How do I automatically create 3 emails but each email has additional content at bottom depending on what list it is sent to?

Okay, good to know!

However, the email has to have a designated section: border and titles in front of fields
Consultant Name: [consultant name]
Consultant Email: [Consultant email]
Consultant Website: [Website] - if consultant has one

So I can't do just the merge fields because I need there to be the title text in front of it and a border.

Is there any way to do custom IF / THEN statements within the email?

IF Customer has a consultant with website
THEN display blah blah blah (like above)
IF Customer has consultant without website
THEN display blah blah blah (like above, but without "Consultant Website: [Website]" line)
IF Customer has no consultant listed
THEN do not display this section at all

I know my above IF/THEN statements would be nested and I am just using the above as an example to state what I am looking to do - please don't just me on my bad code in this example. The real version would be correct. I am looking to see if this is possible...?

I totally understand what you're saying. Our Devs call that "pseudo code" and it's an accepted way of showing what the eventual code would do without having to use all of it's esoteric symbols and syntax. 

We don't have programmable parameters or if / then statements that you can insert in emails.

You could edit the fields to include the titles (e.g., "Consultant Name: John"). Using that method would still require coming up with something for the Contacts who didn't have a consultant (like "Contact us for a consultant recommendation" or "Client Services is happy to assist you"). 

The other option is to create two different emails each time. The first email would use the titles inside the fields as described above; if the consultant doesn't have a website that field will simply be blank. The second email would go to those that don't have a consultant, and would not use the fields at all. In a Campaign you can use a Condition element to check for a blank [Consultant Name] field and send them the email without the fields included (the other contacts would get the first email). Or, you could choose the appropriate email when using a Group Action to send the email. 

The work process for the above would be to create the first email with the consultant fields in a block in ONTRAmail. When satisfied with the design, create a new ONTRAmail using that first one to "Copy from". Hiding or deleting the consultant block is very easy in that second email, then you would save it. This would only take a minute or two in real time, although I understand it may seem awkward if you are coming from a system that handles the automation via code in the email itself.

Right now our current system - we have to create 3 different emails - 1 for each mailing list: with consultant website, without consultant website, and no consultant information at all.

I am trying to move us over to ONTRAPORT as our 1 and only marketing platform. So even going down to 2 emails is a major improvement from what we currently have to do manually.

Our current platform is strictly email marketing, no CRM attached and that is why ONTRAPORT is definitely more appealing as we can add those consultant fields in the CRM portion and segment from CRM that then speaks to the email marketing area automatically.

Next question: how would I set up multiple emails to send at one time? In my example, using your solution I have two emails to send out - can I schedule those emails to be sent at the same time without having to do each one manually? 

I guess my question is, when I am building the emails (1 email for List A and List B (with consultant info) and 1 email for List C (no consultant info))  is that when I select what list it is going to be sent to and then I can schedule the send at a later time OR is it only when I go to actually schedule the send that I can select what list it goes to?

Hope that makes sense!

Here's an example of using a Campaign to do this; in this case, I have a Condition that the "Consultant Name" field is "equal to blank". If the field is blank, the contacts go down the "Yes" path and get the email  "Sept News - Not Consultant". If they do have a name in the Consultant Name field then they go down the "No" path - because it is NOT blank - and receive the email "Sept News - Consultant".

You could use another Condition right after that first one on the "No" path to separate the Contacts further, say into those Contacts with and without a value in the "Consultant Website" field. 

You can build the emails in the Messages library first, or do it while building the Campaign. It depends on what method appeals to you the most. Some teams prefer building things separately while a lot of one person shops prefer to work in a linear manner and create things in order. 

There are other ways to do the same thing in ONTRAPORT. If it's a weekly newsletter we have Date Sequences available for Pro and above accounts that compress those steps so you don't have a huge Campaign Map to deal with, or you can create the email and send it to "Groups" (our version of "Lists") when you want to send them. 

Can I duplicate the workflow over and over again?

For example, we send emails every other day - my goal is to get our department to set them up a week ahead of time, but the emails change each time (new images, new promotion, etc.)

So if I am understanding you correctly (and I can duplicate the workflow), I would duplicate the workflow, build my individual emails, then attach the newly built email to the duplicated workflow, schedule it, and let it run...?

On timing for the Campaign Map above, you can use different criteria to have the Contacts automatically join the Campaign Map when a certain Date comes around, or when a Tag is added to them, or any of the other "Triggers" we specify. So you can do it for monthly for 12 months, or use a shorter campaign that you add them to each month manually, if you like. 

We should have our Business Solutions people talk to you and give you specific recommendations. They have a much better feel for what works for companies of different sizes, etc. 

But, you could create the map as shown above, then create a new Trigger, and copy the automation over to the new Trigger's path. You can edit the path and create draft emails for another team member to edit later and complete. Then, you can add items to the checklist for that team member to check off when they complete them. 

This forum doesn't allow embedding videos, so I did a quick screen capture and put it on an ONTRApage landing page at http://acumen.pages.ontraport.net/date-campaign

I apologize for the quality; it is not done with our pro software, but is just a screen capture. But it should give you an idea about how you could set up the automation, including draft emails for another team member to edit. 

Thank you so much!!! You have been very helpful!  

Yes, I would love to speak to a Business Solutions person to discuss this in further detail. 

Can they get my contact information from my username here in the knowledge base? Or should I reach out to them using the 855 number?

One of our Business Solutions specialists should have contacted you yesterday via email! Please let us know if you haven't been contacted, or give us a call or chat! (You can initiate a chat via our website at https://ontraport.com)