EPiServer-SilverPop User Guide

8/18/2019 EPiServer-SilverPop User Guide

http://slidepdf.com/reader/full/episerver-silverpop-user-guide 1/20

EPiServer CMS & SilverPop

Integration

Training Guide

Version 1.0 | April 2, 2015



Table of Contents

Introduction……………………………………………………………...3 - 4

User Guide – Logging In………………….............................5

User Guide – (1) Create Blocks………………………….…………6 - 7

User Guide – (2) Choose Block Type…………………………..8 - 11

User Guide – (3) Populate Block…………………………………12 - 13User Guide – (4) Associate Segments…………………………14 - 15

User Guide – (5) Create Campaign……………………………. 16 - 17

User Guide – (6) Preview Campaign……………………………18

User Guide – (7) QA & Send Campaign……………………….19

Open Enhancements………………………………………………….20

2



Introduction

EPiServer is now connected to SilverPop so

that a segmented campaigns can be generated

in EPiServer by content editors and sent to

SilverPop with the associated rule sets. Emailswill still need to be scheduled and sent by

Jordan & the email team.

3



Introduction

Goal:

Utilize EPiServer as the medium to send segmentedemails to increase member engagement

Features:

Enables content editors to create segmented emailcampaigns independently

Produces responsive email code

Dynamically sends HTML with rule-sets to SilverPop

Sends the most complex rule-set match to the userbased on and/or rules

Provides a platform to easily preview segmented offersand understand segmented audiences

4



User Guide – Logging In

Login Information:UAT URL (‘playground’): https://ng.silverpop.ourvacationcenter.com/EPiServer

/

Production URL: https://silverpop.ourvacationcenter.com/EPiServer

/

Username: Your Ice Email

Password: Your ICE Network Password

1) Click on CMS in the top bar

2) Click Edit

3) Click the Site Tree icon

4) Either find the campaign page, create a new page or create new

blocks

Tip: You can click the pin button to keep the site tree and/or the blocks panel open.

5

https://ng.silverpop.ourvacationcenter.com/EPiServer/


https://silverpop.ourvacationcenter.com/EPiServer/






User Guide – (1) Create Blocks

Step 1: Create Offer Blocks for Campaign

There are three (3) ways to create a new block.

1) Create from Folders

a) Click the folder icon to the

right of the page

b) Click the + icon near the

bottom of the right panel

6



2) Create from campaign – Content View

a) Select ‘create new block’

from the desired content

area

2) Create from campaign – Design View

a) Select ‘create new

‘block’ from the designview

7

User Guide – (1) Create Blocks



Step 2: Choose Block TypeThere are currently seven (7) blocks that should be used for the

SilverPop campaigns.

1) Pre Header Offer Type Block

2) Full Width Banner Type Block (Header)

8

User Guide – (2) Choose Block Type



3) Full Width Text Offer Type

4) Three Badge Across Type Block

9




5) Text List Type Block & Text Item Type Block

a) For this type of content, an editor will need two types of blocks

– list type and item type

6) Two Badge Across Type Block

10




5) Blog Offer Type

6) Terms Text Type Block

11




Step 3: Populate Block ContentOnce you’ve chosen ‘create new block’ and the block type, populate thefields.

Offer Population Rules:

• V2 Links: Enter only the folder path (i.e. /ms_landing_page?v2_landing_page_type_id=276) or the‘go to’ URL (i.e. /go_to?page=land1)

– The brand URL and member credentials will be dynamically inserted

• External Links: Work needed, do not use external links until further notice

• Offer Naming Convention: Follow one of these naming conventions:

– Date > Default > Description (block type)

– Date > Product Interest > Vendor > Destination > Region > Member Class (block type)

•

Folder Organization: All offers should be stored under ‘Site Assets’ and stored by segmentation data – Air: All air offers should be stored in this folder

– Brand Promotions: Any brand specific (i.e. GVR, Westgate) promotional offers should be stored in thisfolder

– Cruise: Cruise offers should be stored in the appropriate SEGMENTED folder (i.e. Celebrity,Norwegian, Generic, etc.)

– Car: All car offers should be stored in this folder

– Hotel: All hotel offers should be stored in this folder

–

Resort: All resort offers should be organized by inventory (Mayan, El Cid) – Shop/Wine: All shop/wine offers should be stored in this folder 12

User Guide – (3) Populate Block



Images/Media:• The Media Folders in EPiServer are where the images will be stored.

• The easiest way to add media, is to use the drag/drop functionality by

dragging an image into a specific folder.

• Alternatively, you can select the Upload Files button to add an image.

Click the media folder to which you want to upload the media files,

then on your computer browse to select one or multiple files youwant to upload.

• Once an image is saved in the media folders, the image can be used at

a block level.

• You can also use the search box at the top of the pane to enter search

criteria to retrieve images/media based on the file name.

• You can also download/save a media file from EPiServer to your

computer or network by selecting the download option in the contextmenu.

• You can edit an image by selecting the Open in Image

Editor mode to re-size, crop or treat the image from

directly in the CMS.

13

User Guide – (3) Populate Block



Step 4: Associate Segment DataOnce you’ve populated the content,

it’s now time to associate your

segments or mark the offer

as ‘default’.

- When creating offers, keep in mind

that every section of the email

must include a default offer

- Default offers can have no other

segmentation data associated

14

User Guide – (4) Associate Segments



Offer Segmentation Rules:

• Default offers will be sent when no segmented matches are found

• Product Interest

– Product Interest is associated with the MEMBER’S PAST BOOKING AND/OR SHOPPING BEHAVIOR

– Cruise: The member has looked or booked a cruise

–Hotel: The member has looked or booked a hotel

– Resort: The member has booked a resort (no Google Analytics data to associate shopping behavior)

– Mixed: The member has looked or booked both cruises and resorts

– Neither: No product interest criteria exists

• Region

– Region is associated with where the MEMBER LIVES (geographic location)

•Preferred Vendor – past booking behavior

• Preferred Destination – past booking behavior

• Recent Vendor Preference – recent web searches or email clicks

• Recent Destination Preference – recent web searches or email clicks

• Member Class Grouping

– Member classes are grouped into like categories (i.e. DBC Upgraded)

15

User Guide – (4) Associate Segments



Step 5: Create CampaignWhen the offer blocks have been completed, the next step is to create the

campaign.

1) Choose Create New Page

2) Choose SilverPop Pages (Segmented Campaign Page)

16

User Guide – (5) Create Campaign



3) Page Setup

a) Click the Settings button

b) Click the Content panel

c) Populate the Name (this is what it exports as in SilverPop and will be used for reporting)

d) Populate the Campaign Subject (this is what will be used as the subject line of the campaign)

4) Associate the offers to the campaigna) IMPORTANT NOTES:

a) Each area MUST have a DEFAULT offer associated

b) Each area can only contain ONE OFFER TYPE

c) The offers within each area must be ordered by MOST COMPLEX to LEAST COMPLEX

d) The offer blocks cannot have conflicting segmentation data

e) The campaign will populated based on the order the blocks are placed in the areas

b) Drag and drop all of the pre-header text blocks into the Pre-Header Text area

c) Drag and drop like block types into content areas 1 – 15

d) Drag and drop all of the terms text blocks into the Terms Text area

5) Publish

17

User Guide – (5) Create Campaign



Step 6: Preview Campaign

1) Click on the ‘View on Website’ link

2) Choose the brands that you’d like tosend the campaign to

3) Each brand selected will create a mailing in SilverPop

4) The header code and brand URL for the campaign will be generated

3) Preview the segmented variations of the campaign to ensure that the correct

offer blocks are showing

4) Once you are ready to export to SilverPop, click the Export HTML Code to

SilverPop

5) The campaign can now be found in the mailings list

18

User Guide – (6) Preview Campaign



Step 6: QA & Send Campaign

1) Create a JIRA with the campaign name and assign to the email team

a) JIRA must be created after the campaign has been exported to SilverPop

b) JIRA must be created 48 hours prior to the requested send timec) JIRA must include campaign name, query details, brands included, send date/time and any

additional details/special requests

2) Jordan will send the email to a test list

a) The test list will go to a mailing list that includes Kelley, Allison, James, Mary, Ashley and

Jordan

b) The test list will account for each and every segment combination so that the variations can

be tested/viewed

19

User Guide – (7) QA & Send Campaign



The following items are already in the back-log for development. Please feel free

to send Jordan and myself enhancement requests (in requirement form) and we

will vet them and if approved, communicate these to the SCRUM team.

1) Auto-Name Blocks based on segmentation criteria

2) Show Member Count for each segmentation group (i.e. GVR > Cruise Interest

> Norwegian -- 26,781 members)

3) Price display by Member Class Grouping

4) No need to order the offers by most complex to least complex

5) Subject Line per segment variations6) Dynamically create text version of the email in SilverPop

7) View Campaign Reporting in EPiServer (opens & clicks)

8) View Individual Offer Reporting in EPiServer (opens & clicks)

9) Blocks for a more modern template

20

Open Enhancements as of 4/2/15

Documents

EPiServer-SilverPop User Guide