SAS® Customer Intelligence 360

 

 

Create and manage spots

Learn how to display your content where you want it by creating a spot for a web page or an app.

A spot defines where you want your content to be displayed. You can create a spot for a web page or an app. You can add default content for that spot, which ensures that the spot is never empty. Details about performance are on the Summary tab of a spot. To create a spot:

  1. From the side menu, click Spots.
  2. Click Create New Spot.
  3. Select the type of spot you want to create. You can create a web spot or a mobile spot.
  4. For web spots only, navigate to the web page where you want the spot to appear.

    1. The highlighted areas represent existing spots. The new spot cannot contain or be part of an existing spot. Click Select Parent to refine the selector. This option is available when the area that you selected on the web page is a valid spot.
    2. If you select any page element that is not a <div> tag to be the spot, the system replaces that page element and anything nested inside it when the creative is delivered to the page. If you select a <div> tag to be the spot, the system replaces everything nested inside the <div> tag when the creative is delivered to the page.
    3. To validate or update the location of your spot, navigate to the Spot Location tab of your task.

      Note: When you select a spot, the system automatically assigns predefined dimensions to that spot. You can change the assigned dimensions in the Spot Details > Spot Properties > Spot Details. The dimensions that are assigned to your spot might not match the actual spot size. These dimensions affect the scaling of the creatives when they are displayed in the user interface. However, the dimensions dos not affect how your content is displayed on your web page. To ensure that your content is displayed correctly, the size of a creative must match the size of the spot that displays it.
       
  5. Update the properties that are associated with your spot by navigating to Spot Details Spot Properties.

    1. If you are creating a web spot, you can update these properties:

      Change the assigned dimensions in the Spot Details section.

      Specify which pages include the spot in the Spot Location section. Page containing selector includes any pages that contain the selector that you defined as the spot. Any page includes all pages that contain the spot that you defined. Pages matching attribute pattern enables you to define rules that determine which pages to include. You can create a pattern that matches a URL, a domain, or an element.
    2. If you are creating a mobile spot, specify these properties:

      Specify the applications where this spot occurs and click Create Spot.

      Enter a unique ID in the Spot ID field. For best results, create a spot ID that is similar to the corresponding spot name. For example, if your spot name is Weekly Ad, you might use the spot ID Weekly_Ad.
    3. Specify the dimensions. Click Select Applications and select the spot size, in pixels.

      Note: The actual size of the spot when it is displayed on your customer’s mobile device might vary from this setting. The system automatically sizes the spot based on the size and dimensions of the mobile device that displays it.
       
  6. Add additional spot attributes by selecting Spot Details > Spot Attributes. Spot attribute names can contain only ASCII letters, digits, underscores, or dots, and the names must begin with a letter. In addition, spot attribute names cannot have more than 32 characters. Click Add to add an attribute.

    1. For a web spot, add attributes to collect information about the web page that contains your spot.
    2. For a mobile spot, specify custom attributes. Custom attributes can be used to indicate a more refined context for the spot.

      For example, you might create a custom attribute named Department with a value of Apparel for a spot that is designated for an apparel message. Note: URL encoding is required for multi-byte characters that are part of a URL.
       
  7. Navigate to the Default Content tab and activate the switch to add default content to your spot. Click Select Message and select the message that contains the creatives that you want to set as the default content. Specifying default creatives ensures that content is displayed in your spot even if the spot is not used in an active task.
  8. Navigate to the Orchestration tab and select either Mark Ready or Mark Ready and Publish. This action makes your spot available to a task.

    A Ready status indicates that the spot is ready to be published with a task. When someone publishes a task that uses a Ready spot, that person is prompted to confirm that the spot should be published along with the task. Spots with a Ready status can be changed back to a Designing status by clicking Return to Designing. Changing the status prevents the spots from being published by a task.

    To move a spot from a Ready status to an Active status, click Publish. Spots with an Active status cannot be changed back to Designing. A spot with an Active status does not prevent a task from publishing. Note: To see which tasks use a spot, navigate to the Orchestration tab of that spot.

While your spot is active, you can monitor its performance on the Summary tab. You can use the information to gauge how much traffic your spot is getting, which can help you determine whether your spot is in a good location.

Click End from the Orchestration tab to change the status from Active to Complete. Completed spots cannot be used in a task and cannot be modified. Ending a spot stops any associated data collection and makes the spot’s content unavailable. In addition, any unsaved changes to the spot are lost.

Note: If you complete a spot that is associated with an active task, then that active task is also completed. If you complete a spot that is associated with an active task that is part of an activity, then both the task and the activity are completed. As a result, all data collection ends for these items. In addition, any spot sets that use the spot are also completed. Because content cannot be delivered to completed spots, any unpublished tasks that use the completed spot need to be updated to use a different spot before the tasks can be published.

From the Spots page, click Select to delete, copy, open, or rename a spot. Make it easier to find a spot by entering part of the name in the search field, which reduces the number of entries in the Spots table.


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