How to use Conditional Content Blocks in Dynamics 365 Marketing

Dynamics 365 Marketing now has a new and easy way to create contextual, hyper-personalized emails for customers with Conditional Dynamic Content. This new feature allows users to create real-time content tailored to customer preferences and behavior, boosting customer satisfaction and loyalty.  

By leveraging machine learning and artificial intelligence capabilities, Microsoft Dynamics 365 Conditional Dynamic Content ensures that customers receive valuable content that leads to a better customer experience. 

PS: this feature has only been added to the Real-Time Marketing area and cannot be accessed within Outbound Marketing.  

How to Add and Edit Conditional Dynamic Content 

Before adding Conditional Dynamic Content, please make sure you are working in Real-Time Marketing. Begin composing your email by adding text boxes, images, buttons, etc.  

1. Once you have identified an area that you would like to personalize, highlight the section by selecting an item from within it. If you are planning to add conditional content to a single item, advance to step 2. If you would like to select multiple items, navigate to the top left corner of the selected item and click on the dropdown. Choose the Section option to highlight the entire section.  

In the example below, user can highlight the entire section by selecting both the photo and the image.  

2. After highlighting items, navigate to the top right of your section and select the icon showing two people with a gear. The highlighted box will then turn purple to indicate that it is a Conditional Dynamic Content block.  

 

3. On the right side of the designer, the user is provided with a new tab named Variations. In this tab, select +New Condition to define a condition for user block.  

4. From here, users are given two options to condition from:   

1. Condition on an attribute allows the user to select attributes from the Contact, Leads table, related records, andtriggers. These triggers include contact updates, event registrations, website visits, and much more.  
2. Condition on a segment membership allows the user to select users who are included or excluded from a specific segment.  

In this example, the user selects Condition on an attribute to condition on the address field. Select Save when complete.  

 

5. Now, select the Properties tab to make changes to the conditioned section by editing the items the same way you normally would. You can compare your two content blocks by returning to the Variations tab and clicking on the default or conditional options.   

6. If you need to return and make edits to either the default block or the conditional content block, simply select the corresponding box on the Variation tab and edit your email in the designer like shown above!  

7. If you decide to edit or remove a specific condition, select the 3 dots next to the conditional box for more options.

 

8. To remove Conditional Content from your email, select the Conditional Dynamic Content icon at the top right on the content block, and confirm the deletion.   

You are now ready to send out your hyper-personalized emails using the new Conditional Dynamic Content feature! 

Conclusion   

Conditional content blocks in Dynamics 365 Marketing allow you to show or hide content based on certain conditions or criteria. This can be useful for creating more targeted and personalized marketing campaigns. By using conditional content blocks, you can create more personalized and effective marketing campaigns in Dynamics 365.