Creating dynamic content

Dynamic content is used to change the content in an email or landing page depending on a field value in the contact record of the person viewing it. This allows you to show different content to different landing page visitors or email recipients based on attributes such as title, geographic location, income, industry, and more.

To create dynamic content:

  1. Navigate to Assets An image of the Assets icon, which is represented by a black pencil. > Components, then click Dynamic Content.
  2. Click New.
  3. It is recommended you configure the Default Rule first. This is default content used when no other rule conditions are met.

    Example: If the content is set by city, and there are rules to insert specific content for contacts from Chicago, then a contact from New York (or anywhere else) will see content specified by the Default Rule instead.

    An image of the Dynamic Content Editor with the Default Rule tab selected.

  4. Enter the default content to the Content area. If you want to add images, field merges, or hyperlinks, or edit HTML code, click Full to open the rich text editor. Learn more about Using the rich text editor.
  5. Click Add An image of the Add button. in the left panel to add a new rule to the list.

    Note: Each new rule added to the asset will, by default, follow the naming convention Rule1, Rule 2, Rule 3, and so on. Rename a rule to make it more descriptive by double-clicking it.

  6. With the rule selected in the left pane, configure the new rule's criteria:
    1. Click An image of the Add button. on the right panel, then click the desired criterion. Select from:
      • Compare Contact Fields: The rule applies to contacts that match information entered into the respective contact fields. Learn more about contact fields.
      • Compare Account Fields: The rule applies to accounts that match specific information entered into the respective account fields. Learn more about account fields
      • Has Linked Contact in Custom Object: The rule applies to contacts that match specific information in a custom object record. Learn more about custom objects.
      • Has Linked Record in Event: The rule applies to registrants associated with an event in your database. For example, this can include someone who registered for a webinar. Learn more about event management.
    2. Double-click the criterion, then configure the criteria.
    3. Repeat the steps for each criteria required.

      Example: In the image below, this dynamic content rule applies only to database contacts who live Chicago and work in the Food industry.
      An image of a dynamic content rule example.

  7. Add the content to display when the rule's criteria are met in the Content area. If you want to add images, field merges, or hyperlinks, or edit HTML code, click Full to open the rich text editor. Learn more about Using the rich text editor.
  8. Repeat steps 6 and 7 for each rule you want to add.
  9. Configure the Settings and Permissions through Actions An image of the Actions button. Learn more about setting permissions.
  10. Click Save when you are finished.

After you finish:

  • If your content could appear in an email, check the results of the responsive validation tool. The tool identifies issues that could prevent the content from adapting to different screen sizes. The tool checks for tables, images that might not scale, and long text strings.

    An image indicating there are no responsive issues indicates that there are no responsive concerns.

    An image indicating that there are responsive issues indicates that there might be responsive issues. Click the notification icon to review the issues. Learn some tips on how to keep your email responsive.

    If an image was identified as not being responsive, double-click the image and choose the Responsive setting.

    An image of the Rich Text Image Editor with the Responsive setting selected

    Learn more about keeping images responsive with this feature.

  • If you need to edit the dynamic content, see Managing dynamic content
  • Add the content to emails and landing pages.
  • Preview the shared content in emails and landing pages through the email editor or landing page editor.

    Tip: Send an email with your dynamic content to email addresses for test contacts that meet each of the different criteria. Check the emails to make sure that the proper dynamic content is being used for each.

Learn more

Dynamic content

Managing dynamic content

Dynamic content examples

Component Library