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Dynamic Content | Global and Local Segments

Create audience segments to personalize content for different recipients. Use global segments to reuse audience rules across assets. Use local segments when targeting is specific to a single email or module.

Overview

Segments allow you to display different content to different audiences within the same email or module.

Benefits Include:

  • Personalize content for different audiences

  • Reuse audience rules across campaigns

  • Create asset-specific targeting

  • Maintain consistent personalization

Segment Types: Global Segments and Local Segments

Segment Type

Scope

Global Segment

Available across emails and modules

Local Segment

Available only in the asset where it was created

Identify Global and Local Segments

When working with Dynamic Content Variants, you can quickly identify a segment type by its icon:

  • 🌐 Globe icon: Global Segment

  • ✉️ Envelope icon: Local Segment

Globe and envelope icon beside segment names in an email.

Create Global and Local Segments

The location where you create a segment determines whether it becomes a global or local segment.

Create Segment In

Result

Module Builder (Admin > Modules)

Global Segment

Email Asset

Local Segment

Where to Create a Global Segment

Use a global segment when you want to reuse audience rules across multiple emails and modules.

Global segments must be created and managed through the Module Builder.

  1. Open Admin

  2. Click Modules

    Module library page on the admin side of the platform.

  3. Create a new module or edit an existing module

    Edit existing module button and +Create Module button highlighted from the module library page.

Where to Create a Local Segment

Use a local segment when you only need personalization within a single email.

Local segments are created directly within the email where they will be used.

  1. Open the email asset

  2. Open an existing content block or add a new content block

    Email editor view.

Define Segment Rules and Conditions

Once you are in the correct location:

  1. Select the content block you want to personalize:

    • Text

    • Images

    • Buttons

    • Social icons

    • Dividers

    • Spacers

  2. Click the Add Dynamic Content icon

    Add Dynamic Content icon used to create personalized content variants

  3. Click the gear icon

    Segment settings panel for configuring audience rules and conditions

  4. If multiple Marketing Automation Platforms (MAPs) are available, select the platform associated with your audience data

  5. Add an easily identifiable Segment Name

  6. Configure the conditions that define your audience

  7. Click Save to create the segment

    Segment creation form with fields for segment name and audience conditions

Note: To use the segment in an email, the email must be synced to the same Marketing Automation Platform selected when the segment was created.

Segment Examples

Simple Segment Example

Use a single condition to target a specific audience.

Field

Operator

Value

Industry

is

Healthcare

Simple Segment example using a single audience condition for Healthcare contacts

Advanced Segment Example

Use multiple conditions to target a more specific audience.

This example demonstrates how multiple audience rules can be combined to target a highly specific audience.

Field

Operator

Value

Industry

In List

Healthcare, Pharmaceuticals

Country

In List

Canada, United States

Job Title

Contains

Director

Work Phone

Has Content

—

Email Address

Has Content

—

Advanced Segment example using multiple audience conditions to target Healthcare Decision-Makers

Edit a Global Segment

  1. Open an email or module with dynamic content

  2. Click the segment name in the variant

    1. This opens the edit screen.

  3. Update the segment conditions

  4. Click Save

Editing a Global Segment's audience conditions from a dynamic content variant

Segment Editing Impact

The effect of editing a segment depends on the segment type.

Segment Type

Edit Impact

Global Segment

Updates all assets

Local Segment

Updates current asset only

Delete a Segment

Delete a segment when it is no longer needed.

  1. Click the gear icon to open the segment settings

  2. Select the segment you want to delete

  3. Click Delete

  4. Confirm the deletion in the dialog

Delete Segment confirmation dialog

Deletion Impact

The effect of deleting a segment depends on the segment type.

Segment Type

Deletion Impact

Global Segment

Removes the segment from your entire account. All assets using the segment are affected. Linked content variants must be reassigned to a different segment.

Local Segment

Removes the segment from the asset where it was created. Other assets are not affected.

Important Notes:

  • Deleting a segment is permanent.

  • Deleting a segment removes the associated audience logic.

  • Review any affected content before deleting a segment.

  • Global segment deletions affect all emails and modules using that segment.

Manage User Permissions for Dynamic Content

Control access to Dynamic Content using roles.

Update Role Permissions

  1. Go to Admin.

  2. Click Roles.

  3. Select the role to modify.

  4. Scroll to the Dynamic Content section.

You can grant permission to:

  • Manage dynamic content variants

  • Manage global segments

  • Manage local segments

Need more help? Contact support via live chat using the chat bubble in the bottom right corner or email support@knak.com.

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