Difference between revisions of "ATC/Current/AdminGuide/Content offers"

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|DisplayName=Create a content offer
 
|DisplayName=Create a content offer
 
|TocName=Create a content offer
 
|TocName=Create a content offer
−
|Context=A content offer is a type of {{MintyDocsProduct}} action that triggers on a website when a visitor's behavior or segment matches the criteria defined in an action map.
+
|Context=Learn how to create a content offer for your website.
 +
|Dimension=ContentOffers
 
|ComingSoon=No
 
|ComingSoon=No
 
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Prereq='''Prerequisites'''
 
|Prereq='''Prerequisites'''
  
−
*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud:]
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*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud CX:]
 
**'''Journey '''>''' Action Map '''>''' Add ''', '''Delete''', '''Edit''', and '''View''' (to create action maps)
 
**'''Journey '''>''' Action Map '''>''' Add ''', '''Delete''', '''Edit''', and '''View''' (to create action maps)
 
**'''Journey''' > '''Action Template''' > '''Add, Delete, Edit, and View''' (to configure content offers)
 
**'''Journey''' > '''Action Template''' > '''Add, Delete, Edit, and View''' (to configure content offers)
 
**'''Uploads''' > '''publicAsset''' > '''upload''' (to upload images for content offers)
 
**'''Uploads''' > '''publicAsset''' > '''upload''' (to upload images for content offers)
 
|Section={{Section
 
|Section={{Section
−
|sectionHeading=Create a content offer
+
|sectionHeading=Create content offer overview
 
|anchor=CreateOffer
 
|anchor=CreateOffer
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Video
 
|Media=Video
 
|image=385526538
 
|image=385526538
−
|structuredtext=You create content offers in the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library}}. Specify a descriptive and meaningful name and description (for example, Spring Break Getaway Offer 2019). Define the content and design of your content offer, as described in the tables that follow.     
+
|structuredtext=When creating a content offer, specify a descriptive and meaningful name and description (for example, Spring Break Getaway Offer 2019). Define the content and design of your content offer, as described in the tables that follow.     
  
−
After you create a content offer, it appears on the '''Content Offer''' tab in the Action Library.{{NoteFormat|To simplify the process of creating a content offer, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library#ActionDuplicate|display text=duplicate an existing one}} and then modify the duplicate.|2}}<br />
+
After you create and publish a content offer, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Configure_content_offer_action_map|display text=configure an action map to use it}}.
 +
 
 +
<br />
 +
|structuredtextwide={{NoteFormat|To simplify the process of creating a content offer, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library#ActionDuplicate|display text=duplicate an existing one}} and then modify the duplicate.|2}}
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
 
|sectionHeading=Content options
 
|sectionHeading=Content options
 
|anchor=ContentOptions
 
|anchor=ContentOptions
−
|alignment=Vertical
+
|alignment=Horizontal
−
|structuredtext=[[File:ContentOfferContent.png]]<br />{{NoteFormat|To preview your changes, in the content preview area, click the Refresh icon.|2}}
+
|Media=Image
−
{{{!}} class="wikitable"
+
|image=ContentOfferContent.png
−
{{!}}-
+
|structuredtext=*'''Layout:''' Layout of the text and image within the content offer.
−
{{!}}{{!}}'''Option'''
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*'''Image:''' Image to display in the offer. You can either upload the image to {{MINTYDOCSPRODUCT}} or point to its URL. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers|anchor=COImage|display text=Include an image}}.
−
{{!}}{{!}}'''Description '''
+
*'''Heading:''' Prominent headline text. Example: Exclusive offer just for you! Restricted to a maximum of 50 characters.
−
{{!}}-
+
*'''Subheading:''' Secondary text to accompany the main heading. Example: Book now and get 10% off. Restricted to a maximum of 100 characters.
−
{{!}}{{!}}Layout
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*'''Body:''' Description of the offer. Example: Book now and add discount code 123456 at the checkout to save 10%. Restricted to a maximum of 500 characters.
−
{{!}}{{!}}Layout of the text and image within the content offer:
+
*'''Button text:''' Short string to display inside the call-to-action button. Example: Book Now. Restricted to a maximum of 15 characters.
 +
*'''Destination URL:''' URL of the page to display when a visitor clicks the call-to-action button.
 +
*'''Open link in:''' Indicates how to open the destination URL, either in the current window or in a new tab or window.
  
−
*Image only
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<br />
−
*Text only
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|structuredtextwide={{NoteFormat|To preview your changes, in the content preview area, click the Refresh icon.|2}}
−
*Right text - text is on the right; image is on the left.
 
−
*Left text - text is on the left; image is on the right.
 
−
*Bottom text - text is on the bottom; image is on the top.
 
−
*Top text - text is on the top; image is on the bottom.
 
−
{{!}}-
 
−
{{!}}Image
 
−
{{!}}Image to display in the offer. You can either upload the image to {{MINTYDOCSPRODUCT}} or point to its URL.
 
−
For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers|anchor=COImage|display text=Include an image}}.
 
−
{{!}}-
 
−
{{!}}{{!}}Heading
 
−
{{!}}{{!}}Prominent headline text. Example: Exclusive offer just for you!
 
−
{{!}}-
 
−
{{!}}{{!}}Subheading
 
−
{{!}}{{!}}Secondary text to accompany the main heading. Example: Book now and get 10% off.
 
−
{{!}}-
 
−
{{!}}{{!}}Body
 
−
{{!}}{{!}}Description of the offer. Example: Book now and add discount code 123456 at the checkout to save 10%.
 
−
{{!}}-
 
−
{{!}}{{!}}Button text
 
−
{{!}}{{!}}Short string to display inside the call-to-action button. Example: Book Now.
 
−
{{!}}-
 
−
{{!}}{{!}}Destination URL
 
−
{{!}}{{!}}URL of the page to display when a visitor clicks the call-to-action button.
 
−
{{!}}-
 
−
{{!}}{{!}}Open link in
 
−
{{!}}{{!}}Indicates where to open the destination URL, either in the current window or in a new tab or window.
 
−
{{!}}}
 
 
|Status=No
 
|Status=No
−
}}{{Section
 
−
|sectionHeading=GPE-8043
 
−
|alignment=Vertical
 
−
|structuredtext=Update the following descriptions in the table in the previous section:
 
−
 
−
'''Heading:''' Prominent headline text. Example: Exclusive offer just for you! Restricted to a maximum of 50 characters.
 
−
 
−
'''Subheading:''' Secondary text to accompany the main heading. Example: Book now and get 10% off. Restricted to a maximum of 100 characters.
 
−
 
−
'''Body:''' Description of the offer. Example: Book now and add discount code 123456 at the checkout to save 10%. Restricted to a maximum of 500 characters.
 
−
 
−
'''Button text:''' Short string to display inside the call-to-action button. Example: Book Now. Restricted to a maximum of 15 characters.
 
−
|Status=Yes
 
 
}}{{Section
 
}}{{Section
 
|sectionHeading=Include an image
 
|sectionHeading=Include an image
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===Upload an image file===
 
===Upload an image file===
 
{{NoteFormat|To upload images for content offers, you need the '''Uploads''' > '''publicAsset''' > '''upload''' permission.|}}
 
{{NoteFormat|To upload images for content offers, you need the '''Uploads''' > '''publicAsset''' > '''upload''' permission.|}}
−
You can drag and drop the image file onto the upload area, or browse to the file and select it.   
+
[[File:ContentOfferImageFile.png]]  
  
−
[[File:ContentOfferImageFile.png]] 
+
Drag and drop the image file onto the upload area, or browse to the file and select it. The maximum file size per uploaded image is 512 KB. The optimal image dimensions are 400px X 400px.
  
−
You can upload an image in any of the following formats. The maximum file size per uploaded image is 512 KB. The optimal image dimensions are 400px X 400px.<br />
+
Following are the valid formats for images.<br />
 
{{{!}} class="wikitable"
 
{{{!}} class="wikitable"
 
!Extension
 
!Extension
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===Point to a URL===
 
===Point to a URL===
−
Provide the URL address of the image to display in the content offer.  {{NoteFormat|You must specify a complete and valid URL address, including the protocol. Example: https://www.genesys.com/media/genesys-logo-base.svg.|}}[[File:ContentOfferImageURL.png]]
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[[File:ContentOfferImageURL.png]] 
 +
 
 +
Provide the URL address of the image to display in the content offer.  {{NoteFormat|You must specify a complete and valid URL address, including the protocol. Example: https://www.genesys.com/media/genesys-logo-base.svg.|}}<br />
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
 
|sectionHeading=Style options
 
|sectionHeading=Style options
 
|anchor=StyleOptions
 
|anchor=StyleOptions
−
|alignment=Vertical
+
|alignment=Horizontal
−
|structuredtext=[[File:ContentOfferStyle.png]]<br />{{NoteFormat|To preview your changes, in the content preview area, click the Refresh icon.|2}}
+
|Media=Image
−
{{{!}} class="wikitable"
+
|image=ContentOfferStyle.png
−
{{!}}-
+
|structuredtext=*'''Type:''' Indicates where the content offer appears on a webpage and whether the visitor can interact with other web page elements while the content offer is onscreen.
−
{{!}}{{!}}'''Option'''
+
**'''Modal''' - Content offer covers all other webpage content. Visitors ''cannot'' interact with other webpage elements onscreen. If the visitor clicks outside of the content offer window, the content offer window closes.
−
{{!}}{{!}}'''Description '''
+
**'''Overlay (Non-modal)''' - Content offer covers all other webpage content, but visitors ''can'' interact with other webpage elements while the content offer is onscreen.
−
{{!}}-
+
**'''Toast (Non-modal)''' - Content offer displays in a small notification window that does not obscure other webpage content. Visitors ''can'' interact with other webpage elements onscreen.
−
{{!}}{{!}}Type
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*'''Background Color:''' Content offer's background color.
−
{{!}}{{!}}Controls where the content offer appears on a webpage and whether the visitor can interact with other web page elements while the content offer is onscreen.
+
*'''Heading''', '''Subheading''', '''Body''', and '''CTA button:''' Style options for the heading, subheading, body, and call-to-action button. By default, the inherited font is the Google Roboto font. You can change the font or disable the Google font download. For more information, see {{Link-AnywhereElse|product=WID|version=Current|manual=Developer|topic=GWCCustomize|anchor=changefont|display text=Disable Roboto font download}}.
−
 
+
*'''CTA Button color:''' Call-to-action button color.
−
*'''Modal''' - Content offer covers all other webpage content. Visitors ''cannot'' interact with other webpage elements onscreen. If the visitor clicks outside of the content offer window, the content offer window closes.
+
*'''Close Button:''' Opacity and color of the Close (X) button that appears in the top right corner of the content offer.
−
*'''Overlay (Non-modal)''' - Content offer covers all other webpage content, but visitors ''can'' interact with other webpage elements while the content offer is onscreen.
+
*'''Position:''' Onscreen positioning of the content.
−
*'''Toast (Non-modal)''' - Content offer displays in a small notification window that does not obscure other webpage content. Visitors ''can'' interact with other webpage elements onscreen.
+
*'''Padding:''' Padding around the content offer, either in pixels or as a percentage.
−
{{!}}-
+
|structuredtextwide={{NoteFormat|To preview your changes, in the content preview area, click the Refresh icon.|2}}
−
{{!}}{{!}}Background Color
 
−
{{!}}{{!}}Content offer's background color. <br />
 
−
{{!}}-
 
−
{{!}}{{!}}Heading, Subheading, Body, and CTA button
 
−
{{!}}{{!}}Style options for the heading, subheading, body, and call-to-action button:
 
−
 
 
−
*Font - By default, the inherited font is the Google Roboto font. You can change the font or disable the Google font download. For more information, see {{Link-AnywhereElse|product=WID|version=Current|manual=Developer|topic=GWCCustomize|anchor=changefont|display text=Disable Roboto font download}}.
 
−
*Font size
 
−
*Text color
 
−
*Text alignment (not available for the call-to-action button)
 
−
{{!}}-
 
−
{{!}}{{!}}CTA Button color
 
−
{{!}}{{!}}Call-to-action button color. <br />
 
−
{{!}}-
 
−
{{!}}{{!}}Close Button
 
−
{{!}}{{!}}Opacity and color of the Close (X) button that appears in the top right corner of the content offer.
 
−
{{!}}-
 
−
{{!}}Position
 
−
{{!}}Onscreen positioning of the content.
 
−
{{!}}-
 
−
{{!}}{{!}}Padding
 
−
{{!}}{{!}}Padding around the content offer, either in pixels or as a percentage.
 
−
{{!}}}
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|anchor=PublishOffer
 
|anchor=PublishOffer
 
|alignment=Vertical
 
|alignment=Vertical
−
|structuredtext=After creating the content offer, save and publish it so that it's available for an action map to use.{{NoteFormat|You can't edit an action after you publish it. So, if you're not ready to publish the content offer, save it as a draft. Then, you can publish it when you're ready.|}}For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=Save|display text=Save an action}}.
+
|structuredtext=After creating the content offer, save and publish it so that it's available for an action map to use. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=Save|display text=Save an action}}.{{NoteFormat|You can't edit an action after you publish it. So, if you're not ready to publish the content offer, save it as a draft. Then, you can publish it when you're ready.|}}<br />
−
|Status=No
 
−
}}{{Section
 
−
|sectionHeading=Link the content offer to an action map
 
−
|anchor=LinkOffer
 
−
|alignment=Horizontal
 
−
|Media=Image
 
−
|image=ATC_ContentOffer_Link.png
 
−
|structuredtext=After you publish a content offer, link it to an action map so that your website visitors can see it. The action map defines the conditions that trigger the content offer. You can either create an action map to link the content offer to, or link it to an existing action map.    
 
−
 
 
−
Specify when to activate the content offer and the time period during which to use the content offer. For more information about action maps, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps|display text=About action maps}}<br />
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|structuredtext=You can manage content offers in the following ways:  
 
|structuredtext=You can manage content offers in the following ways:  
  
−
*[[Draft:ATC/Current/AdminGuide/Action library#EditAction|Edit]]
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* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=EditOffer|display text=Edit}}
−
*[[Draft:ATC/Current/AdminGuide/Action library#ActionDuplicate|Duplicate]]
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* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=ActionDuplicate|display text=Duplicate}}
−
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=RevertAction|display text=Revert to draft mode}}
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* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=RevertAction|display text=Revert to draft mode}}
−
*[[Draft:ATC/Current/AdminGuide/Action library#ActionArchive|Archive]]
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* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=ActionArchive|display text=Archive}}
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Latest revision as of 21:27, November 9, 2021

This topic is part of the manual Genesys Predictive Engagement Administrator's Guide for version Current of Genesys Predictive Engagement.

Learn how to create a content offer for your website.

Prerequisites

  • Configure the following permissions in Genesys Cloud CX:
    • Journey > Action Map > Add , Delete, Edit, and View (to create action maps)
    • Journey > Action Template > Add, Delete, Edit, and View (to configure content offers)
    • Uploads > publicAsset > upload (to upload images for content offers)

Create content offer overview

When creating a content offer, specify a descriptive and meaningful name and description (for example, Spring Break Getaway Offer 2019). Define the content and design of your content offer, as described in the tables that follow.

After you create and publish a content offer, configure an action map to use it.


Tip
To simplify the process of creating a content offer, duplicate an existing one and then modify the duplicate.

Content options

  • Layout: Layout of the text and image within the content offer.
  • Image: Image to display in the offer. You can either upload the image to Genesys Predictive Engagement or point to its URL. For more information, see Include an image.
  • Heading: Prominent headline text. Example: Exclusive offer just for you! Restricted to a maximum of 50 characters.
  • Subheading: Secondary text to accompany the main heading. Example: Book now and get 10% off. Restricted to a maximum of 100 characters.
  • Body: Description of the offer. Example: Book now and add discount code 123456 at the checkout to save 10%. Restricted to a maximum of 500 characters.
  • Button text: Short string to display inside the call-to-action button. Example: Book Now. Restricted to a maximum of 15 characters.
  • Destination URL: URL of the page to display when a visitor clicks the call-to-action button.
  • Open link in: Indicates how to open the destination URL, either in the current window or in a new tab or window.

Tip
To preview your changes, in the content preview area, click the Refresh icon.

Include an image

To include an image in your content offer, you can either upload the image file to Genesys Predictive Engagement or point to its URL.

Upload an image file

Important
To upload images for content offers, you need the Uploads > publicAsset > upload permission.

ContentOfferImageFile.png

Drag and drop the image file onto the upload area, or browse to the file and select it. The maximum file size per uploaded image is 512 KB. The optimal image dimensions are 400px X 400px.

Following are the valid formats for images.

Extension Name MIME type
APNG Animated Portable Network Graphics image/apng
BMP Bitmap file image/bmp
GIF Graphics Interchange Format image/gif
ICO or CUR Microsoft Icon image/x-icon
JPG or JPEG Joint Photographic Expert Group image image/jpeg
PNG Portable Network Graphics image/png
SVG Scalable Vector Graphics image/svg+xml
WEBP Web Picture format image/webp

Point to a URL

ContentOfferImageURL.png

Provide the URL address of the image to display in the content offer.
Important
You must specify a complete and valid URL address, including the protocol. Example: https://www.genesys.com/media/genesys-logo-base.svg.

Style options

  • Type: Indicates where the content offer appears on a webpage and whether the visitor can interact with other web page elements while the content offer is onscreen.
    • Modal - Content offer covers all other webpage content. Visitors cannot interact with other webpage elements onscreen. If the visitor clicks outside of the content offer window, the content offer window closes.
    • Overlay (Non-modal) - Content offer covers all other webpage content, but visitors can interact with other webpage elements while the content offer is onscreen.
    • Toast (Non-modal) - Content offer displays in a small notification window that does not obscure other webpage content. Visitors can interact with other webpage elements onscreen.
  • Background Color: Content offer's background color.
  • Heading, Subheading, Body, and CTA button: Style options for the heading, subheading, body, and call-to-action button. By default, the inherited font is the Google Roboto font. You can change the font or disable the Google font download. For more information, see Disable Roboto font download.
  • CTA Button color: Call-to-action button color.
  • Close Button: Opacity and color of the Close (X) button that appears in the top right corner of the content offer.
  • Position: Onscreen positioning of the content.
  • Padding: Padding around the content offer, either in pixels or as a percentage.
Tip
To preview your changes, in the content preview area, click the Refresh icon.

Publish the content offer

After creating the content offer, save and publish it so that it's available for an action map to use. For more information, see Save an action.
Important
You can't edit an action after you publish it. So, if you're not ready to publish the content offer, save it as a draft. Then, you can publish it when you're ready.

Manage a content offer

You can manage content offers in the following ways:

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