring a variable in Ortto using a Liquid variable tag, you must begin the variable name with var so that Ortto can recognize it as a declared variable.

For example, this declared variable named cities begins with var, and you want to join the values of varcities with and in your output:

 
{% assign varcities = "London, New York" | split: ", " %}
{{ varcities | join: " and " }}

to output London and New York.

One way you could use a variable tag is to assign a variable with the value of now to determine the time (using the strftime syntax) you send the message (rather than when the recipient sees the message)

 
{% assign vartodaydate = 'now' | date: '%s' %}
{% assign varexpiry = people.custom.expire-date | date: '%s' %}
{% if varexpiry < vartodaydate %}
Your subscription expired today
{% endif %}

Filters

Ortto supports the use of all Liquid filters, where a filter is used to modify a merge tag’s number, string, or object value.

Other Liquid syntax and tags

In addition to the tags mentioned above, Liquid syntax also supports the following additional features and tags, which may be useful in your email and SMS campaign messages.

Truthy and falsy

Truthy and falsy control flow tests on both boolean and non-boolean (true/false) data types, such as the simple if block example above.

As another example, if you have a boolean custom field called Is VIP, then you can use 

 
{% if people.custom.is-vip %} VIP special content {% endif %}

to only show the content to your VIPs.

Or you could show content to people who have not yet verified their email in Shopify: 

 
{% unless people.shopify.verified-email %}
Please verify your Shopify email
{% endunless %}

Whitespace control syntax

Whitespace control syntax is used to omit blank lines resulting from the processing of other Liquid syntax tags. This is achieved by adding a hyphen to one or both of your delimiters or double curly braces, e.g. {%-, {%- …​ -%}, or -}}

This can be useful to ensure your text content is formatted correctly, where

 
Hey, {{ people.first-name | default: 'there' }} ! Thanks for subscribing!

will result in

Hey, Patricia ! Thanks for subscribing!

adding the whitespace control syntax will remove unwanted spaces

 
Hey, {{ people.first-name | default: 'there' -}}  ! Thanks for subscribing!

to output

Hey, Patricia! Thanks for subscribing!

Display an image from an activity’s attribute

It is possible to display an image in a campaign’s email message, where this image is sourced from an activity’s attribute, whose value is a image URL.

Tag support in liquid

Tags added to your contacts can be utilized in your Liquid syntax.

Audience support in liquid

You can use the audiences that your contacts belong to in your Liquid syntax.