Dynamic Content

CoreMotives offers advanced dynamic content within email messages. This is an extremely powerful and flexible method to communicate with your contacts. You may use dynamic content in bulk mailing blasts, or single send tracked emails.

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Using dynamic content, email can be sent to thousands of people and be highly targeted, based on your CRM data. There are three basic types of dynamic content:

1) Adding personalization via CRM fields, like “Hello [firstname]” to the body or subject line for your email.

2) Using CRM fields as the basis of which content should be displayed in your email messages – for example, people from Paris see a picture of the Eiffel Tower and text in French, and those from New York would see a picture of the Statue of Liberty and English text.

3) Send the email from the CRM record owner’s name and email address. Let’s say you are sending 1000 emails, and you do not want them all to come from ”marketing@abc.com” – but rather from the CRM record owner. You may use the “Send from Owner” option to do this.

You may use dynamic content in bulk mailing blasts, or single send tracked emails.

Using CRM data fields for personalization:

Any CRM field on a contact or lead record is available as a merge field in your emails. From the menu bar, all fields are available in the Merge Fields picklist – simply select the field you want.

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If-Then-Else Dynamic Content:

One of the most powerful ways to use Dynamic Content is leveraging CRM field data to determine what the recipient should see in their email. In the example above, we show how CRM contacts that have Sally as the sales representative see a picture of Sally, and her personal information, those with James, his information, etc.

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Send email from the CRM record owner:

Let’s say you are sending 1000 emails, and you do not want them all to come from ”marketing@abc.com” – but rather from the CRM record owner. You may use the “Send from Owner” option to do this, which is located on the Advanced tab of a Mailing, or Definition. As illustrated below, when the check box is selected, the Sender name and email will dynamically be pulled from the CRM contact or lead record.

You may also use a different reply to address than the Sender Address. For example, you might want all replies to be sent to admin@abc.com.