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Dynamic content in an email Marketing

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Posted on by Community Member

I would like to setup an email marketing containing 8 sections / content blocks that should be enabled / display depending of the characteristics of the contacts we are sending emails.

Let's take an example: Let's imagine that we have 10 products. We have 1000 contacts and every contact owns 2 or 3 products. Now, we have the contact LOREM who owns the product 1 and 3.

The general email structuration would like a bit like:

Intro text
--
Product 1 text
--
Product 2 text
--
Product 3 text
--
etc...
--
Call to action

Intro and Call to action are common for everyone.

Our contact LOREM would receive an email containing only the intro and CTA + the Product 1 text and Product 3 text.

How this can be done?

Anyone has already done such personalisation? I used to do it using Campaign Monitor but i didnt find a way to do it in D365 (yet).

Thanks

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HamzaUsman 50 on at

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RE: Dynamic content in an email Marketing

Hi PascalT,

I have done it for Order Products and Contacts.

For example, my Contact A has two active licenses (Order products) and my Contact B has 4 active licenses. You can use similar code inside your marketing email to dynamically pick products for contacts, once you setup the relationship and add the entities in dataset configuration.

{{#each contact.salesorderdetail_contact_a_contact}}

{{#if (eq this.tv_licensestatus 1)}} {{#if (eq this.parent '0')}} {{this.description}}{{/if}}{{#if (eq this.parent '')}}{{this.description}}{{/if}}{{/if}}

{{/each}}

Please mark it as verified, if this answers your question.

Regards,
Hamza

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Community Member on at

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RE: Dynamic content in an email Marketing

Hi PascalT,

I think the ClickDimensions Campaign Automation module will help you achieve this kind of intensive Dynamic content fetching for your email campaigns. In addition, there are addon SolzEditor, using which you can create attractive email templates as well as I think apply such conditional logic.

Please have a look at the link : www.solzit.com/.../

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Nya 29,060 on at

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RE: Dynamic content in an email Marketing

Hi P,

There is an N: 1 relationship between Product entity and Contact entity according to your description. However, the relationship doesn’t exist by default unless you customize a new relationship between them.

If you have created the relationship, you need to add the entity into Dataset configuration in Settings > Data management > Dataset configuration.

As I haven’t created the relationship, I'll use Lead as an example, which also have an N: 1 relationship with Contact.

Refer to the following section to add a code block into the email.

Add dynamic content to email messages (Dynamics 365 Marketing) | Microsoft Docs

The code is something like:

Your leads:

{{#each contact.lead_contact_parentcontactid}}
name:{{this.fullname}} topic:{{this.subject}}
{{/each}}

It will get a list of the leads with their names and topics which belongs to each contact.

And you can apply the code to Product.

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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