How to Set Up Guide

Contents

Currently in Controlled Availability. Contact your CSM for more information on accessing this feature.

Overview

Guide is a new promoter you can use to recommend content to users on your website. Guide sits on top of specified pages on your website, and uses PathFactory’s Recommendation service to leverage both uploaded content (from your existing Content Library) and tracked pages from your website.

How do I use Guide?

Enable website tracking on the domain which will run guide
Use Appearance and Language configurations to customize the text, fonts, and colors of the Guide promoter
Set the location for Guide on your website

Warning

Prerequisite: Ensure you have enabled website tracking on the domain where you will run Guide.

How does this promoter display content on my website?

First party content (ie. content from the same domain or subdomain) will open in the same browser tab
Third party content (ie. content from other domains) will open in a lightbox on top of the page

Check out the Website Tools FAQ here!

Step 1: Configure Appearance and Language

Appearances

Click the settings button (gear icon) and select Appearances from the drop-down menu.
Appearances menu item
Select Guide.

Note
Be sure to configure your default appearance settings for guide.

Guide tab
Configure the color and text settings.
Color and Text settings menu
You able to add a default image; this image will be displayed in the guide concierge in the event that a piece of content has no generated thumbnail image.
Image Fallback
Click Save Guide Settings.
Save Guide Settings

Languages

Click the settings button (gear icon) and select Languages from the drop-down menu.
Languages menu item
Select Guide.
Guide tab
After you’ve made the desired changes to the copy displayed on your guide concierge, click Save Guide Settings.
Save Guide Settings button

Step 2: Add the Guide promoter to your website

Select Website Tools from the main navigation.
Website Tools icon
Select the domain which will run Guide.
Domain selection
Click + Promoter to add the Guide promoter.
Add Promoter button
Specify the URL location for the Guide promoter.

Note
To add Guide to all pages on your website you can use the following format: yourwebsite.com/*

URL location
Select the URL location you just created, and change both the Enabled and Guide toggles to ON.
Enabled and Guide toggles
[Optional] Add a CTA to your Guide promoter.

Note
CTAs linking to forms are not currently supported in Guide.

CTA selection