With dynamic content, you can send one email campaign with multiple targeted messages for different groups of contacts. Dynamic content works only in EasyEditor email campaigns, and each message is shown based on the rules you set.
A dynamic content block contains three elements:
Default content
This is the default subject line, or default from name, that your contacts see if none of the rules that you set apply to them.
Variations
These are the alternative versions of the subject line or from name that you want contacts to see who meet specific criteria set in your rules.
Rules
These are the criteria you set to determine whether contacts see the default content, or a variation. For example, these rules could be GENDER must be equal to "Male", or AGE greater than 65.
You can add content to the dynamic content block in exactly the same way as you would to the rest of your campaign. Drag in the building blocks you want to use, and edit the text, images, and styling to be as you want them. You can add separate sets of content to be your default, and to each of your variations.
Before you start
You can’t use advanced personalisation or Liquid markup in dynamic content blocks.
Dynamic content rules can only use contact data fields. You can’t base a variation on Marketing preferences or Insight data.
You can't use Utilities > Edit source to view or edit HTML in a dynamic content block. To view or edit the HTML, you must drag the content outside of the dynamic content block, edit it, then drag it back.
1. Create default content
Create or edit an email campaign.
In EasyEditor, drag the Dynamic content block onto the canvas. This creates a block with no rules or content.
To add your default content, drag other EasyEditor blocks into the the Dynamic content block.
Select Save.
2. Create your variations
Expand the Variations drop-down menu and select New variation.
In the popup, enter a variation name to identify this particular variation.
Select select another contact data field, select the data field you want to use in your rule.
Expand the drop-down menu and select the operator you want to use.
Different data types have different available operators.
Where required, enter a value to segment on in the input field to complete your rule.
Select OKAY.
To add another rule to the variation, repeat steps 1—6.
Between each rule is the AND/OR toggle. And indicates that all rules created must be true for a contact to see your variation. You can toggle to Or, which indicates that at least one of your rules needs to be true for a contact to see the variation.
When you’re happy with the variation rules, select APPLY.
Repeat these steps to add as many variations as you need.
You can save your dynamic content rules to use later, so you don't have to create a new one each time. To do this, drag your dynamic content block onto the Build area.
Available operators
Available operators
For text type contact data fields, you can set rules for:
Equal to
Not equal to
Contains
Does not contain
Starts with
Ends with
Is empty
Does not begin with
Does not end with
Is not empty
For date type contact data fields, you can set rules for:
On
Before
After
Is empty
Is not empty
For number based contact data fields, you can set rules for:
Equal to
Not equal to
More than
Less than
At least (that is greater than or equal to)
At most (that is less than or equal to)
Is empty
Is not empty
For Boolean (yes/no) contact data fields, you can set rules based on the answer being yes (true) or no (false).
You can see what variation is currently being displayed by its name to the right of Variations.
To switch between variations, expand the Variations drop-down menu and select a variation from the dropdown. Enter the subject line and from name, if applicable, that you want to display to contacts who match the applied rules.
Using the Variations drop-down menu you can also:
Add another variation
Edit the rules for a variation: select the Edit (pencil) icon
Duplicate the variation: select the Copy (pages) icon
Remove the variation: select the Remove (cross) icon
Rearrange the order of the rules by dragging the variation names up or down.
The default variation is always the last one in the list.
3. Preview and test
Preview
To preview your campaign, select PREVIEW in the toolbar.
Then, you can either:
Preview the campaign as a specific contact, to check which variation they see.
To do this, select the Personalisation icon, enter the contact you want to search for, then select FIND. Select the email address to preview as.
or
Choose a specific variation to preview.
To do this, select the Dynamic content icon, expand the drop-down menu and select the variation you want, then select APPLY.
Test send
To see the different variations you've set up when test sending to yourself, you must edit your contact data fields to meet your rules.
To edit your contact data fields:
Go to Audience > Lists.
Select the Test list.
Find and select your email address.
Select the Data fields tab.
Edit your data to match the rules of the variation you want to view.
Select the checkmark to save each of your changes.
Alternatively, you can set up multiple test contacts who meet your rule variations.