You can create dynamic emails in the Lead Gen & CRM platform without the need for a developer. The email designer features options for dynamic content.
This article will detail how to create dynamic emails.
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Understanding Dynamic Email
Dynamic emails contain content that changes based on information on a lead. As an example, consider a lead who is interested in services that a marketing agency provides. These services could be branding, website design, development, digital marketing or creative services. When a lead shows an expressed interest in one of those services, custom fields in Lead Gen & CRM can be changed to capture said interest.
The lead then fills out a form on the website for more information on the service in which they are interested. That form fill then triggers an email autoresponder from Lead Gen & CRM. Using dynamic email, you need only one email that sends to all leads who fill out the form. However, the content within that email will be specific to the interest of that lead.
Regarding Email Creation
To create an email in Lead Gen & CRM, you must first start with a template. Though using either a created template or an existing template is up to you, emails can only be created by using a template.
Refer to the following articles for more information on the email creation process after creating a template:
Creating Dynamic Content Rules
Dynamic emails help to significantly increase conversion rates by delivering messages that are tailored to the recipient.
Tailoring these messages requires rules. Similar to dynamic landing pages, dynamic content rules control what content a specific lead will see based on the information on that lead in your instance of Lead Gen & CRM.
To create dynamic content rules, create or edit an email from the Email tab in the left toolbar.
- In the email designer toolbar to the left, click
Dynamic Content. - Click Add rule group.
Note: If no rules already exist, you will immediately see the popup window when you click Dynamic Content.
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- Click +Add in the pop-up window that appears.
- Enter a name for the rule.
- Select the desired audience and lead fields. Repeat as necessary.
- Click Create and Add Dynamic Content Rule to This Email.
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- Click the
Rule Segments caret in the rule. - Click Build new segment.
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- Modify the rule segment. Repeat the process, creating as many new segments as needed.
- Click Save.
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For dynamic content rules, rule groups and rule segments are universal modifications that will impact all emails or landing pages on which the rules are currently applied.
Using Dynamic Subjects
Emails can have dynamic subject lines that changes in appearance or what information is displayed based on the applied rules.
To create a dynamic subject line for an email, create or edit an email from the Email page in the left toolbar.
- Click
Send Settings. - Click the
Dynamic Content icon next to Subject. 
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- Enter a default subject line that will appear if the dynamic content does not apply.
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- In the subject fields that follow, create a unique subject line for each rule segment in the rule group.
Important: Don't see your newly added segment? Make sure to click Save after creating a new rule segment. Then, reload the webpage. - Click Save.
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The default subject will populate whatever the subject of the email was before enabling the dynamic content. This subject can be modified. From there, you can send out emails that change their subject lines, based on their recipients.
Once this email is sent to a recipient that fits in the rule segment, they will see the dynamic subject line that is specific to them.
Creating Dynamic Content Blocks
You can create entire blocks of dynamic content in emails.
To create dynamic content blocks, create or edit an email from the Email page in the left toolbar.
- Hover over a content block in the email.
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- Click Dynamic Content and then click the desired dynamic rule.
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- Expand the rule to edit the content.
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- Edit the content within the content block, for the rule segment.
- Optionally, customize the messaging with Merge Variables.
- Optionally, send specific Media Center links depending on the lead, by clicking on the plus sign dropdown.
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- Click the checkmark to collapse the rule segment and save your changes. Repeat the process for each rule segment.
- Click Done.
- Click Save.
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Creating Dynamic Background Images
You can also have the background image of a layout dynamically change based on a rule segment or persona.
To create dynamic background images, create or edit an email with dynamic content from the Email page in the left toolbar.
- Hover over a layout section and click Dynamic Content, then select the rule or persona.
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- Expand the rule segment to edit it.
- Do either of the following:
• Paste the background image's location link.
• Click Select File to upload an image. - Click the checkmark.
- Click Done.
- Click Save.
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Note: Click
Preview in the left menu to view the different background images for each rule or persona.
Frequently Asked Questions
Q: Can I have multiple dynamic content rules in one email?
A: Yes, but there are limits. You can create many different dynamic content rules and apply them to different sections of the email. However, be aware that dynamic content adds additional lines of code to emails. Depending on how many lines of code there are in the email, you may see a Voyager error. This error means that the email size limit has exceeded what Lead Gen & CRM allows.
Q: What does a lead see if they do not have anything in the field I build my attribute around?
A: When creating dynamic content, there is always a default section. This section is displayed when a lead does not have anything that qualifies them to see a variable content block.
Q: How do I remove dynamic content from a section?
A: After adding dynamic content to a section, you can remove the content by clicking Dynamic Content > Revert to Default.
Q: Can I make my subject line dynamic?
A: Yes. You can apply dynamic rule groups to subject lines as well.
Q: Can I test my dynamic email?
A: Yes. Refer to Creating Litmus Render Tests for more information.
Q: How do I create dynamic buttons?
A: Buttons cannot be used with dynamic content.