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Dynamic Content Personalization

Written by Premsanth Rajamani

Dynamic Content allows you to show different email content based on contact details.

Instead of creating multiple email variations for different personas, you can create a single email that automatically changes based on conditions.

Example:

  • If Title = CEO โ†’ show Content A

  • Else if Title = VP of Sales โ†’ show Content B

  • Else โ†’ show fallback content


Where to Find It

In the email editor:

Variables โ†’ Add condition

When clicked:

  • The โ€œAdd conditionโ€ popup opens from the right side.


How to Add a Condition

Step 1 โ€” Select Field

Choose any:

  • Default contact field

  • Custom field

Examples:

  • First Name

  • Company

  • Title

  • Industry

  • Country


Step 2 โ€” Select Operator

Available operators:

  • Contains

  • Equals

  • Not equals

  • Is set

  • Is not set


Step 3 โ€” Add Content

Add the content that should appear when the condition matches.

Example:

Condition

Title equals CEO

Content

Hi {{First Name}},

Quick question โ€” how are you currently thinking about pipeline predictability this quarter?

Adding Multiple Conditions

You can add up to 10 conditions.

Example:

1. Title equals CEO
โ†’ Content A

2. Title equals VP of Sales
โ†’ Content B

You can also add a fallback content block.


Fallback Content

Fallback content is used when none of the conditions match.

Example:

Default content:
Hi {{First Name}},

Would love to understand whatโ€™s currently working for your team.

Fallback content is optional.


How Conditions Work

Conditions are checked from top to bottom.

  • First matching condition is used

  • Remaining conditions are ignored

  • Only one content block is rendered per condition set

Example:

If Title = CEO โ†’ show Content A
Else if Title = VP of Sales โ†’ show Content B
Else โ†’ show fallback content

How Dynamic Content Appears in the Editor

After saving a condition, it appears as a compact inline block inside the editor.

Example:

[If Title contains CEO] โ†’ Variation A [Else] โ†’ Variation B

This is only a placeholder representation and does not show the actual email content.


Editing Dynamic Content

Click the condition block inside the editor to reopen the popup.

All configured:

  • Fields

  • Operators

  • Values

  • Content blocks

will be pre-filled automatically for editing.

Important Notes

  • Conditions can be inserted anywhere in the email

  • A small part of the email or the entire email can be condition-based

  • Users can add up to 10 conditions per conditional block

    • 3 such blocks are allowed per email

  • Fallback content is optional

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