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.
To create Dynamic Content, select Campaigns from the left-hand navigation menu.
From the sub-menu displayed, select Advanced Features.
The Advanced Features screen is displayed which has a series of tabs:
The first tab is Dynamic Content. Click on the button and the “Triggered content rules” screen is displayed:
The first step is to give your Dynamic content a unique name – we have called our example “Company Type”.
Dynamic content is triggered by creating different rules. The first tab displayed is the Default rule – whatever you enter in the content area here will be displayed in your campaign, if none of the other rules apply.
The Content area contains the same editor you use to create your email campaigns. In this area you create the message you wish to appear for your default rule. You can insert Links, Actions and Images just as you would when creating your campaign.
Enter the content you wish to apply to your Default rule as shown in our example below:
When you have completed your default rule, you can now create your other rules. Click on the Create New tab at the top of the screen. A new tab appears called “New Rule”.
Type in a Rule Name. In our example, we’re going to change the content of our email dependent on whether the company type is “Agency” or “Charity” so our first rule is for the “Agency” element.
We now need to add the filter that will select the email addresses that will be displayed the Agency Content. Click on the Add filter link and all the available data fields within your contact address books are displayed:
Select the data field your filter will be based on and it will appear as part of the first condition, in our example, we have selected the data field “Company-Type”:
Click on the [operator] link and a list of possible options are displayed:
Select the required operator and click on the [value] link. An input box is displayed:
Enter the value required and click on the button.
Your completed filter is displayed. Click on the button before continuing.
Now move to the Content part of the screen and enter the text, graphics and links etc. that are going to apply to this rule. In the example below, we have entered the content for the “Agency” element of our dynamic content:
Next you would follow the same steps to create your content for Charities. You can create as many pieces of dynamic content as you wish.
Now we have finished entering the rules and content, we click on before leaving this screen. The dynamic content created will appear on the Dynamic Content Advanced Features tab.
Using Dynamic Content in your Campaigns.
Once your Dynamic Content has been created, you can link it to your email campaign. Select Campaigns from the left-hand navigation pane and open your email campaign in the editor window. Move your cursor to the area of the email template where you wish the dynamic content to appear:
Click on the button and the Insert Actions window is displayed.
Select the Dynamic Content tab and a list of your dynamic content is shown. Click on Insert next to the dynamic content you wish to insert.
A placeholder is inserted into your template where the dynamic content will appear.
Previewing your Dynamic Content
You can test your dynamic content by using the button. If you completed the default rule when setting up your dynamic content, you will see this information displayed in your preview screen, as shown below:
To view dynamic content for the specific rules you created, use the Search function at the top of the preview window. In the example below, we have searched for all BrotherMailer email addresses and clicked the “Search Contacts” button. You can also use “Show Recent” which will show contacts you recently uploaded/added.
To view dynamic content for the Charity rule, we would use the contact “Kevin White” as his Company-Type is shown as ‘Charity’.
Click on the button on the right-hand side of the window and the content for the Charity rule is displayed:-
When you have finished previewing, close the window and don’t forget to save your template.