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  • CDP 365 INTRODUCTION
    • Overview of CDP 365
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    • Media Template
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      • Create a data source
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        • Tutorial: Create a new report
      • Filter your data
        • About filters
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      • Work with Dataflow
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      • Data Destinations Connectors
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  • PORTAL SETTINGS
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    • Tickets
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    • Personas
      • Visitors/Customers
        • How to add new and update Customers to CDP
        • How to create a Customer Custom Attribute
        • How to create a Customer Computed-Last Attribute
      • Segments
        • How to export .xml file?
        • How to create a Dynamic Segment
        • How to create a Static Segment (Matching file)
        • How to create a new segment?
        • Create a segment for Cart Abandonment
        • Set up a "Segment" containing emails to be excluded before sending mail
      • How to create "Attribute" for "Customer"/"Visitors"?
    • Data Hub
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    • Marketing Hub
      • How do I set up an advertising SMS campaign using the SMS FPT destination?
      • Strengthening User Identity Verification with OTP Authentication
      • How to use Line Message Templates?
      • How to set up a Webhook Journey
      • How to set up a campaign using SMS channel
      • How to setup a campaign using App Notification channel?
      • How to configure a smart inbox campaign? (In Progress...)
      • How to calculate conversion goals for a journey?
      • How to recommend products using the Parent-Child Algorithm
      • How to create Branded domain in Link Management?
      • How to send messages using OneWay SMS destination?
      • How to explore Journeys?
      • How to test a Journey using Email channel?
      • How to send marketing email using Mailgun Destination?
      • How to send marketing SMS using One Way SMS Destination?
      • How to create Web Personalization using Media JSON in CDP 365?
      • How to create an Email Customer Journey?
      • How to create a Web personalization journey?
      • How to create a "Trello Card" using CDP 365
      • How to display template on website using CDP 365
      • Initialize customer after submitting form
      • How to create Customer Journey?
      • How to set up some Inline templates
      • How to monitor campaign performance?
      • How to create "Promotion"/"Coupon" by uploading files?
      • How to create Coupon from Magento or ERP system to CDP 365?
      • How to send "SMS Yondu" using CDP 365
      • How to send mail from email upload?
      • How to send "Zalo Notification Service" using CDP 365
      • How to send message using "FB Messenger" in CDP
      • How to Send SMS using "Klasik SMS" in CDP 365
      • How to push notification "Firebase Cloud Messaging" using CDP 365
      • How to Send email using "Amazon SES" in CDP 365
      • How to define zone in website for improve web personalize performance
      • How to Send "Viber Yondu" using CDP 365
      • How to send "Infobip Viber" using CDP 365
      • How to send "eSMS Viber" using CDP 365
      • How to create a new "Display Zone"
      • How to Send SMS using "Telerivet SMS" in CDP 365
      • How to push notification using "Onesignal (App Push)" in CDP 365
      • How to push notification using Antsomi Web Push in CDP 365?
      • How to Send email using "SendGrid" in CDP 365
      • How to send email using "Mailjet" in CDP 365?
      • How to send WhatsApp message in CDP 365?
      • How to send Telegram message in CDP 365?
      • How to track click metric of OneSignal App Push
      • How to send Ticket from CDP 365 to Antbuddy?
    • Insights
      • How to create "Report" with “Journey performance” data source?
      • How to create a new "Data sources"?
    • Dataflows
      • How can I export data from CDP 365 to Google Sheets?
      • Collect data from TikTok Form to CDP 365
      • How to create a Segment Data Source
      • How to create a report from multiple data sources?
      • How to send messages using "Facebook Messenger" in CDP 365
      • How to create a new Google Analytics data source?
      • How to create Facebook Ads data source?
      • How to create Google Ads data source?
      • How to create a "Destination Channel" in "Dataflows"?
      • Set up Dataflows to push data to a Business Object in CDP 365
      • Set up Dataflows to push data to Google and Facebook Audiences
      • How to upload segment data into Google Ad Manager (GAM) 360 using Dataflow?
    • Portal Settings
      • How to set up two-step authentication?
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On this page
  • Template Details
  • View Styling
  • Global View Styling:
  • Campaign Width:
  • Background setting
  • Display Settings
  • Campaign Type Settings
  • Popup
  • Floating Bar
  • Fullscreen
  • Slide-in
  • Content Sources
  • Overview
  • Algorithm
  • Tracking Module
  • ATM (Antsomi Tracking Module)
  • UTM (Urchin Tracking Module)

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  1. Marketing Hub
  2. Media Template
  3. Settings
  4. Template Settings

Basic

PreviousTemplate SettingsNextAdvanced

Last updated 7 months ago

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Template Details

Display the type of the campaign including:

  • Popup

  • Floating Bar

  • Fullscreen

  • Inline

  • Slide-in

View Styling

Global View Styling:

  • 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

Campaign Width:

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

On mobile devices, you should adjust 100% of the screen width

Background setting

Style (Background color)

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

  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:

    • 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

Background image

  • 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:

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:

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

  • 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.

  • Turn on the toggle >> select a level >> set a period of seconds.

Notes: a template could be closed by both methods.

Display Settings

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

Campaign Type Settings

Popup

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

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?'

Fullscreen

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

Slide-in

  • 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:

        • 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

          • 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

Content Sources

Overview

Content Sources allow creating dynamic content from various Business Objects.

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.

Algorithm

  • Each Business Object has its configuration

    1. Product:

      • Filter: Filter desired data, you can also combine conditions such as AND/OR

      • Ranking:

        • Algorithms:

        • Sort: Sort by order or mix. In sort by order, you can drag and drop to arrange

        • 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

        • 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

      • Custom Ranking: It allows you to custom algorithms

Tracking Module

Collect campaign data with custom URLs

ATM (Antsomi Tracking Module)

  • 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 (Urchin Tracking Module)

  • 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

You can choose the image by clicking

The specific settings in this section will vary depending on you are designing

Amination type: You can choose the amination type and configure settings by clicking

the campaign type