Dynamic pages are pages that are automatically created based on your saved records. They use dynamic templates to create their layout, styling and design. The content on your page is dynamic because it’s based on one of your custom object records. That means you can easily create a cohesive set of pages using the same dynamic template. Your pages will use the same design but show your visitors different content.

Think of the design of your favorite blog.

Every blog post has its own unique content, but the layout is always the same. That’s because most blogs use a blog template.

Dynamic pages work the same way. First, you create a template for a type of page you publish frequently. Then save your content to a record in your account. For example, a blog record stores the blog’s headline, subheadline, body text, images, etc. so that each blog post has a similar look. Once your dynamic template has been created, you can use it to publish your content, such as each unique blog post — without having to re-create that page each time.

Dynamic content is currently in private beta and will be available as an add-on to all accounts in the spring of 2022.

  1. This feature must be enabled from your account’s Advanced Features tab.
    1. To enable Ontraport Dynamic CMS, go to your profile iconAdministrationAdvanced Featurestoggle on Ontraport Dynamic CMS.

Table of contents

Create a dynamic template
Make your elements dynamic
Add dynamic links
Customize your page’s display settings
Customize your blocks’ display settings
Preview settings
Next steps


Create a dynamic template

  • Go to the pages tabDynamic Templatesnew dynamic template button.
  • Select the object in your account that you want to use as a data source.
  • select a data source dropdown

  • Click Continue.
  • Name your page and select a page template, or click Start from scratch.
  • Customize your page’s design.
    1. Add all of the static content you want to be the same on every page published using this template, such as navigation links and section labels.
    2. Add placeholder elements for the headline, subheadline, text and image elements that you want to make dynamic.

dynamic layout example

Once you’re happy with the layout and styling of your page, you’re ready to make your page elements dynamic. This means you’ll link each element that should be dynamic to the field you want to pull content from.

Make your elements dynamic

  • Hover over the placeholder elements you want to make dynamic and click the database icon.
  • select a field example

  • Click the “Select a field” dropdown, and you have two types of fields to choose from:
    1. Visiting Contact Fields – These are like merge fields. They add information stored in your visiting contact’s record.
    2. Object Fields (Dynamic page) – This allows you to add fields from the data source you selected in step 2 of the “Create a dynamic template” instructions above.

    select a field options

  • (Optional and for text elements only) Select the color field you want to use as your font color. This is a great option for color coding and categorizing your content visually.
  • (Optional) Insert dynamic content into static content using merge fields. This is a great option to fill in the blanks on your page with dynamic content. For example, adding “By [Page//Author//Author name]” automatically adds the name of the author to an article’s byline.
  • The author's name merge field example

    1. Click merge field dropdown and select the visiting contact or object field you want to add.
    2. Note, when you add dynamic content this way, your merge field won’t automatically transform into a preview. To preview this content, click the preview button.
  • Click the save button.

When you save your field’s settings, your placeholder text will automatically transform into a preview like the one below.


text preview

Add dynamic links

You have a couple of special link options on your dynamic templates. These options let you add internal links to connect your published dynamic pages. You can also link to URLs you have saved in your records and add “Next” and “Previous” buttons to the bottom of your pages.

Link to a URL field

Your first dynamic link option allows you to link to a URL field.

There are two types of URL fields that you can link to:

1. Custom URL fields saved in your records
2. The URLs of your published dynamic pages

  • Select the text you want to hyperlink and click the hyperlink icon from your top toolbar.
    1. Or add a button element to your page and click into its button link settings.
  • Click Link to a URL field and select the field you want to hyperlink.
    1. Choose if you want to add a link stored in your visiting contact’s record or a field related to your page’s record.
    2. Link to a URL field example

    3. Select the URL field you want to hyperlink.

    URL link options

  • Click insert link button.

Link to next/previous dynamic page records

Use this option to let your visitors browse through the published pages of your other records. For example, you can add links to your next and previous blog articles or product pages.

Here’s how:

  • Select the text you want to hyperlink and click the hyperlink icon from your top toolbar.
    1. Or add a button element to your page and click into its button link settings.
  • Click Link to next/previous dynamic page record and customize your settings.
    1. Link to – Select if you want to link to the next or previous record.
    2. Sort records by – Choose the field to sort your records by, such as Title or Publish date.
    3. Order records by – Select if you’d like your list in ascending or descending order.
    4. Open links in – Choose if you want your link to open in the same window or a new window.
    5. Only include records that match this page’s field – (Optional) Add dynamic display conditions for your linked records. Choose a field that all linked pages should have in common, such as linking to blog articles in the same content category.

    Link to next/previous page record example


Customize your page’s display settings

When you customize your page’s display settings, you choose who should be able to see your page. You have a couple special page display settings that are only available on dynamic templates.

Contact matches dynamic page record

This setting is available on dynamic templates that have Contacts set as your templates’ source. This is ideal for creating personal profile pages on your membership site because it will ensure that your contacts can only access their own information.

contact matches dynamic page record condition

  • Create or edit a dynamic template that has Contacts selected as your template’s source.
  • Click settingsDisplay Settings.
  • Select “Some logged in members” from the “Display this page to whom?” dropdown.
  • Click add condition.
  • From your add a condition pop up, click add condition and select “Contact matches dynamic page record.
  • Click save.

Only show this page if the dynamic page record meets these conditions

only show this page if the dynamic page record meets these conditions

This option allows you to only display your page if the record of your dynamic template’s data source fits a condition. For example, if you only want to display a sales page for your events when you’re ready to sell tickets.

condition example

  • Click settingsDisplay Settings.
  • Toggle “Only show this page if the dynamic page record meets these conditions” on (toggle).
  • Click add condition and add the condition your page’s source record should fit in order to be displayed.
  • Click save.
  • Add a redirect link to the “Redirect users with no access here” field. (Optional)
    1. This allows you to choose a page to send visitors to if they land on a page that does not fit your display condition.
  • Click the done button.

Customize your blocks’ display settings

When you create dynamic templates, you can use any of the default block display settings that allow you to choose when you want your block to appear. But you’ve also got a special block display setting that only appears on Dynamic Templates: “Only show this block if the dynamic page record meets these conditions.”

only show this block if the dynamic record meets these conditions

This condition works like the “Only show this page if the dynamic page record meets these conditions” page display condition, but it allows you to show or hide specific blocks instead of your whole page. For example, use this setting to only display an order form on your event’s page when you’re ready to sell tickets.

block condition example

  • Click Edit BlockDisplay Settings.
  • Toggle “Only show this block if the dynamic page record meets these conditions” on (toggle on).
  • Click add condition and add the condition your page’s source record should meet in order to be displayed.
  • Click save.
  • Click save.

Preview settings

You can choose which record you want to use as a data source for your preview. This makes it easy to ensure that you’ve added the right field for your dynamic content.

You can also choose a contact to preview the “visiting contact fields” you’ve added to your template.

Change your data source

  1. Click the arrow next to the preview button — preview button — to expand your preview settings.
  2. Click “Data Source” and “View as Contact” dropdown fields and select the records you’d like to use to preview your content.
  3. expanded preview settings

  4. Click record arrows to scroll through your records.
    1. You’ll see your dynamic content change based on the saved data in your selected preview record.
  5. Click go to related record button to open your record in another window.

Next steps

Once you’ve created your page template and added your dynamic content, your next steps are: