Applying Targeting for Opensense Real Time Personalization Banners
  • 14 Jan 2024
  • 2 Minutes to read
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Applying Targeting for Opensense Real Time Personalization Banners

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Article summary

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"



  • 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

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