Content Blocks

Content blocks allow you to reuse the same content across multiple campaigns. For example, a block might be a frequently used header, footer, or call-to-action button.

With content blocks, you can:

  • Maintain consistency: Use the same headers, footers, or brand assets across all campaigns.
  • Reuse assets: Create predefined assets for use across any channel or campaign type.
  • Update at scale: Edit multiple campaigns simultaneously by updating the source content block.

Create a Content Block 

To create a new content block:

  1. In the sidebar, go to Content > Content block.


    content block page 1.png
  2. Click Create content block in the upper right corner. 
  3. Enter the following details:
    create content block.png
    Field Description
    Teams If your organization has teams enabled, select a Team from the dropdown.
    Name Enter a unique name. This name identifies the block in campaigns, templates, or alerts. Use alphanumeric characters and underscores.
    Description Provide context on what the block contains and where it should be used.
    Tags Add tags to categorize the block. You can use existing campaign tags.
    Communication Type

    Type of Communication. Supported values are:

    • Engage
    • Inform
    Content block type

    Type of content block. Supported values are:

    • Plain text: Text-based content blocks are supported in all campaign channels.
    • HTML: HTML content blocks are supported in Email, In-App, Personalize, and Connectors.
    Select the type depending on your use cases. For example, for a simple coupon code (without styling), you can use a Plain text type; for an email header/footer, use an HTML type.
    Content

    Enter the content of the content block. 

    • For campaigns: Type @ to personalize the content for campaigns.
    • For alerts: Click the Text personalization button to personalize the content for alerts.
  4. Click Publish. 
    You can also personalize content blocks. For more information, refer to Personalize Content Using Content Blocks.

Manage Content Blocks 

You can find content blocks using the following options:

  • Search by name or label: Locate blocks by name or label.
  • Select updated by: Narrow results by the user who last updated the block.
  • Content type: Narrow results by content type.
  • Filter: Narrow results by Type, Teams, Status, Tags, or the user who last updated the block.

You can switch between List view and Grid view using the icons on the page depending on your preference.

The following fields are available on the Content blocks page:

Field Description
Name Displays the unique name given to the content block.
Content type Indicates if the block is Plain text or HTML.
Status

Shows the current state of the block (e.g., Published or Draft).

Teams Identifies the specific team it belongs to.
Updated by Displays the the user who most recently modified the block.
Usage

Shows how many active campaigns, alerts, or templates are currently using this block.

manage content block.png

View a Content Block 

To view a content block,

  • Click the three dots at the end of the row in the Content block listing and select View.
  • Alternatively, click anywhere on the row to open the preview.

The preview window provides a comprehensive look at the block's configuration and how it appears to customers. It includes the following tabs and options:

  • Toggle between Web and Mobile views to see how the content renders on different devices.
  • Access the Edit and Duplicate options directly from the preview screen.
  • Details Tab displays the block’s metadata, including:
    • Block label
    • Communication type
    • Content type
    • Updated by
    • Teams
    • Description 
  • Content blocks tab shows the nested block name and type if this block is part of a larger content structure.new ui_preview content block.png

Edit a Content Block

To edit a content block,

  • Click the three dots at the end of the row in the Content block listing and select Edit. Alternatively, click anywhere on the row to open the preview and click the Edit option in the preview page.
  • In the Edit page, you can modify the Teams, Name, Description, Tags, and Content fields.
info

Information

You cannot change the Communication type or Content block type after a block is created.

new nav_edit content block.png

Duplicate Content Blocks 

To duplicate content blocks, 

  • Click the three dots at the end of the row in the Content block listing and select Duplicate
  • In the Duplicate page, click Publish.

The new block will be prefixed with Duplicate.

Delete a Content Block

To delete content blocks, 

  • Click the three dots at the end of the row in the Content block listing and select Delete
  • In the confirmation message that appears, click Delete.

You can only delete a block if it is not currently used in any active campaigns.

Supported Channels

Content Blocks can be added to the campaigns sent using the following channels:

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