Documentation Center

Initiative details screen

The Initiative details screen displays the details of an Initiative. In this screen you can drag-and-drop Assets from the Asset Library onto the Initiative canvas, define Asset properties, and connect Assets together to model an intended flow of a visitor through the Initiative. You can define a goal for the Initiative and create and generate reports.

The Initiative details screen consists of the following areas:

1. Ribbon toolbar
At the top of the interface, the ribbon toolbar provides actions you can perform in the current section.
2. Asset Library

On the left-hand side of the interface, the Asset Library contains Assets that you can add to an Initiative:

  • Entry Assets—displays a list of predefined Entry Assets.
  • Content Assets:
    • Displays Folders containing Components and Multimedia Components (GIFs, PNGs, JPEGs, PDFs, video files, and so on).
    • Displays Structure Groups containing Pages.
  • SmartTarget Assets—displays a list of Promotions that you can add.
3. Main work area canvas
The middle of the interface displays a canvas where you create or modify Initiatives.
4. Details
The right-hand side of the interface displays Initiative details which consists of the following tabs:
  • Initiative—set Initiative properties
  • Assets—lists the Assets used in the Initiative; click an Asset to open its details
  • Goal—specify the goal of the Initiative
  • Reports—lists the existing Reports created for the Initiative, which you can view or update, and allows you to create new Reports
5. Navigation bar
At the bottom of the interface, the navigation bar allows you to switch between the Initiatives overview screen, open Initiatives, and open Reports:
6. View and zoom controls
On the bottom right hand side of the interface, you can zoom in and out.