Using Dynamic Content

Knowledge Level: 
Time: 10+ minutes
Suggested Skills: HTML, CSS, Contact Management
Objective: You can customize an email design using dynamic content to provide more value or interest for a particular group of recipients. For example, you may want an email to show specific text and/or images to your high-level donors, but not to the general public. You can customize content based on particular mailing lists or segments. Both text and images (from the Media Library only) can be dynamic. You can only define dynamic content in the HTML version of the Full Email Editor. For plain-text emails, you will need to omit dynamic content. Before you ever actually begin building the email, we recommend you outline the groups of recipients and the messages you'd like for them to receive. Once that is done, you can begin by creating your segments.
1

Create Your Segment(s) or List(s)

  1. Use a .csv or Excel file

  2. Enter contacts one-by-one

  3. Enter contacts by copy and pasting

  4. Import Tessitura contacts

  5. Create a Segment

2

Create and Insert Your Text and/or Images

You can create dynamic text and/or dynamic images, and they are inserted as you normally would insert content in the Full Email Editor. Learn more about using the Full Email Editor.

We recommend inserting all of your content for each group at once, and then continuing to step 3. This is because applying styles or formatting after applying Dynamic Content can interfere with the code that enables Dynamic Content to function.

3

Highlight the text and/or images you would like to make dynamic for one group.

4

In the toolbar, click the Dynamic Content tool

Select the mailing list or segment that should see the highlighted text and/or images. Click 'More' at the end of the list to see all mailing lists and segments. Once selected, text markup will be added to the beginning and end of the content area. This is not displayed to recipients. It's important that you do not edit this text markup in either the HTML Email or Plain Text Email editors, or the underlying HTML code. Repeat Steps 3-4 for each unique message to the appropriate segment or list. 


Testing

Dynamic content is not based on email address, it is based on segments and lists. Because of this, you cannot preview and test based on individual emails but you can preview and test based on each segment/list. You can preview the dynamic content displayed for recipients belonging to one or more of the mailing lists/segments or when recipients do not belong to any defined mailing lists/segments. If you are using dynamic content within a Tessitura-integrated scheduled campaign, you can more effectively test your drafts by going to Tessitura Integration>Scheduled Campaigns and using an order number that matches or does not match your criteria. When sending a Quick Test of a Dynamic Content campaign, your test email will contain all the content for each segment.

If you encounter difficulty with Dynamic Content, you will want to review the HTML to ensure the Dynamic Content code is applied correctly, with no formatting tags interrupting the Dynamic Content syntax. 

Correct:

The tags must follow chronologically in this order:

1. <span contenteditable="false" name="#######" type="static.segment" c2f="begin">
This span tag is hidden in the HTML and begins the opening "bookend" for your Dynamic Content.

2. [Begin Dynamic Content id="#######" name="x"]
This tag displays in the editor and is in the HTML. It serves as an indication to you as to where the Dynamic Content begins.

3. </span>
This is the closing span tag. It is hidden in the HTML and is the last tag before your actual content. 

4. <strong> Here is your actual content. It can be text or image. This happens to be bolded text, as evidenced by the strong tags.</strong>

5. <span contenteditable="false" name="#######" type="static.segment" c2f="end">
This span tag is hidden in the HTML and serves to begin the closing "bookend" for your Dynamic Content.

6. [end dynamic content id="#######" ]
This tag displays in the editor and is in the HTML. It serves as an indication to you as to where the Dynamic Content ends. 

7. </span>
This is the closing span tag. It is hidden in the HTML and is the last tag within your Dynamic Content. 

Incorrect:

Note below how the strong tag (to bold the text) begins in the correct area, but ends outside of the content area. This is an example of a case that will break the Dynamic Content functionality. The problem lines are 4 & 6, as indicated by the red text.

1. <span contenteditable="false" name="#######" type="static.segment" c2f="begin">
2. [Begin Dynamic Content id="#######" name="x"]
3. </span><br> <br>

4.<strong>Content.

5. <span contenteditable="false" name="#######" type="static.segment" c2f="end">
6. [end dynamic content id="#######" ]
7. </span></strong></span>

1

In the Full Email Editor, click the Preview and Test button

2

In the Dynamic Content area, select the condition that you want to test.

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