Campaign Management

You are reading the Adobe Experience Manager 5.6.1 version of Campaign Management.
This documentation is also available for the following versions: AEM 5.6  CQ 5.5  CQ 5.4  CQ 5.3 

Campaign management provides digital marketers the opportunity to deliver personalized content and so create dedicated experiences for visitors.

It allows you to orchestrate your marketing campaigns across the web, email and mobile services and so engage your visitors. You can create content, segment visitors, push and promote targeted content for specific user profiles and manage campaigns across multiple channels.

Campaign management is made up of various elements:

  • Brands
    In CQ, brands are the top level unit and form a collection of Campaigns.
  • Campaigns
    A campaign is a collection of individual Experiences.
  • Experiences
    The focused content forms the various experiences, presented to the visitor at Touchpoints. There are several types of experience available:
    • Teasers
      Teaser Pages / Paragraphs are used to steer specific visitor Segments to content that is focused on their interests.
      Teaser pages can:
      • present a range of options for the visitor to choose from
      • show only one teaser paragraph that is based on the specific visitor segment; for example, the teaser paragraph shown may be dependent on the age of the visitor.
      Typically a teaser page is a temporary action that will last for a specific period of time, until it is replaced by the next teaser page.
    • Newsletters
      E-mail Communications are used to engage users and encourage them to visit your web site. These usually take the form of a newsletter, sent to your Leads (which are usually grouped into Lists).
    • Test&Target
      This allows integration with Adobe's Test&Target which gives marketers a conversion website optimization tool with the necessary capabilities to continually make their online content and offers more relevant to their customers—yielding greater conversion. Test&Target provides an intuitive interface for designing and executing tests, creating audience segments and targeting content—all from a single application.
  • Touchpoints
    These are the points of contact between the visitor and your campaign. The touchpoints are connected to the experiences that you have created.
    For example, for teasers it is the content page where the teaser paragraph is located, for a newsletter it is the mailing list.
  • Leads
    The information that you have collected about your visitors and how to contact them forms the basis for your leads.
  • Lists
    Leads are usually grouped into lists so that you can take collective action on them.
  • Segments
    Site visitors have different interests and objectives when they come to a site. Analyzing this according to factors such as activity on the website, profile information registered and activity on other websites, helps you to define segments. Content can then be specifically targeted to the visitor's needs and interests according to the segment(s) they match.
  • MCM
    The Marketing Campaign Manager (MCM) is a console that allows you to access all the functionality you need to create and control your campaigns, brands, experiences, touchpoints, leads, lists, segments and reports.
    It can be accessed from various locations (labelled as Campaigns), or with, for example, the URL:
        http://localhost:4502/libs/mcm/content/admin.html

Note

Brands were introduced with CQ 5.5, so campaigns created before then are not connected to a brand; such campaigns are fully supported though.

Marketing Campaign Manager

In CQ, the Marketing Campaign Manager (MCM) is a console that helps you manage multi-channel campaigns. With this marketing automation software you can manage all your brands, campaigns and experiences together with the related segments, lists, leads, and reports.

MCM can be accessed from various locations in CQ; for example, the Welcome screen, using the Campaigns icon or with the URL:

http://<hostname>:<port-nr>/libs/mcm/content/admin.html

For example:

http://localhost:4502/libs/mcm/content/admin.html

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From the MCM you can access:

  • Dashboard
    This is divided into four panes:
    • Lists
      This pane shows the lists you have already created, together with the number of leads in that list. From this pane you can create a new list directly or import leads to create a new list.
      Selecting a specific list will take you to the Lists section showing details for your list.
    • Segments
      This pane show the segments that you have defined. Segments let you characterize a collection of visitors that share certain traits.
      Selecting a specific segment will open the segment definition page.
    • Reports
      CQ provides different reports to help you analyze and monitor the state of your instance. This MCM pane lists the reports.
      Selecting a report will open the report page.
    • Campaigns
      This pane lists your campaign experiences such as newsletters and teasers.
  • Leads
    Here you can manage your leads. You can create or import leads, edit specific details for individual leads or delete when no longer needed. You can also put leads in different groups, called Lists.
  • Lists
    Here you can manage your lists (of leads).
  • Campaigns
    Here you can manage your Brands, Campaigns and Experiences.

Dashboard

The dashboard shows four panes that provide you with an overview of your lists (of leads), segments, reports and campaigns. Access to basic functionality for these is also available here.

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Leads

Note

See Working with Leads for detailed information about specific tasks.

In CQ MCM, you can organize and add leads by either entering them manually or importing a comma-separated list; for example, a mailing list. Additional ways to generate leads are from newsletter sign-ups or community sign-ups (if configured, these can trigger a workflow that populates leads). Leads are usually categorized and put into a list so that later you can perform actions on the whole list; for example, sending out a custom email to a certain list.

Under Leads in the left pane you can create, import, edit and delete your leads, then activate or deactivate as required. You can add a lead to a list, or see which lists it already belongs to.

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Lists

Note

See Working with Lists for detailed information about specific tasks.

Lists let you organize your leads into groups. With lists, you can target your marketing campaigns to a select group of people; for example, you can send a targeted newsletter to a list.

Under Lists, you can manage your lists by creating, importing, editing, merging and deleting lists which you can then activate or deactivate as required. You can also view the leads within that list, see if the list is a member of another list or view the description.

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Campaigns

Note

See Teasers and Strategies, Setting up your Campaign and Newsletters for detailed information about specific tasks.

To access existing campaigns, in the MCM click Campaigns.

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  • In the left pane:
    There is a list of all brands and campaigns.
    A single click on a brand will both:
    • expand the list to show all related campaigns in the left pane; this list also shows the number of experiences that exist for each campaign.
    • open the brand overview in the right pane.

Note

Brands were introduced with CQ 5.5, so campaigns created before then will also be listed - without a brand.

A single click on such entries (e.g. Geometrixx) will open the campaign overview in the right pane.

  • In the right pane:
    Icons are shown for each brand (historical campaigns will not be shown).
    You can double-click on these to open the brand overview.

Brand Overview

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From here you can:

  • See the number of campaigns and experiences (number shown in the left pane) that exist for this brand.
  • Create a New... campaign for this brand.
  • Change the timespan being viewed; select Week, Month or Quarter, use the arrows to select specific periods or return to Today.
  • Select a campaign (in the right pane) to:
    • Edit the Properties...
    • Delete the campaign.
  • Open the campaign overview (double-click a campaign in the right pane, or single click in the left pane).

Campaign Overview

For the individual campaigns there are two views available:

  1. Calendar View

    Use the icon:

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    This presents a list of all touchpoints (grey) with a horizontal timeframe of the experiences (green) connected to that touchpoint:

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    From here you can:

    • Change the timespan you are viewing by using the arrows, or return to Today.
    • Use Add Touchpoint... to add a new touchpoint for an existing experience.
    • Click on a teaser (in the right pane) to set the On Time and Off Time.
  2. List View

    Use the icon:

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    This lists all experiences (e.g. teasers and newsletters) for the selected campaign:

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    From here you can:

    • Create a New...  experience; for example, Test&Target offers, teasers and newsletters.
    • Edit the details of a specific teaser page or newsletter (a double-click can also be used).
    • Define the Properties... for a specific teaser page or newsletter.
    • Simulate the look and feel of an experience (teaser page or newsletter).
      When the simulated page is open you can then open the sidekick to switch into edit mode for that page.
    • Analyze... the impressions generated for a page.
    • Delete items when they are no longer needed.
    • Search for your text (the Title field of the experience will be searched).
    • Use Advanced search to apply filters to the search.

Simulating your Campaign Experiences

In the MCM, click Campaigns. Ensure that the list view is active, then select the required campaign experience and click Simulate. The touchpoint (teaser or newsletter page) will be opened to show the experience that you have selected - as the visitor will see it.

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From here you can also open the sidekick (click the small down arrow) to change to edit mode for updating the page.

Analyzing your Campaign Experiences

In the MCM, click Campaigns. Ensure that the list view is active, then select the required campaign experience and select Analyze.... A chart of the page impressions over time will be shown.

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An Overview of Segmentation

Segmentation is a key consideration when creating a campaign. In most cases, you will need to have segments already defined before starting your campaign. 

Site visitors have different interests and objectives when they come to a site. Understanding these goals and fulfilling the expectations is an important success factor for online marketing.

Segmentation helps to achieve this by analyzing and characterizing a visitor's:

  • activity on the website
  • profile
  • activity on other websites

Content can then be specifically targeted to the visitor's needs and interests, depending on the segment(s) they match.

When discussing segmentation, the following terminology is used:

Visitor

A visitor is a person visiting a website. That person's visit typically starts from a referring page, then moves on to one or more page views on your own website. A behavioral profile can be created from the details of that person's visit.

User

A user is a visitor who registers with the website to receive an account profile. To generate their profile they provide additional identification, such as an email address and gender, amongst others. Additional information can also be collected, including community activity and purchase patterns, again amongst others. Based on the information provided in the profile, a demographic profile can be created.

Trait

A trait is a characteristic or property of a visitor that can be used to determine membership in a specific segment.

Segment

A segment is a collection of visitors that share certain traits. Segments should be distinctive, with a minimum of overlap with other segments.

Behavioral Traits

Behavioral traits are those that relate to a visitor's behavior on the website. These include:

  • Interest within your website; including pages visited and products bought.
  • Interest on the referring website; including search terms used, or adverts clicked on.
  • Interest on other sites; determined using tools such as Spyjax.
  • Visitor loyality; duration of the visit, frequency of visits.

Demographic Traits

These are selected population characteristics including:

  • Age
  • Income
  • Family size
  • Marital status
  • Gender
  • Location

Derived Traits

Some demographic traits are hard to determine without registration, but can be derived by combining behavioral and demographic traits.

For example, combining the referring URL (as a behavioral trait) with demographic data (acquired from tools such as Google Ad Planner) allows site owners to derive demographics traits of their visitors.

Subsegment

A segment can be subdivided into several subsegments. This is done by defining additional traits.

Teaser Page

A teaser page is directed at a specific audience. It contains re-usable content that can be used in the teaser paragraph.

Campaign

A campaign is a collection of teaser pages and e-mail marketing pages, such as newsletters or invitations. Typically a campaign runs for a limited period and is superceded by another campaign.

Teaser Paragraph

This is a paragraph that pulls content from another page dependent on a selection strategy. This selection strategy can take segments and campaigns into consideration.

List

A list is extracted from a segment of registered users. For example, the location used to steer the contents of the teaser paragraph.

Note

Please see Segmentation for further information on segments in CQ.

Setting Up Your Campaign

Setting up a new campaign includes the following (generic) steps:

  1. Create a brand to hold your campaigns.
  2. If required you can define the properties for your new brand.
  3. Create a campaign to hold experiences; for example teaser pages or a newsletter.
  4. If required you can define the properties for your new campaign.

Then depending on the type of experience(s) you are creating, you will need to create an experience. The details of the experience, and the actions that follow its creation, are dependent on the type of experience you want to create:

Note

See Segmentation for detailed instructions on defining your segments.

Creating a New Brand

To create a new brand:

  1. Open the MCM and select Campaigns in the left pane.

  2. Select New... to enter the Title and Name and template to be used for your new brand:

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  3. Click Create. Your new brand will be shown in the MCM (with a default icon).

Defining the Properties for Your New Brand

  1. From Campaigns in the left pane, select your new brand icon in the right pane and click Properties...

    You can enter a Title, Description and an image to be used as the icon.

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  2. Click OK to save.

Creating a New Campaign

To create a new campaign:

  1. From Campaigns, select your new brand in the left pane, or double-click the icon in the right pane.

    The overview will be shown (empty if the brand is new).

  2. Click New... and specify the Title, Name and template to be used for your new campaign.

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  3. Click Create. Your new campaign will be shown in the MCM.

Defining the Properties for Your New Campaign

Configure campaign properties that control the behavior:

  • Priority: The priority of this campaign relative to other campaigns. When multiple campaigns are simultaneously On, the campaign that has the highest priority controls the visitor experience. 
  • On and Off Time: These properties control the period of time when the campaign controls the visitor experience. The On Time property controls the time when the campaign begins to control the experience. The Off Time property controls when the campaigns stops controlling the experience.
  • Image: The image that represents the campaign in CQ.
  • Cloud Services: The Cloud Service configurations with which the campaign is integrated. (See Integrating with Adobe Marketing Cloud.)
  • Adobe Target: Properties that configure campaigns that are integrated with Adobe Target. (See Integrating with Adobe Test&Target.)
  1. From Campaigns, select your brand. In the right pane, select your campaign and cick Properties.

    You can enter various properties, including a Title, Description and any Cloud Services you want.

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  2. Click OK to save.

Creating a New Experience

The procedure for creating a new experience is dependent on the type of experience:

Note

As with previous releases it is still possible to create the experience as a page in the Websites console (and any such pages created in previous releases are still fully supported).

The recommended practice is now to use the MCM for creating experiences.

Configuring Your New Experience

Now that you have created the basic skeleton for your experience you need to continue with the following actions, dependent on the type of experience:

Adding a New Touchpoint

If you have existing experiences you can add a touchpoint directly from the Calendar view of MCM:

  1. Select the calendar view for your campaign.

  2. Click Add Touchpoint... to open the dialog. Specify the experience you want to add:

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  3. Click OK to save.

Teasers

Campaigns often use teasers as a mechanism to entice a specific segment of the visitor population through to content focused on their interests.

One or more teasers are defined for a specific campaign.

  • Brand pages are stored within the Campaigns section of the website. A brand contains the individual campaigns.
  • Campaign pages are stored within the Campaigns section of the website. Each campaign has an individual page, under which the teaser definitions are held. The container, or overview, page also holds certain information and statistics concerning the individual teaser pages.

Teasers within CQ are comprised of several parts:

  • Teaser pages are stored under the appropriate campaign page and hold the definitions of the teaser paragraphs available for each specific campaign. These definitions are used when displaying the teaser paragraphs; including content variations, the segment to be used for selecting a variation and boost factor.
  • The Teaser component is available out of the box and allows you to create an instance of your specific teaser paragraph in a content page. You can drag the teaser component from the sidekick, then specify your teaser definition to create your own teaser paragraph.
  • Teaser paragraphs are actual instances of your teaser within a content page. These entice a segment of visitors through to content focused on their interests.
  • Pages that hold the campaign content focused on a specific visitor segment. Usually the teaser paragraphs will lead the visitor to such pages.

Strategies

When adding a teaser paragraph to a page you need to define the Strategy.

This is for the case that several teasers are available for selection as their assigned segments all resolve successfully. The Strategy then specifies an extra criteria used to select the teaser shown:

  • Clickstream Score, is based on the tags and related tag hits held within the visitor's client context (show how often a visitor has clicked on pages containing the respective tag). The hit rates for tags defined on the teaser page are compared.
  • Random, for "random" selection; uses the random factor generated for a page, this can be seen with the client context.
  • First in the list of resolved segments. The order is that of the teasers within the campaign container page.

The Boost Factor of the segment also has an impact on the selection. This is a weighting factor added to a segment definition to increase/decrease the relative likelihood of it being selected.

The process and interrelationships of the various selection criteria are best illustrated with an example (a method that can also be used to ensure that your teasers will reach the required audience).

If the following segments have already been created and assigned their respective Boost Factor:

Segment Boost Factor
S1 0
S2 0
S3 10
S4 30
S5 0
S6 100

And we use the following teaser definitions:

Campaign Teaser Assigned Segment(s) Assigned Tags 
C1 T1 S1, S2 Business, Marketing
C1 T2  S1
C1 T3 S3, S4
C1 T4 S2, S5
C1 T5 S1, S2, S6 Marketing
C1 T6 S6 Business

Then if we apply this to a visitor where:

  • S1, S2 and S6 resolve successfully
  • the tag marketing has 3 hits
  • the tag business has 6 hits

We can see the resulting:

  • match success - do any of the segments assigned to the teaser resolve successfully for the current visitor?
  • boost factor - the highest boost factor of all applicable segments
  • clickstream score - the accumulative total for all applicable tag hits

that are calculated before applying the appropriate strategy:

Campaign Teaser Assigned Segment(s) Tags  Successful Match? Resulting Boost Factor Resulting Clickstream Score 
C1 T1 S1, S2 Business, Marketing Yes 0 9
C1 T2  S1
Yes 0
C1 T3 S3, S4
No

C1 T4 S2, S5
Yes
0

C1 T5 S1, S2, S6 Marketing Yes 100 3
C1 T6 S6 Business Yes 100 6

These values are used to determined the teaser(s) that the visitor will see, depending on the Strategy applied to the teaser paragraph:

Strategy Resulting Teaser Comments
First T5 Only T5 and T6 are considered as their segments all resolve and they have the highest boost factor. The list returned is in the order T5, T6; so T5 is selected and shown.
Random T5 or T6 Both teasers have segments that all resolve and the same boost factor. Therefore, the two teasers are shown in equal proportion.
Clickstream Score T6

Segments for T1, T4, T5 and T6 all resolve for the visitor. The higher boost factors of T5 and T6 then excludes T1 and T4. Finally the higher Clickstream Score of T6 result in this being selected.

Note

If, after the above resolution techniques, multiple teasers are available for selection, then an internal selection (random) will select a single teaser for display.

For example, if the strategy was Clickstream Score and T5 had the same Clickstream Score as T6 (i.e. 6 instead of 3) then the internal selection (random) would be used to select one of these two.

Teaser Pages / Paragraphs are used to steer specific visitor segments to content that is focused on their interests. They can present a range of options for the visitor to choose from, or show only one teaser paragraph that is based on the specific visitor segment; for example, the teaser paragraph shown may be dependent on the age of the visitor.

Typically a teaser page is a temporary action that will last for a specific period of time, until it is replaced by the next teaser page.

After creating your brand and campaign you can create and set up your teaser experience.

Creating a Teaser Experience

  1. Select your new campaign in the left pane, or double-click it in the right pane.

  2. Select the list view, using the icon:

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  3. Click New...

    You can specify the Title, Name and type of experience to be created; in this case, Teaser Page.

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  4. Click Create.

  5. A new dialog will open immediately. Here you can use the various tabs to enter properties for the teaser.

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    • Title
      A title for the teaser.
    • Tags/Keywords
      Tags and/or keywords that can be assigned to the teaser.
    • Description
      A description for the teaser.
    • Location
      Where the teaser is displayed; path or identifier.
    • On/Off Time
      If required, the on and off times for when the teaser can be used.
    • Segments
      The visitor segment(s) with which the teaser can be used.
    • Image
      An image to identify the teaser.

    These can be updated at a later stage from the Properties... dialog.

  6. Click OK to save.

Adding Content to your Teaser

To add content to your teaser:

  1. Select your campaign, then from the list view, select your teaser experience and click Edit. The teaser page will open.

  2. Use the sidekick to add components, then add your content to the teaser page:

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    Caution

    When adding content to a teaser page (shown above) do not enable targeting on any of the components within this page (that is, do not select Target from the context menu when hovering over a component on this page). 

    Targeting is enabled on a teaser (or indeed any component) on the page where it is displayed to visitors, not here in the page used for editing.

Creating a Touchpoint for your Teaser

After creating your teaser you need to create a touchpoint (where the visitor will see and access the teaser) to lead to your campaign.

You do this by strategically placing the teaser paragraph within your content:

  1. Navigate to the content page where you want to place the teaser paragraph that will lead to your campaign page.

  2. Add a Teaser component (available in the Personalization section of sidekick) in the required position. When first created it will show that the campaign path is not yet configured:

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  3. Edit the teaser component to add the:

    • Campaign Path
      Path to the campaign page that holds the individual teaser page; segments determine exactly which teaser is shown.
    • Strategy
      Method used for selection when multiple segments resolve successfully.
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  4. Click OK to save. Depending on the segments you have set on the teaser and the profile of the user you are currently logged in as, the appropriate content will be displayed:

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  5. Mouse over the teaser paragraph to reveal the question mark icon (bottom right corner of the component). Click this to view the segments applied and whether they currently resolve.

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Teaser Overview

As well as the campaign view in the MCM, the campaign page also gives information about the teasers connected to it:

  1. From the Websites console, open the campaign page; for example:

    http://localhost:4502/content/campaigns/geometrixx-outdoors/storefront/summer.html

    This shows an overview of the teaser definitions and viewing statistics:

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Working with Leads

In CQ MCM, you can organize and add leads either by entering them manually or importing a comma-separated list, for example, a mailing list. Additional ways to generate leads are from newsletter sign-ups or community sign-ups (if configured, those can trigger a workflow that populates leads).

Leads generally are categorized and put into a list so that later you can perform actions on the whole list, for example, sending out a custom email to a certain list.

In the Dashboard, you access all leads by clicking Leads from the left pane. You can also access leads from the Lists pane.

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Note

To add or modify the avatars of users, open the clickstream cloud (Ctrl+Alt+c), load the profile, and click Edit.

Creating new leads

After you create new leads, be sure to activate them so that you can track their activity on the publish instance and personalize their experience.

To create a new lead manually:

  1. In CQ, navigate to the MCM. In the Dashboard, click Leads.

  2. Click New. The Create New window opens.

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  3. Enter information in the fields, as appropriate. Click the Address tab.

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  4. Enter address information, as appropriate. Click Save to save the lead. If you need to add additional leads, click Save and New.

    The new lead appears in the Leads pane. When you click the entry, all entered information appears in the right pane. After creating a lead, you can add it to a list.

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Activating or deactivating leads

Activating leads helps you track their activity on the publish instance and lets you personalize their experience. When you no longer want to track their activity, you can deactivate them.

To active or deactive leads:

  1. In CQ, navigate to the MCM and click Leads.

  2. Select the leads you want to activate or deactivate and click Activate or Deactivate.

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    As with CQ pages, the publish status is indicated in the Published column.

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Importing new leads

When you import new leads, you can automatically add them to an existing list or create a new list to include these leads.

To import leads from a comma-separated list:

  1. In CQ, navigate to the MCM and click Leads.

    Note

    Alternatively, you can import leads by doing one of the following:

    • In the Dashboard, click Import Leads in the Lists pane
    • Click Lists and in the Tools menu, select Import Leads.

  2. In the Tools menu, select Import Leads.

  3. Enter the information as described in Sample Data. The following fields can be imported: email,familyName,givenName,gender,aboutMe,city,country,phoneNumber,postalCode,region,streetAddress

    Note

    The first row in the CSV list are predefined labels that must be written exactly as in the example:

    email,givenName,familyName - if written as givenname, for example, the system will not recognize it.

     

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  4. Click Next. Here, you preview the leads to ensure they are accurate.

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  5. Click Next. Select the list you want the leads to belong to. If you do not want them to belong to a list, delete the information in the field. By default, CQ creates a list name that includes the date and time. Click Import.

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    The new lead appears in the Leads pane. If you click on the entry, all entered information appears in the right pane. After creating a lead, you can add it to a list.

Adding Leads to Lists

To add leads to pre-existing lists:

  1. In the MCM, click Leads to view all available leads.

  2. Select the leads you want to add to a list by selecting the check box next to the lead. You can add as many leads as you want.

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  3. In the Tools menu, select Add to List.... The Add to List window opens.

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  4. Select which list you want to add the leads to and click OK. The leads are added to the appropriate lists.

Viewing lead information

To view lead information, in the MCM, click the check box next to the lead and a right pane opens with all the lead's information displayed, including list affiliation.

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Modifying existing leads

To modify existing lead information:

  1. In the MCM, click Leads. From the list of leads, select the check box next to the lead you want to edit. All of the lead information appears in the right pane.

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    Note

    You can only edit a single lead at a time. If you need to modify leads that are part of the same list, you can modify the list instead.

  2. Click Edit. The Edit Lead window opens.

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  3. Make the edits as needed and click Save to save your changes.

    Note

    To change the lead avatar, go to the users profile. You can load the profile in the clickstream cloud by pressing CTRL+ALT+c, clicking Load, and then selecting the profile.

Deleting existing leads

To delete existing leads in the MCM, select the check box next to the lead and click Delete. The lead is removed from the lead list and all associated lists.

Note

Before deleting, CQ confirms that you want to delete the existing lead. After it is deleted, it cannot be retrieved.

Working with Lists

Lists let you organize your leads into groups. With lists, you can target your marketing campaigns to a select group of people, for example, you can send a targeted newsletter to a list. Lists are visible in the MCM, either in the Dashboard or by clicking Lists. Both provide you with the name of the list and the number of members.

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If you click Lists, you also can view if the list is a member of another list and see a description.

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Creating new lists

To create a new list (group):

  1. In the MCM dashboard, click New List ... or in Lists, click New ... The Create List window opens.

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  2. Enter a name (required) and if desired, a description and click Save. The list appears in the Lists pane.

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Modifying existing lists

To modify an existing list:

  1. In the MCM, click Lists.

  2. From the list, select the check box next to the list you want to edit and click Edit. The Edit List window opens.

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    Note

    You can only edit one list at a time.

  3. Make edits, as needed and click Save to save your changes.

Deleting existing lists

To delete existing lists, in the MCM, select the check box next to the list and click Delete. The list is removed. Leads that were affiliated with the list are not removed - only the affiliation with the list is deleted.

Note

Before deleting, CQ confirms that you want to delete the existing lists. After it is deleted, it cannot be retrieved.

Merging lists

You can merge an existing list with another list. When you do this, the list you are merging becomes a member of the other list. It still exists as a separate entity as well and should not be deleted.

You might merge lists if you have the same conference in two different locations and want to merge them into an attendees list of all conferences.

To merge existing lists:

  1. In the MCM, click Lists.

  2. Select the list you want to merge another list with by selecting the check box next to it.

  3. In the Tools menu, select Merge List.

    Note

    You can only merge one list at a time.

  4. In the Merge List window, select the list you want to merge with and click OK.

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    The list you merged should increase by one member. To see that your list was merged, select the list you merged and in the Tools menu, select Show Leads.

  5. Repeat the step until you have merged all the lists you want.

    file

Note

Removing a merged list from its membership is identical to removing a lead from a list. Open the Lists tab, select the list that includes the merged list, and remove the membership by clicking the red circle next to the list.

Viewing leads in lists

At anytime, you can view which leads belong to a specific list either by browsing or searching for members.

To view the leads that belong to a list:

  1. In the MCM, click Lists.

  2. Select the check box next to the list you want to view members for.

  3. In the Tools menu, select Show Leads. CQ displays the leads that are a member of that list. You can browse through the list or search for members.

    Note

    In addition, you can delete leads from a list by selecting them and then clicking Remove Membership.

    file
  4. Click Close to return to the MCM.

Newsletters

E-mail marketing (for example, newsletters) are an important part of any marketing campaign as you use them to push content to your leads. In AEM, you can create newsletters from existing AEM content as well as add new content, specific to the newsletters.

Once created, you can send newsletters to the specific group of users either immediately or at another scheduled time (through the use of a workflow). In addition, users can subscribe to newsletters in the format that they choose.

In addition, AEM lets you administer the newsletter functionality, including maintaining topics, archiving newsletters, and viewing newsletter statistics.

Note

In Geometrixx, the newsletter template automatically opens the email editor. You can use the email editor in other templates that you want to send emails in, for example, invitations. The email editor displays anytime a page is inherited from mcm/components/newsletter/page.

Creating a Newsletter Experience

Note

Email notifications need to be configured via the osgi configuration. See Configuring Email Notification.

  1. Select your new campaign in the left pane, or double-click it in the right pane.

  2. Select the list view, using the icon:

    file
  3. Click New...

    You can specify the Title, Name and type of experience to be created; in this case, Newsletter.

    file
  4. Click Create.

  5. A new dialog will open immediately. Here you can enter properties for the newsletter.

    The Default Recipients List is a mandatory field as this forms the touchpoint for the newsletter (see Working with Lists for more information about lists).

    file
    • From Name
      Name that should appear as the sender of the newsletter.
    • From Address
      Mail address that should appear as the sender of the newsletter.
    • Subject
      Subject of the newsletter.
    • Reply To
      Mail address that should address replies for sent newsletter.
    • Description
      Description of the newsletter.
    • On Time
      The on time for sending the newsletter.
    • Default Recipients List
      Default list that should receive the newsletter.

    These can be updated at a later stage from the Properties... dialog.

  6. Click OK to save.

Adding content to newsletters

You can add content, including dynamic content, into your newsletter as you would in any AEM component. In Geometrixx, the Newsletter template has certain components available for adding and modifying content in newsletters.

  1. In the MCM, click the Campaigns tab and double-click the newsletter you want to add content to or edit. The newsletter opens.

  2. If components are not visible, go to Design view and enable the necessary components (for example, the Newsletter components) before you start editing.

  3. Enter any new text, images, or other components as appropriate. In the Geometrixx example, 4 components are available: Text, Image, Heading, and 2 Columns. Your newsletter may have more or less components depending on how you set it up.

    Note

    You personalize newsletters by using variables. In the Geometrixx newsletter, variables are available in the Text component. Values for the variables are inherited from the information in the user profile.

    file
  4. To insert variables, select the variable from the list and click Insert. Variables are populated from the Profile.

Personalizing newsletters

You personalize newsletters by inserting pre-defined variables in the Text component of the newsletters in Geometrixx. Values for the variables are inherited from the information in the user profile.

You can also simulate how a newsletter is personalized by using the cliient context and loading a profile.

To personalize a newsletter and simulate how it will look:

  1. From the MCM, open the newsletter you want to customize settings for.

  2. Open the Text component you want to personalize.

  3. Place the cursor where you want the variable to appear and select a variable from the drop-down list and click Insert. Do this for as many variables as required and click OK.

    file
  4. To simulate how the variable will look when sent, press CTRL+ALT+c to open the client context and select Load. Select the user from the list whose profile you would like to load and click OK.

    The information from the profile you loaded has populated the variables.

    file

Testing newsletters in different email clients

Note

Before sending newsletters, check the OSGi configuration for Day CQ Link Externalizer at http://localhost:4502/system/console/configMgr.

By default, the value of the parameter is localhost:4502 and operation cannot be complete if port for running instance is changed.

Switch between common e-mail clients to see how your newsletter will look to your leads. By default, your newsletter opens with none of the e-mail clients selected.

Currently, you can view newsletters in the following e-mail clients:

  • Yahoo mail
  • Gmail
  • Hotmail
  • Thunderbird
  • Microsoft Outlook 2007
  • Apple Mail

To switch between clients, click the corresponding icon to view the newsletter in that e-mail client:

  1. From the MCM, open the newsletter you want to customize settings for.

  2. Click an e-mail client in the top bar to see what the newsletter would look like in that client.

    file
  3. Repeat this step for any additional e-mail clients you want to see.

    file

Customizing newsletter settings

Although only authorized users can send a newsletter, you should customize the following:

  • The subject line, so that users want to open your email and also to ensure that your newsletter will not end up marked as spam.
  • The From address, for example noreply@geometrixx.com, so that users receive e-mail from a specified address.

To customize newsletter settings:

  1. From the MCM, open the newsletter you want to customize settings for.

    file
  2. At the top of the newsletter, click Settings.

    file
    1. Enter the From e-mail address
    2. Modify the Subject of the e-mail, if necessary. 
    3. Select a Default Recipients List from the drop down list.
    4. Click OK.

    When you test or send the newsletter, recipients will receive e-mails with the specified e-mail address and subject.

Flight testing newsletters

While flight testing is not mandatory, before you send out a newsletter, you may want to test it to be sure it appears the way you want it to.

Flight testing lets you do the following:

  • Look at the newsletter in all intended clients.
  • Validate that the mail server is set up correctly.
  • Determine whether your emai is getting flagged as spam. (Make sure you include yourself in the list of recipients.)

To flight test newsletters:

  1. From the MCM, open the newsletter you want to test and send.

  2. At the top of the newsletter, click Test to test before sending.

    file
  3. Enter the test mail address where you want the newsletter sent and click Send. If you want to change the profile, you load another profile in the client context. You do this by pressing CTRL+ALT+c and selecting Load and loading a profile.

Sending newsletters

You can send out a newsletter from either the newsletter or from the list. Both procedures are described.

Note

Before sending newsletters, check the OSGi configuration for Day CQ Link Externalizer at http://localhost:4502/system/console/configMgr.

By default, the value of the parameter is localhost:4502 and operation cannot be complete if port for running instance is changed.

Sending newsletters from a campaign

To send out a newsletter from within the campaign:

  1. From the MCM, open the newsletter you want to send.

    Note

    Before sending out, make sure you have customized your newsletter's subject and originating e-mail address by customizing its settings.

    Flight testing the newsletter before sending is recommended.

  2. At the top of the newsletter, click Send. The Newsletter wizard opens.

  3. In the recipient's list, select the list you want to receive the newsletter and click Next.

    file
  4. Setup completion is confirmed. Click Send to actually send the newsletter.

    file

    Note

    Make sure you are one of the recipients so you can ensure the newsletter was received.

Sending newsletters from a list

To send out a newsletter from a list:

  1. In the MCM, click Lists in the left hand pane.

    Note

    Before sending out, make sure you have customized your newsletter's subject and originating e-mail address by customizing its settings. You cannot test a newsletter if you send it from the list; you can flight test it if you send it from the newsletter.

  2. Select the check box next to the list of leads you want to send a newsletter to.

  3. In the Tools menu, select Send Newsletter. The Send Newsletter window opens.

    file
  4. In the Newsletter field, select the newsletter you want to send and click Next.

    file
  5. Setup completion is confirmed. Click Send to send the selected newsletter to the specified list of leads.

    file

    Your newsletter is sent to the selected recipients.

Subscribing to a newsletter

This section describes how to subscribe to a newsletter.

Subscribing to a newsletter

To subscribe to a newsletter (using the Geometrixx web site as an example):

  1. Click Websites and navigate to the Geometrixx Toolbar and open it.

    file
  2. In the Geometrixx Newsletter Sign Up field, enter your e-mail address and click Sign Up. You are now subscribed to the newsletter.

Setting up a Newsletter Landing Page

An effective newsletter landing page helps you get as many people as possible to sign up for your newsletter (or other email marketing campaign). You can use the information you gather from your newsletter sign ups to get leads.

To create an effective newsletter landing page, you need to do the following:

  1. Create a list for the newsletter so people can subscribe to the newsletter.
  2. Create the Sign-Up form. When doing this, add a workflow step that automatically adds the person who signs up for the newsletter to your list of leads.
  3. Create a Confirmation page that thanks users for signing up and possibly provides them with a promotion.
  4. Add teasers.

Creating a List for the Newsletter

Create a list, for example, Geometrixx Newsletter, in MCM for the newsletter that people should subscribe to. Creating lists is described in Creating lists.

The following shows an example of a list:

file

Create a Sign Up Form

Create a newsletter registration form that allows users to subscribe to tags. The sample Geometrixx web site provides a newsletter page in the Geometrixx toolbar where you can create your form.

To create your own newsletter form, see information about creating forms in the Forms documentation. The newsletter uses the tags from the Tag library. To add additional tags, see Tag Administration.

The hidden fields in the following example provide the bare minimum amount of information (e-mail); in addition, you can add more fields later but this will impact the conversion rate.

The following example is a form created at http://localhost:4502/cf#/content/geometrixx/en/toolbar/newsletter.html.

  1. Create the form.

    file
  2. Click Edit in the Form component to configure the form to go to a Thank you page (see Creating Thank You Pages).

    file
  3. Set the Form action (that is what will happen when you submit the form) and configure the group to assign registered users to the list you previously created (for example, geometrixx-newsletter).

    file

Creating a Thank You Page

When users click Subscribe Now, you want a Thank You page to automatically open. Create the Thank You page in the Geometrixx Newsletter page. After creating the Newsletter Form, edit the Form component and add the path to the thank you page.

Submitting the request takes the user to a Thank You page after which they will receive an email. This Thank You page was created at /content/geometrixx/en/toolbar/newsletter/thank_you.

file

Adding Teasers

Add teasers to target specific audiences. For example, you can add teasers to the Thank You page and Newsletter sign up page.

To add teasers to make an effective newsletter landing page:

  1. Create a teaser paragraph for a sign-up gift. Select First as the strategy and include text that informs them what gift they will receive.

    file
  2. Create a teaser paragraph for the Thank You page. Select First as the strategy and include text that indicates that the gift is on its way.

    file
  3. Create a campaign with the two teasers -- tag one with business and one untagged.

Pushing Content to Subscribers

Push any changes to pages through the Newsletter functionality in the MCM. You then push updated content to subscribers.

See Sending Newsletters.

Publishing Newsletters to an E-mail Service

You can publish newsletters to e-mail services such as ExactTarget and Silverpop Engage. This document describes how to configure AEM to publish a newsletter to these e-mail services.

Integrating Email Service Provider with an email

You need to configure the service provider before you can create and publish an email. See Configuring ExactTarget and Configuring Silverpop Engage for more information. 

Creating and publishing email to Email Services

To publish your email to the email service provider, you need to perform the following steps:

  1. Create an email.
  2. Apply the Email Service configuration to the email.
  3. Publish the email.

Creating an Email

An email or newsletter that you want to publish to an e-mail service can be created under a campaign using the Geometrixx Newsletter template.  You can also use the Geometrixx Outdoors E-Mail template. Sample email/newsletter-based on the Geometrixx Outdoors E-Mail template are available at http://<hostname>:<port>/cf#/content/campaigns/geometrixx-outdoors/e-mails.html.

To create a new email that is published to the configured e-mail service:

  1. Go to Websites and then Campaigns. Select a campaign. 

  2. Click New to open the Create Page window.

  3. Enter the title, name, and select the Geometrixx Newsletter template from the list of available templates.

    file
  4. Click Create.

  5. Open the created email. 

  6. Switch to design mode to select the components you want to display in the sidekick. 

  7. Switch to edit mode and start adding content (text, images, email tools, personalization variables, and so on) to your email.  

    file

Adding ExactTarget Email Tools to your email

Note

This section is specific to the ExactTarget service.

The Email Tools component for ExactTarget can add more email functionality to your email/newsletter. 

  1. Open an email to be published to ExactTarget.

  2. Add the component ET - Email Tools to your page using the side kick. Open the component in Edit mode.

    file
  3. Select an option from the Options menu:

    Physical Mailing Address (Required) This component inserts the physical mailing address of your organization in your email.
    Profile Center (Required) The profile center is a webpage where subscribers can enter and maintain the personal information that you keep about them.
    View Email as a Web Page This component allows the user to view the email as a webpage.
    Privacy Policy This component inserts the link to your privacy policy in the email.
    Unsubscribe Center Gives the option to the user to unsubscribe from your mailing list.
    Subscription Center A subscription center is a web page where a subscriber can control the messages they receive from your organization.
    Track Email Opens A hidden component that allows you to use ExactTarget tracking feature.

    Note

    The Options drop-down menu is only populated if ExactTarget configuration is applied to the email. See Applying Email Service Configuration to Email Settings for more information.

  4. Publish the email to ExactTarget.

    The email with the email tools is available for use in the configured ExactTarget account.

Note

  • The URLs within the email tools are replaced (in the received email) by their actual values only when an email is sent using Simple Send or Guided Send but not Test Send.
  • Two of the email tools are required: Physical Mailing Address (Required) and Profile Center (Required). When the email is published to ExactTarget, these two email-tools are added to the bottom of every mail by default.

Adding Text and Personalization tool to your e-mail

You can add personalized fields in an email by adding the Text and Personalization component to the page:

  1. Open the e-mail to be published to your e-mail service.

  2. To enable personalization field from your email service, add the framework configuration while configuring the email service. See configuring Silverpop Engage and configuring Exact Target for more information.

  3. nAdd the component Text & Personalization from the sidekick. This component is the part of newsletter group. Open this component in the edit mode.

    file
  4. Add the required personalized field to the text by selecting the field from the drop-down menu and clicking Insert.

  5. Click OK to finish.

Applying E-mail Service Configuration to email settings

To apply the your E-mail service configuration to a newsletter:

  1. Create an E-mail Service configuration. 

  2. Open your email/newsletter.

  3. Open the email/newsletter settings by either clicking Settings or by clicking Page Properties in the sidekick.  

    file
  4. Click Add Service in Cloud Services tab. You see the list of services. Select your required configuration - either ExactTarget or Silverpop - from the list from the drop-down list.

    file
  5. Click OK

Publishing Emails to Email Service

Emails/Newsletters can be published to you E-mail Service by following these steps:

  1. Open the email.

  2. Before publishing a email, make sure you have applied the correct configuration to your email.

  3. Click Publish. This opens the Publish Newsletter To E-mail Service Provider window. 

  4. Fill in the Newsletter Name field. The email/newsletter is published to E-mail Service Provider with this name. In case a email name is not provided, then the email is published using the page name of the newsletter in AEM. 

  5. Click Publish

    file

    If successful, AEM confirms you can view the email in ExactTarget or Silverpop Engage.

    In the case of ExactTarget the published email can ve viewed by clicking View Published Email. This takes you directly to the published newsletter in the ExactTarget (http://members.exacttarget.com/.).

Note

If a email/newsletter is published with the same name as that of a email/newsletter already published, then the earlier email/newsletter is not replaced. Instead, a new email/newsletter is created with same name (the IDs of two newsletters are, however, different).

Publishing the email/newsletter to E-mail Service Provider also publishes the email/newsletter to the AEM publish instance.

 

Updating A Published E-mail

The Update button on the Publish dialog box lets you update a newsletter already published to an E-mail Service Provider. In case the newsletter has not yet been published and the Update button is clicked, a Newsletter is not published message displays.

To update a published email: 

  1. Open the email/newsletter that has previously been published to an e-mail service provider that you want to re-publish after making changes to the email/newsletter.

  2. Click Publish. The Publish Newsletter to Email Service Provider window displays. Click Update.

    To check if the email/newsletter has been updated on ExactTarget, click View Published Email. This takes you to the published email in ExactTarget.

    To check if the email/newsletter has been updated on Silverpop Email Service, visit the Silverpop Engage site.

Creating subscribers and adding to lists for Email Service

Users can be asked to subscribe to Email Service Provider's mailing lists with the help of the Form component used on an AEM web page. To prepare an AEM page with a sign-up form for subscription to your e-mail service mailing lists, you must apply the corresponding service configuration to the AEM page that the potential subscriber will visit.

Applying Email Service configuration to a page

To configure an AEM page:

  1. Navigate to the Websites tab.

  2. Select the page that needs to be configured for the service. Right-click the page and select Properties.

  3. Select Cloud Services then Add Service. Select a configuration from the list of available configurations. 

    file
  4. Click OK.

Creating a Sign-up form on an AEM page for subscribing/unsubscribing to lists

To create a sign-up form and configure it for subscriptions to Email Service Provider's mailing lists:

  1. Open the AEM page that the user will visit.

  2. Apply the Email Service Provider's configuration to the page.

  3. Add a Form component to the page by dragging the component from the sidekick. If the component is not available, switch to design mode and enable Form group.

  4. Click Edit in the Start of Form bar and navigate to the Advanced tab.

  5. In the Form drop-down menu, select E-mail Service: Create Subscriber and add to list.

  6. At the bottom of the dialog box, open the Action Configuration drop-down, which allows you to select one or more subscription lists.

  7. In the Select list, select the list you want users to subscribe to. You can add multiple lists by using the plus button (Add Item).

    file

    Note

    Your dialog box may differ depending on the e-mail service provider.

  8. In the Form tab, select the thank you page you want users to go to after they submit the form (If left blank, the form redisplays upon submission.) Click OK. An Email id component appears in the Form, which allows you to create a form where users can submit their email addresses to subscribe or unsubscribe from a mailing list.

  9. Add the Submit button component from the Form section in sidekick.

    The form is ready. Publish the page configured in the steps above along with the thank you page to the publish instance. Any potential subscribers who visit the page can fill the form and subscribe to the list provided in the configuration.

    Note

Exporting keys from author and importing on publish

In order for e-mail service subscribing and unsubscribing to work via the sign-up form on the publish instance, you need to follow these steps:

  1. On the author instance, navigate to the Package Manager.

  2. Create a new package. Set the filter as /etc/key.

  3. Build and download the package.

  4. Navigate to the Package Manager on the publish instance and upload this package.

  5. Navigate to the Publish osgi console and restart the bundle named Adobe Granite Crypto Support.

Unsubscribing users from lists

To unsubscribe users from lists:

  1. Open the page properties of the AEM page that has the sign-up form to unsubscribe a lead.

  2. Apply the service configuration to the page.

  3. Create a sign-up form on the page.

  4. While configuring the component, select the action E-mail ServiceUnsubscribe user from list.

  5. From the drop-down menu, select the appropriate list from which the user will be removed when unsubscribing.

    file
  6. Export the keys from author to publish.

Configuring auto-responder emails for Email Service

To configure an auto-responder email for a subscriber:

  1. Open the page properties of the AEM page that have the sign-up form to configure auto responder for a lead.

  2. Apply the ExactTarget configuration to the page.

  3. Add a Form component to the page by dragging the component from the sidekick. If the component is not available, switch to design mode and enable the Form group.

  4. Click Edit in the Start of Form bar and navigate to the Advanced tab.

  5. In the Form drop-down menu, select E-mail Service: Send auto responder email.

  6. Select an email (this is the mail that is sent as an auto-responder email).

  7. Select Classification (this classification is used to send the email).

  8. Select the Thank you page (the page where users are directed to once they submit the form).

    In the Form tab, select the thank you page you want users to go to after they submit the form. (If left blank, the form redisplays upon submission.) Click OK.

  9. Export the keys from author to publish.

  10. Add the Submit button component from the Form section in sidekick.

    The sign-up form is ready. Publish the page configured in the steps above along with the thank you page to the publish instance. Any potential subscribers who visit the page can fill the form and on submitting the form the visitor shall receive an auto-responder email on the email id filled in the form.

    Note

    To make the sign-up form subscription function correctly, encryption keys from author need to be exported and imported on the publish instance.

    file

Tracking Bounced Emails

When you send a newsletter to many users, there are usually some invalid emails adresses in the list. Sending newsletters to those addresses bounce back. AEM is capable of managing those bounces and can stop sending newsletters to those adresses after the configured bounce counter is exceeded. By default, the bounce rate is set to 3 but is configurable.

To set AEM up to track bounced emails, you need to set up AEM to poll an existing mailbox where bounced emails are received (usually this is the "from" email address that you specify where you send the newsletter). AEM polls this inbox and imports all emails below the path specified in the polling configuration. A workflow is then triggered to search for the bounced email adresses within the users and updates the bounceCounter property value of the user accordingly. After the configured max bounces is exceeded, the user is removed from the newsletter list.

Configuring the Feed Importer

The feed importer lets you repeatedly import content from external sources into your repository. With this configuration of the feed importer, AEM checks the sender's mailbox for bounced emails.

To configure the feed importer for tracking bounced emails:

  1. In Tools, select the Feed Importer.

  2. Click Add to create a new configuration.

    file
  3. Add a new configuration by selecting the type and by adding information to the polling URL to configure the host and port. In addition, you need to add some mail and protocol-specific parameters to the URL query. Set the configuration to poll at least once a day.

    All configurations need information about the following in the polling URL:

    username

    The username to use for connecting
    password The password to use for connecting

    In addition, depending on the protocol, you can configure certain settings.

    POP3 configuration properties:

    pop3.leave.on.server Defines whether to leave messages on server or not. Set to true to leave messages on server, false otherwise. Defaults to true.

    POP3 examples:

    pop3s://pop.gmail.com:995/INBOX?username=user&password=secret Using pop3 over SSL to connect to GMail on port 995 with user/secret, leaving messages on server by default
    pop3s://pop.gmail.com:995/INBOX?username=user&password=secret&pop3.leave.on.server=false pop3s://pop.gmail.com:995/INBOX?username=user&password=secret&pop3.leave.on.server=false

    IMAP configuration properties:

    Allows you to set flags to search for.

    imap.flag.SEEN Set false for new/unseen message, true for already-read messages

    See http://java.sun.com/products/javamail/javadocs/javax/mail/Flags.Flag.html for the full list of flags.

    IMAP examples:

    imaps://imap.gmail.com:993/inbox?username=user&password=secret Using IMAP over SSL to connect to GMail on port 993 with user/secret. Getting new messages only by default.
    imaps://imap.gmail.com:993/inbox?username=user&password=secret&imap.flag.SEEN=true Using IMAP over SSL to connect to GMail 993 with user/secret, only getting already seen message.
    imaps://imap.gmail.com:993/inbox?username=user&password=secret&imap.flag.SEEN=true&imap.flag.SEEN=false Using IMAP over SSL to connect to GMail 993 with user/secret, getting already read OR new messages.
  4. Save the configuration.

Configuring the newsletter service component

After configuring the feed importer, you need to configure the From address and the bounce counter.

To configure the newsletter service:

  1. In the OSGi console at <host>:<port>/system/console/configMgr and navigate to MCM Newsletter.

  2. Configure the service and save the changes when finished.

    file

    The following configurations can be set to adjust the behavior:

    Bounce Counter Maximum (max.bounce.count) Defines the number of bounces until a user will be omitted when sending a newsletter. Setting this value to 0 disables the bounce check completely.
    Activity No Cache (sent.activity.nocache) Defines the cache setting to use for the newsletter sent activity

    Once saved, the newsletter MCM service does the following:

    • Writes an activity to the users hidden stream upon successful sending of a newsletter.
    • Writes an activity if a bounce is detected and the users bounce counter changes.

Test&Target Offers

Creating a Test&Target Offer Experience

  1. Select your new campaign in the left pane, or double-click it in the right pane.

  2. Select the list view, using the icon:

    file
  3. Click New...

    You can specify the Title, Name and type of experience to be created; in this case, Test&Target Offer.

    file
  4. Click Create.

    Note

    Test&Target experiences are not currently listed in the MCM. They can be accessed from the Websites console, under Campaigns.

Integrate with Adobe Test&Target

See Integrate with Adobe Test&Target for full details.


Your comments are welcome!
Did you notice a way we could improve the documentation on this page?
Please leave your comments below and we will make the appropriate changes.

COMMENTS

  • By Dheeraj - 9:44 PM on Jul 30, 2013   Reply
    Hello,

    I was able to successfully create a touchpoint for my teaser using -http://dev.day.com/docs/en/cq/current/wcm/campaigns.html#Creating%20a%20Touchpoint%20for%20your%20Teaser. Problem I am having is that when i re-open this touchpoint on the authoring page it does not show any of the the three values that were set to make it work. My page has the campaign and the content and is displays correctly but it is a bad UI for author's to not being able to see back the values that they have set on touchpoint.
    Am I missing something or is this a bug in cq 5.6.1?
    • By zumbrunn - 11:01 AM on Aug 01, 2013   Reply
      Hi Dheeraj, thank you for reporting this. We'll look into it!
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