Promotions App Guide

Overview

EngageCX Promotions enables organizations to use transactional documents such as invoices and statements to generate leads and increase revenue in ways that were not possible before.

Using Promotions, you easily can generate leads and capitalize on up-sell and cross-sell opportunities, track views and clicks and closely monitor engagement rate.

With EngageCX Promotions, organizations can sell more effectively and engage with their customers in new and exciting ways.

This guide covers all the information you might need while using Promotions. For a detailed understanding of the capabilities in the Promotions App, please skim over the functionalities detailed within this guide.

Getting Started

EngageCX Promotions helps organizations in their efforts to increase revenue with transaction-driven, contextual Ads. If you’re ready to take promotions experience to the next level, follow the instructions in this section to find out more.

Installing the App

Follow the steps below to learn how to install the app.

• Start by accessing your EngageCX Account.
• Access your cloud organization.
• Click your account name in the top-right corner and select Explore Apps.
• Identify the Promotions app in the Grid Apps Menu and click More > button.
• Select Get It Now >, then fill in the form fields as below:
  • Category: Choose the category where you want to include this App to;
  • Access Rights: Use the drop-down list to configure the App permissions for your existing users or groups.
• Once ready, select Install.

Promotions Interface

This section provides a detailed tour of the most common components that add interactivity to the Promotions Interface. Find below the touchpoints for the users as they navigate throughout the app and learn how to make full use of them.

(A) Navigation Bar - appears at the top of the app screen and it is split into 3 sections - left, center and right.

• In the left side, there is the Organization name, from where you can access the Cloud Organization welcome page and view the installed apps.
• In the center of the navigation bar, there is the Name of the app from where you can redirect to the main Promotions view whatever page you are visiting at the moment.
• In the right side of the navigation bar, there is the Help Center that offers options for support, access to the EngageCX Documentation, user feedback, etc. Next to the Help Center, there is also the Account Name that enables a list of right sidebar options, such as organization, account, users configurations or exploring the available apps.

(B) Toolbar - displays the main view of the application you are currently working with.

• Promotions - a view with all the existing promotions displayed in a detail mode.

(C) Page Content - is the dedicated region that you will use to easily navigate through your promotions and find the associated information, such as the name of the promotion, its description, if it is enabled or not, the start and end timestamp of the period when the promotion is active and the number of ads. Additionally, this area gives you access to some options for sorting the existing promotions within the page.

Promotions App Basics

Promotional Marketing plays an important role in establishing relationships between customers and the organization's offerings to the market. Even if your product or service is extremely advanced and innovative, this can be useless until your clients do not know about it. Examples of sales promotions include temporary price reductions, "buy one, get one free" campaigns, cents off coupons, etc.

EngageCX solutions provide you the Promotions app, that has functionalities which can help your organization to promote services, products or businesses to tell compelling stories. By using them, your customers are aware of your brand, just like when you hear "soda" and you think about Coca-Cola.

Promotions

This section provides instructions on how to create a promotion and how to configure it properly. The Promotions page offers a straightaway view of all the existing promotions created within your organization, along with substantial information such as the period when a promotion is active, whether a promotion is enabled or disabled or how many Ads are included within a promotion.

Creating New Promotions

Follow the steps below to learn how to add a new promotion.

• Starting from the Promotions page, select New from the top-right corner of the page.
• Fill in the form with the required fields:
  • Name: provide a name that will help you identify the current promotion later.
  • Description: optionally, choose a description where you define the purpose of this promotion.
  • Start and End: set the Start date & time and the End date & time for the promotion duration, using the date & time picker provided.
  • Enabled: check this option, to enable the promotion for the targeted period configured. If you do not check this option now, you have to do it later, following the instructions from the Enabling Promotions section of the same guide.
• Once you're ready, select Create to save the changes.

Enabling Promotions

Follow the steps below to learn how to enable an existing promotion.

• Starting from the Promotions page, identify the promotion you intend to enable from the list.
• Select the promotion to open its content.
• In the Promotion Information page, select the Enabled button to toggle on.

Sorting Promotions

Starting from the Promotions page, you can sort the entities listed within by using the available column-headers, such as Name, Enabled, Start or End.

• To sort the promotions information displayed, select a column-header (e.g. Name) and the list will sort the results in ascending ( ) or descending ( ) order.
• If multiple sorting criteria are applied, such as Name, Enabled, and End, the high-priority is received by the last criteria set.

Contextual Promotions Options

Follow the steps below to explore the options from the contextual menu of a promotion.

• Access the Promotions tab from the toolbar.
• Select the More Actions ( ) button of a promotion from the Page Content.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the promotion and update its initial configurations.
  • Delete: Use the Delete button to permanently remove the promotion from the list.

Ads

Once a new promotion is created, you will have to add advertisements (ads) to it. Ads offer companies a way to highlight different products and services, increase awareness and demonstrate the differences between your products and competing products in order to sell them.

Creating Ads

Follow the steps below to learn how to include an ad to your promotion.

• Starting from the Promotions page, identify the promotion you intend to edit and click on it.
• In the Promotion Information page, select the New Ad button from the right-corner of the page.
• Fill in the form with the required fields:
  • Name: enter a unique name for your ad.
  • Description: optionally, provide a description to highlight your ad's purpose.
  • Next, select a Content for your ad. The content can be uploaded as an external file from your computer or selected directly from your workspace. For more details, please visit the Ad's Content section of the same guide.
• Select Next to continue.
• Choose a project template to attach to your promotion, by first selecting the project from the workspace and then, the template where you want to include the ad. Then, click Select.
• Choose the location in the page, where the ad will be placed:
  • Bottom: At the render time it searches for an available space to insert the ad in the bottom of the first page.
  • Left: At the render time it searches for an available space to insert the ad in the left side of the first page.
  • Right: At the render time it searches for an available space to insert the ad in the right side of the first page.
• Select +Add Rule for the dynamical placement of this advertisement in the template. Rules are used to dynamically specify if an ad can be used or not. Within an ad, you can use one or multiple rules. For each rule, you need to specify a Name and a Rule (conditional expression). The conditional expression must be a valid boolean XPath (e.g.
  number(/ns:Invoices/ns:Invoice/ns:Invoices/ns:Invoice/@InvoiceNumber) > 10) ). Note that the XPath is relative to the XML used as data source for the selected template.
• Once you're ready, select Create.

Ad's Content

The content of a valid ad can be:

1. An EngageCX content fragment (e.g. .epb files). You can read more on how to setup Content Fragments by accessing the Publisher documentation at the Content Fragments section.
2. An image (e.g. .png, .jpg, .tiff, .gif, *.jpeg).

Ad Placement

For each add you can define multiple contents. The ad content is chosen based on the size of the context available in your project template. By default, you can choose between three categories:

• Default (It is considered to be the medium size)
• Small (Small Variant)
• Large (Large Variant)

Cycling through Ads' Contents

For each category, you can define multiple size-options ads. EngageCX engine will select the variants incrementally, based on the category type.

It is recommended using content fragments as ad contents. Since EngageCX will include the ads based on sizes, content fragments give you more control over the size of the ad content. This also applies for images. Instead of using an image as ad, it is best practice to create a simple content fragment containing that image.

<fo:block line-height="100%">
    <fo:external-graphic src=".\EcrionLogo.jpg" content-width="8in"/>
</fo:block>

You can then define multiple content fragments for each size, and thus create a pool of ad contents. A common scenario for this case is when you are using document templates with multiple page-sequences, and want to cycle through all content fragments and don't want to repeat the same add over and over again.

Also, it is best practice to use the same width and height of the contents when adding multiple fragments of the same size.

If a pool of content fragments is defined, the engine will start with the largest contents and will finish with the smallest contents. It will place the first ad content found that can fit in the available space of the page where the placeholder is set. For example, consider having three variants: V1, V2, V3; at the rendering time, if on the template page a large variant will fit, then the engine will choose the V1 variant; for the next large variant, will choose V2, then will select the third variant V3. In the end will start again with the first variant.

Setting Up Project Template

In order to see how the ad placement behaves in a promotion, you have to run the communication project that contains it.

After you make sure that the project contains the promotion assets (e.g. the content fragment that contains the ad's image and the image itself) you intend to display in the output, you have to run the communication. For more information regarding running communications, please visit the Running a New Communication section of the Communications App Guide.

Contextual Ads Options

Follow the steps below to explore the options from the contextual menu of an ad.

• Starting from the Promotions page, identify the promotion you intend to edit from the list and click on it.
• Select the More Actions ( ) button of an ad from the left sidebar of the Promotion Information page.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the ad and update its initial configurations.
  • Delete: Use the Delete button to permanently remove the ad from the current promotion.