Dyanmic Content Based on List Membership

@Sam Lee​

You can do this with a Segmentation and dynamic content in the email.

Create Segmentation with two segments- Trial Users (Smart List: Member of List = Trial Users)

- Customers (Smart List: Member of List = Customers)

Now this segmentation becomes available for use in making regions of your email dynamic.

https://docs.marketo.com/display/public/DOCS/Using+Dynamic+Content+in+a+Email

Note, depending on whether you want to do this all the time or it's a one-time thing, it may be a lot of overhead to create a segmentation. It could just be easier to create a second email and add a choice to your "Send Email" flow step based on list membership.

However if you consistently send out a similar email with variations for trials vs. customers, then doing it via dynamic content could be faster and easier. (Even better if you tokenize the whole thing so you don't even open the email editor).

The other option to create dynamic content in emails - apart from segmentation which Justin described - is an email script token. In some cases that's more appropriate depending on your email template design.

1. Create a field in your database like "Customer Status". (or maybe you have a field on your contact records already that does the same)

2. Populate it through a Smart Campaign (might need to be recurrent): If member of list "trialer" change data value in "Customer Status" to "Trialer".

3. Create email script token in your program like this:

#if ("$lead.Customer Status" == "Trialer")

CONTENT #A

#else

CONTENT #B

#end

where CONTENT #A can be a complex HTML entity or just one word.

Note that email script tokens only work on emails whereas the segmentation approach also works on landing pages.