Applying Targeting for Opensense Real Time Personalization Banners

Updated 2 years ago by Tori Scharadin

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.
Be sure the sgenads field is zero’d out.  sgenads  takes precedence over sgentags.

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.
Ensure the sgenads value matches the name of the banner like the example above!

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.

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