When you're sending out automated email, it is often most effective to tailor that content with information that is most interesting/applicable to your customer or prospect. Dynamic content allows you to insert specific content into sections of an email that is based on data you know about a record. For instance, you can send a prospect product information based on a form from your website, or products they have purchased in the past.

Dynamic Content is not available in the "Visual Builder" template, so make sure to select an alternative email template to begin.

Here's how to add Dynamic Content blocks to an email:

1. Click on Builder.

2. Click and drag a Dynamic Content slot into the email canvas.

3. Click on the slot you just added and enter the “default” content.  Note: You can create content with links, images, lists etc. just like any other "text" type content.

4. Click on Add a Variant.

5. Enter the content for this Variant.

6. Click on “Choose One” to add a Filter.  Select the field, then enter the value you want to display. Note that any field in the Contact/Company can be added here, including text fields. 

7. Continue adding Variants (you can have as many as you need).

8. Make sure to click "Apply" after adding additional Variants.

When Flywheel MA sends the email, the system will check the content area, test for the field value and insert the correct content.

You can use multiple Dynamic Content slots in an email with specific content in each Variant.

Other Notes:

  • If you are looking for a field to Filter a Variant on, but don't see it on the list, it's possible the field is in CRM but not Flywheel MA. Contact Flywheel to make sure the field is available in Flywheel MA.
  • If no Variant exists with the filter criteria specified for a specific Contact, the "Default" variant will be sent to that contact.
  • Make sure you double check your criteria for sending each Variant, and that each Variant has a unique filter.
  • There is no specific limit on how many Variants can be used, however if you decide there are too many variables then consider using branching logic in a Campaign to use more than one Template with specific Variant criteria.