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How to set up Account Engagement (Pardot) Dynamic Content

Create personalized email content using dynamic segments in Knak. This guide walks you through setting up merge tags, building segments, and previewing personalized content.

Updated this week

This feature is in alpha testing! Please reach out to spencer@knak.com if you have any questions.

How to set up Dynamic Content

Step 1: Set Up Merge Tags for Dynamic Content

Create merge tags for any attribute you want to use for segmentation (e.g., Country, Industry).

  1. Go to Admin > Integrations > Merge Tags.

  2. Click Add Merge Tag.

  3. Enter the attribute name using double curly brackets, like {{Country}}.

Repeat for all attributes you plan to use


Step 2: Build Dynamic Segments

Create personalized segments based on merge tag conditions.

Add Dynamic Content

  1. Select a content block.

  2. In the Attributes panel, click Add Dynamic Content.

    Button location in image attributes section

  3. Under Variants, click the ⚙️ cog icon to add a new segment.

    Default variant image hidden

  4. (Optional) Toggle on Hide default variant to remove the fallback content.


Step 3: Define Segment Rules

  1. In the popup, choose Marketing Cloud Account Engagement (Pardot) as your MAP.

  2. Name your segment (e.g., “Country is Canada”).

    Create a local segment popup with Marketing Cloud Account Engagement (Pardot) MAP selected

  3. Use merge tag variables to define your condition.

    Local segment Country is Canada

  4. Click Save.

Note: All dynamic segments for any given element must use the same variable.

For example, if I apply the Lead City variable to a segment for my text block element, all of my subsequent dynamic segments for that text block element must also use Lead City.


Step 4: Add Content for Each Segment

  1. Choose a segment (e.g., Default, Country = Canada).

  2. Enter content specific to that segment in the content block.

Default:

Default variant view from the create tab

Country is Canada:

Country is Canada variant view from the create tab

Step 5: Preview Dynamic Segments

Use Preview Mode to see how content appears for different segments.

  1. Open Preview.

  2. Toggle between variants (e.g., Default, Country is Canada) to confirm display.

Default:

Default variant view from the preview page

Country is Canada:

Country is Canada variant view from the preview page


Manage User Permissions for Dynamic Content

Set user permissions for creating and managing dynamic content.

  1. Go to Admin > Roles.

  2. Select a role to edit.

    Roles page on the admin side of the platform

  3. Scroll to the Dynamic Content section.

  4. Toggle permissions:

    • Create Dynamic Elements

    • Manage Global Segments

    • Manage Local Segments

Dynamic Content role permissions

🔍 Tip: Global segments can be reused across emails. Local segments are specific to one email.


You are now ready to use dynamic content. If you have any questions, reach out to support at support@knak.com or the chat bubble in the lower right corner.

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