Insert dynamic content

Personalize text using dynamic values tied to visitor data.

Dynamic content lets you personalize your site by inserting variables that automatically update based on who’s visiting. Using integrated data sources like Salesforce, 6sense, or Demandbase, you can tailor messages to match each visitor’s company, industry, or other firmographic data — letting you create one variation that adapts itself for different audiences

How it works

Dynamic content works by connecting visitor data to on-page text in real time. When someone lands on your site, Optimize checks to see if that visitor matches any records in your connected data sources. 

• If there’s a match — the variation shows the relevant value from data sources
• If there’s no match — the fallback text ensures the experience still feels complete and natural

How to insert dynamic content

In the visual editor:

1. Select a text element (e.g., a headline)
2. Click in the Text field where you want the dynamic content to go
3. Click the Dynamic Content icon in the formatting bar
4. Search for and choose a variable
5. Enter fallback text in Default text for unmatched visitors
6. Click Insert