Content Blocks (At Account Level)

Introduction

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

Note that you can also set up event-level content blocks in Event Setup > Content Display > Content Blocks.

If you have content that is common to multiple events (such as a display-shell footer), setting content blocks up here at the account level means only needing to do so 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 you would any dynamic data field.

You can display it conditionally by setting up Display Rules in an event: Event Setup > Display Rules.

For example, when you compose an Email Template, you can select display rules in the same way that you select a content block or dynamic data fields. (Indeed, you select them from the same list, appending them to the email body.)

When that 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".

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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 Content Block Details section described below.

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

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Page Content

List of Content Blocks

A list of all current account-level content blocks. This may be a multi-page list.

Add New — Add a new block in the Content Block Details section which opens.

Actions — A heading for the following icons:

Content Block Details

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