Applying Targeting for Opensense Real Time Personalization Banners

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.
    
    
    

• 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.

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

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.