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How to Add Promoters

What are promoters?

Promoters are the tools that allow visitors to navigate your Content Tracks and Templated Experience Content Pages to encourage them to view additional content.

You can customize the look and feel of promoters by applying different appearance and language settings.

For a comprehensive overview on promoters, click here.

Promoter Types

Flow

image
Example of a Flow promoter

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

image
Example of a Signpost promoter

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

Bottom Bar

image
Example of a Bottom Bar promoter

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

End

image
Example of an End promoter

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

image
Example of a Sidebar promoter

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

image
Example of an Exit promoter

Behavior: Suggested content window appears when visitor tries to navigate away from the Content Track.
Available in: Target AND Recommend

Inactivity

image
Example of an Inactivity promoter

Behavior: Message flashes on tab when left inactive.

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


How to Add Promoters to a Content Track

  1. Select the Content Track you want to edit.
    Recommend tracks

     

  2. Select promoters from the promoter list.
    Promoters

     

  3. Toggle the promoters on or off. Some promoter types are incompatible, and will automatically turn off when you select another promoter.


How to Add an Inactivity Promoter to a Templated Experience Content Page

You can now craft and trigger a message to display on the Landing Page tab to re-engage users if they have navigated away from a Templated Experience to a new tab.

  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.

      Templated Experiences menu item
      Templated Experiences menu item
    • In the latest interface, expand the panel on the left side and then select Templated Experiences.

      Templated Experience menu item Latest
      Templated Experience menu item
  2. In the list that appears, select the checkbox for the Templated Experience you want to edit, and then select the edit icon, as shown below.

    Edit mode
    Edit mode
  3. Select the 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.

    Add on Promoters menu item
    Add on Promoters menu item
  5. Toggle on the Enable Inactivity Promoter.

    Add on Promoters menu
    Add on Promoters menu
  6. The menu refreshes to give you options for the Title and the Delay (in seconds).

    Enable Inactivity Promoter toggle
    Enable Inactivity Promoter toggle
  7. 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.
    Recommend tracks

     

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

    image
    Overrides option
  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.

image
Promoter delay

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.


Recommend Only: Disable Content Asset from Showing in Promoters

  1. Select the Recommend Track you want to edit.
    Recommend tracks

     

  2. Select the content asset you want to edit. The configuration window will open on the right.

    image
    List of content assets
  3. Click Include in Promoters to switch the toggle to the OFF position.
    Note
    This will only affect the asset in this Content Track. The content asset will still appear in promoters in other tracks.
    image
    Include in Promoters toggle
Updated on March 5, 2024

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