Content Blocks (At Account Level)

Content Blocks (at account-level)

Access (for administrators only). Account Settings > Management > Content Blocks

Jump to: || Introduction || Quick Tips || List || Details ||

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 content is common to multiple events, setting content blocks up at the account level means only needing to do so once. Setting content blocks at the account level avoids setting content blocks separately in each event.

You can use content blocks in the following places:

• Email Templates
• Speaker Email Templates
• Reviewer Email Templates
• Digital Event Templates
• Forms
• Websites
• Event Display Shell
• Printable Confirmations

A content block can be displayed by selecting it in the same way as you would any dynamic data field. You can select the content block from the same drop-down lists.

You can display a content block conditionally by setting up Display Rules in an event. Use Event Setup > Display Rules.

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. You can select display rules from the same list. Display rules append 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 Content Block Details section described below.

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

List of Content Blocks

A list of all current account-level content blocks appears here.

This list 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:

• Edit — Edit the block in the Content Block Details section which opens.
• Copy — Copy the block.

Then edit (and rename) the copy in the Content Block Details section which opens.

Content Block Details

• Name — (Required) Must be unique within the event.
• Description — An optional explanatory description of the block.
• Text Above Header — Text to be displayed above the Header, such as an introduction.
• Header — Text to be displayed above the body of the content block, like a title.
• Append — The body of the content block can include dynamic information about the profile, event, or location.
• To insert a dynamic data field, select a value from the Append list.
• Then click the Body button to append it to the body of the block.
• Fields available include …
• Body — Type the body of the content block in the unlabeled text box in the center of the page.
• Mix text and appended fields as necessary.
• The usual editing features are available unless the Enable Editor? check box is cleared.
• Enable Editor? — If this check box is selected (as it is by default), the body of the block can be edited using standard controls for formatting, etc.

(See additional instructions about using the Editor.)

You can clear the check box in order to edit the Body in a simple text box.

In the simple text box, you can hand-craft the HTML code.

You can hand-craft the HTML code by pasting it from an external editor.

Append dynamic data fields still applies.

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.