How to Add Promoters

What are promoters?

Promoter Types

Flow

Behavior: Scrollable content menu allows visitors to jump ahead in their Content Track, or simply use the Next buttons to move forward.
Available in: Target

Signposts

Behavior: Customizable Next and Previous buttons allow visitors to navigate through content.
Available in: Target

Bottom Bar

Behavior: Collapsible content menu along page bottom.
Available in: Target

End

Behavior: Opens final asset in a new tab.
Available in: Target

Sidebar

Behavior: Scrollable content menu allows visitors to jump ahead in their Content Track.
Available in: Recommend

Topic Sidebar

Behavior: Scrollable content menu displays topic tags on content, allowing visitors to filter by topics of interest.
Available in: Recommend

Exit

Behavior: Suggested content window appears when visitor tries to navigate away from the Content Track.
Available in: Target, Recommend, Templated Experiences and Content Playlists.

Inactivity

Behavior: Message flashes on tab when left inactive.

Available in: Target, Recommend, Templated Experience and Content Playlists.

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How to Add Promoters to a Content Track

How to Add an Inactivity or Exit Promoter to Templated Experiences or Content Playlists

To incorporate a Promoter into a Templated Experience or Content Playlist to re-engage users who may have moved away from the experience to another tab, follow these steps.

1. Open a Templated Experience in edit mode. To do this, follow these navigation instructions depending on which version of PathFactory your organization is using.
   
   • In the legacy interface, on the top navigation click Content Activation and then select Templated Experiences.
     

     

   • In the latest interface, expand the panel on the left side and then select Templated Experiences or Content Playlists, depending on which Experience type you are editing. 
     

     

2. In the list that appears, select the checkbox for the Templated Experience or Content Playlist you want to edit, and then select the edit icon, as shown below.

   

3. In the Templated Experience or Content Playlist, select its Content Page Setup tab. 
4. You’ll notice on the right menu panel is an item labeled Add on Promoters. Click its arrow to expand it.
   

   

5. Toggle on the promoters you want to add:
   
   

   

6. To enable the Inactivity Promoter, toggle the switch to the “On” position. You can then customize the text that displays when this promoter is activated. The menu refreshes to give you options for the Title and Delay (in seconds).

   

7. Likewise, switch the Exit Promoter toggle to the “On” position to activate it. Upon activation, an editing menu emerges, allowing you to customize its headline text, subtitle text, content type (Form or Assets), delay time before the Exit Promoter appears (in seconds), and options for visitors to close the popup message (ESC key or clicking outside the popup message window).

   Exit Promoter example

   Note: If you choose to display a content asset or Collection, options appear for you to select the content(s) you want to display.

   

8. When you are finished, click Save to lock in your changes. To cancel all changes, navigate to a different tab and then at the prompt click OK.

Override Promoters’ Default Settings

The override function allows you to change the behaviors of promoters for the specific Content Track you are editing.

1. Select the Content Track you want to edit.

   

    

2. Click No Overrides under whichever promoter you want to adjust.

   

3. Enter the promoter behavior and information you want it to display.
   See below for details on what each promoter’s override function allows you to change:

Override Flow Promoter

The flow promoter override allows you to add a header to your flow Target Content Track.

Override Signposts Promoter

The signpost promoter override allows you to select whether the signpost is entirely hidden or just in its collapsed state when an asset first loads.

Note	To ensure that this behavior occurs you must set Next Promoter Delay to be more than 0 seconds. This gives the promoter time to be hidden or collapsed.

Override Sidebar Promoter

The sidebar promoter override allows you to change the title of the sidebar promoter, adjust the number of items shown in the sidebar, and change the location of the sidebar on the page.

Override Bottom Bar Promoter

The bottom bar promoter override allows you to change the title of your bottom bar promoter, adjust the number of items shown in the promoter, and change the amount of time before the bottom bar promoter appears.

Override Card Promoter

The card promoter override allows you to change the title of your card promoter, adjust the number of items shown in the promoter, and change the amount of time before the card promoter appears.

Override Exit Promoter

The exit promoter override allows you to add a headline and message to your exit promoter, change the number of items shown in the promoter, and change the amount of time before the promoter appears.

Override Inactivity Promoter

The inactivity promoter override allows you to change the inactive tab title and change the amount of time before the promoter appears.

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Recommend Only: Disable Content Asset from Showing in Promoters