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Dynamic Content

Advanced personalization of emails

Updated over a week ago

Overview

Dynamic content allows you to display different text, images, links, and design elements in the same email based on recipient data. Use dynamic content to create tailored experiences that drive engagement.

Effortlessly apply dynamic content to images, text, links, social icons, dividers, and even spacers. Dynamic content is based on segmentation created directly in Knak.

Before You Start: Make sure dynamic content is configured in your Knak account. If not, check the help articles specific to your Marketing Automation Platform (MAP).

Adding Dynamic Content to a Block

1. Click the purple icon to Add Dynamic Content in the content attributes panel.

Adding dynamic content to an image block under the Image Attributes section

2. To undo, click the purple icon to Remove All to clear dynamic content from the block.

Removing Dynamic Content for the image block under the image attributes section

Creating and Managing Segments

Create a Segment

1. Click the cog icon under the Variants heading.

2. Click Add Segment.

3. Optionally, check Hide content by default.

  • What does "Hide default variant" do?
    If no condition is met, that section won’t be shown. Example: if segments are for Canada, USA, and China, anyone not matching those will see nothing.

Dynamic image with default variant hidden toggled on

4. Set a segment name and match conditions to selected variables.

Editing a local segment and adding a condition

5. Enter the condition and select from available variables.

Expanded drop down menu showing variable options to select for the local segment

6. Select the string and input the condition in the field.

String options list expanding with "is" selected

Complex Segments

You can build segments using nested conditions. For example, a local segment for East Coast Knak employees who are not managers:

  • Company is Knak

  • Job title does not contain “Manager”

  • Time zone is EST

  • Email ends with @knak.com

Local segment with multiple conditions with different strings set up

After setting up your segment, click 'Save' and you will now be able to use that particular segment for the chosen content.

Tip: If segments overlap, place the more restrictive one first to ensure proper content display.

Add your dynamic content segments to your content

To set the content for the particular section that has dynamic content, select the variant (default or a created section) and change the content for the selected segment.

The images below show the different content used for the Default and City is Ottawa segments.

Default:

Default image displaying a dashboard

City is Ottawa:

City is Ottawa dynamic segment image displayed as opposed to the default image

When previewing the email, you can toggle on the segments to see what it would look like to a recipient who matched the criteria.

Default:

Default segment display in preview tab

City is Ottawa:

City is Ottawa global segment preview in asset in the preview tab


Permissions for Users

As an Admin, you can control how your users engage with dynamic content. There are three permissions you can set for your users. These can be found in the Admin section under Roles.

Admin side of the platform displaying the roles tab

Choose the role you'd like to modify and scroll to the Dynamic Content section.

Role permission popup page displaying the dynamic content specific role permission options

Permission

Description

Create Dynamic Elements

Create segments from scratch

Manage Global Segments

Edit shared segments only

Manage Local Segments

Edit one-off email segments

Points of Consideration

Sharing Segmentations

When syncing to a different workspace from where the configuration was created, that workspace may not have access to the segmentations you may be using.

How to include multiple variable values to a segment

Use the "in list" option to select multiple variables values. "In list" works by allowing you to match a list of values. The list of values should be comma separated. For example, if trying to match the North America countries you could:

  • Set the variable to country

  • Set the operator to in list

  • Put in the csv of countries, canada, usa, mexico

String list options

Frequently Asked Questions

When should I use local segments versus global segments?

Global segments are for re-use across multiple emails and can be used in modules. local segments are just for an individual email. Learn more about how to create global segments in this help document.

When should I use the default hide variant feature?

This is for when you don’t want to display any content in that block if none of the conditions match. A use case would be showing a special offer to certain groups. You would make the special offer element dynamic and target only the groups that you want to see it via the segment builder. If you make it hidden by default anyone who is not part of the group/groups that are targeted would not see the offer.


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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