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

Revision as of 14:16, January 28, 2020

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

Create the content offer

You create the content offer in the View content offers.

To create a content offer action:

Go to Admin > Altocloud > Action Library.
Click the Content offer tab.
Click Create.
On the Create Content Offer page, give the content offer a descriptive and meaningful name and description (for example, Spring Break Getaway Offer 2019).
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	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: https://www.genesys.com
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
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
Padding	The padding either in pixels or as a percentage.
Position	The onscreen positioning of the content.

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:

In the Select action field, click Configure.
Select Content offer.
Click Next.
On the Select content offer page, select the content offer.
Click Next.
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:

@@ Line 1: / Line 1: @@
 {{Article
 |Standalone=No
-|DisplayName=Content offers
+|DisplayName=Build content offers
-|TocName=Content offers
+|TocName=Build
 |Context=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.
 |ComingSoon=No
@@ Line 12: / Line 12: @@
 **'''Journey''' > '''Action Template''' > '''Add, Delete, Edit, and View''' permissions (to configure content offers)
 |Section={{Section
-|sectionHeading=Overview
-|anchor=AboutContentOffers
-|alignment=Horizontal
-|Media=Image
-|image=ATC_ContentOffer_UserWindow.png
-|structuredtext=Let's say you're doing travel research on a travel site. As you're about to leave the website in search of a better deal elsewhere, a pop-up window appears. It says that if you book now, you'll receive 10% off.
-That's a content offer. And the point of a content offer is to engage you and then prompt you to take some sort of action (book a trip, in this example).
-You use {{MINTYDOCSPRODUCT}} to build content offers for the scenario outlined above and for almost anything that requires a website visitor's buy-in or consent - for example, sign up for an event, subscribe to the newsletter, try a new product, and so on.
-<br />
-|Status=No
-}}{{Section
-|sectionHeading=How it works
-|anchor=HowitWorks
-|alignment=Horizontal
-|Media=Image
-|image=ATC_ContentOffers_ThreeSteps.png
-|structuredtext=A content offer is a type of action that Altocloud can take  to engage a customer and prompt action. You configure a content offer action in the same way you configure other types of actions in the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library}}.To set up a content offer: <span></span><span></span>
-#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers|anchor=CreateOffer|display text=Create the content offer.}}
-#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers|anchor=PublishOffer|display text=Publish the content offer.}}
-#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers|anchor=LinkOffer|display text=Link the content offer to an action map.}}
-|Status=No
-}}{{Section
 |sectionHeading=Create the content offer
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@@ Line 43: / Line 17: @@
 |Media=Video
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-|structuredtext=You create the content offer from the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library}}.
+|structuredtext=You create the content offer in the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library}}.
 To create a content offer action:
@@ Line 54: / Line 28: @@
 After the content offer is created, it appears in the Content Offer section of the Action Library.
-|structuredtextwide====Define the content and style===
+|Status=No
-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.
+}}{{Section
+|sectionHeading=Define the verbiage and visual styling
-[[File:ATC ContentOffer PreviewOffer.png]]
+|anchor=COVerbiage
+|alignment=Horizontal
-===Content options===
+|Media=Image
+|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.
+|Status=No
+}}{{Section
+|sectionHeading=Content options
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+|structuredtext=<br />
 {{{!}} class="wikitable"
 {{!}}-
-{{!}}{{!}}'''Option'''<br />
+{{!}}{{!}}'''Option'''
-{{!}}{{!}}'''Description '''<br />
+{{!}}{{!}}'''Description '''
 {{!}}-
-{{!}}{{!}}'''Layout'''<br />
+{{!}}{{!}}'''Layout'''
 {{!}}{{!}}The layout of the text and image within the content offer:
@@ Line 75: / Line 57: @@
 *Bottom text - image is on the top; text is on the bottom.
 {{!}}-
-{{!}}{{!}}'''Heading'''<br />
+{{!}}{{!}}'''Heading'''
 {{!}}{{!}}The prominent headline text. Example: Exclusive offer just for you!
 {{!}}-
-{{!}}{{!}}'''Subheading'''<br />
+{{!}}{{!}}'''Subheading'''
 {{!}}{{!}}The secondary text to accompany the main heading. Example: Book now and get 10% off.
 {{!}}-
-{{!}}{{!}}'''Body'''<br />
+{{!}}{{!}}'''Body'''
 {{!}}{{!}}A description of the offer. Example: Book now and add discount code 123456 at the checkout to save 10%.
 {{!}}-
-{{!}}{{!}}'''Image'''<br />
+{{!}}{{!}}'''Image'''
 {{!}}{{!}}The URL that contains the image to be displayed in the offer. Example: <nowiki>https://images.com/myimage/</nowiki>
@@ Line 90: / Line 72: @@
 *Optimal image dimensions are 400px x 400px.
 {{!}}-
-{{!}}{{!}}'''Button text'''<br />
+{{!}}{{!}}'''Button text'''
 {{!}}{{!}}A short string to be displayed inside the call-to-action button. Example: Book Now.
 {{!}}-
-{{!}}{{!}}'''Destination URL'''<br />
+{{!}}{{!}}'''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>
 {{!}}-
-{{!}}{{!}}'''Open link in'''<br />
+{{!}}{{!}}'''Open link in'''
 {{!}}{{!}}The destination URL, either in the current window or in a new tab or window.
 {{!}}}
+|Status=No
-===Style options===
+}}{{Section
+|sectionHeading=Style options
+|anchor=StyleOptions
+|alignment=Vertical
+|structuredtext=<br />
 {{{!}} class="wikitable"
 {{!}}-
-{{!}}{{!}}'''Option'''<br />
+{{!}}{{!}}'''Option'''
-{{!}}{{!}}'''Description '''<br />
+{{!}}{{!}}'''Description '''
 {{!}}-
-{{!}}{{!}}'''Type'''<br />
+{{!}}{{!}}'''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.
@@ Line 113: / Line 99: @@
 *'''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'''<br />
+{{!}}{{!}}'''Background Color'''
 {{!}}{{!}}The content offer's background color. <br />
 {{!}}-
-{{!}}{{!}}'''Offer text'''<br />
+{{!}}{{!}}'''Offer text'''
 {{!}}{{!}}Style options for the heading, subheading, body, and call-to-action button:<br />
@@ Line 124: / Line 110: @@
 *Text alignment
 {{!}}-
-{{!}}{{!}}'''Button color'''<br />
+{{!}}{{!}}'''Button color'''
 {{!}}{{!}}The call-to-action button color. <br />
 {{!}}-
@@ Line 175: / Line 161: @@
 *[[Draft:ATC/Current/AdminGuide/Action library#ActionDuplicate|Duplicate]]
 *{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=ActionStatuses|display text=Change its status}}
-|Status=No
-}}{{Section
-|sectionHeading=Monitor a content offer's performance
-|anchor=COMonitor
-|alignment=Vertical
-|structuredtext=Use the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_Map_Performance|display text=Action Map Performance report}} to monitor your content offers. The following table defines the available metrics for this report:
-{{{!}} class="wikitable"
-{{!}}'''Metric'''
-{{!}}'''Description'''
-{{!}}-
-{{!}}'''Web Actions Qualified'''
-{{!}}Number of visitors who matched a segment, activity, or outcome score that triggered the action map.
-{{!}}-
-{{!}} data-mce-style="width: 245.047px;" style="width: 245.047px;"{{!}}'''Web Actions Offered'''
-{{!}} data-mce-style="width: 934.953px;" style="width: 934.953px;"{{!}}Number of visitors to whom {{MINTYDOCSPRODUCT}} presented a content offer.
-'''Note:''' When a visitor qualifies for an action map, it does not necessarily mean that {{MINTYDOCSPRODUCT}} offers them a content offer immediately.  For example, {{MINTYDOCSPRODUCT}} does not offer a content offer if the visitor matches a segment for the action map, but is not on the webpage that triggers the content offer. {{MINTYDOCSPRODUCT}} also does not offer a content offer if there are no agents available. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_Map_Performance#WebActionsMetricsEx|display text=Progression of web actions metrics.}}
-{{!}}-
-{{!}} data-mce-style="width: 245.047px;" style="width: 245.047px;"{{!}}'''Web Actions Accepted'''
-{{!}} data-mce-style="width: 934.953px;" style="width: 934.953px;"{{!}}Number of visitors who accepted the content offer. These visitors are a subset of those to whom {{MINTYDOCSPRODUCT}} offered the content offer. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_Map_Performance#WebActionsMetricsEx|display text=Progression of web actions metrics.}}
-{{!}}-
-{{!}} data-mce-style="width: 245.047px;" style="width: 245.047px;"{{!}}'''Web Actions Started'''
-{{!}} data-mce-style="width: 934.953px;" style="width: 934.953px;"{{!}}Not applicable
-{{!}}-
-{{!}} data-mce-style="width: 245.047px;" style="width: 245.047px;"{{!}}'''Web Actions Engaged'''
-{{!}} data-mce-style="width: 934.953px;" style="width: 934.953px;"{{!}}Not applicable
-{{!}}-
-{{!}} data-mce-style="width: 245.047px;" style="width: 245.047px;"{{!}}'''Web Actions Rejected'''
-{{!}} data-mce-style="width: 934.953px;" style="width: 934.953px;"{{!}}Number of visitors who dismissed or rejected the content offer. These visitors are a subset of those to whom {{MINTYDOCSPRODUCT}} offered the content offer.
-{{!}}-
-{{!}} data-mce-style="width: 245.047px;" style="width: 245.047px;"{{!}}'''Web Actions Errored'''
-{{!}} data-mce-style="width: 934.953px;" style="width: 934.953px;"{{!}}Number of visitors who experienced an error while being offered the content offer. This can happen before or after the content offer appears.
-{{!}}-
-{{!}}'''Web Actions Timed Out'''
-{{!}}Not applicable
-{{!}}}
 |Status=No
 }}
 }}

Genesys Predictive Engagement Administrator's Guide

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