Conditional visibility helps you show the right content to the right customer inside your CRM emails. Instead of manually editing each message, you can hide or display sections based on the information you already have, which keeps your emails cleaner, more relevant, and easier to manage.

📌 Why This Matters

For small business owners, this means less time adjusting email content and fewer chances of sending people information that does not apply to them. You can control entire sections of an email based on whether a field has a value, whether a file is available, or whether customer details are missing. That makes your communication feel more personal without adding extra work.

✨ What’s New

• Visibility rules for layouts: You can now apply visibility settings to a full layout or section instead of setting rules one element at a time.
• Value-based conditions: You can use conditions like IS EMPTY and IS PRESENT to decide when content should appear or stay hidden.
• Works with more field types: Conditional visibility can now be used with all custom fields, including attachment fields.
• Cleaner customer experience: Show a download button only when a file exists, or hide a greeting when a first name is missing.

🛠️ How to Use It

1. Step 1: Open the email builder and select the layout or element you want to control.
2. Step 2: Go to the Visibility tab.
3. Step 3: Choose the field you want the rule to check.
4. Step 4: Pick the condition that fits your goal, such as IS, IS NOT, IS EMPTY, or IS PRESENT.
5. Step 5: Add the value if needed, then save your changes.

💡 Pro Tip

Use conditional visibility to show payment links, downloads, or reminders only when they apply, so your emails feel more relevant and lead to more customer action.