**For Knak customers using Marketo or Salesforce Marketing Cloud**
By attaching dynamic elements to modules, or being able to access pre made segments in any email it makes it easier to use dynamic content consistently and effectively.
Attach dynamic global segments to modules for your entire team to use
Global segments can be readily used within the email builder, eliminating the need to start from scratch each time.
Setting up your Global Segments
Log in and click on the admin drop down
Go into the module builder
You can use an existing module and dynamic content or
create a new module with dynamic content
After adding/identifying the element to make dynamic, click on the purple gear icon to create segments
Follow the prompt to create your segmentation and click save
Once it's saved, the segments should show up in the drop down. The "globe" icon is to show that it is a global segment and is available to use across the platform!
Note: The dynamic content "default" value is used when the recipient does not meet any of the criteria set in the segments.
How to Edit or Delete Global Segments
To edit your global segments, go to one of your assets and add in a section or module that has dynamic content. From here, open the edit screen by clicking the name of the global segment:
From here you can make edits to the global segment or delete the global segment altogether.
Note: Deleting the module or removing the segment from the module you used to create the global segment will not delete the segment.
Troubleshooting
If there are two segments with overlapping rules, we recommend adding the segment that is more restrictive or has more rules first. This ensures that will view the segment that is most relevant for their specific conditions.
For example, if you have a segment for lead.country set for Canada with only one condition:
And another segment with three conditions set for lead.city Ottawa + lead.state Ontario + lead.country Canada
You would want to add the segment with the three conditions set first (City is Ottawa Segment) and then have the more general single rule segment after (Country is Canada Segment)
By following this order, users who live in Ottawa will first be shown the segment that is most specific to their location, and then the more general segments if they do not meet the conditions of the first segment.
If you have any questions, you can reach out to support@knak.com or you can use the chat bubble in the bottom right corner of the page.