Management Center: Creating a Web activity

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Show MeWeb activities display marketing content targeted to specific customer segments. Creating these activities ensures that brand and promotional messages are seen by the desired audiences.

Before you beginBefore you can create a Web activity, you must have the following defined for your store:

e-Marketing Spots

Depending on the type of activity that you are creating, you might also need the following:

About this taskTo create a Web activity:

Open the Marketing tool.
From the toolbar, click the arrow on the right side of
New; then select Web Activity. The New Activity from template dialog displays.

Select the template upon which to base your new activity. There are 4 options:

Option Description

Category Recommendation Displays a recommended category to the target customers.
Content Recommendation Displays content to the target customers.
Merchandising Association Recommendation Displays a predefined merchandising association to the target customers.
Product Recommendation Displays a recommended product to the target customers.

The Activity builder displays at the top of the screen, with the Activity properties panel beneath it.
In the properties dialog, set the following properties for the activity:

Option Description

Name Enter a meaningful name in the field. This name displays in the Activity list page, and identifies the activity.
Description Enter a meaningful description in the field. This description displays in the Activity list page, and should explain what the activity is intended to do. This description helps users understand the activity at a glance without having to open the editor.
Priority Optionally, assign the recommendation a priority using this list. The priority can be assigned using a number between zero and one thousand. The higher the number, the higher the priority. When multiple activities are scheduled for the same e-Marketing Spot, they are evaluated in priority sequence.
Start Date Define a start date and time for the activity. You can either enter a date in the field, or select a date using the calendar tool. Similarly, you can enter a time directly into the field, or you can select one using the clock tool. If you do not specify a start date, the activity will be applicable once it is activated.
End Date Define an end date and time for the activity. You can either enter a date in the field, or select a date using the calendar tool. Similarly, you can enter a time directly into the field, or you can select one using the clock tool. If you do not specify an end date, the activity will run indefinitely.
Repeatable Specify whether or not the activity is repeatable. A repeatable activity allows the activity rules to be evaluated for a customer more than once. This means that a customer who views an e-Marketing Spot multiple times may have content displayed each time. This behavior is generally desirable for Web activities.
Campaign Select the campaign to which this activity belongs. You can either enter the name of the campaign, or click the search icon to open the utility pane, and then search or browse for the appropriate campaign.

If you are using the extended sites model, and are currently in the extended site store, you can select a campaign from either the asset store or the extended site store. You can see if a campaign belongs to the asset store by the small blue arrow added to the campaign icon
, or by looking at the Store column in the list view. If you are logged in to an asset store, the campaign can only come from the asset store.

Select the e-Marketing Spot in which to display the content.

Click the e-Marketing Spot element in the builder. The e-Marketing Spot viewed properties dialog displays.
Select one or more e-Marketing Spots in which to display the content. You can either enter the name of the content and click
Find and Add, or click the
Show utilities view icon to open the utilities view, and then search or browse for the appropriate content.

If you are using the extended sites model, and logged in to an extended site, the e-Marketing Spot can come from either the asset store or the extended site store. If there is an e-Marketing Spot in both the asset store and the extended store with the same name, the content is assigned to display in the extended store. If content was already scheduled to display in the asset store version of the e-Marketing Spot, this is superseded by the assignment of content to display in the extended store.
If you are logged in to an asset store, the e-Marketing Spot can only come from the asset store. When you select an e-Marketing Spot, the content is effectively scheduled to display in that e-Marketing Spot for any qualified customer. It displays the next time that the e-Marketing Spot is rendered, and each subsequent time until some other activity with a higher priority is scheduled for the same e-Marketing Spot, or the marketing activity expires.

Select what the activity is displaying. Depending on the template you selected, you have to configure the properties as follows:

Option Description

Display Content

Select the content to display. You can either enter the name of the content and click
Find and Add, or click the
Show utilities view icon to open the utilities view, and then search or browse for the appropriate content.

If you are using the extended sites model, and are currently in the extended site store, you can select content from either the asset store or the extended site store. You can see if content belongs to the asset store by the small blue arrow added to the content icon
, or by looking at the Store column in the list view. If you are logged in to an asset store, the content can come only from the asset store. You can assign multiple content to display in a single Web activity.
Recommend Product Select the product to display. You can either enter the name of the product and click
Find and Add, or click the
Show utilities view icon to open the utilities view, and then search or browse for the appropriate product.

If you are using the extended sites model, and are currently in the extended site store, you can select a product from either the asset store or the extended site store. You can see if a product belongs to the asset store by the small blue arrow added to the product icon
, or by looking at the Store column in the list view. If you are logged in to an asset store, the product can only come from the asset store.
You can assign multiple products to display in a single Web activity.
Recommend Category Select the category to display. You can either enter the name of the category and click
Find and Add, or click the
Show utilities view icon to open the utilities view, and then search or browse for the appropriate category. If the category is part of a sales catalog, use the Advanced Search panel in the utilities view to select the sales catalog, and enter search criteria to find the target category.

If you are using the extended sites model, and are currently in the extended site store, you can select a category from either the asset store or the extended site store. You can see if a category belongs to the asset store by the small blue arrow added to the category icon
, or by looking at the Store column in the list view. If you are logged in to an asset store, the category can only come from the asset store.
You can assign multiple categories to display in a single Web activity.
Display Merchandising Association

Select the criteria upon which the base the recommendation. The choices include basing the recommendation on a product in the customer's shopping cart, a product in the customer's purchase history, the product that the customer is currently viewing, or based on a specific product.
Select the Association type from the list. The choices include Cross-sell, Up-sell, Accessory, or Replacement associations.

Optional: Drag an additional target onto a flow connector on the work area. The selected target defines what additional criteria a customer must meet before the activity is displayed.
Define any properties appropriate for the new target.
From the File menu, select Save to save your activity.

Option	Description
Category Recommendation	Displays a recommended category to the target customers.
Content Recommendation	Displays content to the target customers.
Merchandising Association Recommendation	Displays a predefined merchandising association to the target customers.
Product Recommendation	Displays a recommended product to the target customers.

Option	Description
Name	Enter a meaningful name in the field. This name displays in the Activity list page, and identifies the activity.
Description	Enter a meaningful description in the field. This description displays in the Activity list page, and should explain what the activity is intended to do. This description helps users understand the activity at a glance without having to open the editor.
Priority	Optionally, assign the recommendation a priority using this list. The priority can be assigned using a number between zero and one thousand. The higher the number, the higher the priority. When multiple activities are scheduled for the same e-Marketing Spot, they are evaluated in priority sequence.
Start Date	Define a start date and time for the activity. You can either enter a date in the field, or select a date using the calendar tool. Similarly, you can enter a time directly into the field, or you can select one using the clock tool. If you do not specify a start date, the activity will be applicable once it is activated.
End Date	Define an end date and time for the activity. You can either enter a date in the field, or select a date using the calendar tool. Similarly, you can enter a time directly into the field, or you can select one using the clock tool. If you do not specify an end date, the activity will run indefinitely.
Repeatable	Specify whether or not the activity is repeatable. A repeatable activity allows the activity rules to be evaluated for a customer more than once. This means that a customer who views an e-Marketing Spot multiple times may have content displayed each time. This behavior is generally desirable for Web activities.
Campaign	Select the campaign to which this activity belongs. You can either enter the name of the campaign, or click the search icon to open the utility pane, and then search or browse for the appropriate campaign. If you are using the extended sites model, and are currently in the extended site store, you can select a campaign from either the asset store or the extended site store. You can see if a campaign belongs to the asset store by the small blue arrow added to the campaign icon , or by looking at the Store column in the list view. If you are logged in to an asset store, the campaign can only come from the asset store.

Option	Description
Display Content	Select the content to display. You can either enter the name of the content and click Find and Add, or click the Show utilities view icon to open the utilities view, and then search or browse for the appropriate content. If you are using the extended sites model, and are currently in the extended site store, you can select content from either the asset store or the extended site store. You can see if content belongs to the asset store by the small blue arrow added to the content icon , or by looking at the Store column in the list view. If you are logged in to an asset store, the content can come only from the asset store. You can assign multiple content to display in a single Web activity.
Recommend Product	Select the product to display. You can either enter the name of the product and click Find and Add, or click the Show utilities view icon to open the utilities view, and then search or browse for the appropriate product. If you are using the extended sites model, and are currently in the extended site store, you can select a product from either the asset store or the extended site store. You can see if a product belongs to the asset store by the small blue arrow added to the product icon , or by looking at the Store column in the list view. If you are logged in to an asset store, the product can only come from the asset store. You can assign multiple products to display in a single Web activity.
Recommend Category	Select the category to display. You can either enter the name of the category and click Find and Add, or click the Show utilities view icon to open the utilities view, and then search or browse for the appropriate category. If the category is part of a sales catalog, use the Advanced Search panel in the utilities view to select the sales catalog, and enter search criteria to find the target category. If you are using the extended sites model, and are currently in the extended site store, you can select a category from either the asset store or the extended site store. You can see if a category belongs to the asset store by the small blue arrow added to the category icon , or by looking at the Store column in the list view. If you are logged in to an asset store, the category can only come from the asset store. You can assign multiple categories to display in a single Web activity.
Display Merchandising Association	Select the criteria upon which the base the recommendation. The choices include basing the recommendation on a product in the customer's shopping cart, a product in the customer's purchase history, the product that the customer is currently viewing, or based on a specific product. Select the Association type from the list. The choices include Cross-sell, Up-sell, Accessory, or Replacement associations.

ResultsThe new activity is created in the Inactive state.

What to do nextYou must activate the activity before it displays in the storefront to customers.

Related concepts

Web activities

Related information

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Create a Web activity