Campaign Management in CQ5/AEM using Teasers

1. Campaign Management
Vivek Sachdeva

2. Agenda
● Understanding Campaign Management
● Getting Started
● Creating Campaigns
● Teaser Resolution
● Promotion & Vouchers

3. About Me :)
● AEM Consultant
● Intelligrape Software
● Twitter : @vivek_sach
● LinkedIn : http://in.linkedin.com/pub/vivek-sachdeva/
20/192/934/
● For any query : mail me
vivek.sachdeva@intelligrape.com

4. Understanding Campaign
Management

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

6. Getting Started

7. ● Brand
– Highest Level Entity
– Example :- ABC Software is a brand
– Consists of campaigns
● Campaings
– It is the way in which a brand is endorsed.
– Example :- ABC firm running campaings to sell its services
– Consists of experiences
● Experiences
– It is what is visible to the user
– Could be a teaser page to make user use a service or a newsletter sent to intimate user of
some kind of new service

8. ● Segment
– Used to segregate users based on some criteria.
– Example :- segment of users with age more than 30 and living in India
– http://localhost:4502/miscadmin#/etc/segmentation
● Boost Factor
– Used to give priority to some of the user segments.
– There could be multiple segments a user can belong to. A segment
with more 'Boost Factor' is given preference over the one with lower
'Boost Factor'
– To use this, edit the segment and specify boost factor from the dialog.

9. Creating Campaigns
http://localhost:4502/siteadmin#/content/campaigns

10. Using Teasers only
● Below campaign node, create a brand
● Inside brand, create campaign
● Inside experience, create teaser with property
'segment' to it. This property is used to reolve
this teaser.

11. Using Experience
● Below campaign node, create a brand
● Inside brand, create experience for each of the
desired view. Property 'segment' is set for each
experience.
● Inside experience, create teaser with property
'location' set to it. This is property is used to
reolve this teaser

12. Teaser Resolution

13. Strategies
● First
– First of all resolved
teasers.
● Random
– Any of resolved teasers
● Clickstream
– Teaser having tags that are
most clicked across the
site

14. Teaser Component
● Location Name
– All teasers with this
property value are searched
for
● Campaign Path
– All teasers inside this
campaign are searched for
– This gets preference over
location name, if both are
specified

15. Promotions & Vouchers

16. Promotions
● Could be of different types like discount type
promotion or Free Shipping
● When created inside an experience, it is
automatically applied when that experience is
resolved
http://localhost:4502/siteadmin#/content/campaigns/geometrixx-outdoors/
big-spender/ordervalueover100
● When created out of an experience, needs to be
applied using a 'Voucher'

17. Vouchers
● Can be created anywhere inside the camaign.
● Like a coupon where we specify a coupon code
and message that needs to be shown when
voucher is applied
● It is linked to a promotion that specifies what
needs to be done when this voucher is applied
http://localhost:4502/siteadmin#/content/campaigns/geometrixx-outdoors/
article/summer-female-over30/summer-training-voucher

18. Thank You!!