How to display template on website using CDP 365

1. Hover your mouse over Marketing -> Web Personalize

3. Select an event at Action-based Trigger node

Select an event that you want (When this event is called on your website, the template will be displayed). The default will be View page event.

4. You can add some node actions if you want (depending on your needs)

5. Add Web Embedded destination

6. Fill in the necessary information

• Delivery Destination: Select a destination of "Web Personalization" type

• Display Zone:

  • The default will be Pinning zone (Used for Popup, Floating bar, Fullscreen, Slide-in, Gamified)

  • If you want to display templates of the type Inline, you should create a new zone (the zone that sets up your template display area on the website)

Select template type

For example: select a Floating bar template. You can select another template if you want

• Blocks are supported in the template

• Template setting

• You can transfer the design interface to PC or Mobile

Click Apply button to save template

7. Click Save Button to finish creating journey

8. Activate Journey

• Finally, go to the website set up to see the results

Floating Bar