Previewing dynamic content templates

The content of dynamic content may vary for each customer. You can check the preview of the dynamic content directly in the template builder or you can use the Live preview option to see how dynamic content looks on the target website.

Preview in the template builder

1. Go to Communication > Dynamic Content > Templates
2. Select the folder which contains the template you want to see the preview of.
3. Select the template.
4. To check the preview of the dynamic content for a particular customer or a product, on the upper left corner, click the Preview contexts button.
   1. Enter the ID of a customer or a product.
   2. Click Apply.

The Live preview option

You can use the Live preview option in the dynamic content template builder to preview the dynamic content on the target website. You don’t have to activate the dynamic content and additionally, you can share the preview with other users.

The Live preview option works only for websites which have a Synerise tracking code implemented into their source code. This preview option generates a link to your website with unique parameters that enable you to see the template. When you access this link, you can only see the dynamic content template you’re previewing, other dynamic content campaigns which are active at the time will not be rendered. The link is active for 3 hours during which all the changes applied to the template in the platform will be synchronized. However, any change to the template in the platform requires refreshing the website with the template preview.

1. Go to Communication > Dynamic Content > Templates.

2. Select the folder which contains the template you want to see the preview of.

3. Select the template.

4. At the top of the website, click Live preview.
   Result: A pop-up appears.

5. Select the dynamic content type:

   • Insert Object - Dynamic content will be presented as an inserted object into the website code, so it can take the form of a frame, a banner, and so on.
   • Web layer - Dynamic content will be presented as a layer on your website, for example a pop-up.

6. Follow the procedure according to your choice of dynamic content type:
   

   Web LayerInsert Object

   1. In the Website URL field, enter the URL of the website on which you want to preview the dynamic content.
      It must be a website with a Synerise tracking code implemented.
   2. Optionally, from the Customer context field, select the identifier (for example, an email address, customer ID, and so on) based on which you will indicate a visitor for whom the preview will be generated and enter the value of the identifier.
      If you omit this field, the preview will be generated for the UUID stored in the snrs_uuid cookie.

   1. In the Website URL field, enter the URL of the website on which you want to preview the dynamic content.
      It must be a website with a Synerise tracking code implemented.
   2. In the CSS selector field, define where the object will be inserted into the website code.
   3. Optionally, from the Customer context field, select the identifier (for example, an email address, customer ID, and so on) based on which you will indicate a visitor for whom the preview will be generated and enter the value of the identifier.
      If you omit this field, the preview will be generated for the UUID stored in the snrs_uuid cookie.

7. Preview the output:

   • To open the preview in the browser and share it with other people:
     1. Click Check live preview.
     2. Copy the URL of the preview page from your browser and send it to others.
   • To open the preview on a mobile device:
     1. Click QR code link.
     2. Scan the generated QR code on your mobile device and open the page.

   The link is active for 3 hours during which all the changes applied to the template in the platform will be synchronized.