Step-By-Step Guide to Utilizing Fallback Feature in the Templates Application
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Templates’.
2. Navigate to Personalize Options:
Select a template to edit and within your chosen template, find 'Personalize' options either in the subject line or the message body.
3. Access Fallback Feature:
Your selected personalization option appears in a highlighted box. Click on this box to reveal the 'Fallback' option.
4. Input Fallback Value:
In the provided field, input a fallback value that you want to appear if the system fails to produce the contact's first name. This typically happens when the necessary contact information isn't available or if an unexpected error occurs during the sending process.
5. Review Changes:
Your personalization option will now have a fallback feature attached to it. This acts as a safety net, preventing any instances of sending messages with placeholders like '{{Person-First Name}}'. This allows you to confidently send your templates, knowing they'll always appear professional, even in the case of data or system errors.
6. Finalize and Save Your Template:
Once you're satisfied with your fallback value, make sure to click 'Save'. Afterward, select 'Save' at the top of the template to finalize all your changes.
Note: The Fallback feature is a crucial tool for maintaining the quality and professionalism of your templated messages. It acts as a failsafe, ensuring your messages always make sense to the recipient, even when some data might be missing or inaccessible.