Create dynamic content with the condition rule builder

Transcript

With the Condition Builder and Dynamic Content, marketers can easily create and save conditional rules and then use these rules to dynamically change content in their messages.

In this video, we’ll learn how to create and save new condition rules within the Journey Optimizer Personalization Editor. We’ll also learn how to apply these condition rules to content across all channels. Let’s take a look.

In this example, I have a new push notification action that I would like to change dynamically according to the profile’s preferred language. In the body of this push notification, I can click on the “Personalization” icon and, in the Personalization Editor, I can see a menu option for “Conditions.” Clicking on the menu will show a list of any previously saved conditions and if I have a condition that I want to use, I can simply click the plus sign to add that condition to my working window.

In this case, I want to create a new condition based upon the preferred language. So, I click the “Create New” button. I’m brought to a visual rule builder where I can search amongst any profile attributes, contextual event attributes, or audiences for what I’m looking for. In this case, I want to use language. So I’m going to type “Language” in the search box and then drag “Preferred Language” into the window.

I’ll type “EN” for English and then click “Insert”. I now have a condition in here for which I can paste in my English language text.

Next, I want to create another condition that will only show if the user’s preferred language is Spanish. So I’ll click “Create New” again. I’ll search for the language And this time, I’ll type “ES”.

But because I think I may want to use this condition in the future, rather than just clicking “Insert”, I want to save this condition for re-use.

I’ll type “Language = Spanish” and in the description I’ll write so that we know what the definition is. Any saved conditions will be available to all users within my organization. I’ll go ahead and click “Insert”. Now, I want to paste in my Spanish language content.

Let’s see how this looks when a message is delivered. All right, back in the journey, I have my push notification in here and I want to trigger an event to see how this is going to look for different profiles based upon their language preference. So I have two profiles that I’m going to check. The first is a profile that has English language as their preferred language. So let’s go ahead and send that and see how this looks.

The user gets a push notification down there at the bottom. “New fall favorites are in stock. Stop by for free coffee while you shop.” Great! That looks great! Let’s try this again with a different device that I have linked to a Spanish profile.

Great! And there we go. Now I can see that, conditionally, it changed the content based upon the user’s preferred language.

Let’s take a look at how we can use Dynamic Content in our email messages. In this message, I can select the content component and enable it for conditional content by clicking on the icon.

A window slides out from the side to show that my initial layer is my default variant. I can duplicate this variant and make modifications to the content depending upon any conditions. In this case, I want two additional layers for Spanish and French language.

Variant one, I’m going to rename to “Spanish”.

With this variant selected, I can change the content inside.

Great! After a change in the content, I will want to attach a condition for when this content should be displayed. I can do so by clicking on the “Conditions” icon for this variant.

Now, because I had previously created a condition when we built our push notification, I can select this already saved condition for “Language = Spanish”.

Next, I want to create another variant for French language.

And with this layer selected, I’m going to change the content again.

Great! Now that I have my French language in here, I want to make sure that I have a condition to support it. I’ll click on the “Condition” icon again and I’ll see that no existing condition matches what I’m looking to do, so I’ll go ahead and create a new one. Just as we did before, it’s going to bring me to the “Visual Rule Builder” and I’m going to search for the profile attribute that matches what I’m trying to create.

Because I think I will use this in the future, I’m going to create and save this condition.

Great! Now I have my default variant for English language, I have my Spanish variant, and I have my French variant.

Beyond text changes, there’s lots of other things you can do with “Dynamic Content”. Let’s say that I want to personalize this message a bit with an image associated with the user’s identified preferences. I can select this image and enable it for “Dynamic Content” as well. I can create multiple variants in here to match the user’s identified preference for pasta. So, for instance, this default image that will get shown to everybody. However, if I would like to change this image based upon somebody that’s favorite pasta’s spaghetti, I can swap the image out, select this, change the image, and I can choose what condition would go with that. In this case, I don’t have any saved conditions matching a user’s pasta preference, but I can go create a rule and find any profiles where their favorite pasta equals spaghetti.

I can do another one here and swap this out and then attach another condition to this.

Penne. Great! What’s really great about this is that, if the user has not identified their favorite pasta in their profile attributes, it’ll always default back to the original variant, showing them this image.

So, in summary, “Condition Builder” and “Dynamic Content” capabilities make it easier for marketers to build rules for what content should be displayed to a profile based on any number of conditions. Thanks for watching. -