⚠️ This page is deprecated. 

Please visit our 🆕 Publigo Help Center.

In the fast-paced world of digital marketing, personalization has become a key strategy in engaging customers and driving sales. That is why we (at Publigo) understand the importance of delivering tailored messages to individual recipients. With our innovative "If... Then... Else" feature, Publigo empowers our users to inject words, phrases, sentences, or even paragraphs before or after a target marker, or even replace the marker itself. 

In this article, we'll explore a real-world scenario to illustrate how this feature can greatly improve your marketing efforts. 

How does it work?

Publigo's If...Then...Else feature allows users to create customized document merge campaigns based on specific conditions. By defining If...Then...Else logic, users can tailor the content of their document merge dynamically. Our feature enables users to inject words, phrases, sentences, or paragraphs before or after a target marker, or even replace the marker itself. This feature enables users to dynamically personalize their document merge based on recipient-specific information, enhancing engagement and delivering a tailored experience.


Imagine that you are the owner of a charming independent bookstore. You have a loyal customer base, and you want to thank them personally for their continued support. You use Publigo to send out a monthly newsletter, but you always felt that your newsletters could be more tailored and engaging. This is where Publigo's If... Then... Else feature comes to the rescue.

Benefits and Impact

Enhanced Personalization
By customizing markers based on specific conditions, you can create hyper-personalized document merge that resonate with each recipient on an individual level.

Improved Engagement
When customers receive document merge that address them by fist name and provide tailored content, they are more likely to engage.

Time and Cost Efficiency
Publigo's If...Then...Else feature allows you to automate the personalization process, saving you time and effort compared to manually crafting individual document merge.

How to use

We’re going to use the scenario above for this walkthrough:

1. In the Publigo main page, click More actions > Merge rules > If... Then... Else

2) Identify the target markers (merge tags). 

You craft a newsletter with a marker that dynamically inserts each customer's first name in the greeting. However, you want to take it a step further and make the content even more personal. 

3. Injecting Customized Content 

Using Publigo's If... Then... Else feature, it will inject personalized and relevant content. In our example, we replace (C) the marker months inactive (A) to inject this promo / offer: 

"Enjoy a 20% discount on your next purchase with the code ViP20" (D) if the number of months inactive is equal to 1 or 0 (B). Enter this first conditional output in the Use this text field. 

Then click the SAVE button for the changes to take effect.

📌 Note: Markers (merge tags) do not work when used inside the Use this text or Otherwise, use this text fields.

ℹ️ These are the parameters and the available options for our If… Then … Else feature: 

A. Marker - Select the relevant marker.

B. Condition - choose the option that applies to your use case. 

  Compare to - Enter the value of the condition you want to test.

C. Action

D. Output / value 

📌 Note: Currently, only 2 conditional outputs can be specified.

4. Add Variations with If... Then... Else

To add more versatility, we're going to offer a discount to customers who haven't made a purchase for more than 1 month. Using the same arguments entered above, simply add this sentence in the Otherwise, use this text field:

"Enjoy a 10% discount on your next purchase with the code MissYou10" (D).

Then click the SAVE button for the changes to take effect. 

4. Send the Tailored Newsletter 

You are thrilled with the final result! Now, when your customers receive the newsletter (either via email or snail mail), they will be greeted by their first name and presented with personalized content that acknowledges their previous purchase or offers a discount based on their buying patterns.

Observe how Publigo automatically injected relevant promo content based on
the number of months the customer has been inactive with his book purchase
(see the highlighted section in the middle).

ℹ️ Did you see the dynamic QR codes in the examples above? Learn how to create this.


Elevate your marketing strategies with Publigo's If... Then... Else feature. This empowers you to create highly personalized and relevant content, allowing you to forge stronger connections with your customers. By injecting relevant content, you can deliver tailored messages that resonate with individual customers. This level of customization enhances the customer experience and boosts engagement, ultimately driving better results for your business.

ℹ️ Are you trying to determine whether to create a merged document or not? With our innovative Skip Record If feature, you will automatically streamline your workflow by determining whether to create a document or not based on specific conditions with ease, saving you valuable time and effort.  Learn more