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 a 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, in other cases, a series of banners may be appropriate for a specific 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 are banners are "df-18" and "df-2018"
- The sgentags for these are banners are "df-18" and "df-2018"
- To assign this group of banners to a particular contact, update the sgentags property to "df-18" or "df-2018". Accuracy and formatting is required. This can be done using bulk operations tools native to your MA tool, or CRM.
- If you would like to apply multiple tags to a contact record, you may do so by delimiting each tag with a comma.
Ensure that the "sgenads" field is zeroed out. sgenads takes precedence over sgentags
Targeting a Specific Banner to a List of Contacts
Upload Banner to Marketing > Banners Section
- Marketo: Use Smart Campaigns to update the sgenads property for the desired list of contacts
- HubSpot: Use Workflows to update the sgenads property for the desired list of contacts
- Pardot: Use Automation Rules to update the sgenads property for the desired list of contacts
- Eloqua: Use Automation to update the sgenads property for the desired list of contacts
- Salesforce: Use Process Builder to update the sgenads property for the desired list of contacts
Ensure the sgenads value matches the name of the banner in Opensense
Target a Group of Banners to a List of Contacts
Upload Banners to Marketing > Banners Section. Apply Banner Tag
- Marketo: Use Smart Campaigns to update sgentags property for the desired list of contacts. Be sure to add a condition to zero out sgenads while updating sgentags.
- HubSpot: Use Workflows to update sgentags property for the desired list of contacts. Be sure to add a condition to zero out sgenads while updating sgentags.
- Pardot: Use Automation Rules to update sgentags property for the desired list of contacts. Be sure to add a condition to zero out sgenads while updating sgentags.
- Eloqua: Use Automation to update sgentags property for the desired list of contacts. Be sure to add a condition to zero out sgenads while updating sgentags.
- Salesforce: Use Process Builder to update sgentags property for the desired list of contacts. Be sure to add a condition to zero out sgenads while updating sgentags.
Ensure the sgenads value matches the name of the banner in Opensense