Expressions in message personalisation

Note

Available for Analyser bundle and above.

Note

This is an advanced feature for experienced FastStats users or system administrators.

Note

For more context around building and using expressions, see the FastStats help content for expressions.

You can use saved FastStats expressions or build your own directly in Orbit to create dynamic, personalised content in your campaign. With this powerful feature, you can tailor your communications based on customer data like recency, frequency, value, segmentation, and more.

Note

The expression builder in campaign personalisation currently supports date, text, and numeric outputs.

When to use expressions in personalisation¶

Use expressions in personalisation when you want to:

Create dynamic content based on customer attributes
Personalise offers or discount levels based on purchase history
Use IF statements to control who gets each offer or what content shows in conditional email blocks
Display relevant imagery based on previous interactions
Concatenate fields to form personalised greetings or messages
Calculate time-based values for special occasions or milestones

Example use cases and expressions

Note

These examples may not be valid in your system, as you can only use variables that exist in your FastStats system.

Send a birthday email with age-appropriate offers¶

Expression logic:

Expression

AgeYears([DOB])

Use case examples:

Target milestone birthdays with special offers
Adjust imagery based on customer age groups

Acknowledge customer relationship length¶

Expression logic:

Expression

DateDiff([FirstTransactionDate],Today(0),"years")

Use case examples:

Celebrate customer anniversaries
Provide loyalty rewards based on relationship duration

Note

You’ll notice in this example that the variable FirstTransactionDate is not in our system. Make sure any variables you use to build an expression are present in your Orbit system.

If statement examples by complexity¶

Simple IF statement

Simple IF statements evaluate a single condition and return a value based on whether the condition is true or false.

Flag customers in specific segments¶

Expression logic:

Expression

if(StrContains(CodeOf([Segment]),"Y", "Z"),1,0)

What this does:

Checks if the segment code contains Y or Z
Returns 1 if true, 0 if false

Common applications:

Basic customer segmentation
Binary flags for reporting

Medium complexity IF statement

Medium complexity IF statements combine multiple conditions with logical operators like AND or OR.

Target specific product and service combinations¶

Expression logic:

Expression

if(AND(DescOf([Product])="Computer",StrContains(DescOf([AfterCarePlanCodes]),"TS","PCP","INS")),1,0)

What this does:

Checks if the product is Computer AND
Checks if the after care plan code contains TS, PCP, or INS
Returns 1 if both conditions are true, 0 if false

Common applications:

Cross-sell targeting
Service bundle offers

Complex IF statement

Complex IF statements use nested logical conditions and combine multiple operators for sophisticated targeting.

Multi-condition targeting with exclusions¶

Expression logic:

Expression

if(AND(AND(StrContains(CodeOf([Segment]),"Y", "Z"), DescOf([Product])="Computer"),NOT(StrContains(DescOf([AfterCarePlanCodes]),"TS","PCP","INS"))),1,0)

What this does:

Checks if segment code contains Y or Z AND
Checks if product is Computer AND
Confirms after care plan code does NOT contain TS, PCP, or INS
Returns 1 if all conditions are met, 0 if not

Common applications:

Gap analysis targeting
Sophisticated upsell campaigns
Multi-factor segmentation rules

Note

For more detailed documentation on building expressions, see the FastStats help on Expression logic.

Limitations¶

You can only use variables that exist in your FastStats system
External data sources and system variables (like Run Date) aren't supported
Drive time calculations aren't available