SmartBlocks use real-time data, selected based on individual or crowd-sourced behavioral data, to enhance the relevance and engagement of your content. This guide explains the steps to create a Slot, add Rules and SmartBlocks, and test the Slot to ensure it delivers the desired personalized experience.
Learn more in Get started with SmartBlocks.
Add a SmartBlock to a Slot
After creating a SmartBlock, you need to use it in a Slot.
Go to Content > Slots.
Select the tab for the type of Slot you want to create:
Email Personalization - to personalize email campaigns sent through your messaging provider.
Website Personalization - to add content to your website or mobile app.
Triggered Messages - to use the SmartBlock in triggered email campaigns through cart layouts.
Select CREATE SLOT.
Enter a Slot Name.
We suggest choosing a name that refers to where the SmartBlock will be used in your emails or website, for example, Right banner or Main email offer.If required, edit the Unique Reference. This reference is visible in some URLs, so make sure it’s suitable for your site visitors or email recipients to see.
Add any Slot tags you want to use for this Slot.
Slot tags allow you to categorize your Slots for organization and reporting purposes.For Merge Parameter Names, enter the names of any merge parameters you want to use.
Learn more about merge parameters.Select the Dynamic checkbox to set the Slot as dynamic.
We always recommend you use dynamic Slots to ensure that your impression data is as accurate as possible. The only reason not to do this is if you are on a legacy pricing model and want to limit your credit usage.Select the radio button to control whether or not to show the Slot to your Control Group.
Don’t show to the 5% of shoppers in the Control Group
We recommend this setting unless the content contained in the Slot is essential to the viewing of the web page or message.
Show to Everyone
Select Save.
Add Rules and SmartBlocks to Slots
The following steps are a part of creating a Slot.
Select Action > Rules.
Go to Add Rules tab and use the rule options to build your decision tree for which visitors or recipients see which content.
Learn more in Use marketing rules.
Go to Add SmartBlocks tab and drag and drop the SmartBlock you want to display into the decision tree.
Select SAVE.
Test Slots
You can test your Slot Rules before publishing the latest changes.
Go to the Test tab.
Enter any details required by the Slot.
Select TEST RULES.
The rule tree updates to show the result of each rule.
Fix the rules with errors and test again.
When you finish testing, select Save to publish the latest changes.
Next steps