Introduction to Banners

Updated 3 months ago by Laura Goepel

Transform email signatures into a highly targeted, personalized, account based marketing channel that is 100% owned by you... through email banners!

Create a Banner

  1. Log into the Opensense Portal and click on Banners under the Marketing drop down
  2. Click the Add New Banner button to create a new banner, or find an existing banner and click Edit
  3. There are four components to each banner campaign: the ad name, the text or image marketing message, and the URL recipients will visit when they click (see screenshot below)

  1. Name the ad something specific about this marketing message
  2. For graphic ads, click upload image. Make sure the graphic is uploaded at the size you would like for it to appear to the email recipient. For a text ad, tab over to Text Ad and input your text the way it should appear
  3. On the right, enter the URL your recipients will visit when they click
  4. The banner tag (Audience/Targeting Tags) are how you will call the banner into the signature. This helps you remember which campaign the banner is a part of (for example, if it is just a general banner for company wide use, tag it ‘default’ or 'rotation') 
  5. Once all four of these are in place, click save. You're ready to activate a campaign!
Optional: on the right side of each banner profile, you will see “Document” and “Video” tab, if you wish to link your banners to a specific document or video. In this case, you have a prerequisite step- Go to the Marketing drop down, and click on Documents or Videos for whichever you want to add, and upload your document or video there. After successfully uploading it, you can come back to the Banners section and select content from a pick list under the document or video tabs

Add Banners to a Signature Template Using Tags

  1. Login to the Opensense Portal and click on Banners under the Marketing drop down
  2. Click Edit
  3. Type in desired ad tag(s) under Audience/Targeting Tags. (e.g. “marketing”)
    *Note: Naming convention/syntax across Opensense, including ad tags is lowercase letters, numbers, and underscores
  4. Click Save
  5. Next, Click on Designer Studio from Signatures dropdown
  6. Click Edit
  7. Input [[adtags:tagname]] into the signature template code in the desired location, which is usually at the bottom of the signature. (see screenshot below)
    Click Preview

Remove a Banner from a Signature Template

  1. Login to the Opensense Portal and click on Banners under the Marketing drop down
  2. Click Edit
  3. Click Save

The banner is now removed. The tag block (example: [[adtag:default]]) will remain in the signature as plain text when viewing signature designs in the Opensense portal only. The tag block will not appear in outbound emails. When adding a new banner, use an existing banner tag (see instructions in adding a banner to a signature template section to reference existing tags or to add a new tag).

Schedule a Banner Campaign

  1. After following the steps above to tag the banner and adding it to your signature template, go back into the Banners section and click the Edit
  2. Click Enable Schedule to set a custom schedule (e.g. start and end dates, frequency etc.) for your banner to run 

Note: Tagged banners append to the email signature until their scheduled stop date. In the screenshot above, the outreach banner is removed from rotation on May 10th at 4pm.

Rotate Multiple Banners for A&B Testing

  1. Using the same ad tagname for each banner (i.e. “marketing”), repeat steps on Page 1 to tag each banner you want to rotate into your signature. See screenshots on the next page for example tagname inputs.

Note: Tagged banners randomly rotate into email signature. After adding the tagname to the signature template in the Designer Studio, click the Preview button several times to verify banners are rotating through. Random rotation provides an environment for testing multiple banners, commonly known as A&B testing for better understanding the target market

  1. 580 x 150 pixels in High Resolution Recommended

  1. Clear Call To Action
“Get Your Gift” performs better than “Click Here”

  1. Play button/Movement helps drive engagement
.gif supported (even better if clear CTA)

Accessing Banner Analytics 
  1. Go to your Marketing dropdown and choose Banners:

  1. Find your banner by searching for it in the search box:

About your Analytics

  • Total Delivered: The # of emails with this banner that have been delivered
  • Advanced Views: The # of times this banner has been viewed by external recipients. To add internal recipients to the count, check Count Internal
  • Advanced Clicks: The # of external recipients that have clicked on the banner and its CTR (click-through rate). To add internal recipients to the count, check Count Internal
  • Basic Views and Basic Clicks: These metrics are disabled by default on most accounts.
  • Live # days: The number of days the banner has been on a signature
  • # Recipients: The number of unique external recipients.

Additional Analytics

To view additional analytics, click on the purple Show Report button and scroll down: 

This is what you will see:

Platforms/applications used to click/view your emails with the banner, and recipient emails click list

  • View on the map where these clicks were located.
  • Click on the Show Clicks button to see the list of email recipients who have clicked on your banner.
  • Click on the Clicks to CSV button to export this list into a CSV for you to save. CSV contains sender and recipient along with additional metadata

Export Campaign Data for Ads

  1. In the banners section, navigate to the Reporting section on the left side of the webpage
  2. Click EXPORT {#} ADS
  3. Narrow down to export only certain banners by searching for a specific banner tag or campaign

Data can be pushed to an external attribution reporting system by adding utm parameters into analytics codes section.

If you already are using a url builder, you can just copy and paste the complete url into the banner url entry
  1. In the banner you would like to update, click Edit
  2. In the “Analytics Codes” section, click +URL PARAMETER
  3. Name and Value are the arguments/tags that correspond to external attribution report

Important note: Analytics Codes treats UTM parameters the same as including parameters directly into the URL. Including utm parameters in both URL and analytics codes section will capture data twice.

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