Content Blocks (At Account Level)

Introduction

On this Content Blocks page, you can set up account-level blocks of HTML content.

You can also set up event-level content blocks in .

If content is common to multiple events, setting up account-level content blocks means only needing to do it once instead of separately in each event.

You can use content blocks in the following places:

A content block can be displayed by selecting it in the same way and from the same drop-down lists as dynamic data fields. You can instead choose to display a content block conditionally by setting up Display Rules in an event. The event setup path for Display Rules is .

When you compose an , you can select display rules in the same way used to select content blocks or dynamic data fields. Display rules are selected from the same list and appended to the email body. When the email is generated, the content block(s) selected in the rule are displayed if the conditions in the rule are met.

Example: A rule could display a content block with text relevant to C-Suite executives only if the profile's Position is "CEO" or "CMO".

Quick Tips

To add a new content block, click the Add New button.

To edit a block, click in its row in the List of Content Blocks.

In both cases, the list is replaced by the section described below.

To delete a block, click to edit it, and then click the Delete button at the bottom of the page.

Page Content

List of Content Blocks

A list of all current account-level content blocks is shown in List of Content Blocks.

This may be a list.

Add New

Add New adds a new block in the Content Block Details section, and the Content Block Details section opens.

Actions

Actions is a heading for the following icons:

The copy is edited and renamed in the Content Block Details section, and the Content Block Details section opens.

Content Block Details

Name

Name is required.

The Name must be unique within the event.

Description

Description is optional. Description is an optional explanatory description of the block.

Text Above Header

Text Above Header is the text displayed above the Header. Text Above Header can be an introduction.

Header

Header is the text displayed above the body of the content block. Header acts like a title.

Append

Append controls whether the body can include dynamic information about the profile, event, or location.

To insert a dynamic data field, select a value from the Append list.

Click the Body button to append the selected field to the body of the block.

Body

Body is typed in the unlabeled text box in the center of the page.

The body can mix text and appended fields as necessary.

The usual editing features are available unless the Enable Editor? check box is cleared.

Enable Editor?

Enable Editor? controls how the body is edited.

If the Enable Editor? check box is selected (by default), the body of the block can be edited using standard formatting controls.

See additional instructions about using the Editor.

If the Enable Editor? check box is cleared, you can edit the Body in a simple text box. In the simple text box, you can hand-craft the HTML code. Hand-crafting can include pasting the HTML code from an external editor. Dynamic data fields can still be appended.

Click Save to save the block and return to the List of Content Blocks. Click Save & New to save the block and create a new one.