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Dynamic Content - Moving from the Classic to the New Email Editor

Article: 000053886
Updated: November 18, 2024

Dynamic Content is available in both the Classic editor and the New email editor. However, Dynamic Content works differently between the two email editors. This article goes over the differences between the two versions of Dynamic Content.

Users:

Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  

 

How to access the new email editor

To access the new email editor, navigate to the Email section of Lead Gen & CRM using the navigation menu on the left. Then, click on the Designer Template or Simple Template folders. Choose one of the templates to open the new email editor. 
 

How to access the classic email editor

To access the Classic email editor, navigate to the Email section of Lead Gen & CRM using the navigation menu on the left. You can click on one of your older emails, if applicable, and copy or edit that email to use the classic editor. Custom Notifications are also using the Classic editor. 

 

Dynamic Edit Function

Classic Editor

New Editor

Default Content

Dynamic Content always contains a default section. If none of the other rules apply, then the default will appear.

In the New editor, there is no concept of a default content section. If you wish to have a separate section that only displays if no other rule groups are followed, you must create a new Display Condition that contains “is not” rules.

What elements can be dynamic?

In Classic, you can apply display conditions to individual elements, such as individual text blocks and individual image blocks.

 

Buttons, spacers, social blocks, and dividers are not able to have dynamic rules applied to them.

In New, display conditions apply to full rows of content. Any content within a selected row will have the same display condition applied to them, including images, text, buttons, spacers, dividers, social blocks, and more.

Where you find it

Click  bolt.png  Dynamic Content icon on the left-side menu

Select a Row, then scroll down the right-hand menu to the Dynamic Content section, then select “Edit Condition”

Type of Rules Available

A rule can be created based on ALL or ANY rules, including several contact fields

A rule can be created based on ALL or ANY rules, including several contact fields

Displaying/Previewing Dynamic Content

While editing Able to click and select to display certain rows while editing.

All rows will appear within the editing experience. You can Preview the display of rule groups by selecting Preview.


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