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kelly
Helper ⭐️⭐️⭐️
November 20, 2019
Parked

Would be great if we had Dynamic Content functionality for emails

Related products:CS Email & Notifications, CS Group Send
  • November 20, 2019
  • 36 replies
  • 800 views

Has Gainsight considered the use-case for dynamic content over variants? There are some instances where it would be great to be able to have blocks of content that change within an email, where everything else stays the same. Dynamic content blocks could be referenced multiple times across many email templates.

For example - the footer is localized for regional addresses. The same block would be used across all emails, and only need to be built with filters that are defined once. Instead, I have to create many duplicates of a variant, add the filters to each variant, even if all of the other content remains the same, it’s very inefficient. Given the restraint on the number of variants currently supported, I’ll run out quickly when I have both content and footer changes to account for regions and languages. 

36 replies

alizee
VIP ⭐️⭐️⭐️⭐️⭐️
August 29, 2023

I wanted to follow up on this idea following the beta for the upcoming Email Template Editor. We would love to see conditional statements for dynamic content blocks so we could send emails where the bulk of the content is the same (including the subject line), but depending on certain variables (specific product modules, global region, billing country, webinar attendance status, etc.), a specific block of content (event paragraph, banner, etc.) would either be hidden or visible.

The only way for us to accomplish this right now is by building multiple variants, but that doesn’t allow us to create truly personalized emails with content that matches every possible scenario, so we end up sending emails that are not applicable to a broad swath of our user base. It’s not practical (or an efficient use of time) to create, edit, and map that many variants for our emails.

THIS

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
alizee
VIP ⭐️⭐️⭐️⭐️⭐️
August 29, 2023

Would be dope to calm down on email versions in my case, and would ease up maintenance: we’d maintain blocks which would update emails in which they are use, or at least have the ability to decide if it should and select the emails that should auto-update. Or just make it so that by using blocks we know that whatever update will cascade across all templates.

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
August 29, 2023

THIS!

At the most basic level, header and footer blocks that utilize company logos or preference center / support site / legal info. Having to make a single change to 10s (or triple digits) of emails when a site structure or image is changed is not practical. Hosted images help (over embedded images), but links or text that have to be updated everywhere (especially if there’s an urgent need to update) are not practical.

This concept is outlined in this idea: 

It would be awesome if we could have an editable library of saved content blocks, where any edits that were made would not only be made to the custom content blocks in the library, but would ALSO be pushed live to any emails those blocks were used in WITHOUT having to manually go into each program containing those blocks and clicking “Republish” on a template.

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
September 11, 2023

Hello @kelly 

This is in our roadmap, may not be available in next two quarters.

 

Could we get an update on where this idea is on the roadmap, now that it’s been two years since this comment? We’re continuing to ramp up the number of emails that are perfect use-cases for dynamic content.

Last month it was our usage report email, where we had to just exclude participants if they had no data in a graph (not ideal), and today’s use case is an email where we have multiple tokenized data points in a table, where some data points show up as “1/1/1900”.

We would prefer to be able to just set each of those data points as a content block with a filter that just hid that row if the corresponding data point was equal to that incorrect date. Unfortunately, our best solution is to create an additional variant, and instead just send a generic email if any of the four data points is incorrect.

I know we aren’t the only ones who want to have dynamic content available. Is this on the timeline?

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
ssamarth
Gainsight Employee ⭐️
Gainsight Employee ⭐️
September 12, 2023

Hi @dayn.johnson 

Between saved content library & dynamic content , which would be more pressing need.

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
September 12, 2023

Hi @dayn.johnson 

Between saved content library & dynamic content , which would be more pressing need.

TL/DR: Dynamic content just barely takes the win, from my perspective.

From my perspective as just one user (I’m very curious to hear what the rest of the community would think), that’s like asking whether we need food and water to survive.

If I had to put numbers to it, I’d probably have to say:

  • 51% -- dynamic content blocks that can be added/hidden based on variant-style logic
  • 49% -- saved content blocks 

Part of this 👆 assumes that a saved content block library would allow for blocks to either:

  • be imported into a template as a pre-configured placeholder
    (such as a those content blocks seen in the screenshot below 👇)
  • be updated within a “content library” so to speak, and have those changes automatically be published across Gainsight in whichever assets they were used in
    (such as a footer, header, signature block, etc. we used across JO programs)

Because of the complexity I can see surrounding the saved content block idea, I would think that it would be easier to build out the dynamic content, given the block-based designs possible in the new email template editor. It seems that it should be very easy to add a logic option (similar to the variant logic system) to a block or a container that would control whether or not that block was visible -- which could theoretically be used to control whether a block displayed when viewed on a mobile device. It would also be a very compelling reason for people to fully make the switch from the current (old) editor to the new experience.

This does not mean that saved content blocks are not important -- a saved content library would be HUGELY helpful, not just for headers or footers, but for making it far easier to build out emails reliant on heavily stylized, templatized content blocks.

We currently have at least a dozen saved email templates (for both the classic AND the new beta editor) whose names literally start with [TEMPLATE], and we’re forced to clone those emails every time and delete out the blocks we don’t want to use (buttons, images, etc.) in a variety of single and multi-column configurations.

We ALSO have a newsletter email template that we clone and then replace the content in each time (a necessity for the reporting that’s tied to that specific email template). I’m not looking forward to having to convert that one to the new template editor, as the padding gets broken whenever I try. I’m very hopeful that the editing that particular template is easier when the new template editor is a bit more refined, at least when it comes to editing templates created in the old editor. It would make it SIGNIFICANTLY easier if we were able to literally drag-and-drop pre-configured content blocks in from a saved content library and just start dropping content in without having to worry about tweaking the padding and styling for each and every block.

 

Saved content placeholder block example

 

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
October 20, 2023

@ssamarth Is there any update you can share on the roadmap placement for dynamic content and saved content blocks?

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
November 1, 2023

Sharing another use case for dynamic content, since we’ve had to find another workaround here.

In a product usage email (with four variants since we can’t change what is displayed based on conditional filters), we’re looking to include MoM information as to whether the number of actions performed is higher or lower than the previous month.

Yep, we’d like to make the tokenized number green or red if it was higher or lower than the previous month. The program currently runs on a query, but we can’t add color to the case expressions.

If we could have conditional rules that showed a green token if the value was higher, and a red token if it was lower, that’d be easy!

Unfortunately, we cannot add a script block to the HTML file for custom colors in a case expression, so our workaround is to use arrows to give context (ex: ⬇1 / ⬆2 / no change, compared to previous month).

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
February 12, 2024

Now that the February 2024 release is live with the system templates, can we get an update on when in the 2024 release roadmap we might see dynamic content be released?

We continue to run into use cases where dynamic content would significantly simplify our programs, especially given the limitation in the new dynamic JO to only run one query.

For instance, some of our emails are created with regional variants. We’d then want to be able to use dynamic content to show them certain product or event information based on which product(s) and/or industries they were in, or if they were in the public or private sector.

Considering the capability already exists to filter the variants within a specific template based on participant data, it seems it should also be possible to filter content blocks to do the same.

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
ssamarth
Gainsight Employee ⭐️
Gainsight Employee ⭐️
February 13, 2024

Hi @dayn.johnson 

Thanks for the feedback. This is on our medium term roadmap.