email dynamic content
DESCRIPTION
Learn how to create personalized, customized email communications using dynamic content.TRANSCRIPT
![Page 1: Email Dynamic Content](https://reader033.vdocuments.net/reader033/viewer/2022061114/545c11a3b0af9fa42c8b4685/html5/thumbnails/1.jpg)
Email Dynamic Content
Trina ZahllerManager of Training and Online Learning
![Page 2: Email Dynamic Content](https://reader033.vdocuments.net/reader033/viewer/2022061114/545c11a3b0af9fa42c8b4685/html5/thumbnails/2.jpg)
Why use Dynamic Content?
• To create personalized, customized email communications.
• To minimize the number of distinct emails to be sent.
![Page 3: Email Dynamic Content](https://reader033.vdocuments.net/reader033/viewer/2022061114/545c11a3b0af9fa42c8b4685/html5/thumbnails/3.jpg)
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
![Page 4: Email Dynamic Content](https://reader033.vdocuments.net/reader033/viewer/2022061114/545c11a3b0af9fa42c8b4685/html5/thumbnails/4.jpg)
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
![Page 5: Email Dynamic Content](https://reader033.vdocuments.net/reader033/viewer/2022061114/545c11a3b0af9fa42c8b4685/html5/thumbnails/5.jpg)
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
![Page 6: Email Dynamic Content](https://reader033.vdocuments.net/reader033/viewer/2022061114/545c11a3b0af9fa42c8b4685/html5/thumbnails/6.jpg)
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.
![Page 7: Email Dynamic Content](https://reader033.vdocuments.net/reader033/viewer/2022061114/545c11a3b0af9fa42c8b4685/html5/thumbnails/7.jpg)
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)
![Page 8: Email Dynamic Content](https://reader033.vdocuments.net/reader033/viewer/2022061114/545c11a3b0af9fa42c8b4685/html5/thumbnails/8.jpg)
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.
![Page 9: Email Dynamic Content](https://reader033.vdocuments.net/reader033/viewer/2022061114/545c11a3b0af9fa42c8b4685/html5/thumbnails/9.jpg)
Don’t worry!
It’s still possible to merge group-based information in a subject line
by using custom fields.
![Page 10: Email Dynamic Content](https://reader033.vdocuments.net/reader033/viewer/2022061114/545c11a3b0af9fa42c8b4685/html5/thumbnails/10.jpg)
Create a custom field for subject line dynamic content
![Page 11: Email Dynamic Content](https://reader033.vdocuments.net/reader033/viewer/2022061114/545c11a3b0af9fa42c8b4685/html5/thumbnails/11.jpg)
Populate a custom field based on group membership in two steps…
![Page 12: Email Dynamic Content](https://reader033.vdocuments.net/reader033/viewer/2022061114/545c11a3b0af9fa42c8b4685/html5/thumbnails/12.jpg)
… done!
![Page 13: Email Dynamic Content](https://reader033.vdocuments.net/reader033/viewer/2022061114/545c11a3b0af9fa42c8b4685/html5/thumbnails/13.jpg)
Confirm custom field populated in profile
![Page 14: Email Dynamic Content](https://reader033.vdocuments.net/reader033/viewer/2022061114/545c11a3b0af9fa42c8b4685/html5/thumbnails/14.jpg)
Create your email blast
![Page 15: Email Dynamic Content](https://reader033.vdocuments.net/reader033/viewer/2022061114/545c11a3b0af9fa42c8b4685/html5/thumbnails/15.jpg)
Preview email for supporter
![Page 16: Email Dynamic Content](https://reader033.vdocuments.net/reader033/viewer/2022061114/545c11a3b0af9fa42c8b4685/html5/thumbnails/16.jpg)
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