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Create and edit a SmartBlock

SmartBlocks are HTML blocks that use real-time data to personalize content such as emails, websites, or apps.

Updated over a week ago

This guide walks you through the steps to create and edit SmartBlocks, ensuring you can effectively utilize them to meet your specific needs.


Create a SmartBlock

  1. Go to Content > SmartBlocks.

  2. Select the tab for the SmartBlock type you want to create.

  3. Select CREATE SMARTBLOCK.

  4. For Placement, select Website or Email, and then select the specific placement from the list menu, depending on where you want to use the SmartBlock.
    Your selection here determines which Tactics and Layout options you see.

  5. Select a tactic for your SmartBlock.
    This sets data sources and product filters for the SmartBlock. You can edit these later if you need to.

  6. Select the layout you want to use for your SmartBlock.
    Learn more in Introduction to SmartBlock Layouts.

  7. Enter a name for your SmartBlock, and expand the drop-down menu and select a location to store it.

  8. Select SAVE.

Learn about Smartblock types in Get started with SmartBlocks.


Edit a SmartBlock

  1. Go to Content > SmartBlocks.

  2. Select the tab for the SmartBlock type you want to edit.

  3. Find and select the SmartBlock.
    You can use the search, filters or sort features to help you find what you’re looking for.

  4. Select EDIT.

  5. Add changes and select SAVE.

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