Dynamic Content Blocks keep portals fresh by revealing the right information at the right time. Condition-based logic ensures every client sees content tailored to their stage, segment, and achievements.
Automation meets personalization
Configure display rules once and let blocks update automatically as tasks complete or milestones unlock.
Block Types
| Block | Purpose | Recommended Placement |
|---|---|---|
| Milestone banners | Celebrate achievements and highlight what's next | Top of portal or phase overview |
| Status cards | Show real-time completion %, blockers, owner | Dashboard sections |
| Resource highlights | Surface documents or videos just in time | Task sections or support tabs |
| Testimonial sliders | Reinforce success stories | Transition points between phases |
| AI summaries | Provide context-aware updates or recaps | Home or executive overview |
Rule Configuration
- Trigger conditions: Lifecycle stage, task status, sentiment score, account tier, or custom metadata.
- Display logic: Show/hide, schedule windows, or rotate content based on engagement.
- Audience targeting: Separate internal view from client-facing content to control visibility.
Building Adaptive Blocks
Select a Block Template
Choose from standard layouts (banner, card, carousel, callout) to accelerate design.
Define the Message
Draft copy, attach media, or leverage AI to generate personalized summaries.
Set Display Rules
Assign triggers and filters so the block appears only when specific conditions are met.
Preview with Sample Data
Simulate different scenarios (e.g., "Onboarding - In Progress") to confirm logic works.
Activate & Monitor
Publish the block, review performance, and adjust rules as customer behavior evolves.
Enhancement Ideas
Delight with timing
Pair completion celebrations with next-step prompts so clients maintain momentum.
- Stack multiple blocks with staggered visibility to create a guided storyline.
- Use achievements to unlock additional resources, training, or certification pathways.
- Feed AI summaries into executive dashboards or recap emails for consistent messaging.
Dynamic blocks thrive when paired with real-time data. Explore Journey Health Dashboards to inform your display rules.