Creating dynamic content templates

In order to create a dynamic content campaign, you must create a template in the code editor. You can prepare a dynamic content template before creating a dynamic content campaign or you can prepare the template while creating the campaign.

Requirements


You must have user permissions that allow access to the Campaigns module and allow creating templates.

Procedure


Image presents a dynamic content wizard
Dynamic content wizard
  1. Go to Campaign icon Campaigns > Dynamic Content > Create campaign.
  2. On the left side, click the Template icon Templates button.
  3. In the Create new tab (default setting), click Code editor.
  4. In the code editor, you can use HTML, CSS and JSON. Enter a code in text fields dedicated to the language of the code.
  5. To use elements created in the application such as metrics, expressions, product recommendations, use Insterts available on the upper right side.
    Read more about how you can use inserts in a campaign.
    1. Click Inserts.
      Result: A pop-up shows up.
    2. From the dropdown list, select the type of the insert.
      Result: A list of inserts of the selected type appears.
    3. Click the insert you want to add to the dynamic content.
      Result: A field with the Jinjava code appears.
    4. To copy the code to the clipboard, click the icon on the left side of the field.
    5. Paste the code in the code of the dynamic content.
  6. To check the preview of the dynamic content for a particular customer or a product, click the Preview button on the upper left side.
    1. Enter the ID of a customer or a product.
    2. Click Apply.
  7. If Service approval is enabled for the Campaigns module: If you want to complete the work over the template, then:
    • If you are a regular user, to send the template to reviewers and a final approver, click Send to approval.
    • If you are a reviewer, to send the template to reviewers (including yourself), click Send to approval.
      Result: Approve and Unapprove button shows up.
    • If you are a final approver, to let yourself approve the template, click Send to approval.
      Result: Approve and Unapprove button shows up.
      Important: If you make changes to the approved template and don’t send it to get another approval, the campaign will use the latest approved version.
  8. If Service approval is not configured:
    • To go directly to launching a campaign, click Use in campaign and follow the instructions here.
    • To save the template:
      1. Enter the name of the template.
      2. Select the folder where the template will be saved.
      3. Click Save this template….
        Result: A dropdown shows up.
      4. Click Save as.
        Result: The template is saved in the selected folder.
😕

We are sorry to hear that

Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.

😉

Awesome!

Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.