---
title: "Applying targeting for Opensense Real Time Personalization banners (classic UI)"
slug: "applying-targeting-for-opensense-real-time-personalization-banners"
description: "Target Real Time Personalization banners from your CRM or marketing automation platform with the sgenads and sgentags contact fields."
updated: 2024-01-14T00:49:54.000Z
canonical: "https://help.opensense.com/docs/applying-targeting-for-opensense-real-time-personalization-banners"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.opensense.com/llms.txt
> Use this file to discover all available pages before exploring further.

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

:::note[Classic UI]
This article covers the classic Opensense UI. For the New UI, see [Targeting with CRM or marketing automation platforms](https://help.opensense.com/docs/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.

<dl class="kb-insights-summary">
  <div><dt><code>sgenads</code></dt><dd>Assigns one specific banner to a contact. Set it to the banner's <code>sgenads</code> value. For example, to show the banner <code>report_cci_2018</code>, set <code>sgenads</code> to <code>report_cci_2018</code>.</dd></div>
  <div><dt><code>sgentags</code></dt><dd>Assigns a group of banners to a contact. Set it to a banner tag. For example, to show the banners tagged <code>df-18</code> and <code>df-2018</code>, set <code>sgentags</code> to <code>df-18</code> or <code>df-2018</code>. To apply several tags, separate them with commas.</dd></div>
</dl>

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`:

<div class="kb-media-carousel" data-kb-media-carousel aria-label="sgenads example">
  <div class="kb-media-carousel__viewport">
    <figure class="kb-media-frame"><div class="kb-media-frame__visual"><img src="https://help.opensense.com/media/targetpersonalbanners1-81b6a61e2523.png" alt="Marketo lead record with the sgenads field set to report_cci_2018" width="1022" height="1310" loading="lazy" decoding="async"></div><figcaption><strong>sgenads on the contact</strong> · Set to the banner name</figcaption></figure>
    <figure class="kb-media-frame"><div class="kb-media-frame__visual"><img src="https://help.opensense.com/media/targetpersonalbanners2-c55d347b111a.png" alt="Opensense banner named report_cci_2018 with its image ad and delivery chart" width="1276" height="474" loading="lazy" decoding="async"></div><figcaption><strong>The banner</strong> · Named report_cci_2018</figcaption></figure>
  </div>
</div>

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

<div class="kb-media-carousel" data-kb-media-carousel aria-label="sgentags example">
  <div class="kb-media-carousel__viewport">
    <figure class="kb-media-frame"><div class="kb-media-frame__visual"><img src="https://help.opensense.com/media/targetpersonalbanners3-ac4c3eae6efa.png" alt="Marketo lead record with sgenads empty and the sgentags field set to df-18" width="858" height="1286" loading="lazy" decoding="async"></div><figcaption><strong>sgentags on the contact</strong> · Set to a tag, sgenads empty</figcaption></figure>
    <figure class="kb-media-frame"><div class="kb-media-frame__visual"><img src="https://help.opensense.com/media/targetpersonalbanners4-e908aa92bcbb.png" alt="Opensense banner for a Dreamforce keynote with the targeting tags df-18 and df-2018 highlighted" width="1418" height="778" loading="lazy" decoding="async"></div><figcaption><strong>First tagged banner</strong> · Tags df-18 and df-2018</figcaption></figure>
    <figure class="kb-media-frame"><div class="kb-media-frame__visual"><img src="https://help.opensense.com/media/targetpersonalbanners5-3321ba2cf66c.png" alt="A second Opensense banner for the same keynote with the same targeting tags df-18 and df-2018 highlighted" width="1398" height="764" loading="lazy" decoding="async"></div><figcaption><strong>Second tagged banner</strong> · Same tags, so both show</figcaption></figure>
  </div>
</div>

:::caution[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:

<dl class="kb-insights-summary">
  <div><dt>Marketo</dt><dd>Smart Campaigns</dd></div>
  <div><dt>HubSpot</dt><dd>Workflows</dd></div>
  <div><dt>Pardot</dt><dd>Automation Rules</dd></div>
  <div><dt>Eloqua</dt><dd>Automation</dd></div>
  <div><dt>Salesforce</dt><dd>Process Builder</dd></div>
</dl>


### 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](https://help.opensense.com/docs/targeting-with-crm-or-marketing-automation-platforms): the same fields, with the current Marketing pages.
- [Assigning Opensense tags with a HubSpot workflow](https://help.opensense.com/docs/create-a-hubspot-workflow): a step-by-step HubSpot example.