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

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|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.
 
|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
 
|ComingSoon=No
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|Platform=GenesysEngage-cloud, PureConnect, GenesysCloud
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|Prereq='''Prerequisites'''
 
|Prereq='''Prerequisites'''
  
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#Click '''Create'''.
 
#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).
 
#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.
+
#Define the content and design of your content offer, as described in the tables that follow.
  
−
After the content offer is created, it appears in the Content Offer section of the Action Library.
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After you create the content offer, it appears in the Content Offer section of the Action Library.
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}}{{Section
 
}}{{Section
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|Media=Image
 
|Media=Image
 
|image=ATC ContentOffer PreviewOffer.png
 
|image=ATC ContentOffer PreviewOffer.png
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|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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|structuredtext=Use the '''Content''' and '''Style''' tabs to define all elements of a content offer. To preview the content offer, click '''Refresh'''.
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|structuredtextwide=
 
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|FAQHeading=
 
 
|Status=No
 
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}}{{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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{{!}}-
 
{{!}}-
 
{{!}}{{!}}'''Layout'''
 
{{!}}{{!}}'''Layout'''
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{{!}}{{!}}The layout of the text and image within the content offer:
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{{!}}{{!}}Layout of the text and image within the content offer:
  
 
*Image only
 
*Image only
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{{!}}-
 
{{!}}-
 
{{!}}{{!}}'''Heading'''
 
{{!}}{{!}}'''Heading'''
−
{{!}}{{!}}The prominent headline text. Example: Exclusive offer just for you!
+
{{!}}{{!}}Prominent headline text. Example: Exclusive offer just for you!
 
{{!}}-
 
{{!}}-
 
{{!}}{{!}}'''Subheading'''
 
{{!}}{{!}}'''Subheading'''
−
{{!}}{{!}}The secondary text to accompany the main heading. Example: Book now and get 10% off.
+
{{!}}{{!}}Secondary text to accompany the main heading. Example: Book now and get 10% off.
 
{{!}}-
 
{{!}}-
 
{{!}}{{!}}'''Body'''
 
{{!}}{{!}}'''Body'''
−
{{!}}{{!}}A description of the offer. Example: Book now and add discount code 123456 at the checkout to save 10%.
+
{{!}}{{!}}Description of the offer. Example: Book now and add discount code 123456 at the checkout to save 10%.
 
{{!}}-
 
{{!}}-
 
{{!}}{{!}}'''Image'''
 
{{!}}{{!}}'''Image'''
−
{{!}}{{!}}The URL that contains the image to be displayed in the offer. Example: <nowiki>https://images.com/myimage/</nowiki>
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{{!}}{{!}}URL that contains the image to display in the offer. Example: <nowiki>https://images.com/myimage/</nowiki>
  
 
*Supported image types: JPEG, BMP, JPG, PNG (supported by HTML image tag)
 
*Supported image types: JPEG, BMP, JPG, PNG (supported by HTML image tag)
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{{!}}-
 
{{!}}-
 
{{!}}{{!}}'''Button text'''
 
{{!}}{{!}}'''Button text'''
−
{{!}}{{!}}A short string to be displayed inside the call-to-action button. Example: Book Now.
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{{!}}{{!}}Short string to display inside the call-to-action button. Example: Book Now.
 
{{!}}-
 
{{!}}-
 
{{!}}{{!}}'''Destination URL'''
 
{{!}}{{!}}'''Destination URL'''
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{{!}}-
 
{{!}}-
 
{{!}}{{!}}'''Open link in'''
 
{{!}}{{!}}'''Open link in'''
−
{{!}}{{!}}The destination URL, either in the current window or in a new tab or window.
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{{!}}{{!}}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
 
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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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{{!}}-
 
{{!}}-
 
{{!}}{{!}}'''Type'''
 
{{!}}{{!}}'''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.
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{{!}}{{!}}Controls where the content offer appears on a webpage 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.
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*'''Modal''' - Content offer covers all other webpage content. Users ''cannot'' interact with other webpage 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.
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*'''Overlay (Non-modal)''' - Content offer covers all other webpage content, but users ''can'' interact with other webpage 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.
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*'''Toast (Non-modal)''' - Content offer displays in a small notification window that does not obscure other webpage content. Users ''can'' interact with other webpage elements onscreen.
 
{{!}}-
 
{{!}}-
 
{{!}}{{!}}'''Background Color'''
 
{{!}}{{!}}'''Background Color'''
−
{{!}}{{!}}The content offer's background color. <br />
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{{!}}{{!}}Content offer's background color. <br />
 
{{!}}-
 
{{!}}-
 
{{!}}{{!}}'''Offer text'''
 
{{!}}{{!}}'''Offer text'''
 
{{!}}{{!}}Style options for the heading, subheading, body, and call-to-action button:
 
{{!}}{{!}}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 [https://all.docs.genesys.com/WID/Current/Developer/GWCCustomize Customize appearance].
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*Font - By default, Genesys Widgets uses the Google font 'Roboto.' You can change the font or disable the Google font download. For more information, see [https://all.docs.genesys.com/WID/Current/Developer/GWCCustomize Customize appearance].
 
*Font size
 
*Font size
 
*Text color
 
*Text color
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{{!}}-
 
{{!}}-
 
{{!}}{{!}}'''CTA Button color'''
 
{{!}}{{!}}'''CTA Button color'''
−
{{!}}{{!}}The call-to-action button color. <br />
+
{{!}}{{!}}Call-to-action button color. <br />
 
{{!}}-
 
{{!}}-
 
{{!}}{{!}}'''Close Button'''
 
{{!}}{{!}}'''Close Button'''
−
{{!}}{{!}}The opacity and color of the Close (X) button that appears in the top right corner of the content
+
{{!}}{{!}}Opacity and color of the Close (X) button that appears in the top right corner of the content.
 
{{!}}-
 
{{!}}-
 
{{!}}'''Position'''
 
{{!}}'''Position'''
−
{{!}}The onscreen positioning of the content.
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{{!}}Onscreen positioning of the content.
 
{{!}}-
 
{{!}}-
 
{{!}}{{!}}'''Padding'''
 
{{!}}{{!}}'''Padding'''
−
{{!}}{{!}}The padding either in pixels or as a percentage.
+
{{!}}{{!}}Padding either in pixels or as a percentage.
 
{{!}}}
 
{{!}}}
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|structuredtextwide=
 
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|FAQHeading=
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
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|anchor=COImage
 
|anchor=COImage
 
|alignment=Vertical
 
|alignment=Vertical
−
|Media=
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|structuredtext=To add a custom image to your content offer, you can either upload it to {{MINTYDOCSPRODUCT}} or point its URL.
−
|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.
 
  
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{{NoteFormat|You must have the '''Uploads''' > '''publicAsset''' > '''upload''' permission in order to upload images for content offers.|}}
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{{NoteFormat|To upload images for content offers, you must have the '''Uploads''' > '''publicAsset''' > '''upload''' permission.|}}
  
 
===Point to a URL===
 
===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|}}
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Provide a complete, valid URL for the image to display in the content offer.  {{NoteFormat|You must specify a complete URL address, including the protocol. For example: https://www.genesys.com|}}
  
 
===Upload a file===
 
===Upload a file===
 
To upload a file, drag and drop it onto the upload area, or browse to the file and select it.   
 
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.   
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You can upload an image in any of the following formats.   
 
{{{!}} class="wikitable"
 
{{{!}} class="wikitable"
 
{{!}}+
 
{{!}}+
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The maximum file size per uploaded image is 512 KB.
 
The maximum file size per uploaded image is 512 KB.
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|Media=Image
 
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|image=ATC_ContentOffer_Publish.png
 
|image=ATC_ContentOffer_Publish.png
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|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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|structuredtext=After creating the content offer, save and publish it and make it 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: draft or publish}}.
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|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|Media=Image
 
|Media=Image
 
|image=ATC_ContentOffer_Link.png
 
|image=ATC_ContentOffer_Link.png
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|structuredtext=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:     
+
|structuredtext=After you publish a content offer, link it to an action map so that your users can see it. The action map defines the conditions that trigger the content offer. You can either create an action map or use an existing one. Then, configure the following within the action map:     
  
 
#In the '''Select action''' field, click '''Configure'''.
 
#In the '''Select action''' field, click '''Configure'''.
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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
 
|Media=Image
 
|image=StatusChange.png
 
|image=StatusChange.png
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|structuredtext=Once you've created a content offer, you can manage it in a number of ways:  
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|structuredtext=You can manage content offers in the following ways:  
  
 
*[[Draft:ATC/Current/AdminGuide/Action library#EditAction|Edit]]
 
*[[Draft:ATC/Current/AdminGuide/Action library#EditAction|Edit]]
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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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Revision as of 13:33, October 15, 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 Genesys Cloud:
    • 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 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. Define the content and design of your content offer, as described in the tables that follow.
After you create the content offer, 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. To preview the content offer, click Refresh.

Content options


Option Description
Layout 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 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%.
Image URL that contains the image to display 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 Short string to display inside the call-to-action button. Example: Book Now.
Destination URL Select your image.
Open link in 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 webpage and whether the user can interact with other web page elements while the content offer is onscreen.
  • Modal - Content offer covers all other webpage content. Users cannot interact with other webpage elements onscreen. If the user clicks outside of the content offer window, the content offer window closes.
  • Overlay (Non-modal) - Content offer covers all other webpage content, but users can interact with other webpage elements while the content offers is onscreen.
  • Toast (Non-modal) - Content offer displays in a small notification window that does not obscure other webpage content. Users can interact with other webpage elements onscreen.
Background Color 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. For more information, see Customize appearance.
  • Font size
  • Text color
  • Text alignment (*not available for call-to-action button)
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.
Position Onscreen positioning of the content.
Padding 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 its URL.

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

Point to a URL

Provide a complete, valid URL for the image to display 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 in any of the following 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

After creating the content offer, save and publish it and make it available for an action map to use.
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.
For more information, see Save an action: draft or publish.

Link the content offer to an action map

After you publish a content offer, link it to an action map so that your users can see it. The action map defines the conditions that trigger the content offer. You can either create an action map or use an existing one. Then, configure the following 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

You can manage content offers in the following ways:

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