Email Dynamic Content

Trina ZahllerManager of Training and Online Learning

Why use Dynamic Content?

• To create personalized, customized email communications.

• To minimize the number of distinct emails to be sent.

Overview of Dynamic ContentType of dynamic content

How can it be used? Where can it be used?

Supporter merge fields Standard and custom fields can be used

Subject lineEmail body

Group-based conditional content

Groups and smart groups can be used

Email body

Donation history conditional content

Imported and online donation amounts are included in donation history

Email body

Supporter merge fields

• Standard AND Custom fields can be used• Can be used in Subject line and Email body• No limit to the number of merge fields in

email body• Best practice = max of 2 merge fields in

subject line

Common Issues with Supporter Merge Fields

• Field is blank in the supporter profile• Merge is improperly formatted– Need to have brackets around field reference [[ ]]– Custom field merge fields use the API name, found

in the details of the custom field

Group-based Conditional Content

• Groups and smart groups can be used• Can be used in Email body ONLY• Merge fields can be used within group-

based conditional content• No limit to how many sets can be used in

the email body.

Common Issues with Group-based Conditional Content

• HTML and Text versions are set up differently• Incorrect groups are selected• Code is mistakenly deleted by user• User attempts to paste code in subject line

(see image below)

Why can’t I use group-based conditional content in a subject line?

• Group-based conditional content is too code-intensive for effective and reliable use in subject lines.

• Customized subject lines can be achieved using merge fields.

Don’t worry!

It’s still possible to merge group-based information in a subject line

by using custom fields.

Create a custom field for subject line dynamic content

Populate a custom field based on group membership in two steps…

… done!

Confirm custom field populated in profile

Create your email blast

Preview email for supporter

Email and Dynamic Content are Complete!

For more documentation on Dynamic Content:

https://hq-wfc2.wiredforchange.com/o/8001/p/salsa/web/wiki/public/?reference=Dynamic%20Content