In This Article:

    Customize your emails by group membership

    In This Article:


      When to use it

      When emailing supporters, if you'd like to customize the content by group membership so that:

      1. Members of group A see X message
      2. Everyone else sees Y message

      ...then this is the tool for you!

      You can use all dynamic content (including donation history) in regular email blasts and streaming emails.

      How to get there

      Use the dynamic content drop down list to automatically generate and insert dynamic content into your email blasts.


      How to insert Group Membership Dynamic Content

      Prepare your email content

      • Write your HTML content in your email blast or streaming email as normal.
      • Put your cursor where you'd like the dynamic email content (the text which will be different for group members) to go.


      Write the group-specific content

      Once your cursor is in the right place, use the Add dynamic content drop down menu and select Group Membership. This will open a pop up window.


      Select Group:  Select a group. Members of this group will receive an email with the customized content.


      Content for group members:  Write the content which should be sent to members of the selected group.


      Content for everyone else:  Write the content which will be sent to email recipients who are not members of the selected group.


      Insert the Script

      Once you have written the group-specific email content, click the  button to see the script in the Dynamic Preview field below. Then click the  button to insert the script in your email content.



      There are two options for testing to ensure your dynamic content displays correctly:  Sending a test email and previewing the content.

      Test email

      On the validation tab of your email blast workflow, send test email(s) to verify the dynamic content appears as expected.



      On the content tab of the email blast workflow, click on the blue  button at the top right. Select a supporter in the Content Preview field and click the  button. You will see how this content will display to the selected supporter.


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