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Salesforce Marketing Cloud - Dynamic Content setup
Salesforce Marketing Cloud - Dynamic Content setup

How to start building with dynamic content in SFMC

Felix Higgs avatar
Written by Felix Higgs
Updated over a week ago

How to set up dynamic content

To begin, reach out to your Knak customer success manager or Knak support and request that dynamic content is enabled in your account.

Then navigate to Admin > Integrations > Merge Tags

Any attribute that you want to use when creating dynamic segments needs to be added as a merge tag. For example, if you wanted to create segments based on country you would add %%country%%

Repeat the above process for any/all attributes you need for your dynamic content.

How to build dynamic segments

Effortlessly create assets that utilize data and deliver personalized and engaging experiences.

To add dynamic content to a content block, click on the 'Add Dynamic Content' button in the content attributes:

To add dynamic content to a content block, click on the 'Add Dynamic Content' button in the content attributes:

To add or create a segment, click on the cog under the variants heading. You can also hide the content by default by checking the box next to 'Hide content by default'.

After clicking on the cog, you can set your segment name and set a condition to match any or all of the conditions in the segment based on selected variables.

As shown in the images below, you can enter the condition and select from various options. You can select many variables for each condition.

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



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



Permissions for Users

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

Choose the role you'd like to modify and scroll to the Dynamic Content section. From here you can choose to give your users permission to 'Create Dynamic Elements' and 'Manage Segments'.

'Create Dynamic Elements' gives your users the ability to create the segments from scratch. 'Manage Segments' gives your users the ability to modify segments as needed but will not allow them to create new dynamic segments.

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

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