6 Replies Latest reply on Oct 20, 2015 9:10 AM by Jamie Lewis

    Dynamic email content email based on customer product

    Vlada Prasolova

      Hi,

      i'm planning a mass email blast for customers of all our products and i'm trying to create a email template which would consist of 2 blocks - 1) dynamic (short product info depending on what product a customer has) 2) general info

      what is the best way to do it (i normally would just have n-emails) and would set the flow:

      if product = A, send email A

      if product = B, send email B

       

      but this time there are just too many emails that i would have to create (40)

       

      is there a better solution to this?

        • Re: Dynamic email content email based on customer product
          Stijn Heijthuijsen

          Hi Vlada,

           

          If you're not up for creating a lot of emails you can create Segments and then base the dynamic content based on these segments.

          Explanation on how to setup a segmentation can be found here: Segmentation and Snippets - Marketo Docs - Product Docs

           

          Personally I prefer creating one parent program and up to 40 child (Email Send) programs.

          I would create the base for the child programs first and base this on tokens. Then, for each different child program I would edit the tokens based on the segment I'm targeting. For the Smart List of the child programs I would select 'member of program is parent program' and then your specific targeting based on the segment you wanted to serve.

           

          For any questions on how to set this up, please let me know and I can make a screenshot for you.

            • Re: Dynamic email content email based on customer product
              Vlada Prasolova

              hi, Stijn!

              thank you for your answer. so what you mean is that is would need to create a text token and add the information that i want to display depending on the product?

              if you could make the screenshot i'd be very grateful.

              Not sure i anderstand your idea completely.

              Thank you!

                • Re: Dynamic email content email based on customer product
                  Stijn Heijthuijsen

                  Hi Vlada,

                   

                  Segmentations allow you to display different types of content to people belonging in different segments.

                  Let's assume you have a database field called 'Product Name'. A lead with 'Product A' in that field could go into the segment for 'Product A Owners'. A lead with 'Product B' in that field would go into the segment for 'Product B'. If the field is empty, it would be the default value

                  Screen Shot 2015-10-20 at 12.32.21 PM.png

                  Once your segment has been created you can go into your email, select the block that you want to have changed and make it dynamic based on your segment.

                  Screen Shot 2015-10-20 at 12.36.50 PM.png

                   

                  Then, on the right hand side, under 'Dynamic' you will find all your segments and you can change the content based on the products someone owns.

              • Re: Dynamic email content email based on customer product
                Jamie Lewis

                Hi:

                 

                The best way to do this is with a segmentation of the email itself.  The steps to completing this are:

                1)  Create your segmentation in the lead database

                2)  In your email, click segment email in the left hand pane.

                3)  Then for each section you want to make dynamic you drag that into the segment area and change the content per segment.

                 

                The other way to do this is with Email Scripting.  Not sure which one would be easier in your case.