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🌟Fallback Text: What, Why, and How to set it up?
🌟Fallback Text: What, Why, and How to set it up?

Ensure a seamless experience with fallback text for missing data and Learn What, Why, and How to set it up?

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Hello there, Saleshandy users! 👋

Are you ready to take your email game to the next level? 📧✨ Let me introduce you to the power of Fallback Text! 🎯

🌟Fallback Text

What is Fallback Text?

Fallback Text is used to place a fixed value to a custom field (variable) when a particular value for the custom field is missing for any prospect.😀

Why Fallback Text?

Suppose you upload a CSV file to import prospects, and the file is missing some attributes for some of the prospects (As shown below):

Using a fallback text, you can set up a default value for each custom field where the Company Name and Phone were missing for any prospect.😊

In another way, think of the fallback text as a helpful assistant that supports:

Dynamic Content: In situations where personalized or specific data is temporarily inaccessible, Fallback text serves as a practical placeholder, offering a generic but meaningful representation of the intended content.😄

For Example:

Hello {{First Name}},

For some of your contacts, the First Name is empty, it'll display 👇

Hello ,

It doesn't look good, and your contacts may feel like the email is automated.🥺

👉 That's why you can add a fallback text which will be used if the custom field is empty.

In Saleshandy, it'll look like this:

Hello {{First Name|'Friend'}},

Fallback Text Format: {{custom field | fallback}}, where the custom field is First Name, and the fallback is 'Friend'😊.

If the First Name is empty, it'll then display:

Hello Friend,


How to set Fallback Text for a Custom/System field?

📺Video Guide

Fallback Text Video Guide

🪜Steps to Follow

  • To set a fallback text, navigate to the Prospect Fields tab under Settings.⚙️

  • Click the Actions button for the Custom Fields/System Field that you wish to set a fallback value.

    Fallback text editor

  • Enter Fallback Text in the given space and hit the Save button.

  • You can directly set Fallback Text in Email Editor as well. But it will be limited to that specific Email. We have added Fallback Text as a "Friend."

Fallback Text Email Editor

NOTE: If there is missing data for a prospect for any of the custom fields and you don't set up fallback text for that custom field, the system won't add blank space or ##{{custom_field}} in the email content.

Mission accomplished; you've successfully added Fallback Text. 👏

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

Check out the below article If you want to know more about

💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗

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