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Advanced Email Templating

Advance Email Templating allows for highly customized email templates. It can be used in both the drag-and-drop editor and directly on imported HTML.

Bird Email Template Language Documentation

Introduction

The Bird Email Template Language is a powerful tool based on Shopify's Liquid syntax, with custom extensions designed specifically for email marketing. This language allows you to create dynamic, personalized email templates efficiently, enabling you to deliver targeted content to your subscribers.

Key features of the Bird Email Template Language include:

  • Easy personalization using predefined variables

  • Conditional content display based on subscriber attributes or segments

  • Integration with your product catalog and external data sources

  • Support for internationalization through translations

  • Advanced formatting options with filters

This guide will walk you through the essential components of the language, providing examples and best practices to help you create effective email templates.

For a comprehensive reference on the underlying Liquid syntax, please refer to the Shopify Liquid documentation.

Predefined Variables

Predefined variables allow you to easily personalize your emails with recipient information and organization details.

Contact Variables

Use these to insert recipient-specific information into your emails:

{{ contact.attributes.firstName }}
{{ contact.attributes.lastName }}
{{ contact.attributes.email }}

You can also use any custom attributes that you've defined for your contacts.

Organization Variables

Include your company information consistently across all emails:

{{ organization.name }}
{{ organization.fullAddress }}
{{ organization.websiteUrl }}
{{ organization.street }}
{{ organization.city }}
{{ organization.state }}
{{ organization.country }}
{{ organization.zipCode }}

Email Address Variable

Reference the recipient's email address directly:

{{ emailAddress }}

Best Practice: Always have a fallback for personalization variables in case they're not set for a particular recipient.

Special Tags

Special tags provide quick access to common email marketing requirements, such as unsubscribe links and web views.

Unsubscribe Links

Essential for compliance with email regulations:

{% unsubscribe %}  <!-- Outputs: <a href="...">Unsubscribe</a> -->
{% unsubscribe 'Click here to unsubscribe' %}  <!-- Custom text -->
<a href="{% unsubscribeLink %}">Manage your preferences</a>  <!-- Custom HTML -->

Web View Links

Provide an option to view the email in a web browser:

{% webView %}  <!-- Outputs: <a href="...">View in browser</a> -->
{% webView 'View this email online' %}  <!-- Custom text -->
<a href="{% webViewLink %}">Trouble viewing? Click here</a>  <!-- Custom HTML -->

Date Tags

Useful for displaying current dates in your emails:

Today's Date: {% currentYear %}-{% currentMonthName %}-{% currentDay %}
Sent on: {% currentWeekday %}

Best Practice: Always include an unsubscribe link in your emails, typically in the footer.

Control Flow

Conditional logic and loops allow you to create dynamic content that adapts to each recipient's attributes or preferences.

If Statements

Use if statements to show different content based on recipient attributes:

{% if contact.attributes.membership == "gold" %}
  <h2>Exclusive Gold Member Offer</h2>
  <p>Enjoy 20% off your next purchase!</p>
{% elsif contact.attributes.membership == "silver" %}
  <h2>Special Silver Member Discount</h2>
  <p>Get 15% off select items!</p>
{% else %}
  <h2>Limited Time Offer</h2>
  <p>Save 10% on your next order!</p>
{% endif %}

Checking Segment Membership

Target content to specific segments of your audience:

{% if contact.segments contains "abcd-1234-efgh-5678" }
  This contact is a member of the segment with ID "abcd-1234-efgh-5678".
{% endif %}

Case Statements

{% case shipping_method %}
  {% when 'ground' %}
    Estimated delivery: 5-7 business days
  {% when 'express' %}
    Estimated delivery: 2-3 business days
  {% else %}
    Please contact us for shipping information
{% endcase %}

Loops

Iterate over arrays of data to create dynamic lists:

<h3>Your Favorite Colors:</h3>
<ul>
{% for color in contact.attributes.favoriteColors %}
  <li style="color: {{ color }};">{{ color }}</li>
{% endfor %}
</ul>

Best Practice: Use conditional logic to tailor your message to different audience segments, increasing relevance and engagement.

Working with Products

Integrate your product catalog directly into your email templates for dynamic product displays.

Single Product Lookup

Display details of a specific product:

{% catalog 'PRODUCT-ID-123' %}
  <div class="product">
    <h2>{{ catalogItem.title }}</h2>
    <img src="{{ catalogItem.imageUrl }}" alt="{{ catalogItem.title }}">
    <p>Price: {{ catalogItem.price | currencyFormat: catalogItem.currency }}</p>
    {% if catalogItem.originalPrice > catalogItem.price %}
      <p>Original Price: <strike>{{ catalogItem.originalPrice | currencyFormat: catalogItem.currency }}</strike></p>
    {% endif %}
    <a href="{{ catalogItem.url }}">Shop Now</a>
  </div>
{% endcatalog %}

Product Feed

Display multiple products from a feed:

<h2>Recommended for You</h2>
<div class="product-grid">
  {% productfeed 'FEED-ID-456' %}
    {% for item in catalogItems limit:3 %}
      <div class="product">
        <h3>{{ item.title }}</h3>
        <img src="{{ item.imageUrl }}" alt="{{ item.title }}">
        <p>{{ item.price | currencyFormat: item.currency }}</p>
        <a href="{{ item.url }}">View Product</a>
      </div>
    {% endfor %}
  {% endproductfeed %}
</div>

Best Practice: Use product feeds to create dynamic content like "Recommended Products" or "New Arrivals" sections in your emails.

Events

Leverage event data to create highly relevant, timely emails based on subscriber actions.

{% if event.type == "abandoned_cart" %}
  <h2>Did you forget something?</h2>
  <p>We noticed you left some items in your cart:</p>
  <ul>
  {% for item in event.properties.items %}
    <li>{{ item.product_name }} - {{ item.price | currencyFormat: event.properties.currency }}</li>
  {% endfor %}
  </ul>
  <a href="{{ event.properties.checkout_url }}">Complete your purchase</a>
{% elsif event.type == "purchase_confirmation" %}
  <h2>Thank you for your purchase!</h2>
  <p>Order Total: {{ event.properties.total_price | currencyFormat: event.properties.currency }}</p>
  <p>Order ID: {{ event.properties.order_id }}</p>
{% endif %}

Best Practice: Use event data to trigger timely, relevant emails such as abandoned cart reminders or purchase confirmations.

Discount Codes

Generate and display unique discount codes in your emails to incentivize purchases.

<h2>Your Exclusive Offer</h2>
<p>Use this code for 15% off your next purchase:</p>
<div class="discount-code">{% discountCode "SUMMER_SALE_POOL" %}</div>

Best Practice: Use unique discount codes to track the performance of different email campaigns or segments.

Translations

Create multilingual email templates using the translation feature.

First, set up your translation files (in JSON format) for each language you support. For example:

{
  "welcome_message": "Welcome to our store!",
  "sale_announcement": "Don't miss our big sale, {{name}}!",
  "product_of_the_day": "Product of the day: {{product}}"
}

Then use the t filter in your templates:

<h1>{{ "welcome_message" | t }}</h1>
<p>{{ "sale_announcement" | t: "name", contact.attributes.firstName }}</p>
<h2>{{ "product_of_the_day" | t: "product", featuredProduct.title }}</h2>

Best Practice: Use translations to create a single template that can be used for multiple languages, reducing maintenance overhead.

External Data Sources

Integrate real-time data from external sources into your emails. You can learn more about external data sources here.

External Data Sources

Basic Usage

{% datafetch "weather-api" %}
  <p>Current temperature in your area: {{ dataFetchResponse.temperature }}°C</p>
  <p>Weather condition: {{ dataFetchResponse.condition }}</p>
{% enddatafetch %}

Using Dynamic URLs

For APIs that require dynamic parameters:

{% datafetch "user-recommendations", "userId", contact.attributes.userId %}
  <h2>Recommended for You</h2>
  <ul>
  {% for product in dataFetchResponse.recommendations %}
    <li>{{ product.name }} - {{ product.price | currencyFormat: 'USD' }}</li>
  {% endfor %}
  </ul>
{% enddatafetch %}

Best Practice: Use external data sources to include up-to-date, personalized information in your emails, such as account balances, loyalty points, or personalized recommendations.

Supported Liquid Filters

Text Formatting

Filter: capitalize

Capitalizes the first letter of a string.

{{ "hello world" | capitalize }}
{{ user.name | capitalize }}

Filter: upcase

Converts string to uppercase.

{{ "hello world" | upcase }}
{{ product.category | upcase }}

Filter: downcase

Converts string to lowercase.

{{ "HELLO WORLD" | downcase }}
{{ user.email | downcase }}

Filter: strip

Removes leading and trailing whitespace from strings.

{{ "  hello world  " | strip }}
{{ user_input | strip }}

Filter: lstrip

Removes leading (left) whitespace from strings.

{{ "  hello world  " | lstrip }}
{{ user_input | lstrip }}

Filter: rstrip

Removes trailing (right) whitespace from strings.

{{ "  hello world  " | rstrip }}
{{ user_input | rstrip }}

Filter: append

Appends text to the end of a string.

{{ "Hello" | append: " World!" }}
{{ filename | append: ".txt" }}

Filter: prepend

Prepends text to the beginning of a string.

{{ "World" | prepend: "Hello " }}
{{ filename | prepend: "backup_" }}

Filter: replace

Replaces all occurrences of a substring.

{{ "Hello World" | replace: "World", "Universe" }}
{{ content | replace: "\n", "<br>" }}

Filter: replace_first

Replaces only the first occurrence of a substring.

{{ "Hello World World" | replace_first: "World", "Universe" }}
{{ text | replace_first: "  ", " " }}

Filter: remove

Removes all occurrences of a substring.

{{ "Hello World" | remove: "World" }}
{{ phone | remove: "-" }}

Filter: remove_first

Removes only the first occurrence of a substring.

{{ "Hello World World" | remove_first: "World" }}
{{ text | remove_first: "  " }}

Filter: slice

Extracts a substring starting at a position with optional length.

{{ "Hello World" | slice: 0, 5 }}
{{ product.sku | slice: 0, 3 }}

Filter: truncate

Truncates a string to a specified length, adding "..." if truncated.

{{ product.description | truncate: 100 }}
{{ title | truncate: 50, "..." }}

Filter: truncatewords

Truncates a string to a specified number of words.

{{ article.content | truncatewords: 20 }}
{{ description | truncatewords: 10, "..." }}

Filter: escape

Escapes HTML characters in strings.

{{ user_content | escape }}
{{ "<script>" | escape }}

Filter: escape_once

Escapes HTML characters, but doesn't double-escape already escaped characters.

{{ mixed_content | escape_once }}
{{ "&lt;div&gt;" | escape_once }}

Filter: strip_html

Removes HTML tags from strings.

{{ "<p>Hello <strong>World</strong></p>" | strip_html }}
{{ product.description | strip_html }}

Filter: strip_newlines

Removes newline characters from strings.

{{ multiline_text | strip_newlines }}
{{ content | strip_newlines }}

Filter: newline_to_br

Converts newline characters to HTML <br> tags.

{{ multiline_text | newline_to_br }}
{{ comment.body | newline_to_br }}

Filter: url_encode

URL-encodes strings for safe use in URLs.

{{ search_query | url_encode }}
{{ "hello world" | url_encode }}

Filter: url_decode

URL-decodes strings.

{{ encoded_param | url_decode }}
{{ "hello%20world" | url_decode }}

Filter: titleCase

Converts text to title case, lowercasing small words.

{{ "wAr aNd pEaCe HTML" | titleCase }}
{{ contact.firstName | titleCase }}

Filter: titleCaseKeepAllCaps

Converts text to title case while preserving fully uppercase words.

{{ "wAr aNd pEaCe HTML" | titleCaseKeepAllCaps }}
{{ "API documentation guide" | titleCaseKeepAllCaps }}

Arrays and Collections

Filter: join

Joins array elements with a separator.

{{ tags | join: ", " }}
{{ product.categories | join: " | " }}

Filter: split

Splits strings into arrays using a delimiter.

{{ "apple,banana,cherry" | split: "," }}
{{ user.full_name | split: " " }}

Filter: size

Returns the size of strings or arrays.

{{ "hello" | size }}
{{ products | size }}

Filter: first

Gets the first element of an array.

{{ products | first }}
{{ tags | first }}

Filter: last

Gets the last element of an array.

{{ products | last }}
{{ user.addresses | last }}

Filter: where

Filters arrays by property values.

{% assign clothingProducts = products | where: 'type', 'clothing' %}
{% assign availableProducts = products | where: 'available' %}
{% assign discountedProducts = products | where: 'discount' %}

Filter: sort

Sorts arrays in ascending order.

{{ tags | sort }}
{{ products | sort: 'price' }}

Filter: sort_natural

Performs natural sorting (handles numbers in strings properly).

{{ filenames | sort_natural }}
{{ versions | sort_natural }}

Filter: reverse

Reverses the order of array elements.

{{ products | reverse }}
{{ tags | sort | reverse }}

Filter: uniq

Removes duplicate elements from arrays.

{{ categories | uniq }}
{{ tags | uniq | sort }}

Filter: compact

Removes nil/null items from arrays.

{{ addresses | compact }}
{{ product.variants | compact }}

Filter: concat

Combines two arrays into one.

{{ array1 | concat: array2 }}
{{ featured_products | concat: regular_products }}

Filter: map

Extracts a specific property from each array element.

{{ products | map: 'title' }}
{{ users | map: 'email' }}

Default Values

Filter: default

Provides default values for nil/empty variables.

{{ product.description | default: "No description available" }}
{{ user.avatar | default: "/images/default-avatar.png" }}

Currency Formatting

Filter: currencyFormat

Formats currency values with locale-specific formatting.

{{ "100.00" | currencyFormat: "EUR", "nl-NL" }}
{{ product.price | currencyFormat: "USD" }}
{{ amount | currencyFormat: "EUR", "es-ES" }}

Best Practice: Use the currencyFormat filter for all price displays to ensure consistency and proper formatting across different regions.

Filter: moneyWithoutCurrency

Formats numbers as currency without currency symbols, with custom separators.

{{ 1234567890.98 | moneyWithoutCurrency: 2, ',', '.' }}
{{ product.price | moneyWithoutCurrency: 0, ',', '.' }}
{{ "1234.56" | moneyWithoutCurrency: 2, '', '.' }}

Math & Numbers

Filter: abs

Returns the absolute value of a number.

{{ -5 | abs }}
{{ product.discount | abs }}

Filter: ceil

Rounds a number up to the nearest integer.

{{ 4.2 | ceil }}
{{ price | divided_by: 3 | ceil }}

Filter: floor

Rounds a number down to the nearest integer.

{{ 4.8 | floor }}
{{ total | divided_by: count | floor }}

Filter: round

Rounds a number to the nearest integer or specified decimal places.

{{ 4.6 | round }}
{{ 3.14159 | round: 2 }}

Filter: plus

Adds numbers together.

{{ 5 | plus: 3 }}
{{ product.price | plus: tax }}

Filter: minus

Subtracts numbers.

{{ 10 | minus: 3 }}
{{ total | minus: discount }}

Filter: times

Multiplies numbers.

{{ 3 | times: 4 }}
{{ price | times: quantity }}

Filter: divided_by

Divides numbers.

{{ 12 | divided_by: 3 }}
{{ total | divided_by: count }}

Filter: modulo

Returns the remainder of division.

{{ 7 | modulo: 3 }}
{{ index | modulo: 2 }}

Date & Time

Filter: date

Formats dates using strftime patterns.

{{ order.created_at | date: "%B %d, %Y" }}
{{ "2024-09-26" | date: "%A, %b %d" }}

Filter: timezone

Converts timestamps to different timezones.

{{ meetingDate | timezone: "Europe/London" | date: "%d %B %Y %H:%M" }}
{{ "2024-09-25T10:30:00Z" | timezone: "America/New_York" }}

Data Lookup

Filter: lookup

Retrieves data from lookup tables with nested key support.

{{ 'global_links' | lookup: 'compliance', 'terms_and_conditions' }}
{% assign compliance = 'global_links' | lookup: 'compliance' %}
{{ table_name | lookup: 'key', 'nested_key', 'deep_key' }}

Encoding

Filter: base64_encode

Encodes values using standard base64 encoding.

{{ "hello world" | base64_encode }}
{{ contact.data | base64_encode }}
{{ 123 | base64_encode }}

Filter: base64_decode

Decodes base64 encoded strings.

{{ "aGVsbG8gd29ybGQ=" | base64_decode }}
{{ encoded_data | base64_decode }}

Filter: base64url_encode

Encodes values using URL-safe base64 encoding (RFC 4648).

{{ "hello world" | base64url_encode }}
{{ url_parameter | base64url_encode }}

Filter: base64url_decode

Decodes URL-safe base64 encoded strings.

{{ url_safe_data | base64url_decode }}
{{ token | base64url_decode }}

Utility & Debug

Filter: json

Converts values to JSON format.

{{ product | json }}
{{ user.preferences | json }}

Filter: inspect

Returns a debug representation of a value.

{{ complex_object | inspect }}
{{ array | inspect }}

Filter: type

Returns the type of a value.

{{ variable | type }}
{{ product.price | type }}

Notes

  • Base64 filters have a 1MB input size limit for security

  • Currency formatting defaults to en-US locale when not specified

  • Where filter supports both property existence checks and value matching

  • Lookup tables are cached during template rendering for performance

For a comprehensive guide on these advanced Liquid features, please refer to the Shopify Liquid documentation.

Best Practice: While these advanced features are powerful, use them judiciously. Overly complex templates can be difficult to maintain and may impact email rendering performance.

Remember to thoroughly test your email templates across different email clients to ensure consistent rendering and optimal performance. The Bird platform provides tools for previewing and testing your templates before sending.

By mastering the Bird Email Template Language, you'll be able to create highly dynamic, personalized, and engaging email campaigns that resonate with your audience and drive results.

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