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

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**'''Journey '''>''' Action Map '''>''' Add ''', '''Delete''', '''Edit''', and '''View''' permissions (to create action maps)
 
**'''Journey '''>''' Action Map '''>''' Add ''', '''Delete''', '''Edit''', and '''View''' permissions (to create action maps)
 
**'''Journey''' > '''Action Template''' > '''Add, Delete, Edit, and View''' permissions (to configure content offers)
 
**'''Journey''' > '''Action Template''' > '''Add, Delete, Edit, and View''' permissions (to configure content offers)
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**'''Uploads''' > '''publicAsset''' > '''upload''' permission (to upload images for content offers)
 
|Section={{Section
 
|Section={{Section
 
|sectionHeading=Create the content offer
 
|sectionHeading=Create the content offer
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After the content offer is created, it appears in the Content Offer section of the Action Library.
 
After the content offer is created, it appears in the Content Offer section of the Action Library.
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|structuredtextwide=
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|FAQHeading=
 
|Status=No
 
|Status=No
 
}}{{Section
 
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|image=ATC ContentOffer PreviewOffer.png
 
|image=ATC ContentOffer PreviewOffer.png
 
|structuredtext=Use the '''Content''' and '''Style''' tabs to define all elements of a content offer. As you define the content and style parameters, click '''Refresh'''  to preview the content offer.
 
|structuredtext=Use the '''Content''' and '''Style''' tabs to define all elements of a content offer. As you define the content and style parameters, click '''Refresh'''  to preview the content offer.
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|structuredtextwide=
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|FAQHeading=
 
|Status=No
 
|Status=No
 
}}{{Section
 
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|anchor=ContentOptions
 
|anchor=ContentOptions
 
|alignment=Vertical
 
|alignment=Vertical
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|Media=
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|image=
 
|structuredtext=<br />
 
|structuredtext=<br />
 
{{{!}} class="wikitable"
 
{{{!}} class="wikitable"
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{{!}}{{!}}A description of the offer. Example: Book now and add discount code 123456 at the checkout to save 10%.
 
{{!}}{{!}}A description of the offer. Example: Book now and add discount code 123456 at the checkout to save 10%.
 
{{!}}-
 
{{!}}-
−
{{!}}{{!}}'''Image URL'''
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{{!}}{{!}}'''Image'''
 
{{!}}{{!}}The URL that contains the image to be displayed in the offer. Example: <nowiki>https://images.com/myimage/</nowiki>
 
{{!}}{{!}}The URL that contains the image to be displayed in the offer. Example: <nowiki>https://images.com/myimage/</nowiki>
  
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{{!}}-
 
{{!}}-
 
{{!}}{{!}}'''Destination URL'''
 
{{!}}{{!}}'''Destination URL'''
−
{{!}}{{!}}The destination URL. It's where the user is directed after clicking the image or call-to-action button. '''Note:''' The URL must contain the complete protocol URL address. Example: <nowiki>https://www.genesys.com</nowiki>
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{{!}}{{!}}{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers|anchor=COImage|display text=Select your image}}.
 
{{!}}-
 
{{!}}-
 
{{!}}{{!}}'''Open link in'''
 
{{!}}{{!}}'''Open link in'''
 
{{!}}{{!}}The destination URL, either in the current window or in a new tab or window.
 
{{!}}{{!}}The destination URL, either in the current window or in a new tab or window.
 
{{!}}}
 
{{!}}}
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|structuredtextwide=
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|FAQHeading=
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|anchor=StyleOptions
 
|anchor=StyleOptions
 
|alignment=Vertical
 
|alignment=Vertical
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|Media=
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|image=
 
|structuredtext=<br />
 
|structuredtext=<br />
 
{{{!}} class="wikitable"
 
{{{!}} class="wikitable"
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{{!}}{{!}}The padding either in pixels or as a percentage.
 
{{!}}{{!}}The padding either in pixels or as a percentage.
 
{{!}}}
 
{{!}}}
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|structuredtextwide=
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|FAQHeading=
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|Status=No
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}}{{Section
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|sectionHeading=Select an image
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|anchor=COImage
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|alignment=Vertical
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|Media=
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|image=
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|structuredtext=To add a custom image to your content offer, you can either upload it to {{MINTYDOCSPRODUCT}} or point to a URL where it is stored.
 +
 +
{{NoteFormat|You must have the '''Uploads''' > '''publicAsset''' > '''upload''' permission in order to upload images for content offers.|}}
 +
 +
===Point to a URL===
 +
Provide a complete, valid URL for the image that will be displayed in the content offer.  {{NoteFormat|You must specify a complete URL address, including the protocol. For example: https://www.genesys.com|}}
 +
 +
===Upload a file===
 +
To upload a file, drag and drop it onto the upload area, or browse to the file and select it. 
 +
 +
You can upload an image with any of the formats. 
 +
{{{!}} class="wikitable"
 +
{{!}}+
 +
!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
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{{!}}image/jpeg
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{{!}}-
 +
{{!}}PNG
 +
{{!}}Portable Network Graphics
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{{!}}image/png
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{{!}}-
 +
{{!}}SVG
 +
{{!}}Scalable Vector Graphics
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{{!}}image/svg+xml
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{{!}}-
 +
{{!}}WEBP
 +
{{!}}Web Picture format
 +
{{!}}image/webp
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{{!}}}
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 +
 +
The maximum file size per uploaded image is 512 KB.
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|structuredtextwide=
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|FAQHeading=
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|image=ATC_ContentOffer_Publish.png
 
|image=ATC_ContentOffer_Publish.png
 
|structuredtext=When you finish creating the content offer, click Save and publish to publish the content offer and make it available for use by an action map.{{NoteFormat|You can't edit an action once it's published, so if you're not ready to publish the content offer, click '''Save as draft'''. You can change the status from Draft to Published later on.|}}For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=Save|display text=Save an action: draft or publish}}.
 
|structuredtext=When you finish creating the content offer, click Save and publish to publish the content offer and make it available for use by an action map.{{NoteFormat|You can't edit an action once it's published, so if you're not ready to publish the content offer, click '''Save as draft'''. You can change the status from Draft to Published later on.|}}For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=Save|display text=Save an action: draft or publish}}.
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|structuredtextwide=
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|FAQHeading=
 
|Status=No
 
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}}{{Section
 
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For more information about these options, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_actions_and_action_maps|anchor=ConfigOrg|display text=Overview of actions}}. For more information about action maps, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps|display text=About action maps}}<br />
 
For more information about these options, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_actions_and_action_maps|anchor=ConfigOrg|display text=Overview of actions}}. For more information about action maps, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps|display text=About action maps}}<br />
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|structuredtextwide=
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|FAQHeading=
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
 
|sectionHeading=Manage a content offer
 
|sectionHeading=Manage a content offer
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|anchor=
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
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*[[Draft:ATC/Current/AdminGuide/Action library#ActionDuplicate|Duplicate]]
 
*[[Draft:ATC/Current/AdminGuide/Action library#ActionDuplicate|Duplicate]]
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=ActionStatuses|display text=Change its status}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=ActionStatuses|display text=Change its status}}
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|structuredtextwide=
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|FAQHeading=
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Revision as of 10:35, June 3, 2020

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

A content offer is a type of Altocloud action that triggers on a website when a user's behavior or segment matches to the criteria defined in an action map.

Prerequisites

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

Create the content offer

You create the content offer in the View content offers.

To create a content offer action:

  1. Go to Admin > Altocloud > Action Library.
  2. Click the Content offer tab.
  3. Click Create.
  4. On the Create Content Offer page, give the content offer a descriptive and meaningful name and description (for example, Spring Break Getaway Offer 2019).
  5. Next, define the content and design of your content offer, as described in the tables below.
After the content offer is created, it appears in the Content Offer section of the Action Library.

Define the verbiage and visual styling

Use the Content and Style tabs to define all elements of a content offer. As you define the content and style parameters, click Refresh to preview the content offer.

Content options


Option Description
Layout The layout of the text and image within the content offer:
  • Image only
  • Text only
  • Left text - text is on the left; image is on the right.
  • Right text - image is on the left; text is on the right.
  • Top text - text is on the top; image is on the bottom.
  • Bottom text - image is on the top; text is on the bottom.
Heading The prominent headline text. Example: Exclusive offer just for you!
Subheading The secondary text to accompany the main heading. Example: Book now and get 10% off.
Body A description of the offer. Example: Book now and add discount code 123456 at the checkout to save 10%.
Image The URL that contains the image to be displayed in the offer. Example: https://images.com/myimage/
  • Supported image types: JPEG, BMP, JPG, PNG (supported by HTML image tag)
  • Optimal image dimensions are 400px x 400px.
Button text A short string to be displayed inside the call-to-action button. Example: Book Now.
Destination URL Select your image.
Open link in The destination URL, either in the current window or in a new tab or window.

Style options


Option Description
Type Controls where the content offer appears on a web page and whether the user can interact with other web page elements while the content offer is onscreen.
  • Modal - The content offer covers all other web page content. Users cannot interact with other web page elements onscreen. If the user clicks outside of the content offer window, the content offer window closes.
  • Overlay (Non-modal) - The content offer covers all other web page content, but users can interact with other web page elements while the content offers is onscreen.
  • Toast (Non-modal) - The content offer is presented in a small notification window that does not obscure other web page content. Users can interact with other web page elements onscreen.
Background Color The content offer's background color.
Offer text Style options for the heading, subheading, body, and call-to-action button:
  • Font - By default, Genesys Widgets uses the Google font 'Roboto.' You can change the font or disable the Google font download, however. For more information, see Customize appearance.
  • Font size
  • Text color
  • Text alignment (*not available for call-to-action button)
CTA Button color The call-to-action button color.
Close Button The opacity and color of the Close (X) button that appears in the top right corner of the content
Position The onscreen positioning of the content.
Padding The padding either in pixels or as a percentage.

Select an image

To add a custom image to your content offer, you can either upload it to Genesys Predictive Engagement or point to a URL where it is stored.

Important
You must have the Uploads > publicAsset > upload permission in order to upload images for content offers.

Point to a URL

Provide a complete, valid URL for the image that will be displayed in the content offer.
Important
You must specify a complete URL address, including the protocol. For example: https://www.genesys.com

Upload a file

To upload a file, drag and drop it onto the upload area, or browse to the file and select it.

You can upload an image with any of the formats.

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


The maximum file size per uploaded image is 512 KB.

Publish the content offer

When you finish creating the content offer, click Save and publish to publish the content offer and make it available for use by an action map.
Important
You can't edit an action once it's published, so if you're not ready to publish the content offer, click Save as draft. You can change the status from Draft to Published later on.
For more information, see Save an action: draft or publish.

Link the content offer to an action map

After you publish a content offer, you must link it to an action map in order for your users to see it. The action map defines the conditions that trigger the content offer. You can either create a new action map or use an existing one. In either case, you'll need to configure the following fields within the action map:

  1. In the Select action field, click Configure.
  2. Select Content offer.
  3. Click Next.
  4. On the Select content offer page, select the content offer.
  5. Click Next.
  6. On the Action summary page, review the details of your content offer, including the following:
    1. Activation time - Immediately, Upon return to site, or Delay.
    2. Time range - the start and end date of the content offer.
For more information about these options, see Overview of actions. For more information about action maps, see About action maps

Manage a content offer

Once you've created a content offer, you can manage it in a number of ways:

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