Documentation Center

Creating Initiatives

You define an Initiative by adding Assets to the canvas and connecting Assets together to model the ideal flow of visitors from Asset to Asset through the Initiative. An Initiative has Entry Assets that define the intended entry point into the Initiative and a Target Asset that defines the goal. The goal defines what should be achieved when the visitor leaves.

Before you begin

To create an Initiative you must have Component Management rights and Write permissions for the Folder in which you want to create the Initiative (set by your system administrator).

You can create Initiatives at different levels in the BluePrint hierarchy:

  • Create Initiative shell globally—in this scenario, you create a shell for an Initiative at a global level in the BluePrint hierarchy. The Initiative is shared to local organizations who localize it and add the details.
  • Create entire Initiative globally—in this scenario, you create the entire Initiative at a global level in the BluePrint hierarchy. The Initiative is shared to local organizations who localize it.

Procedure

  1. Open the Online Marketing Explorer.
  2. In the Initiative overview screen, navigate to where you want to create the Initiative in the Initiative Management navigation pane:
    1. Click a Publication (a list of Publications is displayed for which you have been granted access by a System Administrator):
    2. Browse through the Folder structure to locate your Initiatives:
      The Initiatives overview screen displays all the Initiatives in the currently selected Folder.
  3. Click New Initiative in the ribbon toolbar.
    A new Initiative is created in the Initiative overview screen. The screen displays an empty canvas onto which you need to drag-and-drop and connect Assets. The Asset Library shows Entry Assets, Content Assets, and Promotion Assets that you can add to an Initiative.
  4. Set Initiative properties in the Initiative tab:
    • Enter a Title.
    • Drag-and-drop an Image from the Asset Library (a Multimedia Component containing an image) (optional).
    • Set a Start Date and End Date (including the time zone).
    • Enter a Description (optional).
    • Add your own Internal ID (optional).
    • The BluePrint Publications and Tracking section provides information on the BluePrint hierarchy status of the Initiative and whether the Initiative has tracking activated or not on the Presentation Server. For more information, see:
    • The Details section provides various read-only information about the Initiative.
  5. Save the Initiative.
  6. In the Asset Library > Entry Assets navigation pane, drag-and-drop predefined Entry Assets onto the Initiative canvas:
  7. In the Asset Library > Content Assets navigation pane:
    1. Navigate to the Folder or Structure Group where your Components, Multimedia Components and Pages are stored.
    2. Select the Asset and drag-and-drop it onto the Initiative canvas.

    You create Content Assets (Components, Multimedia Components, Pages) in the Content Manager Explorer.

  8. In the Asset Library > Promotion Assets navigation pane, drag-and-drop SmartTarget promotion Assets onto the Initiative canvas.
  9. Connect Assets by drawing connection lines between the Assets to model the ideal flow of visitors from Assets to Asset through the Initiative:
  10. Define the goal of the Initiative:
    • Select Awareness from the drop-down list and enter the number of views you want to achieve of a selected Asset in the life span of the Initiative.
    • Select Leads from the drop-down list and enter the number of leads your want to generate of a selected Asset in the life span of the Initiative.
    • Select Downloads from the drop-down list and enter the number of times you want visitors to download a selected Asset (Multimedia Component) in the life span of the Initiative.
  11. In the ribbon toolbar, click Activate Tracking .
  12. Save the Initiative.