Content Blocks (at account-level)

Access (for administrators only):
Account Settings > Settings Management Overview" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Management > Content Blocks

Jump to: || Introduction || Quick Tips || List || Details ||

Introduction

On this Content Blocks page, you can set up account-level blocks of HTML content.

Note that you can also set up event-level content blocks in Event Setup > Content Display > Content Blocks. But if you have content that is common to multiple events (such as a display-shell footer), setting content blocks up here at the account level means only needing to do so once, instead of separately in each event.

You can use content blocks in the following places:

A content block can be displayed by selecting it in the same way (and from the same drop-down lists) as you would any dynamic data field.

You can, instead, choose to display it conditionally by setting up Display Rules in an event: Event Setup > Display Rules.

For example, when you compose an Communication Email Templates" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Email Template, you can select display rules in the same way that you select a content block or dynamic data fields. (Indeed, you select them from the same list, appending them to the email body.)

When that email is generated, the content block(s) selected in the rule are displayed if the conditions in the rule are met.

Example: A rule could display a content block with text relevant to C-Suite executives only if the profile's Position is "CEO" or "CMO".

Quick Tips

To add a new content block, click the Add New button.

To edit a block, click in its row in the List of Content Blocks

In both cases. the list is replaced by the Content Block Details section described below.

To delete a block, click to edit it, and then click the Delete button at the bottom of the page.

Page Content

List of Content Blocks

A list of all current account-level content blocks this may be a multi-page list.

Add New – Add a new block in the Content Block Details section which opens.

Actions – A heading for the following icons:

– Edit the block in the Content Block Details section which opens.

– Copy the block, and edit (and rename) the copy in the Content Block Details section which opens.

Content Block Details

Name – (Required) Must be unique within the event.
Description – An optional explanatory description of the block.
Text Above Header – Text to be displayed above the Header, such as an introduction.
Header – Text to be displayed above the body of the content block, like a title.
Append – The body of the content block can include dynamic information about the profile, event, or location.
To insert a dynamic data field, select a value from the Append list, and click the Body button to append it to the body of the block.
Fields available include ...
Body – Type the body of the content block in the unlabeled text box in the center of the page.
Mix text and appended fields as necessary.
The usual editing features are available unless the Enable Editor? check box is cleared.
Enable Editor? – If this check box is selected (as it is by default), the body of the block can be edited using standard controls for formatting, etc. (See additional instructions about using the Editor.)
You can clear the check box in order to edit the Body in a simple text box, where you can hand-craft the HTML code (perhaps pasting it from an external editor), and still Append dynamic data fields.

Click Save to save the block and return to the List of Content Blocks, or Save & New to save it and create a new one.

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Content Blocks (At Account Level)