Dynamic Emails Guide

This guide explains how to use Content Blocks and Display Rules to create email templates with content that is displayed dynamically, based on registration values such as attendee type or registration status. Content Blocks are HTML blocks created for use in display rules. Display Rules control when Content Blocks and Confirm Sections are displayed in an email. Confirm Sections display a summary of a part of an attendee's registration. The content blocks you add can be displayed conditionally in emails. The conditional display is controlled by Display Rules. Content blocks can include dynamic data fields, such as the Event Name. Content blocks and Confirm Sections can be arranged in any order.

What can I do with dynamic emails?
How do I build a dynamic email template?
Adding a Content Block
Editing and Copying Content Blocks
Adding a Display Rule
Adding a Display Rule to an Email Template
Sending dynamic emails

What can I do with dynamic emails?

Dynamic emails display content that changes based on registration data.
Content Blocks provide HTML content for use in display rules.
Display Rules control when Content Blocks and Confirm Sections appear in an email.
Confirm Sections display a summary of parts of an attendee's registration.
Confirm Sections appear as part of the email where relevant.
Content blocks can be shown conditionally in emails.
The conditional display is driven by Display Rules.
Content blocks can include dynamic data fields, such as the event name.
Content blocks can be used across multiple events or individual events.

How do I build a dynamic email template?

To create a dynamic email template, follow these three steps:
Step 1: Create a Content Block.
Step 2: Create a Display Rule which uses the content block and/or selected confirm sections.
Step 3: Create Email Templates, adding the display rule.

1. Create a Content Block

To create a Content Block for event-level content, go to Plan > Event Setup > Content Display > Content Blocks.
To create a Content Block for account-level content, go to Account Settings > Management > Content Blocks.
The Content Block Details section appears after creating the block.
Give the content block a unique Name.
Optionally provide a Description.
The Text Above Header is optional.
Click the </> icon to edit text in a popup HTML Editor window if you prefer plain text or HTML code.
The Header, if any, is displayed above the body of the content block.
Type the Body of the content block in the center text box.
The Body can be edited with the usual editing features unless the Enable Editor? checkbox is cleared.
If you prefer to hand-craft the HTML code, clear the Editor checkbox and edit the Body in a simple text box.
You can include dynamic information about the registration, event, or location in the body of the content block.
Select a dynamic data field from the Append list and click the Body button to insert that field into the block.
The fields available depend on whether you are configuring event-level or account-level content blocks.
Fields may include Standard and Custom Profile Fields, Standard and Custom Registration Fields, Standard and Custom Event Fields, Location fields, and Other Fields.
The example includes the Event Name.
Click Save to save the block and return to the List of Content Blocks, or Save & New to save and create a new one.

2. Create a Display Rule which uses the content block and/or selected confirm sections

To add a display rule in an event, go to Plan > Event Setup > Content Display > Display Rules.
On this Display Rules page, you configure Display Rules which you can add to email templates.
Each rule determines when selected Content Blocks and/or Confirm Sections are displayed in an email.
A Confirm Section displays a summary of that part of an attendee's registration.
For example, if you select the Confirm Section: accommodation to be displayed along with a Content Block of accommodation-specific text, the details of the attendee's room reservations are displayed inline in that part of the email.
Click Add New to add a new display rule in the Display Rule Details section which opens.
Under Display Rule Details, give the rule a unique Name.
Setting up display rules here is like setting up Logic Rules in forms.
Rule Conditions: Under Rule Conditions, select the radio button: Apply ONLY if these conditions are met.
The conditions begin with an IF.
Select a question/data field, a comparison operator, and an answer value.
Example: IF Attendee Type Name = Exhibitor.
You can make the condition multi-faceted by adding AND and IF conditions at the end.
Rule Action: In the list of Available Sections, select the Confirm Section(s) and Content Block(s) to be displayed in the email if the rule is met, and click -> to move them into the list of Active Sections.
If necessary, adjust the order of the Active Sections by clicking Top / Up, Down / Bottom.

3. Create Email Templates, adding the display rule

Go to Promote > Communication > Email Templates.
Click Add New to add an email template, or edit one.
Place your cursor in the email at the point where you want to add the display rule.
Scroll down towards the end of the Append drop-down list and select the display rule.
Click the Message button.
Save the email template.
The display rule is now part of the message.
When you send an email based on that template, it will contain the relevant text for that attendee if the rule is met.

Sending dynamic emails

Sending dynamic emails is no different from sending any other emails.
For example, you can email several attendees by running a report, selecting the recipients in the Report Results window, and clicking Compose Email in the Report Actions section.

Adding a Content Block

To add a Content Block of HTML for use in display rules:
For event-level content, go to Plan > Event Setup > Content Display > Content Blocks.
For account-level content, go to Account Settings > Management > Content Blocks.
Both pages look the same and work in the same way, except for differences in which dynamic data fields are available.
Registration-specific fields such as attendee type aren’t available at the account level, although profile-specific fields such as name and contact details are.
The content blocks you add here can be displayed conditionally in emails, as determined by the rules you set up in Display Rules.
To add a new content block, click the Add New button to open the Content Block Details section.
Give the content block a unique Name and optionally a Description.
The Text Above Header is optional; for introductory remarks.
Click the </> icon below the box to edit the text in a pop-up HTML Editor window if you prefer to enter plain text or HTML code.
The Header (if any) is displayed above the body of the content block.
Type the Body of the content block in the unlabeled text box in the center of the page.
The usual editing features are available unless the Enable Editor? checkbox is cleared.
If you prefer to hand-craft the HTML code, you can clear that checkbox and edit the Body in a simple text box.
Just like when you are editing an email template, you can include dynamic information about the registration, event, or location in the body of the content block.
Select a dynamic data field from the Append list and click the Body button to append that field to the block.
The fields available depend on whether you are configuring event-level or account-level content blocks.
They may include Standard and Custom Profile Fields, Standard and Custom Registration Fields, Standard and Custom Event Fields, Location fields, and Other Fields.
The example above includes the Event Name.
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.

Editing and Copying Content Blocks

To edit a content block, click the Edit icon in the list of Content Blocks.
This opens the Content Block Details section described above.
To copy a block, click Copy, and edit (and rename) the copy in the Content Block Details section described above.
The Event Setup > Content Blocks page also includes a list of account-level blocks.
Although you can’t edit an Account Content Block there, you can copy it to the event level and edit the resulting new Event Content Block.

Adding a Display Rule to an Email Template

To add a display rule in an event, go to Plan > Event Setup > Content Display > Display Rules.
On this Display Rules page, you configure Display Rules which you can add to email templates.
Each rule determines when selected Content Blocks and/or Confirm Sections are displayed in an email.
A Confirm Section displays a summary of that part of an attendee's registration.
For example, selecting Confirm Section: accommodation displays the attendee's room reservation details inline with the content block.
This avoids displaying the entire registration confirmation at the bottom of the email.
Click Add New to add a new display rule in the Display Rule Details section which opens.
Under Display Rule Details, give the rule a unique Name.
Setting up display rules here is like setting up Logic Rules in forms.
Rule Conditions: Under Rule Conditions, select the radio button: Apply ONLY if these conditions are met.
The conditions begin with an IF.
Select a question/data field, a comparison operator, and an answer value.
Example: IF Attendee Type Name = Exhibitor.
You can make the condition multi-faceted by adding AND and IF conditions at the end.
Rule Action: In the list of Available Sections, select the Confirm Section(s) and Content Block(s) to be displayed in the email if the rule is met, and click -> to move them into the list of Active Sections.
If necessary, adjust the order of the Active Sections by clicking Top / Up, Down / Bottom.

Adding a Display Rule to an Email Template (continued)

To add a display rule to an email template, go to Promote > Communication > Email Templates.
Click Add New to add an email template, or edit one.
Place your cursor in the email at the point where you want to add the display rule.
Scroll down towards the end of the Append drop-down list and select the display rule.
Click the Message button.
Save the email template.
The display rule is now part of the message.
When you send an email based on that template, it will contain the relevant text for that attendee if the rule is met.

Great job exploring dynamic email capabilities. If you need additional formatting or a shorter summary, tell me your preference.

[JSON-LD] { "@context": "https://schema.org", "@type": "TechArticle", "headline": "Dynamic Emails Guide", "description": "Guide on using Content Blocks and Display Rules to create dynamic email templates based on registration values.", "datePublished": "2026-02-08", "contentFreshness": "assumed-current", "inLanguage": "en", "keywords": ["dynamic emails", "content blocks", "display rules", "email templates", "confirm sections", "event-level content blocks", "account-level content blocks"], "about": { "@type": "SoftwareApplication", "name": "Certain Platform", "applicationCategory": "Event management software", "description": "Platform for event management, registrations, and email communications" }, "mainEntity": { "@type": "Thing", "name": "Dynamic Emails" }, "geo_quality": { "fluency_applied": true, "issues_fixed": ["vague_referents", "compound_sentences", "missing_definitions"], "rewrite_count": 5 } } [/JSON-LD]

Contents