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Use Conditional Targeting in an Email Action - BETA

A Conditional Targeting action allows you to create conditional content for targeted decision-makers based on whether they support or oppose your organization's efforts (and, of course, more broadly, the principles of truth, justice, and freedom).

This feature is available on the Campaign Builder, Organization, and Network plans.


Step 1: On the Basic Configuration section of the Edit tab, scroll down to Optional Settings and check the box for 'Show targets to supporters':

Show targets to supporters

Step 2: Now go to the Content section, and scroll down to Target Content Settings. Under the Type of message to decision makers header, select the Conditional Targeting radio button. The page will automatically update with this selection.

Step 3: Next, scroll down to the Target Content section. Here you'll see the Email to Targets field that is usually configured on this page, now including a few additional Rule settings:

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Step 4: Set up a Display Title for the target group. This is a good way to let your supporters know where their target stands on the issue your campaign is about, or what group they fall in to. 

Step 5:
 Set up a Rule for who this message will be directed at based on the following settings:

Conditional targeting value

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The first category you'll want to set up is "Default." This will target anybody not specified by other rules. When choosing Default, you can leave the values for Condition and Conditional Value blank.



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Conditional Value

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Note: You can target multiple conditional values by separating each value with a single ",". There is a 255 character limit for the Conditional value field. If you run into this character limit, we recommend creating a new rule to add all values that couldn't be added under the original rule. 

Email Subject

Create an email subject for your condition

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Your message

Write the content of the message that will be sent to the representative

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Step 6: Add conditional content for a second target by clicking that friendly blue Add another item button just between the Rule fields, and repeat steps 2 and 3:

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You can have many types of conditional content here. For example, if it was 1973 and you wanted to criticize the Nixon administration's support of the coup in Chile, you could have a set of 3 conditions that direct supporters to:

(1) criticize Nixon with a message conditioned by the rule Representative Name Is Richard Nixon,

(2) thank Democratic reps who oppose U.S. support of the coup with a message conditioned by the rule Party Is Democratic

(3) ask Republicans to withdraw their support for Nixon's administration with a message conditioned by the rule Party Is Republican.

Step 7: Once your conditional messages are in place, click Save & Continue at the bottom of the Content page.

Step 8: Open Advanced > Components, and follow the steps in this guide to create a Markup (text) component.

Step 9: In the Value field of this new component, add instructions to your supporters to let them know they can click on their representative's name to see a preview of the letter they'll be sending them.

Step 10: In Advanced > Components, move the component you just created so that it's above the 'We'll notify your representative' component, then save the changes at the bottom of the page.

Step 11: Open the Preview page. You will see the text you defined in step 9 instructing you to click on a target, do that to see an Email Preview. This will help you confirm that the right emails are being associated with the right targets:

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Step 12: Test your action throughly to be sure that your Conditional Targeting messages are set up the way you want them! 

Learn how to deploy a Calling Action Conditional Targeting campaign here!

If you change a Conditional Targeting action back to single message it will need a bit of backend tinkering to display the letter. Reach us at support@newmode.net and we'll get it sorted for you!