Content Blocks (At Account Level)

Content Blocks (At Account Level)

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

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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 . Setting content blocks up at the account level means only needing to do so once, instead of separately in each event. You can use content that is common to multiple events, such as a display-shell footer, to justify account-level setup.

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 also choose to display content blocks conditionally by setting up Display Rules in an event: . When an is generated, content block(s) selected in a rule are displayed if 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 this may be a 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

To insert a dynamic data field, select a value from the Append list, and click the Body button to append it to the body of the block.

Mix text and appended fields as necessary.

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

(See additional instructions about using the Editor.)

You can clear the check box in order to edit the Body in a simple text box, where you can hand-craft the HTML code (perhaps pasting it from an external editor), and still Append dynamic data fields.

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