Dynamic content takes personalization to a higher level. You can use dynamic content to create emails that are targeted to each customer by creating an area in your email that displays content based on customer information that is stored in your database. You can use dynamic content in the subject line, from address, reply to address, and in the email body.

Dynamic content uses rulesets for each dynamic portion of an email. Specific rules within the rule set provide the content for specific field values. Any database field can be used in the evaluations of these rules. There is a maximum of 400 dynamic fields (including basic personalization and dynamic content) per email.

Combining the concepts of queries, personalization, and dynamic content gives you the most flexibility in ensuring that the right recipient always gets the right message.

Create emails that are tailored to each contact based on:

• Profile field data
• Membership in a contact list
• Membership in a query
• Behaviors
• Relational table information
• Salesforce.com opportunity status

Add dynamic content to your email

You can add dynamic content to your email in the subject line, from address, reply to address, and in the email body.

1. Create or open an email.
2. In email details, make sure you have an audience selected.
3. Click Create or Select rule sets.
   
4. If you have existing rule sets for this email you can reuse them. If you don't, you'll create rules.
5. If creating a rule, click Create rule sets.
6. If you choose to Create rule sets, give your rule a name. Provide a name that describes what the content shows, such as membership level. Select criteria for your rule. Add additional rules, if required.
7. Click Save.
8. The first rule is the default rule. You must always have a default rule.
9. To add more rules select Add rule.
10. Name your rule, and select the criteria to identify the contacts you want to target.
11. Select Done when you are finished with a rule.
12. Click Add rule to repeat this step for each of your rules.
13. Click Save & close.

Add dynamic content to the from name, from address, reply-to address, or subject line

1. In email details, make sure you have an audience selected.
2. In Email details > From name, click on the dynamic content icon.
3. Toggle on dynamic rules.
4. Choose an option.

Note: You can also add personalization by selecting the personalization icon and choosing a field from your database.

Create new rule set

You can build a rule set and add the rule set to an email.

1. In the email, make sure you have an audience selected.
2. Click Create rule set.
3. Name the content area and rule set and click Next.
4. Click Add Rule.
5. Define your rules. You might have up to 100 criteria within a rule. As you define a rule, it is recommended that you save the rule.
6. Click Save rule to return to the email settings screen.

If you add multiple rules, the contact receives only the content that is associated with the first rule that they match in the dynamic content block. Multiple contact matching rules are applied in a fall-back fashion. If Campaign does not match on the first rule, it tries the second rule, then the third, and so on.

Reuse a rule set

You can reuse an existing dynamic content rule set in the email. This option allows you to reuse the rules and either provide new content or use existing content.

1. Open the email.
2. Click Select rule set.
3. Select the rule set and click Next.
4. The rule set might have one or more content areas that are associated with it.

Edit a rule set

You can edit an existing rule set from the email.

1. In the email, do one of the following actions:
   • To edit a rule set in the email body, click the pencil icon.
   • To edit a rule set in the subject line, open Email settings. In the subject line, click Add dynamic content and select Edit rule set.
2. Make your updates.
3. Click Done.
4. Click Save & Close to return to the email body.

Save a rule set

Once you've created a rule set, expand the menu to find the Save for reuse option.

Delete a rule set

With the email open the rule sets, complete the following steps:

1. Select the check box next to the rule set name.
2. Click the Delete icon.

Review important terms

Pro tip: Content from relational tables and dynamic content is pulled when the contact clicks the click-to-view link.