Salesforce Docs Portal

Web Campaign Template Properties

A web campaign template provides a structure for delivering personalized experiences and activation campaigns to your website users. Your Personalization account includes a set of built-in global templates to get you started creating web campaigns. Each template is a starting framework that your developer can modify to create custom templates that support your organization’s needs.

Content Zones

A content zone is an area on your website that a developer configures to make it available for personalization in a web campaign or a web campaign experience. Examples of content zones include a homepage hero, a popup, and an infobar. A web campaign template includes content zones that you use to display text, images, buttons, URL links, and input fields. For example, with the Exit Intent with Email Capture template, a developer must create the attribute for the email address captured in the web campaign field. The instructions are included in the template for reference. Each template includes comprehensive documentation to guide your developer when making modifications. For more information, see Content Zones.

Standard Configuration for Global Templates

The following table provides an overview of the standard configuration for each global template. The templates available to you can have different name and configuration options if they’ve been changed by your developer.

Name

Sample Use Cases

Sample Customization Options

Banner with call-to-action
  • Homepage hero banner personalization based on affinity segments
  • Landing page lifecycle targeting with a dynamic call-to-action based on lifecycle state
  • Loyalty program registration for nonmembers
  • Third-party data to target prospects
  • Number of call-to-action messages
  • Text and call-to-action locations
  • Banner size
  • Banner style, either flat or layered

chatbot
  • Trigger the chatbot to appear when a person spends more than 1 minute on an application page
  • Trigger the chatbot to appear when someone scrolls down 50% of an FAQ page
  • Suppress the chatbot from appearing for customers with an open support case
  • Who should qualify to see the chatbot (campaign/experience targeting rules)
  • When the chatbot should appear based on factors including time on page, inactivity, and scroll depth
  • Integrates with the Salesforce embedded chatbot (default), but it can be configured to work with a different chatbot in a similar manner

Einstein content recommendations
  • Display trending content recommendations on the homepage to engage first-time users.
  • Offer next-best content recommendations to entice deeper engagement on blog and article pages.
  • Number of recommended content items
  • Style of recommendations
  • Location of recommendations based on mapped content zones

Einstein Decisions

Machine learning-driven next-best-offer decisioning

Number of returned promotions

Einstein product recommendations
  • Display trending product recommendations on the homepage to engage first-time users.
  • Facilitate additional product discovery through co-browse recommendations on product detail pages, and increase cart size with co-buy recommendations on the cart page.
  • Number of recommended product items
  • Style of recommendations
  • Location of recommendations based on mapped content zones

Exit intent

Recognize classic exit intent behavior (mousing toward the top of the page), and recapture customer interest with a call-to-action, offer, or discount.
  • Number of call-to-action messages
  • Text and call-to-action locations
  • Popup image style, either flat or layered
  • Popup contents, such as recipe inclusion

Exit intent with email capture
  • Turn anonymous users into known customers and extend the number of communication channels for them by strategically timing when to ask for their email.
  • Progressively profile customers by asking for different attributes based on information already known about the customer. For example, ask for a phone number if the emailAddress attribute exists on the profile.
  • Text and call-to-action locations
  • Popup image style, either flat or layered
  • Attributes collected

Google Analytics segment push

Pass audience segments to Google Analytics.

Limited default options due to the specificity of the template

Infobar with call-to-action
  • Display major announcements, such as COVID-19 updates to global audiences.
  • Add sale or promotion announcements, such as free shipping thresholds or seasonal sales.
  • Announce upcoming events or a webinar registration with a registration link.
  • Number of call-to-action messages
  • Infobar styling

Infobar with user attribute and call-to-action
  • Display an infobar with a user’s name and a call-to-action message.
  • Display an infobar with a user's company name and a call-to-action message.
  • Number of call-to-action messages
  • User attribute (user’s name is the default)
  • Text and background colors and styles

Manual promotion selector

Use rule-based promotion targeting.

Number of promotions that return

Redirect

Redirect users to another page.

If the page that provides the redirect has campaigns that the user qualifies for, impression stats can be registered for these campaigns, despite the redirect.

—

Slide-in with call-to-action
  • Target customers and prospects with an attention-grabbing slide-in message that includes a call-to-action.
  • Select from a variety of trigger options that determine when the message appears, including time on page, scroll depth, and inactivity.
  • Number of call-to-action messages
  • Slide-in location and speed
  • Text and background colors and styles

See Also