Applying Targeting for Opensense Real Time Personalization Banners
The Basics: sgenads vs. sgentags
The Opensense RTP Banner queries 2 fields in your Marketing Automation Platform (MA) or your CRM.
- sgenads: This field is configured on the Contact Record for contacts in your MA or CRM. sgenads assigns a specific Banner to a contact.
- The sgenads value for this banner is report_cci_2018:
- To Assign this banner to particular contact, update the sgenads property to report_cci_2018. Accuracy of spelling and formatting is required. This can be done using bulk operations tools native to your MA or CRM.
Sometimes, a specific banner is appropriate for targeted events, for instance. In other cases, there may be a series of banners appropriate for a particular contact. sgentags allows you to create groups of banners that will display for a particular contact, rather than a specific banner.
- sgentags: This field is configured on the Contact Record for contacts in your MA or CRM. sgentags assigns a group of Banners to a contact.
- The sgentags for these banners are df-18 and df-2018
- To Assign this group of banners to particular contact, update the sgentags property to df-18 or df-2018. Accuracy of spelling and formatting is required.This can be done using bulk operations tools native to your Marketing Automation tool or CRM.
- If for any reason you would like to apply multiple tags to a contact record, you may do so by delimiting each tag with a comma.
Targeting a specific banner to a list of contacts:
Upload banner to Marketing-> Banners section.
- In Marketo, use Smart Campaigns to update sgenads property for desired list of contacts.
- In Hubspot, use Workflows to update sgenads property for desired list of contacts.
- In Pardot, use Automation Rules to update sgenads property for desired list of contacts.
- In Eloqua, use Automation to update sgenads property for desired list of contacts.
- In Salesforce, use Process Builder to update sgenads property for desired list of contacts.
Targeting a group of banners to a list of contacts:
Upload banners to Marketing-> Banners section. Apply Banner Tag (like in example above)
- In Marketo, use Smart Campaigns to update sgentags property for desired list of contacts. Be sure to add condition to zero out sgenads while updating sgentags.
- In Hubspot, use Workflows to update sgentags property for desired list of contacts. Be sure to add condition to zero out sgenads while updating sgentags.
- In Pardot, use Automation Rules to update sgentags property for desired list of contacts. Be sure to add condition to zero out sgenads while updating sgentags.
- In Eloqua, use Automation to update sgentags property for desired list of contacts. Be sure to add condition to zero out sgenads while updating sgentags.
- In Salesforce, use Process Builder to update sgentags property for desired list of contacts. Be sure to add condition to zero out sgenads while updating sgentags.
- Ensure the sgentags value matches the name and formatting of Banner tags placed on the banners in Banners section.