[Coffee Break] 08/23/23, 8am PST: Dynamic Content, Featuring Marketo Engage Champions! | Community
Skip to main content
jon_chen
jon_chen
Community Manager
August 8, 2023
Solved

[Coffee Break] 08/23/23, 8am PST: Dynamic Content, Featuring Marketo Engage Champions!

  • August 8, 2023
  • 11 replies
  • 7090 views

Our fifth Community Coffee Break on Dynamic Content is now OVER. Thank you all for your amazing questions and we hope to see you at a future Coffee Break!

 

Elevate your marketing game with Dynamic Content! Join our exciting Coffee Break designed exclusively for marketing practitioners and unlock the power of personalized content delivery. In this lively Community Q&A session, we’ve partnered with Dynamic Content experts @jimmyspencer_ and @corey.bayless14 to dive into how Dynamic Content enables you to create engaging experiences across various assets, including emails, landing pages, and snippets.

 

You’ll be able to ask Jimmy and Corey real-world questions on how to configure dynamic sections in your emails, landing pages, and snippets, allowing you to deliver personalized promotions, targeted offers, and captivating visuals.

 

This text-only event takes place here on the Marketing Nation Community. Post your burning questions, hot tips, key takeaways, and let’s chat about them! Our experts will be interacting live for that hour, but the conversation can continue! 

 


For some guidance, here are some sample topics you can ask these experts about:

  • What are the real benefits to dynamic content?
  • What are some use cases for utilizing dynamic content?
  • What is the typical performance when utilizing dynamic content?
  • How does dynamic content help the customer and the Marketo builder?
  • What resources can I enable dynamic content in Marketo?
  • What are my limitations on Segmentations and how a Marketo asset can be built? My organization wants to commit to personalizing our marketing efforts. Which skill sets should we be investing in for our current and future employees?
  • We don't have many technical resources internal to the business. What's the best path forward so that we can benefit from dynamic content?
  • We've had some difficulty reporting on our results with dynamic content. Do you have any suggestions?

 

Note: If you cannot make the live Q&A, you can still ask your questions NOW and it will be answered in the order that it was received.

 

Requirements to Participate

 

  • Must be signed into the Community during the 1-hour period.
  • Must post an Adobe Marketo Engage question or comment on Dynamic Content.
  • Must tag either or both Champs in your question (@JimmySpencer_, @corey.bayless14).
  • THAT'S IT! *(think of this as the Marketing Nation Community equivalent of an AMA, (“Ask Me Anything”), and bring your best speed-typing game).
  • Please note this is a TEXT-ONLY event, meaning that there will be no webinar, video call, or recording. All questions and answers will occur on this thread!
    • During the live session, be sure to REFRESH the page so that you can see the latest questions and responses.

 

    This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
    Best answer by JimmySpencer_

    Thanks for coming to our coffee break! @corey.bayless14 and I had a great time fielding your questions. Until next time.

    11 replies

    jon_chen
    jon_chenAuthor
    Community Manager
    August 23, 2023

    Hey Everyone,

     

    The Coffee Break is now OVER. Thank you all for your amazing questions and a special shoutout to our experts @corey.bayless14 and @jimmyspencer_ for leading this session. Please stay tuned for more Coffee Breaks in the near future, we have TWO more Coffee Breaks next month - Dynamic Chat on September 7th and Engagement Canvas (TBD).

      JimmySpencer_
      JimmySpencer_Accepted solution
      New Participant
      August 23, 2023

      Thanks for coming to our coffee break! @corey.bayless14 and I had a great time fielding your questions. Until next time.

      --Just a guy who knows enough to get into trouble--
      SGarg_YU
      SGarg_YU
      New Participant
      August 23, 2023

      We have started using Dynamic Chat for our site visitors. There is a use-case where we want to allow users to be able to book appointment with their sales owner using Calendly. In our Marketo instance, we have utilized snippets to create email Call-To-action buttons that populates the unique Calendly URL for each lead using dynamic content. I was wondering if we can use this snippet in our Dynamic Chat as well. 

       

      As of now I only see option of Appointment booking through Google/Microsoft cals. Could you help us find a solution? Thank you 🙂

       

       

      JimmySpencer_
      JimmySpencer_
      New Participant
      August 23, 2023

      Hi @sgarg_yu!

       

      That's a great question. Dynamic Chat is still very new and I think we're all testing the possibilities right now. To your question, in order to pull this off you would need to get creative. You would essentially have to have the customer "book" without telling them they're booking (so it's not confusing for them) so that you could THEN send a "confirmation" email that is actually just an email with a calendly link. A little more detail below:

      1. Write the personalized calendly link to the person profile in Marketo so that it can be used as a token.
      2. Sufficiently alter your chat flow so that you can send your "confirmation" email without the customer being confused.
      3. Send the email with the calendly link so the customer can sign up for their appointment.

       

      This may be difficult to pull off at this time. In the future things should be a little easier in terms of customization.

      --Just a guy who knows enough to get into trouble--
      L
      larsonian
      New Participant
      August 23, 2023

      Historically our emails have been hardcoded top to bottom, but we are looking to create modular templates that are more flexible and include dynamic content segments. 

       

      We have a segment that will be used in a number of emails. Would you recommend re-building the dynamic content within each email template, including adding the specific content for that specific email within the template editor? Or another option would be create a single snippet that contains dynamic content with a token for each Segment value. That single snippet could be added to multiple emails with the actual content for the specific email inserted via  token values. 

       

      For example a segment with the labels "Leads" , "Owners", "Champions", etc. would be added to a Snippet. Each Segment's content, would include  {{my.LeadsContent}}, {{my.OwnersContent}}, {{my.ChampionsContent}}, etc. Then on the email template we would insert the shared snippet and assign content for that specific email to each token. 

      C
      corey.bayless14
      New Participant
      August 23, 2023

      Thank you for the question, unfortunately you can’t build emails pre dynamic, the email template will need to be built, then you can make each section dynamic within the cloned email by the section through the Marketo editor ux. Templates should be generic with the ability to add content to all the underlying drafts that are using that framework. The goal is to get away from hardcoded, and try to get to a code free implementation.  Drag and drop content with html and css styling predefined in the template code.  Using rich text is also a good way to create no code email builds.

      Make sure when you are building your snippets to match segmentation with the tokens.  I like to append my tokens with a value to indicate which segment it qualifies for.  Tokens need to be coordinated, if a token doesn’t exist, then you will end up with missed values, so any snippet use needs to have folder tokens that populate the target values.  This can get messy if it is not thought through.

      C
      cmprevite
      New Participant
      August 23, 2023

      Hi,

      Thanks for your time! @jimmyspencer_ @corey.bayless14 !

      I never thought that maintaining mutually exclusive segmentations for my company made sense, just due to industry and business particularities (i.e. things like language, region, product interests, etc. just wouldn't make sense for us). Are there use case for dynamic content outside of segmentation? And if not, do you recommend any kind of segmentation that might be lesser known/less obvious that we should potentially reconsider to make use of dynamic content?

      JimmySpencer_
      JimmySpencer_
      New Participant
      August 23, 2023

      Hi @cmprevite!

       

      That's a great question. Firstly, you cannot run dynamic content without segmentations because that is the logic they are based on. Regarding using segmentations, what you may run into is having to create extremely robust segments to reflect all possible combinations. For example if you want to have a segmentation based on 3 variables (industry, region, Job Level) you will quickly realize that the number of combinations will become staggering as the number of values increase.

       

      For this reason (among others) many organizations choose to use velocity scripts which are based on any combination of profile data and/or custom object data. This opens up a world of possibilities and flexibility.

       

       

      --Just a guy who knows enough to get into trouble--
        Y
        Yashwith
        New Participant
        August 23, 2023

        What are some best practices or pro tips when it comes to dynamic content on e-mails?

        C
        corey.bayless14
        New Participant
        August 23, 2023

        The audience is the number one reason to use segmentation and segments.  There are lots of different ways to segment your audience, I like to find similarities in data, persona, job title, industry etc. 

        Also, it is important to think about how common this audience is being emailed.  If you find yourself building emails for this target audience frequently, segmentation can help speed up the time to deliver curated content.  I think of it as a one email to many audience types.

        Also think about the value add of the email you are building and how it relates specifically to that audience.  What makes this segment unique vs is the next segment. Data on the lead record is how to define those differences.

        JimmySpencer_
        JimmySpencer_
        New Participant
        August 23, 2023

        Hey Folks! Jimmy and Corey are on and ready for your questions!

        --Just a guy who knows enough to get into trouble--
          Zoe_Forman
          Zoe_Forman
          Community Manager
          August 23, 2023

          Hi Jimmy & Corey @jimmyspencer_

          This is my first Community Coffee break.

          I added a question in the chat above - do I need to copy and add again?

          Zoe

          jon_chen
          jon_chenAuthor
          Community Manager
          August 23, 2023

          Hey @zoe_forman Thanks for joining us for your first Coffee Break! No worries on copying it again - Jimmy and Corey will answer it shortly!

          Zoe_Forman
          Zoe_Forman
          Community Manager
          August 23, 2023

          Hi @jimmyspencer_ @corey.bayless14 

           

          I'm working in EMEA and work in upto 12 languages and have sub-region segmentation.

          I use Dynamic content emails using segmentation.

          At EMEA Adobe Summit, I was involved in a couple of sessions around Adobe WorkFront as I am looking for efficiency and better Email workflows, which would include audience targeting, translations, creation, approval, delivery and reporting.

          I'd like to understand how WorkFront could work with Dynamic content, specifically in multiple language segmentation.

          Thanks, Zoe

          JimmySpencer_
          JimmySpencer_
          New Participant
          August 23, 2023

          Hi @zoe_forman,

           

          Your segmentations are ultimately based on the data in your system. So for workfront to effect change it would either have to directly push data into marketo (such as country and/or preferred language) OR it would have to inform middleware that would in turn push this data.

           

          Outside of segmentations, there is room for email content generated via API but this may be a much heavier lift than is needed to achieve your outcomes.

          --Just a guy who knows enough to get into trouble--
            Zoe_Forman
            Zoe_Forman
            Community Manager
            August 23, 2023

            My question was more about sending dynamic content emails to multiple recipients to approve - based on language segmentation. Can WorkFront split down the previews by segmentation or would it have to send the whole email?
            Thanks

            L
            LillyFa
            New Participant
            August 23, 2023

            @JimmySpencer_, @Corey_Bayless

            Thank you for your time! We have a small team / budget so have been using dynamic content to reduce asset production time eg. 

            • we segment leads and clients by jurisdiction, persona type, industry, lead pain points
            • we then use these segmentations in snippets and email / landing page modules to display personalised content for these segments 

            However, we've been struggling with: 

            1. personalisation: finding further opportunities eg. due to segmentation limitations (cannot use custom objects in smart lists)
            2. scaling: when snippets are used in over 500 assets they can no longer be approved - we've cloned our templates and snippets but this increases production time as we now have to make the same update multiple times (and approving assets in bulk is not always straightforward)
            3.  as we ramp up asset volume we are trying to find efficiencies in the way we build programs eg. managing our webinars is taking up most of our team's production time at the moment. We use Gotowebinar to host webinars and send the following emails from Marketo:
              1. one to three emails to promote the event (we use email as opposed to event programs)
              2. one to three emails after the event to follow up with leads (we use default programs with advanced wait times, and tokens and snippets to reduce number of updates within marketo editor - very slow to load sometimes)

            Any recommendations to help with the above 3 questions would be much appreciated! 😊

              Zoe_Forman
              Zoe_Forman
              Community Manager
              August 23, 2023

              @lillyfa I will be joining as your questions cover some of my questions

              J
              Jagancse
              New Participant
              August 21, 2023

              @JimmySpencer_, @Corey_Bayless I have around 100 slots each slot is assigned to different customers.. Each slot contains Header, text, cta and an image, right now I am using json it takes lot of time to load all these, is there any simple way by using tokens we can achieve this?

              JimmySpencer_
              JimmySpencer_
              New Participant
              August 23, 2023

              Hey Jaganathan!

               

              Great question!

              It sounds like you're currently using a robust segmentation to generate dynamic content, and would rather use some velocity tokens?

              Yes this is possible (and many of us prefer this method!). 

               

              Your foundational element would be to tokenize each element of your email you'd like to personalize, and then write your script tokens to execute based on your logic in alignment with the tokenized segments of your email.  There are some gotchas in terms of how it needs to be written for URL tracking. There's tons of good information on that in the community. 

              --Just a guy who knows enough to get into trouble--
              Show more replies
              Terms & ConditionsAccessibility statement

              Loading footer...