Applying targeting for Opensense Real Time Personalization banners (classic UI)

Classic UI

This article covers the classic Opensense UI. For the New UI, see Targeting with CRM or marketing automation platforms.

Overview

Opensense Real Time Personalization (RTP) banners read two fields on the contact record in your marketing automation platform (MA) or CRM: sgenads and sgentags. Set these fields for a list of contacts, and Opensense shows the matching banner when your team emails them.

The sgenads and sgentags fields

Both fields are configured on the contact record in your MA or CRM. You can set them with the bulk operation tools in your MA or CRM. Spelling and formatting must match exactly.

sgenads

Assigns one specific banner to a contact. Set it to the banner's sgenads value. For example, to show the banner report_cci_2018, set sgenads to report_cci_2018.

sgentags

Assigns a group of banners to a contact. Set it to a banner tag. For example, to show the banners tagged df-18 and df-2018, set sgentags to df-18 or df-2018. To apply several tags, separate them with commas.

A specific banner fits a targeted event. In other cases, a series of banners fits a specific contact: sgentags lets you create groups of banners that show for a particular contact, rather than one specific banner.

In this sgenads example, the contact gets one banner, report_cci_2018:

sgenads on the contact · Set to the banner name

The banner · Named report_cci_2018

In this sgentags example, the contact gets every banner tagged df-18:

sgentags on the contact · Set to a tag, sgenads empty

First tagged banner · Tags df-18 and df-2018

Second tagged banner · Same tags, so both show

sgenads takes precedence over sgentags

When you use sgentags, make sure that the contact’s sgenads field is zeroed out (empty).

Targeting a list of contacts

Update the fields for a list of contacts with the automation tool in your MA or CRM:

Marketo

Smart Campaigns

HubSpot

Workflows

Pardot

Automation Rules

Eloqua

Automation

Salesforce

Process Builder

One specific banner

1. Upload the banner to Marketing > Banners.
2. In your MA or CRM, use the automation tool for your platform to update the sgenads property for the list of contacts.
3. Make sure that the sgenads value matches the name of the banner in Opensense.

A group of banners

1. Upload the banners to Marketing > Banners, and apply the banner tag.
2. In your MA or CRM, use the automation tool for your platform to update the sgentags property for the list of contacts. Add a condition that zeroes out sgenads while it updates sgentags.
3. Make sure that the sgenads value matches the name of the banner in Opensense.

What’s next

• Targeting with CRM or marketing automation platforms: the same fields, with the current Marketing pages.
• Assigning Opensense tags with a HubSpot workflow: a step-by-step HubSpot example.