Campaigns let you provide three types of personalization functionality: show a user personalized content from BEA's Virtual Content Repository, send a user a personalized e-mail, and/or give a user a discount in a commerce application.
Note: Before you create a campaign using this procedure, be sure you have performed any necessary campaign setup steps, as described in Creating Campaigns in the Interaction Management Guide on BEA's e-docs Web site.
The primary functional units in campaigns are actions. Actions perform specific personalization tasks and are triggered by specific conditions you set. Actions are grouped into scenarios.
For example, a campaign action can be triggered by the following conditions: "When a user logs in between January 1 and January 31, and that user is a member of the 'non-manager' user segment, trigger the campaign to do something." The action could then do the following: "When the campaign is triggered, send an automatic e-mail reminding the user to complete an annual performance review."
A campaign can contain multiple scenarios, each of which can contain multiple actions. An action is triggered when all of the following are true:
Developers create campaigns and administrators use those campaigns as templates to modify campaign characteristics and create new campaigns with similar characteristics.
The following steps guide you through building a campaign:
2. Adding a Scenario to a Campaign
3. Adding an Action to a Scenario
1. Creating a Campaign File and Setting Campaign Properties
In this window, each goal you add in the Campaign Goals pane has associated content items in the Goal Paths pane.
For example, you can add a goal that states, "If an piece of content is viewed (Impressions) 3 times (Count), the goal is met."
To create a goal:
Click New. Enter a Count for the number of times the content item(s) must be viewed or clicked to meet the goal. Enter a Count Type to determine whether the content item(s) must be viewed (Impressions) or clicked (Click-throughs).
Note: For a content item to use click-through functionality, it must have one of the following properties set on it: adTargetUrl, adTargetContent, or adMapName. The property value for any of these properties is a URL that, when clicked, takes the user to the location you want. In a portal, URLs are relative to the portal Web project root. See Creating URLs to Portal Resources for more information. In the Type field, select whether the content impressions/click-throughs must be on content displayed by this campaign (From this campaign only) or on the content displayed by the campaign or outside of the campaign (From anywhere). In the Logic field, select whether the count can be reached by adding the impressions/click-throughs for all selected content items (Summing the path counts) or if it can be reached when any one content item in the list must reach the count number (Against any one path).- Add content items to the Goal Paths pane to use in the goal. To populate the Goal Paths list, do one or both of the following:
- In the Add Path to Goal field, enter the repository path to a content item in BEA's Virtual Content Repository, and click Add.
- In the Retrieve Query Paths field, select a content action you have already defined in your campaign. The content action has an associated query that will retrieve specific content items from the Virtual Content Repository. Click Get to retrieve a list of content items that the query will retrieve. Select the content item(s) you want and click Add.
- Create additional goals as required.
- If you create more than one goal, select the appropriate "End the campaign" option below the Campaign Goals pane.
- Click OK in the Edit Campaign Goals window.
Note: There are also four scenario templates you can use that contain predefined actions and conditions. If you drag one of these scenarios into the Campaign designer, see the Description window for details on each.
Content actions retrieve Web content from a content repository and display the selected piece of content in a predefined placeholder on a JSP.
Adding an E-mail Action
E-mail actions send a predefined e-mail to the user.
Adding a Discount Action
Discount actions give the user a discount on items, orders, or shipping.