> For the complete documentation index, see [llms.txt](https://docs.antsomi.com/cdp-365-user-guide-en/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.antsomi.com/cdp-365-user-guide-en/marketing-hub/media-template/settings/template-settings/basic.md).

# Basic

## Template Details <a href="#campaign-type" id="campaign-type"></a>

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfVdZZZiJxWHp75qXwtYv6Gg8dQBga9Kmtpoz8ZbbQaasI_Ys0Z7TN7tzGZx_jlqR6LwKX7gt7UTgblXww1Nxrm_Y34Ls2RSufRliFPAXuqbs7V6uWx58oNtsxHKVoUG_nJ8DwjETzhz0uYZtXd-i8so1bO?key=McWN_Lv9ZK-QuQzVrY3nVw)

Display the type of the campaign including:&#x20;

* ***Popup***

  <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdjO3SYufwULhQACLyUPvm2t7wdc_uTu3PBUZkDTKttQrlisjv8uIgQiVZZLS4RNQgsu_Eh2AolugAyDZdKW5CR03b8go4mPHcHukiODh1ej5HuBH3PgJrKbUeEuRHy8nsxkFye44M1FcIg49B-MAhDDx3Z?key=McWN_Lv9ZK-QuQzVrY3nVw" alt=""><figcaption></figcaption></figure>
* ***Floating Bar***

  <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeHdX3tka5GohVAh2vsY_LDmsfb4U5v0mAumqxOeM7lpIH35bM-u5Lhw7G8GOvU7ZjMXr2DjRWFBrDl73CsUCADRONLTvAApcaESNrHTzLO9rEXOhIu2fUG-BQ8UcAMvHuC7Fo1T3jHNbIg5CqiYAyfyHCa?key=McWN_Lv9ZK-QuQzVrY3nVw" alt=""><figcaption></figcaption></figure>
* ***Fullscreen***

  <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXci-bunnPn1jjAr93ykErMSwQupe3ymt66NlZdJxwKGq-T3qLRq4OBI_I61gyUGVjf9SPDHUUHwxpKZyN7q51j_ZQRpdFqqQsBnS0b3uJ-GLU1OgB4fBiYpFMZywiZ2H07jgVtbP5vQVJoaGg6IICJ2LUYz?key=McWN_Lv9ZK-QuQzVrY3nVw" alt=""><figcaption></figcaption></figure>
* ***Inline***

  <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeWR_rtauWOZl_xFI7F6sT4VMocJgifDM4zLd5O07u2nEZtStWJg71lOTH6fquPJthELKihGUAwW_B6T_823Hcl8wloBM5rppbGa8QLGPr8QBftnmSXzZ3ivyXdj2Wzxyfuv5a7YUKnchO39v1xs0-Z21E?key=McWN_Lv9ZK-QuQzVrY3nVw" alt=""><figcaption></figcaption></figure>
* ***Slide-in***

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdV2V6G53IKiu2zBdKAT9ZfTI3-3Ek1YVFjU116flGwDWAZZBNN8Tzr2Om1PpHq_AZP6MUz7tFoURQ5DsY_enDjhDSlyeBGoZNFxIzOND7fmplewP-LjcvRBE6gzkLc95kmSCoZj4dia5-ZeXfPgnDMeqA?key=McWN_Lv9ZK-QuQzVrY3nVw" alt=""><figcaption></figcaption></figure>

## View Styling

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeEivaFO1zSag2L1TOv2tMMO4Lc1QICREGGwncMA0MYXrk5zzp5LF8roOciNRn3MdRtpqrMfx_GzZ4jOmHubNNPdjJPXmBSYC9yuHc4nOwaSXJO4C2QEwLqAjIleXLdjnGv6XiqMMsdh6pkTWrJtWQVDFpq?key=McWN_Lv9ZK-QuQzVrY3nVw" alt=""><figcaption></figcaption></figure>

### **Global View Styling:**&#x20;

* You can choose whether to apply the changes to all views of your campaign (Yes/No, Optin, and Success) or just the current view by turning on/off the ***Global View Styling*** status&#x20;

  ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdkutRLp3ih3zvVWygRxIUZ3Ruo0EaFQ2av-RP_Qp4VdfOqCRC652VxXC2UDKrHIiF-DGM_uvlj0Yem0n0azz9eoCA6kGVdfi3dxFrd7j3X3hN2bU_7_ubJGyLglt3KattUqmR3-BEsN-EMA19Yd5Jt7D_t?key=McWN_Lv9ZK-QuQzVrY3nVw)

### **Campaign Width**:&#x20;

* The container width can be customized to a specific **pixel** or **percentage** value

{% hint style="info" %}
On mobile devices, you should adjust 100% of the screen width
{% endhint %}

### **Background setting**

#### **Style (Background color)**

1. ***Solid***: Applies a single color uniformly within the whole of an object by selecting the ***Background color***

   ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXc7nLoUijfS8eKb_bW3jL5cR3ZJzxk5Oy7zqWffQll9lvUjKOiBMEyzYCbgoxNjyK9fGGkQCImZcbeKslrNdg4fi8Y7wiJKA8W0zrsBre8_nMY8dPwsWTvUGy4B0Ps6i9sTDO9tlk4K953aJEczbQ-SZpn7?key=McWN_Lv9ZK-QuQzVrY3nVw)
2. ***Gradient:*** It applies a continuous blend of two or more colors, where one color gradually fades and changes into another. You can choose the ***Gradient Style***:&#x20;

   * ***Linear***: Change the angle of the gradient
   * ***Radial***: Change the positioning (right center, left top, left center, etc)
   * ***First color & first color location***
   * ***Second color & second color location***

   ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfM29to5nZBJuYxCnOsDvyoUNdC8qM0lGecoc2Er-TBbhaU0kMzTupKUBcSHe4VlCQJhK_pawblXpwpYAgUXhd_clpOCQ3PauRC1BXghSdO-j9B9E_mE8Gkpjz5xPIAAGspkWNDL6iVHvboVnAFpLpf6CbR?key=McWN_Lv9ZK-QuQzVrY3nVw)

#### **Background image**

You can choose the image by clicking ![](https://826840553-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbtU4vFUxT5JkWYHePuoX%2Fuploads%2FVxqrCzFxhwljqIusEGMy%2Fimage.png?alt=media\&token=b076f0c1-0605-4c6b-a5fa-cee76ff89491)

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXf0xSbRVMyvrxZoliIu0ENRj-GDsaItMaBWzPOIacX0q82ZXRrc4mYQ794ldGiXhMcl2UdpJkI85PFAqNHi1zYnPe6_NT6ZITMfTcTFDEPzW3lAqgdhNAD1hm6lhHkdxivrik2f00SbgnKdu2Zg0VtFkI8o?key=McWN_Lv9ZK-QuQzVrY3nVw)

* ***Image URL***: A web address that specifies the location of an image
* ***Image Position***: The position of the background image such as left top, left center, right top, right center, etc.
* ***Image Repeat***: Sets how background images are repeated (Repeat, Repeat horizontal, repeat vertical, etc.)
* ***Image Size***: How an image should be resized to fit its container
  * ***Contain***: The image keeps its aspect ratio but is resized to fit within the given dimension
  * ***Cover***: The image keeps its aspect ratio and fills the given dimension. The image will be clipped to fit
  * ***Auto***: The image keeps its aspect ratio and fills the given dimension automatically

#### ***Set image layer first***:&#x20;

When you choose the background is color and image, then you turn on the status of ***'Set image layer first'***, the background image will bring the front of the background color

#### ***Set image lazy load***:

Defer loading of the image until it reaches a calculated distance from the viewport

#### ***Close Button Styling:***&#x20;

You can adjust the basic colors and shape of the close button.

1. **Display a close button?** allows a template to be closed by a button. You are able to edit the design of the button.
2. **Auto close a popup after a period of time**&#x20;

* A template was closed by a close button, and now Auto Close feature allows users to adjust the time closing the whole Template or any desirable view automatically.&#x20;
* Turn on the toggle >> select a level >> set a period of seconds.&#x20;

Notes: a template could be closed by both methods.&#x20;

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdvTHEBHAf2gLLQkqlw-rlroZb8o-1AHzDQ5rJJdQ5SFWzu4_Cq-2N-gPQ0ymVB9k-gyJhO6h6dVqvV-sBZ-rffI4eBjsnTV_4DUelq4UuQIZrRROzP28KeCFjzDXanjnwnRF8LXMNP48_Io78kjVQKK7M3?key=McWN_Lv9ZK-QuQzVrY3nVw)

## **Display Settings**&#x20;

You can turn on/off the display a ***Yes/No View***

![](https://826840553-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbtU4vFUxT5JkWYHePuoX%2Fuploads%2Fxuy5mil0TmUxpatdbe5s%2Fimage.png?alt=media\&token=50a2726c-a780-4ab3-a14c-ab7e6702ecc9)

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfLQUXW7WxgB9FnkC4amMGjOdokR6rfMh8SB_hjikyxZ2pF6SIH7Wu_2gTS8k1dP5sU8avhz58E2NQWGxzzdCw9hgAX-HPCzU2O__I0MiXuKq4iNBRCi1GEm_E--lAYl5PZuKIsTwnr93Ar7UsYYHDba9yC?key=McWN_Lv9ZK-QuQzVrY3nVw)

## **Campaign Type Settings**

The specific settings in this section will vary depending on [the campaign type](#template-details) you are designing

### Popup

You can turn on the status of '***Close on background click***' to close a popup when the user clicks outside

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcNiBg820Z79Xh_ff0_v2VsX-YOYaJXuLXfssNG5-7AZJZB_rF7QMB4fcI2asJCiOyvphSPt2PCCZAKKXz8yelszqvmNvY3anjZPGx2JPJqM7kggMW59DfF1pkC5ZyBCdPyWfrCmhmP8xcDE3Lo-6Nm8Nng?key=McWN_Lv9ZK-QuQzVrY3nVw)

### Floating Bar

The campaign will move to the top of the page if you turn on the option '***Load Floating Bar at top of page?***'

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfT5nT9_2MdDJE7YGS_0uGdbwQEKEhHK92pGQOefRsP-zSUThWBGft_5_H-Yg0X_K1wXUKMy9gRYskLhhCSeK4L-rkv1Be-dI1elnnOHM0Z9zvOgneCcwWB2ATxgIVhuafG_extsBjhzqVtpEySmI8gib3C?key=McWN_Lv9ZK-QuQzVrY3nVw)

### Fullscreen

You can turn on the status of '***Close on background click***' to close a popup when the user clicks outside

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeJDQU2KO9igIZsAG66sjVebI2l3lNa1yZTUudwWR_x-DaTcmTXScAJU8AcbNJwSgxAb5TVEYtp4iYsrriqlCFzPHT-sJ0YpvJNBVsHggR99u_s6gr8NpOhh-1ZZ_cJA7U8B9sRMSM0S7jCmOxcFJj1eha0?key=McWN_Lv9ZK-QuQzVrY3nVw)

### Slide-in

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcq8-5xVeOHke617f_paj23Uk1Y1meEILn-6JBmZ72KMW_vzzDAI7RVJx_5mOZQEI6ppZfJTIsTuu2EZzA8KX1lrdfjELyYvdCk-4HE9ScceAqnrpfb4w-qC2mZ1Oq9GPe_9DpXC1Tv-HIDYImjt-2sO1s?key=McWN_Lv9ZK-QuQzVrY3nVw)

* ***Position***: Adjust the position of the Slide-in
* ***Enable the Minimized State***: It is easy to minimize your Slide-In campaign in the bottom corner of the screen when your visitor closes it. You can also set your Slide-In campaign to first appear as minimized, and open on click or time delay
  * ***Display style:***
    * ***Collapsed Text***: This is the text that will display when the campaign is minimized. The default text is “Learn more about us!"
    * ***Icon***: This is the icon that will display when the campaign is minimized. Its settings include icon selection (hint: you can find the icon by inputting the data in Search), icon color, icon size
  * ***Slide direction:*** The position that slide-in shows when the campaign is maximized, includes Slide up, Slide right, Slide left, and Replace
  * ***Content Amination:***&#x20;
    * ***Amination type:*** \
      You can choose the amination type and configure settings by clicking ![](https://826840553-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbtU4vFUxT5JkWYHePuoX%2Fuploads%2FqUoatgC3xZrQtnpiKIui%2Fimage.png?alt=media\&token=a1beeeed-bfdf-4185-809d-2920a6e9cd24)
      * ***Load Toggled Open:***

        * If the '***Load toggled open?***' option is enabled, the campaign will appear in its maximized state when it first loads on your site. If the visitor selects the close button for your campaign it will then appear minimized

        ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXesEjkNLOMGeyYat1PG7fNoIaYdQsrB_kYv6pQoNP6IaXYocCH7LohKs4IZvtpUbWfoqzzKgR9vS72lSfwSOmRPqpCAB4uOkVuYmryLTNPKNj46jLyDMs7v4cJoOuspRzvNwqGI8W6HlRkhbwUDdFAxkYg?key=McWN_Lv9ZK-QuQzVrY3nVw)

        * If the '***Load toggled open*****?**' option is disabled, the campaign will appear in its minimized state when it first loads on your site. The visitor will need to select the minimized campaign before it will open to the maximized state. You can also set 'Automatic open delay' in second unit

          ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfoRiEeDfeEB83CqKrqtnlG2vR4GKk0TICEPh3LczpN_Yk15R2euVBgqVXW4Vd2uPug3zvg3g3x3GCqryjJ_UyP9JwOCNI-H563xQGWbyRoLxpvPCuFRTgCvO129VExDDAms6FWy-Mk-GFcSaQXK4RB2SSZ?key=McWN_Lv9ZK-QuQzVrY3nVw)

## **Content Sources**

### Overview&#x20;

Content Sources allow creating dynamic content from various Business Objects.&#x20;

A group is a setting of a Business Object. A template could have up to 2 Groups, and each Group has up to 3 algorithms.

For example, the requirement for the template is to show promotion code and name of customers who are viewing the template. The content sources should have Customer Business Object and Promotion Pool Business Object to provide these attributes.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXekSTdAfkkS0oB6N4QDJ3OEXFQpiQ6Su705izZqhB95g24qTMWEP5vO78oLUp9pm7Q5PNRsdWjq9mqdj8YFDYMRrh2eq0p38Evs2gtpXQTopOnwvfeo2jlPP9Nw1QYNFX9LUaHRfR7MAdqjtbHEpt1rw4Lb?key=McWN_Lv9ZK-QuQzVrY3nVw" alt=""><figcaption></figcaption></figure>

### Algorithm

* Each Business Object has its configuration
  1. ***Product***:
     * ***Filter***: Filter desired data, you can also combine conditions such as AND/OR&#x20;
     * ***Ranking***:

       * ***Algorithms***:

       ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdKcAYUyxiAgxBQEcpTQjL4uHdEvQe3BsyDyUEeWPVKb0e-LP_UBfFXqKSsuh7ryLokwREIaa_WETVfdevFvP_MCKVSDJCn9W5u1NQTLKOY4NCUm9QKm1PUfWvZsZnu394a5DsXEJnaBtzv-y9RFh4skdKf?key=McWN_Lv9ZK-QuQzVrY3nVw)

       * ***Sort***: Sort by order or mix. In sort by order, you can drag and drop to arrange&#x20;
       * ***Add Algorithms***: '***Seen product***" is the default algorithms
         * ***Similar content***: Get n products with names related to the content in the article. Sort by titles, keywords, or tags
         * ***Viral products***: Products in collectors want to viral
         * ***Seen products***: Products the user has already browsed
         * ***Carted***: Product this user has already placed in the shopping cart (and which are still there)
         * ***Bought***: Products this user recently bought
         * ***Recency***: Products with a recent release or availability date
         * ***Same category***: Products in the same category as the current product
         * ***Same brand***: Products in the same brand as the current product
         * ***Look-alike products***: Products that have a similar context in the title description to the current product
         * ***Product bought most often***: Products most often bought during the chosen time frame
         * ***Product carted most often***: Products most often carted during the chosen time frame
         * ***Product viewed most often***: Products most often viewed during the chosen time frame
         * ***Frequently bought together***: Product usually bought with current product
         * ***Frequently cart together***: Product usually adds to a cart with the current product
         * ***Frequently seen together***: Product usually seen with current product
         * ***Distance***: Products that satisfy the conditions of comparison between two attributes in a range of value
         * ***Notify:*** Products that added to wishlist
         * ***Get top***: Top products which attribute satisfy the setup condition
         * ***Similarity bought***: Products usually bought with the last products the current user bought
         * ***Similarity cart:*** Products usually add a cart with the last products of the current user carted
         * ***Similarity seen***: Products usually seen with the last products of the current user seen
         * ***Retarget search***: Product the user searched for
         * ***Same interest***: Products in the same categories as those the user has shown the most interest in
       * **Excluded**: The feature allows you to hide the filtered information of the product

         ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdzp8WjdRNfBfYh5ufUoichytQ1X72XD9GQmaareiv7RW8g2S3vmCEv4Zz8Jhn21DE4nfSi5wK6cmvcfMB7t656s2K7f-0cjKAwyu07PJK_zAuH89iibDANiKx6-YQxG5UvWubZGdZzxMVM5oQV9kC_lrMM?key=McWN_Lv9ZK-QuQzVrY3nVw)
       * ***Custom:*** It allows you to custom algorithms
     * ***Fallback***: Fallback items that are always recommended in case there are no recommendations that can be presented
       * ***Hidden***: Hide the template in case there are no recommendations
       * ***None***: Shows recommendations that satisfied the algorithms
       * ***Most seen***: Recommendations items that were most frequently seen
       * ***Most cart***: Recommendations items that were most frequently added to the cart
       * ***Most bought***: Recommendations items that were most frequently bought
       * **Removed cart:** Recommendations on items that were added to the cart but then removed. This algorithm also took care of the case when customers added the products to the cart again.
  2. **Others:**
     * ***Filter:*** Filter desired data, you can also combine conditions such as AND/OR&#x20;
     * ***Custom Ranking***: It allows you to custom algorithms

## **Tracking Module**

Collect campaign data with custom URLs

### **ATM (Antsomi** Tracking Module)

<figure><img src="https://826840553-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbtU4vFUxT5JkWYHePuoX%2Fuploads%2FrW5uT8xsdlmAFnZJQKo6%2Fimage.png?alt=media&amp;token=94a7f47a-522c-42cf-8f0f-98bac6e912ed" alt=""><figcaption></figcaption></figure>

* ***ATM\_Source***: This indicates the social network, search engine, newsletter name, or other specific source driving the traffic. ***Examples***: facebook, twitter, blog, newsletter, etc
* ***ATM\_Medium***: This tracks the type of channel driving the traffic: organic social, paid social, email, and so on. ***Examples***: cpc, organic\_social
* ***ATM\_Campaign***: Give each campaign a name so you can keep track of your efforts. This could be the product name, a contest name, a code to identify a specific sale or promotion, an influencer ID or a tagline. ***Examples*****:** summer\_sale, free\_trial
* ***ATM\_Term***: Use this UTM tag to track paid keywords or key phrases. ***Examples***: social\_media, newyork\_cupcakes
* ***ATM\_Content:*** This parameter allows you to track different ads within a campaign. ***Examples:*** video\_ad, text\_ad, blue\_banner, green\_banner

### **UTM (**&#x55;rchin Tracking Module)

<figure><img src="https://826840553-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbtU4vFUxT5JkWYHePuoX%2Fuploads%2FCDmKsLwqiuhI09vfZaiB%2Fimage.png?alt=media&amp;token=3e4904bc-1c9f-4156-a624-2536be12c2cc" alt=""><figcaption></figcaption></figure>

* ***UTM\_Source***: This indicates the social network, search engine, newsletter name, or other specific source driving the traffic. ***Examples***: facebook, twitter, blog, newsletter, etc
* ***UTM\_Medium***: This tracks the type of channel driving the traffic: organic social, paid social, email, and so on. ***Examples***: cpc, organic\_social
* ***UTM\_Campaign:*** Give each campaign a name so you can keep track of your efforts. This could be the product name, a contest name, a code to identify a specific sale or promotion, an influencer ID or a tagline. **Examples:** summer\_sale, free\_trial
* ***UTM\_Term:*** Use this UTM tag to track paid keywords or key phrases. ***Examples:*** social\_media, newyork\_cupcakes
* ***UTM\_Content:*** This parameter allows you to track different ads within a campaign. ***Examples:*** video\_ad, text\_ad, blue\_banner, green\_banner


---

# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.antsomi.com/cdp-365-user-guide-en/marketing-hub/media-template/settings/template-settings/basic.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
