Campaigns and Portlets

 

The Avitek Financial Sample Portal contains five marketing campaigns, which are listed below:

• College Fund Campaign—Default campaign. It displays an advertisement in an ad placeholder on the Home page.

• Avitek IRA Campaign—Default campaign. It displays an advertisement in an ad placeholder on the Home page.

• Welcome Campaign—Sends an email when a new account is opened.

• Personal Investment Advisor Campaign—Displays an ad for the Personal Investment Advisor when investors have increased their Risk Tolerance to a value of 5.0 or greater. It replaces the ad for the College Fund Campaign.

• Avitek Credit Card Campaign—Displays an ad for the Avitek Credit Card when an investor has purchased at least $25,000 in stock and the Risk Tolerance has reached a value of 5.0 or greater. It replaces the ad for the Avitek IRA Campaign.

The portlets used in the campaigns are located on the Home page. They are discussed in the following sections:

• Quick Links Portlet

• Portfolio Portlet

• Company Profiles Portlet

 

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Quick Links Portlet

The Quick Links portlet provides various kinds of information and useful links, such as group membership, login and logout, and risk rating. It invokes the security Webflow and sets the portfolio portlet into edit mode. For more information about Webflow, see the Guide to Managing Presentation and Business Logic: Using Webflow and Pipeline. For more information about security, see the Security Guide.

Java Source: sampleportal/sampleportal/WEB-INF/src/examples/sampleportal/navigation/ip

JSP Source: sampleportal/navigation

The contents of the portlet depend on the visitor's group membership. Figure 5-1 shows an example of the Quick Links portlet for different visitors.

Figure 5-1 Quick Links Portlet—Group Membership Differences

 

The Quick Links portlet is part of the Welcome campaign. This campaign sends an email message welcoming new users.

To see how the Welcome campaign works, complete the following instructions:

1. If you are logged in, log out.

2. In the default Quick Links portlet, click Open An Account, as shown in Figure 5-2.

   Figure 5-2 Quick Links Portlet—Default

   
    

3. After the Open a New Account page appears, fill in the required fields and the Email Address field. Figure 5-3 shows an example.

Caution: Be sure to enter a valid email address; otherwise you will not receive the Welcome email.

Figure 5-3 Open a New Account Page

 

1. Click the Save button. The Home page returns and the Quick Links portlet welcomes the new visitor, as shown in Figure 5-4.

   Figure 5-4 Quick Links Portlet—New User

   
    

2. Go to your email client and view the Welcome Message from the [e-mail]. Figure 5-5 shows the message.

   Figure 5-5 Welcome Email Message

   
    

Note: For more information about email campaigns, see "Setting Up and Sending E-mail for Campaigns" in the Guide to Developing Campaign Infrastructure.

1. To log out, click the Logout button.

 

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Portfolio Portlet

The Portfolio portlet displays selected stock symbols, number of shares, and share value. Changes in this portlet help fulfill one of the conditions necessary to invoke the Avitek Credit Card campaign: the purchase of $25,000 in stock. The Portfolio portlet is an EJB 2.0 implementation that use Pipelines. The information in this sample portlet is stored in a database, which can be extended to retrieve information from a real-time service. For more information about Pipelines, see the Guide to Managing Presentation and Business Logic: Using Webflow and Pipeline.

Java Source: sampleportal/sampleportal/WEB-INF/src/examples/sampleportal/portfolio/ip

JSP Source: sampleportal/sampleportal/portlets/portfolio

To learn about this portlet and fulfill one of the requirements of the Avitek Credit Card campaign, complete the following instructions:

1. Log in as "visitor7".

2. In the Portfolio portlet, click the Trade link, as shown in Figure 5-6.

   Figure 5-6 Portfolio Portlet—Original (Visitor 4)

   
    

   The portlet expands, as shown in Figure 5-7.

   Figure 5-7 Portfolio Portlet—Expanded (Visitor 4)

   
    

3. Click any Buy button. A new window opens where you can buy 100 shares of the selected stock, as shown in Figure 5-8.

   Figure 5-8 Portfolio Portlet—Confirm Stock Purchase Window (Visitor 4)

   
    

4. Click the OK button. The window closes and the Portfolio portlet shows the purchase, as shown in Figure 5-9.

   Figure 5-9 Portfolio Portlet—One Stock Purchased (Visitor 4)

   
    

5. Continue to purchase stock until you have accumulated a total value greater than $25,000, as shown in Figure 5-10.

   Figure 5-10 Portfolio Portlet—$25,000 Stocks Purchased (Visitor 4)

   
    

6. Click the Finished button. The portlet returns to its original size, as shown in Figure 5-11.

   Figure 5-11 Portfolio Portlet—Original Size (Visitor 4)

   
    

You have now fulfilled the one of the requirement for invoking the Avitek Credit Card campaign.

 

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Company Profiles Portlet

The Company Profiles portlet displays profiles for specific companies. This portlet is involved in two different campaigns: the Personal Investment Advisor campaign and the Avitek Credit Card campaign. These campaigns are invoked when a visitor's risk tolerance increases to 5.0 or greater. Everyone starts off as a conservative investor with a low-risk tolerance. When you click on the high-risk companies in this portlet (Juniper Networks and Micron Technology), your risk tolerance increases. The increase in risk tolerance is triggers the Personal Investment Advisor campaign. The Avitek Credit Card campaign is triggered when the increased risk tolerance is 5.0 or greater and the purchase of at least $25,000 in stock.

The Company Profiles Portlet demonstrates Content Query tags.

Java Source: none

JSP Source: sampleportal/sampleportal/portlets/profile

1. If you are not already logged in as Visitor 4, log in under that name.

2. In the Company Profiles portlet, click Juniper Networks, as shown in Figure 5-12.

   Figure 5-12 Company Profiles Portlet (Visitor 4)

   
    

The portlets expands, as shown in Figure 5-13.

Figure 5-13 Company Profiles Portlet—Juniper Networks (Visitor 4)

 

1. Click the Unmaximize button. The portlet returns to its original size. Additionally, the Personal Investment Advisor and Avitek Credit Card ads have replaced the College Fund and IRA ads in the ad placeholders on the Home page, as shown in Figure 5-14.

   Note: If you have not purchased $25,000 in stock, you will not see the Avitek Credit Card ad.

   Figure 5-14 Personal Investment Advisor and Avitek Credit Card Campaigns

2. Compare Figure 5-14 with Figure 5-15. Notice that the Quick Links portlet shows that Peter's risk tolerance has increased from 3.52/10.00 to 6.40/10.00.

   Figure 5-15 College Fund and Avitek IRA Campaigns

   
    

3. Logout as Visitor 4.