Insert Dynamic Content

Dynamic content is used to send emails with different content to different recipients, depending on the values stored in CommuniGator's database. The tailoring can be as simple as saying 'Dear Sir/Madam' at the beginning of the email if the addressee does not have a name (and 'Dear Joan' if they have) - to an email composed of several different paragraphs depending of the interests of the addressee.

 

Dynamic Content can be used in both emails and landing zones

1. Adding Dynamic Content

The steps involved in setting up Dynamic Content are described in detail below. This example uses Dynamic Content to send an email to recipients with the salutation of "Dear *Firstname*" where the First Name of the recipient is known and a salutation of "Dear Sir/Madam" where the First Name of the recipient is not known. Please see the steps below...

1.1. Insert a Dynamic Content section marker at the appropriate point in your content, giving it a name

Insert a Dynamic Content section marker at the appropriate point in your content, giving it a name

Place the cursor in the correct position and click on 'Insert Dynamic Content Block.'

1.2. Dynamic Content Identifier

Dynamic Content Identifier

Give your dynamic content an appropriate name and click 'Add.' Try to be descriptive with your identifiers rather than simply giving them reference numbers - this will make it easier to remember which content is contained in which block.

1.3. Add The Condition

Click 'Add Condition'

1.4. Adding Description

Click on 'Add Condition' and add a description for this.

1.5. Add a rule to the condition

  1. Click on the rules tab and click add rule.
  2. In this example the attribute name will be 'First Name' and the operator will be 'Contains Data.'

1.6. Add content to the rule

You will then need to add the content to be displayed for this rule.  Within here text, images and custom links can be used and also formatted.

So for where the recipient/contact 'First Name' field contains data we want to show the recipient/contact 'First Name' on the email.  So enter the custom field #[Person/FirstName]# from the drop down list.  Then save and close the rule.

1.7. Insert a second condition

In this particular instance we will need to add an additional rule to say where the recipient/contact 'First Name' field does not contain data show Sir/Madem.  In the same dynamic content setup add another condition and give it a description.

1.8. Add a rule to this condition

Click on the condition, click add rule and enter the next rule.

In this example enter the attribute name 'First Name' and the operator 'Does Not Contain Data'

1.9. Add content to the rule

You will then need to add the content to be displayed for this rule.  Within here text, images and customer links can be used and also formatted.

So for where the recipient/contacs 'First Name' is not filled in we want to show Sir/Madem.  So type in Sir/Madem, then save and close the rule.

1.10. Overview of Conditions

Save and close the added conditions, and save the email.

1.11. Test the Email

Test the Email

As you can see from my test it has included the contacts 'First Name'.

2. Editing Dynamic Content

Select the Dynamic Content Block and click on the 'Insert Dynamic Content Block' to bring up the current setup.

2.1. Edit Conditions

  1. To edit a condition highlight the condition
  2. Select 'Edit Condition'

2.2. Edit Conditions

  1. Edit the condition as required, save and close everything and test your email.

In this example if the recipient/contact 'First Name' has data then we are going to edit the conditions to also show the 'Last Name'.  For this go to the 'Content' tab and enter the 'Last Name' custom field.  The rule would stay the same as if the 'Last Name' field is blank it will just show the 'First Name'.

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