Iâ€™ve been banging on about SmartTarget for a couple of years now, itâ€™s a pretty cool tool and you can do some great things with it. But, thereâ€™s an bothersome element of the last version in that to access it, you would have to leave SDL Tridion interface and open up a separate tool called the â€˜Business Managerâ€™. Â The Business Manager is simple enough to use, not being a part of, or looking like SDL Tridion interface makes the experience of the whole thing seemed a little odd.
Thankfully, the release of SmartTarget 2014 now includes a new interface that can be accessed directly within the SDL Tridion interface with similar look and feel.
I thought it might be cool to share the process of creating a new promotion so those interested can see how it works.
Incidentally: If youâ€™ve never seen the old version of SmartTarget, myself and colleague Tanner Brine, provided an overview of the tool in a recent SDL Tridion Webinar, itâ€™s worth checking out, then coming back to see some of the cool stuff in the latest version.
Creating Promotional Content
This is pretty simple, itâ€™s essentially using the CMS as you would in your dailyÂ life to create content. In this example Iâ€™ve created some Banner components that are shown to users based on their country preference:
You can see Iâ€™ve got a couple of country related banners in there, but Iâ€™d like to jump into SmartTarget to configure this rule / promotion.
Using the top right navigation item Â I can open up â€˜Targetingâ€™ (Is the SmartTarget product being renamed to â€˜Targeting?â€™).
From here I can see that Iâ€™ve not yet created any promotions:
so I can go ahead and create a new one and give it a name:
Once we’ve named the item, we now go through a ‘wizard’ flow of configuring the promotion:
The first step is to select which publication this promotion relates to:Â
A cool item here is that itâ€™s also possible to apply the promotion to child publications.
Next we need to define what the Triggers are for this promotion:
In this example, I’ve specified if my user is from ‘France’, the final step is to now select the content that should be displayed:
In this simple example, i’m going to select content individually (i know the screen shot above suggest otherwise :)), which opens up an Experience Manager style panel to help me locate the content i’m looking for:
Clicking save, is the final process and our promotional, targeted content is created:
That’s it, you can now just back to exactly where you left of into the content manager, or call one of your french friends to check out the website.
P.S – I know that i’ve misspelled ‘targeted’ in my screen shots, i’m just going to have to cringe each time I read this post