Using dynamic content in campaigns

Overview

Dynamic content enables you to tailor your campaign so different groups of your audience receive different content, different offers, images, copy or calls to action.

This means you can send one campaign with multiple targeted messages for different groups of customers. Which message each group receives is dependent on the rules you set when you create the dynamic content.

The example given below will show different messages based on gender. However, you can build much more complicated rules based on (for example) age, location and any other contact data field in your account.

 

Working with images in EasyEditor

Drag a dynamic content block in from the side panel.

drag_in_dc_block.png

This will create a new block with no rules and no content.

dc_blank_default_block.png

You are now ready to start building your dynamic content.

Elements of a dynamic content block

Each dynamic content block consists of three main aspects:

Default content

This is the default content that your contacts will see if none of the rules says otherwise. Your default content can be blank if you don't want your contacts to see the content by default.

Variations

This is the content that you want contacts to see who meet specific criteria set in your rules. This content can be blank or contain any other EasyEditor blocks, including other dynamic content.

Rules

These are the criteria you set to determine whether contacts see the default content, or a variation. For example, 'Gender equals male', or 'Age is greater than 65' (rules can be much more complex than this though).

Creating your content

Just like any other EasyEditor dropzone, you can drag in content into your default content and variations from the side panel or from elsewhere in your campaign.

In the below example, we've dragged in a piece of content from the existing template to use as the default content.

Once you've created your default content, you're ready to add your variation content.

Click on Variations in the top left corner of the block, and then click the + New variation button.

dc_block.png

dc_add_new_variation.png

This will bring up a box for you to set the rules of your new variation. First of all, give the variation a name; in the image below we have named the variation 'Business version'.

Next you need to set a rule based on one of your default or custom contact data fields - to do this click on select another contact datafield.

dc_create_rules.png

This will open the rule builder.

Select from one of the default or custom contact data fields to base your rule upon. Below the contact data fields you can set what rule is applied.

For text-based contact data fields you can set rules for:

  • Equal to
  • Not equal to
  • Contains
  • Does not contain
  • Starts with
  • Ends with
  • Is empty
  • Is not empty
  • Does not begin with
  • Does not end with

For date-based contact data fields you can set rules for:

  • On
  • After
  • Before
  • Is empty
  • Is not empty

And for number-based contact data fields you can set rules for:

  • Equal to
  • Not equal to
  • More than
  • Less than
  • At least (i.e., greater than or equal to)
  • At most (i.e., less than or equal to)
  • Is empty
  • Is not empty

And for Boolean fields you can set rules based on the answer being on (yes/true) or off (no/false).

dc_select_contact_data_fields.png

Once your rule is set, click OK.

You can add multiple rules to be very specific about what content to show each contact.

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 only one of your rules needs to be true for a contact to see your variation.

dc_rules.png

When all your rules are ready, click the Apply button.

You now have a piece of dynamic content with two variations. You can see what variation is currently being displayed by its name in the block's header.

To switch between variations, click on Variations in the top left-hand corner of the block and select a variation from the dropdown.

select_dc_version_block_from_dropdown.png

In this example, 'Women's shoes clearance' has been selected, which currently has no content.

dc_variation_blank.png

In the 'Variations' dropdown menu you can:

  • add another variation
  • select the variation you want to view and work with
  • edit the rules for the variation (by clicking on the pencil icon)
  • duplicate the variation (by clicking on the duplicate icon)
  • delete the variation (by clicking on the red cross icon)

You can also rearrange the order of the variations by dragging them up and down by their side handle; the 'Default' variation will always be the last one in the list.

On your selected variation, drag in the alternative content you want to display to contacts matching the rules applied.

created_dc_variation.png

Information

You can't use Utilities > Edit source to view or edit HTML within a dynamic content block. To be able to view or edit the HTML, you need to drag and drop the content outside of the dynamic content block. You can then drag and drop it back in when happy.

Previewing dynamic content

When previewing your campaign, you can choose to:

  • Preview it on behalf of a specific recipient using their contact data fields
  • Choose which dynamic content blocks to show

preview_dc_variation.png

Test sending dynamic content

When test sending dynamic content to yourself in order to see the different variations you've set up, you'll need to find yourself in your 'Test' address book and edit your contact data fields in order to satisfy the relevant criteria.

For example, let's say you're providing different variations based on location as set in a contact data field called 'COUNTRY'. If you have a variation for contacts with their 'COUNTRY' set as  'France', then make sure you change your 'COUNTRY' contact data field to 'France' to ensure you receive the French variation of the test send. Follow this logic across the board for other variation rules you might have.

Saving dynamic content for re-use

To save having to create the same rules each time you want to use dynamic content, you can save dynamic content blocks by dragging them onto the left-hand 'Build' area. Read more about saving blocks.

Did you find this article helpful?

Can we help?

Thanks for using Engagement Cloud. If you need more help or support, then contact our support team.