How to set up dynamic content profiles

Requirements

You must have the Developer or Admin role to manage dynamic content profiles. If your organization uses custom roles, your role needs the Create Dynamic Content Profiles permission to create a profile, Update Dynamic Content Profiles to rename one and Delete Dynamic Content Profiles to delete one.

This article shows you how to set up dynamic content profiles, so you can export the same email to ESPs that use different code.

Each ESP has its own code for personalized and conditional content. For example, a first name is {{first_name}} in Klaviyo but *|FNAME|* in Mailchimp. A dynamic content profile groups together the code for one ESP. You give each personalization tag and conditional the code it needs for each profile, then choose the profile when you export. Nobody building an email has to write ESP code, whichever ESP it’s going to.

If you only export to one ESP, you don’t need a profile. Personalization tags and conditionals use their default code when no profile is chosen.

Create a dynamic content profile

1. In the sidebar, click Dynamic Content, then select the Dynamic Content Profiles tab.
2. Click Add Dynamic Content Profile.
3. In Name, enter a name for the profile, e.g. “Mailchimp”.
4. Click Create profile.

Add code for the profile

Once the profile exists, add its code to each personalization tag and conditional that needs different code from the default:

• Personalization tags: edit the tag and enter the code under Dynamic Content Profile Values. See How to create a personalization tag.
• Conditionals: edit the conditional and add syntax for the profile under Dynamic Content Profile Syntax. See Add syntax for each dynamic content profile.

Anything you don’t add code for uses its default code.

Choose a profile when you export

When you export, choose the profile for the ESP you’re exporting to:

• Exporting through a connector: set the connector’s Dynamic Content Profile so every export through it uses that profile. For the steps, see the article for your ESP: Airship, Braze, Iterable or Salesforce Marketing Cloud.
• Exporting the HTML: choose the profile in Dynamic Content Profile. Select None (Use default values) to use the default code.

Rename or delete a dynamic content profile

1. In the sidebar, click Dynamic Content, then select the Dynamic Content Profiles tab.
2. Beside the profile, click the edit icon or the delete icon.
   • Edit: change the name, then click Update profile.
   • Delete: confirm that you want to delete the profile.