Demand Center Playbook | Zoom Webinar Campaign Setup

Add content

Single Offer Upload

Look at your campaign excel file, it should include all the info you need to set the offers

Go to the content library tab
Select “Add content” button, this should open the “Add and Configure Content” window.
Choose the “Website URL” option
Fill in the offer url, this will open the asset properties window.

• Offer Title – This will be the offer public, published tittle

• Description – Ideally should match the content type

• SEO Tittle – not applicable yet, you can leave it blank

• Content Type – select from the drop down menu, if it is not available create a new one

• Custom URL Slug – low case preferred, no special characters nor spaces, just hyphens

• Content Engagement Score – 1 , 4 or 8 depending on the funnel stage 1=top, 4=middle, 8=bottom

• Internal configuration Name – identifies the asset within the platform. Ideally should match the offer tittle. English preferred. Localized Version will include the Language identifier at the end

• Funnel Stage – top, middle or bottom

• Estimated Cost - leave blank

• Persona - leave blank

• Industry - leave blank

• Expiry date - leave blank

• External ID - leave blank

• Topics – Copy paste from the excel file, case sensitive

For assets that do not automatically pull a thumbnail image, you need to create and upload a thumbnail image.
For PDF Files only, the “PDF Viewer Enabled” option must be turned to ON.

Bulk Offer Upload

Look at your campaign excel file, it should include all the info you need to set the offers

Carefully review your request file to make sure all video links are in proper format, and there are no PathFactory urls among the offer source urls.
Create any new Topic, Content Type or Business Unit required on your track request.
Go to the content library tab
Select “Add content” button, this should open the “Add and Configure Content” window.
Choose the “CSV” option
Download the attached format
Open in Excel, select the first column and separate text into columns (comma delimited option).
Fill in the excel with your campaign offer data
Replace any comma for a hyphen
Save as Comma delimited CSV
Upload that file into the PathFactory CSV Upload section

You will get an email from Path factory detailing each asset’s upload status
Create and upload thumbnails for any asset that did not automatically generate one in the process.
For PDF Files only, the “PDF Viewer Enabled” option must be turned to ON.

IMPORTANT

Only modify the Slug id when you first upload an offer, or if you are sure that offer is not part of any other campaign. It is part of the asset url, so if it changes, it will affect all campaigns that contain that asset.

*For Video Offers Only,
Use the brightcove url format:

https://players.brightcove.net/1460825906/default_default/index.html?videoId=YourLinkID
so that the video format adapts to the PathFactory interface.

So if you get, for example, ISP3 Migrating JDE to Oracle's Compute Cloud video link as https://video.oracle.com/detail/video/5379393844001 , you should adapt it and upload https://players.brightcove.net/1460825906/default_default/index.html?videoId=5379393844001

Videohub URLs should be replaced with the corresponding Kaltura url. For this you will need to open the “Share” tab and copy the url. The sharing URL contains a few extra details, but it will still work in PathFactory. You can get to the base URL by removing the flashvars parameters.

So an url that is shown as: “https://cdnapisec.kaltura.com/p/2171811/sp/217181100/embedIframeJs/uiconf_id/35965902/partner_id/2171811?iframeembed=true&playerId=kaltura_player&entry_id=1_c6x9xpxb&flashvars[streamerType]=auto&flashvars[localizationCode]=en&flashvars[leadWithHTML5]=true&flashvars[sideBarContainer.plugin]=true&flashvars[sideBarContainer.position]=left&flashvars[sideBarContainer.clickToClose]=true&flashvars[chapters.plugin]=true&flashvars[chapters.layout]=vertical&flashvars[chapters.thumbnailRotator]=false&flashvars[streamSelector.plugin]=true&flashvars[EmbedPlayer.SpinnerTarget]=videoHolder&flashvars[dualScreen.plugin]=true&flashvars[hotspots.plugin]=1&flashvars[Kaltura.addCrossoriginToIframe]=true&&wid=1_1p5dv1t2” Would end up being: "https://cdnapisec.kaltura.com/p/2171811/sp/217181100/embedIframeJs/uiconf_id/35965902/partner_id/2171811?iframeembed=true&playerId=kaltura_player&entry_id=1_c6x9xpxb&wid=1_1p5dv1t2”
PathFactory Links: Links starting with https://explore.oracle.com/ are existing PathFactory offers, they should not be uploaded again. Look at the existing asset internal name and add that to your track. If the required public name is different than the existing one, you can use the track “Override” options to customize the track view of the asset.

Tracks targeting china should never include YouTube Links, as that platform is not enabled there. These should be uploaded to BrightCove by the requester.

Event or Website registration pages that redirect to a new site when registering may break while redirecting.

Look out for Path Factory urls submitted as source urls. This means the asset is already in the platform and should not be re-uploaded. Look for the original asset and use it on the new track (content title, thumbnail and description can be overridden from a new track).

Set new Topics

Go to the top menu, Gear Icon
Select Content Tags
Go to the “Topics” sub-menu
Click on the “+ Add Topic” button
Fill in the Topic name
Save by clicking the “Add” button

Your topic will now appear on the topic list.

Set new Business Units

Go to the top menu Gear Icon
Select “Content Tags”
Go to the “Business Unit” submenu
Click the “+ Add Business Unit” button
Fill in the Business Unit name. This should reflect region and pillar
Save by clicking the “Add” button

The new Business Unit will now appear on the business unit list

Set new Content types

Go to the top menu Gear Icon
Select Content Tags
Go to the “Content Type” submenu
Click on the “+ Add Content Type” button. It will ask for:
a. Content Type, add the new content category
b. Funnel Stage, leave default setting unless directed otherwise
c. Estimate Cost, leave in 0 unless directed otherwise
Save by clicking the “Add” button

Your content type will now appear on the content type list.

Change Thumbnails

PathFactory automatically snaps a thumbnail of your asset as you upload it, or in case of videos, sets a default placeholder image.

Thumbnails should be created for BrightCove, VideoHub, Blogs, and Webpages. These do not generate a thumbnail. Other times thumbnails should be updated with a more appropriate Screenshot image if it is blurry of shows cut out text or images.

For updating

Click on the offer to open the “preview content” section.
Click on the thumbnail.
Select “Upload”
Select or drag the thumbnail image form your computer(JPG), size should be 500 x 374 pixels, and maximum weight allowed is 100 MB
After the file uploads, select it
Save

For a general vie won Thumbnails, and uploaded images in general, go to the “Image Library” section, on the top menu Gear Icon.

Set CTAs

For every track you need create a new CTA component.

Go to the top menu Gear Icon
Select “CTAs”
The Add CTA button will display a popup where you can add:
- CTA name (this is not the button text, it is the CTA component name)
- Button Label is the text that will appear on the button
- Choose to either add a link or display a form or email address
If the CTA text is too long, you will have to create a CTA Styling External code to add any text that does not fit the CTA button text configuration field.

*All CTA Links should be tracked. Standard tracking values for CTA buttons are: Oracle web, PathFactory, CTA, use the Path Factory program code as referring Program code and follow the free text parameter generator.

Set Links and Sharing

You need to create a customized share section for every track.

Go to the top menu Gear Icon
Select “Links & Sharing”
Select the “Add Configuration” button at the bottom of the side menu
A pop-up window will ask you to set the new configuration name, click “Add Configuration” to save
On the configuration setup section, you can adjust the setting or leave it blank according to the requirements.
-Add a specific, tracked, logo url. Standard tracking values for Logos are: Oracle web, PathFactory, Oracle logo, use the Path Factory program code as referring Program code and follow the free text parameter generator.
- Customize the “email sharing” message
- Customize “From” email address
- Add a Twitter handle
- Add a Twitter Card description
- Add a Social sharing message
- Determine which sharing channels you want to enable by selecting those checkboxes.
- Determine if downloads are enabled by selecting that check box
Save

Additional Icons

*For adding a blog option as part of the links and sharing configuration, you have to choose the “Like” option and create a new “Blog_Link” external code to replace it. Blog urls are not required to be tracked.
*For Adding Weibo and WeChat, choose the “Like” and “Download” and add the “Chinese Sharing Icons” external code to your campaign to replace them.

PRE-REQUISITE

Path Factory

External Codes

External codes are used to add trackers, or modify the standard look components available for your pages. To add external Code components

1. Go to the top bar gear icon
2. Select “External Code”
3. Click on the “+ Add External Code” button, this will open a pop-up window
4. Add the Code Name, and paste the code. Click the “Add External Code” Button
After creating an external code, refresh your track page, and the new code should appear on the external code drop down menu.

Code Types you might have to use:

Pre- Filter

Naming: Pre-Filter_[Track Name]
Each track topic should be updated within quotation marks, separated by commas, to match your track topic selection.

External Codes

CTA Styling

Naming: CTA Styling – [Track Name]
Add any additional text you need on your CTA button, as the content parameter, using quote marks.

Blog Link

Naming: Blog Link_[Track Name]
Blog Url should be updated. There is no need to track it.

Chinese Sharing Icons

No need to duplicate or create new versions. Just use this external code as it is.

Chinese Sharing Icons

Create Appearances

If you need to create a customized Look&Feel of your content track or change any element (color, font style, size…) then you should create a new Appearance configuration. Only exception is if you are already working on an appearance specifically created for that explore page, then it is safe to modify it.

IMPORTANT notice before you start: Do not change components on existing appearances, this will affect all tracks that are currently using that appearance configuration.

To create a new appearance:
1. Go to the top menu Gear Icon and select ¨Appearances¨
2. Click the “Add a new appearance” button, a pop-up will appear

3. Set your appearance name and general settings. If you need to make only small changes from an existing appearance, fill in the “Clone From” field, and all the Appearance properties will be pulled from there.
4. The new appearance is now included on the side menu.
5. By selecting it, you can start customizing each element using the top menu.

Chinese Sharing Icons

Appearance Sections

These are the elements that can be customized on each appearance configuration

General, here you can change the Icon
Bottom Bar, change the Bottom bar promoter appearance
Card, sets the Card Promoter Color, font, number of offers, and card placement.
Cookie Consent, sets the cookie consent colors, fonts and button styles.
CTAs, sets the font style, font size, color and button roundness
Exit, set font style, size and color for the Exit promoter component, as well as the number of items to show
Explore, configure the appearance of the explore page, select header option, font styles, select between a carousel or grid display, and arrow styles.
Flow, set Style for the Flow Promoter, colors, logo option, font styles, signpost promoter color and font styles
Header, set header background color, logo, logo size, and font style
Inactivity, set the delay for the inactivity promoter to change the tab title
Sidebar, set background color, font styles, placement and number of offers for the sidebar
Signposts, set background color, and font styles for the signpost promoter
Topic Sidebar, set logo, colors, share section colors, font styles, for the Topic sidebar

Create Tracks

Marketing Campaigns use PathFactory to present content to potential clients. There are 2 ways this content can be organized: as a target track, or as a recommend track.

Before you start creating your track, you should have already created the “CTA”, “Links and sharing”, tracking URLs, and any external code required to make these work.

Track Name:
Should always reflect, REGION_PILLAR_Track Name_[Laguage code]

Track label: Add the Requester’s name and surname

Target Tracks

A target track is a direct way to order the path you want the reader to experience. In which content Offers are selected and ordered.

How to create a target track Campaign

On the top menu, go to “Campaign Tools”
Go to the “Target” section
Select the root folder, go to the “label” option and filter by “Demand Center Templates”
Duplicate the appropriate pillar template using the “+Create Target Track” button. Make sure you select the right folder to set it in.
As a track label please use your requester’s first and last name.

Add offers to you Campaign with the “Add Content” button. A pop-up will appear. Use the search box to pick the offers you want to add and then click “Add Content”

Pre-existing Path Factory offers can be added to new tracks. Properties for these should not be modified, only Thumbnail Images, Tittle, Description and Score can be overridden from within the track.
Set the content order by dragging the offers up or down on the track page.
Remove content only from the track section. Click on the campaign offer to open the offer overview, which has the remove option at the bottom.

Target Track Components

This is how your target track initially looks like

This is how your target track initially looks like On the top you get the Name, edit, delete, clone, and share options at the left side; and you have the “+Add Content” button, and a switch view option between the track settings and the track analytics at the right. Just below that you get the Forms Strategy section. Finally, on the left hand side you get the Campaign Properties. So let’s see how to set these.

a. Track properties

Track Settings

Folder - The root folder your track is set on.
Custom Url - here you can add the vanity url identifier, “https://explore.oracle.com/” plus this identifier creates the custom url for this track.
Search engine directive- For this option we should leave “No Index, Follow” .
Appearance - Choose from appearances already created, BUT if you need to add something new, or need to adapt something, you must create your own new appearance.
Language - English (but there is an option to configure other languages if needed)
Links and sharing - select from the available created “links and sharing” configurations, or you can create a new one if needed.
External code - Template-cloned tracks should have the necessary external codes. Add CTA Styling, Pre filter and/or Blog external codes if needed.
Track Id - this is for internal tracking purposes, no need to touch it.
External id - Fill this is with your Program Code
Explore page - If your campaign has an explore page, select it here.

Promoters

Flow promoter: (cannot be enabled if you are using a header) Mandatory for Target tracks.
This sets a side menu on your track page, which shows the offers available under small icons, as well as adding a “next item” suggestion button on the right bottom corner of the page, giving both a linear and nonlinear reading option. You can also add a CTA button, by selecting it from the created CTA options.
Signpost promoter: Used for a linear reading journey. It enables “previous” and a “More” buttons at the bottom of the page.
Bottom promoter: (cannot be enabled if you are using a header)
Used for nonlinear reading. It adds a bottom bar with all offers available.
End Promoter:
This offers additional content (either in or outside PF) when the reader reaches the end of the track. It asks for a link (which should be tracked if it is going to be an external link), a CTA (given by your requester) and a Delay (which determines how long it will take for the end promoter to appear once the reader reaches the last track offer). This should be a tracked link.
Exit promoter: If the user is leaving the content track, it launches a popup offer with a “before you go” message and a track offer, to invite the viewer to keep browsing around.
Inactivity Promoter: This one sends a browser tab message asking “are you still there?” if the reader switches tabs for too long.

Forms

Forms strategy, this section only allows you to enable or disable the form strategy, if you want to edit it, go to the top of the campaign content, to the Forms Strategy section.

Cookies

Cookie Consent, should be On
Cookie Message, should be Off

*This setting disables the tool standardized default message and uses Oracle`s customized message instead)

Other

Header, Enables or disables a header component. You can leave it off.

Recommend Tracks

Recommend tracks are an open approach, in which an offer can be highlighted, and the reader is given a range of topic related offers to browse through. The order in which recommended offers are displayed cannot be customized.

On the top menu, go to “Campaign Tools”
Go to the “Recommend” section
Select the root folder, go to the “label” option and filter by “Demand Center Templates”
Duplicate the appropriate pillar template using the “+Create Target Track” button. Make sure you select the right folder to set it in.
As a track label please use your requester’s first and last name.
You will find the folder menu on the left hand side. You can either select the folder you are working on and add the campaign from there, or create the campaign directly from this view and add the folder as a characteristic as you go on
Click on the “+ Create Recommend Track” button
The campaign creation dialog will appear.

• Set track Name
• Select Parent Folder
• Leave “Labels” section blank.

*You can also Copy an existing Campaign, by searching for it on the “Clone an Existing” option.

Then you will get your new Campaign View
On your new campaign, you can start customizing according to the requirement, and adding the campaign content
Add offers to you Campaign with the “Add Content” button
A pop-up will appear. Use the search box to pick the offers you want to add and then click “Add Content”

Pre-existing Path Factory offers can be added to new tracks. Properties for these should not be modified, only Thumbnail Images, Tittle and Description can be overridden from within the track, and new topics can be added, but no topics should be removed.

Content for Recommend tracks cannot be ordered, but it can be sort into topics instead.

If you need to remove content, you should do so from the track section.
Click on the campaign offer to open the offer overview, which has the remove option at the bottom.

Recommend Track Components

On the top you get the Name, edit, delete, clone, and share options at the left side; and you have the “+Add Content” button, and a switch view option between the track settings and the track analytics at the right. Just below that you get the Forms Strategy section. Finally, on the left hand side you get the Campaign Properties.
So let’s see how to set these.