CDP 365 User Guide
  • Release Notes
    • 2023
      • January 2023 Release Note
    • 2022
      • January 2022 Release Note
      • February 2022 Release Note
      • March 2022 Release Note
      • April 2022 Release Note
      • May 2022 Release Note
      • June 2022 Release Note
      • July 2022 Release Note
      • Aug 2022 Release Note
      • Sept 2022 Release Note
      • Oct 2022 Release Note
      • Nov 2022 Release Note
      • Dec 2022 Release Note
  • Media Template
    • Set up the algorithm for your template
  • Quick start guide
    • Set up Event Tracking code to track events into CDP
    • How to send mail from email upload?
    • How to create a "Trello Card" using CDP 365
    • How to create "Custom Attributes" with Input via UI feature
    • How to display template on website using CDP 365
    • How to display the Inline template on the website using CDP 365
    • Initialize customer after submitting form
    • How to create a "Destination Channel" in "Dataflows"?
    • Set up "Dataflows" to push data to CDP
    • Set up Dataflow using Google sheet Data Source to update Customer data on CDP
    • How to create "Attribute" for "Customer"/"Visitors"?
    • How to create a new segment?
    • How to create "Customer Journey"?
    • How to check campaign reports?
    • How to create "Report" with “Journey performance” data source?
    • How to create a new "Data sources"?
    • How to create "Data Source" connected with the" Business object" of CDP
    • How to create a Segment Data Source
    • How to create a Google Sheet Data Source
    • How to create "Promotion"/"Coupon"?
    • How to send "Zalo Notification Service" using CDP 365
    • Set up a "Segment" containing emails to be excluded before sending mail
    • How to send "SMS Yondu" using CDP 365
    • How to Send "Viber Yondu" using CDP 365
    • How to Send email using "SendGrid" in CDP 365
    • How to push notification using "Onesignal (App Push)" in CDP 365
    • The performance metrics of the journey
    • How to create a new "Ad Zone"
    • How to Send email using "Amazon SES" in CDP 365
    • How to define zone in website for improve web personalize performance
    • How to push notification "Firebase Cloud Messaging" using CDP 365
    • How to Send SMS using "Telerivet SMS" in CDP 365
    • How to Send SMS using "Klasik SMS" in CDP 365
    • Using "Segment" Data source in Dataflows
    • Set up "Dataflows" to push data to "Google" and "Facebook" Audiences
    • How to send message using "Messenger" in CDP
    • How to push notification "Firebase Cloud Messaging" for Shopify
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On this page
  • Create Zone
  • Create Journey
  • 1. Select the menu as follows: "MARKETING HUB" -> "Customer Journeys"
  • 2. Select "Web Personalization" channel, then clickbutton to create
  • 3. Select an event at "Action-based Trigger" node
  • 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
  • 7. Select the template type
  • 8. Click on the "Save Change" Button
  1. Quick start guide

How to display the Inline template on the website using CDP 365

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Last updated 2 years ago

Create Zone

For inline templates, you need to specify the area where the template will be displayed on your website

NOTE: You can see more details on how to create Zone

Create Journey

1. Select the menu as follows: "MARKETING HUB" -> "Customer Journeys"

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 Ad Zone":

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

7. Select the template type

Gallery: Select an "Inline" template. You can use the templates that the system suggests

My template: Select the templates that you designed earlier in the "Media template" app

8. Click on the "Save Change" Button

2. Select "Web Personalization" channel, then clickbutton to create

If you want to display templates of the type "Inline", you should create a new zone or select the zone you created earlier

NOTE: You can see how to set up some use cases using inline templates in the "Media template" app

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