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How to set up Salesforce Marketing Cloud Dynamic Content

How to start building SFMC dynamic content in Knak

Updated this week

How to set up dynamic content

First, navigate to Admin > Settings > Sync, and toggle on Dynamic Content for Marketing Cloud.

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 an element or section, click on the 'Add Dynamic Content' button in the content attributes:

Add dynamic content button

Note: If section-level dynamic content is applied to a section that already contains dynamic elements, the existing dynamic content will be overridden.

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'.

"Hide content by default" setting for an image

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.

Create segment popup with Salesforce Marketing Cloud Integration applied

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

Creating a lead city is Ottawa segment
Strings that display when setting up your segment

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 City is Ottawa segments.

Default:

Setting up the default segment

City is Ottawa:

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 image preview

City is Ottawa:

City is Ottawa image preview


Manage User Permissions for Dynamic Content

Control access by role in Admin > 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 'Manage dynamic content variants,' 'Manage global segments,' and 'Manage local segments'.

More details on the specific permissions can be found on our Dynamic Content overview article.

πŸ” Tip: Global segments can be reused across emails. Local segments are for one-time use.


Demo Video:


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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