Campaigns Resource Library Block

Adding the Resource Block to Your Campaign

In the campaign editor, click the Add block icon "+" and then select the Resources Block 

Elements

The Resource Library block includes the following customizable elements:

Resource Block Header

• Default: "Resources for you"
• Purpose: Header for the resource section to draw the user's attention
• Customization: This text can be personalized per account
• Best Practice: Use a catchy heading that will draw the users attention to the resources

Block copy

• Default: "This is the sub text for your resources block. Use this block to include valuable resources that can aid your prospect in their decision."
• Purpose: Introduce the account to the resources shared
• Customization: Text can be personalized per account
• Best Practice: Use a concise reason for why the user should click into these resources and why they are helpful 

AI-Powered Personalization

The key benefit of the Resource Block is its ability to use AI to automatically select relevant resources for each account.

Click anywhere in the block area to open the personalization panel, ensure "Personalize with AI" is selected, and enter a prompt that includes at least one variable from your campaign data

Advanced Prompting

You can further refine your prompts with specific instructions:

• Specify asset positioning (e.g., "make this asset appear first")
• Prioritize new content
• Create custom rules for asset selection

Previewing and Applying Selections

After creating your prompt:

1. Click "Preview" to see sample selections
2. Review the AI's choices for different accounts
3. Refine your prompt if needed
4. Click "Apply to all" when satisfied

Account-Level Customization

Even after applying AI selections, you can make manual adjustments for specific accounts:

1. Navigate to the account's one-to-one page
2. Click into the Resource Block
3. Make any necessary adjustments to the selected assets
4. Save your changes

This allows for special accommodations when your sales team wants to highlight specific resources for particular accounts.

Layout Settings

To change the layout of your resources, you can click the settings icon inside the block

From here, you can make a few different changes to the resources:

• Change the resource title, description, and CTA text
• Change which resource is used
• Moved the selected resource
• Replace the resource's image

Styling Options

To access the Resource Library Block settings, click on the block and then click the settings icon (wrench icon).

Text Color

• Options: Light or Dark
• Customization: Choose the option that works best with your background
• Best Practice: Ensure high contrast for readability

Background Color

• Default: Uses your brand's light color
• Customization: Select from your brand color palette
• Best Practice: Use a subtle background that doesn't clash with the resource images

Preheader

• Default: Disabled
• Customization: Choose between enabling or disabling a pre-header to display above the main heading
• Best Practice: Choose a variation that blends well with the rest of the page

Subheader

• Default: Enabled
• Customization: Choose between enabling or disabling a subheader to display below the main heading
• Best Practice: Choose a variation that blends well with the rest of the page