Adding Generic Dynamic Content Rules

Setting Email Merge Variables

The first step is to update the necessary fields to Email Merge Variables

Log into the client and navigate to the Settings

Select Custom Fields

Go to field you want to edit and select the options drop-down

Select Email Merge Variable

Select Update Field

Update the following fields:

  • Make Purchased
  • Model Purchased
  • Model Year
  • Vehicle Type Purchased
  • Location
  • Make
  • Model
  • Unit Location
  • Vehicle Condition
  • Vehicle Description
  • Vehicle Interest
  • Vehicle Sub Type
  • Vehicle Type Name
  • Year

Creating Dynamic Content Rules

Open any email in the email editor

On the right, click the "lightning bolt"

Select "+ Add Rule Group"

Title the rule

Leave "All" for step 1

For step two, choose the relevant contact field to use as a variable

Leave the dropdown as "Equal To"

Create the following rules

Title

Contact Field

Vehicle TypeVehicle Type Name
Vehicle Sub TypeVehicle Sub Type
ManufacturerMake
ConditionVehicle Condition
Make PurchasedMake Purchased
Vehicle Type PurchasedVehicle Type Purchased


Once you've created the rule groups, we need to add the variables

Go to the client's website and pull up the all inventory page by adding "/default.asp?page=xallinventory" to the end of the homepage URL

Click into the rule group, select "build new segment", and look at the drop-down menus to add the relevant variables.

 

Vehicle Type, Vehicle Sub Type, & Vehicle Type Purchased = Vehicle Types OR Categories
Manufacturer & Make Purchased = Make

Condition variables will just be "new" and "used"