Applying Targeting for Opensense Real Time Personalization Banners

Updated 7 months 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.  
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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