Before You Begin
Before configuring Dynamic Content, you must connect and configure your Salesforce Account Engagement (Pardot) integration in Knak.
Once the integration is connected, you can enable Dynamic Content and configure merge tags for audience personalization.
Demo Video
Enable Dynamic Content in the Pardot Integration
Open Admin.
Click Integrations > Platforms.
Click the Edit icon for your Account Engagement (Pardot) integration.
Enable Dynamic Content.
Click Save Changes.
Configure Merge Tags
Dynamic Content uses merge tags to evaluate audience data and determine which content variation to display.
Access Merge Tag Settings
Open Admin.
Click Integrations > Platforms > Merge Tags.
Create a new merge tag or edit an existing one.
Enter a Display Name.
Enter the Pardot merge field.
Click Save.
Example Merge Tags
Attribute | Merge Tag |
City |
|
Country |
|
Industry |
|
Repeat these steps for each field you want to use in Dynamic Content conditions.
Note: Merge field names must match the fields available in your Salesforce Account Engagement (Pardot) instance.
Learn more about merge tag configuration:
Important Considerations
Hide by Default Is Not Supported in Pardot
The Hide by Default option is not supported by Salesforce Account Engagement (Pardot).
Pardot requires every Dynamic Content element to include a default content variation. If Hide by Default is enabled, the email sync fails.
Workaround
To achieve the same result, create a default content variation that contains no content.
For example, use:
An empty row
An empty section
An empty content block
This satisfies Pardot's requirement for a default content variation while ensuring recipients who do not match a segment do not see any content.
Error Message
If Hide by Default is enabled, Pardot returns the following sync error:
Sync failed: HTML Dynamic Content (DC) processing failed: No default variant found in group.
Date Fields Are Not Supported
Pardot does not support using date fields in Dynamic Content conditions.
To use date-based segmentation, create a separate field in Pardot that stores the required value in a supported format.
Next Steps
Your Salesforce Account Engagement (Pardot) integration is now configured for Dynamic Content.
Once your integration is configured, the workflow for building Dynamic Content in Knak is the same across all supported integrations. Use the resources below to learn how to create audience segments, add Dynamic Content to emails, and manage Dynamic Content experiences in Knak.
Add Dynamic Content to Emails
Learn how to:
Add Dynamic Content to content blocks
Add Dynamic Content at the email level
Prioritize audience segments
Preview Dynamic Content in Knak
Remove Dynamic Content from content blocks
Global and Local Segments
Learn how to:
Understand the differences between Global and Local Segments
Create Global Segments and Local Segments
Define segment rules and conditions
Review segmentation examples and use cases
Preview Dynamic Content in Salesforce Account Engagement (Pardot)
After syncing your email to Pardot, preview the email using a prospect record.
Open your email template in Pardot.
Click Edit Email Template.
Open the Preview tab.
Select a prospect from the dropdown menu.
Verify that:
Each audience receives the correct content
Merge tags populate correctly
Default content displays as expected
Tip: Test using prospects that match your Dynamic Content conditions.
Need more help? Contact support via live chat using the chat bubble in the bottom right corner or email support@knak.com.