Setting Up and Managing Company Promotions

This chapter provides an overview of company promotions and discusses how to:

Set up company promotions.
Manage company promotions.
View company promotions by role.

Understanding Company Promotions

Company Promotions enable you to highlight special products, promotions, or transactions for your portal users by displaying them prominently on their home page. Company Promotions can add this type of content to any portal product so that users can link to specific transactions or URLs in your system. Users can personalize their views of company promotions by selecting categories, displaying number of rows, and selecting a narrow or wide version of the pagelet.

Setting Up Company Promotions

This section discusses how to:

Define company promotion targets.
Define company promotion categories.
Define company promotion content.

Pages Used to Set Up Company Promotions

Page Name	Object Name	Navigation	Usage
Define Company Promotion Targets	EO_PE_PR_TARGET	Portal Administration, Homepage Pagelets, Promotions, Promotion Targets, Define Company Promotion Targets	Make portal registry content references available as promotion target pages.
Company Promotion Categories	EO_PE_PR_CAT_TBL	Portal Administration, Homepage Pagelets, Promotions, Promotion Categories, Company Promotion Categories	Group company promotions.
Company Promotions	EO_PE_PR_SETUP	Portal Administration, Homepage Pagelets, Promotions, Edit Promotions, Company Promotions My Content, Submit Promotions, Company Promotions	Define pagelet content for your promotions. Note. End users submitting promotions should access the page through Portal Administration. Managers editing or adding promotions should access the page through My Content.

Defining Company Promotion Targets

Access the Define Company Promotion Targets page.

Your system administrator can use this page to make portal registry content references available as promotion target pages. Promotion targets can be either a URL definition or a portal registry content reference.

Note. A URL promotion target is any URL definition in the URL catalog of the Enterprise Portal database.

Promotion Target ID	Use the system generated promotion ID or assign a new ID.
Menu Item	Select from the content references in the portal registry. The prompt table displays every target content reference that is available in the portal registry. The content reference that you select can be an iScript, a Component, or an external URL. Note. You might need to add your target page to the portal registry if it isn’t there. The Promotion Target page does not need to reside in the Portal database, but it must be registered there.
QueryString	Enter the expected Key Field names if the selected menu item requires you to use search keys to access it.
Key Value	Enter the value for key values that are part of the target definition.
Required	Select if the QueryString is required to access the target page. Note. If the User Specified and Required check boxes are selected, users must enter the query string’s key value for the promotion when the company promotion is created.
User Specified	Leave the Key Value field blank and select the User Specified check box if the key value is user-specified.

Example

The following example shows three required query string values. Two of the key values are user-specified, and the third is part of the target definition. The target page requires the search fields BUSINESS_UNIT, PRODUCT_ID, and VENDOR. Any company promotion that uses this target page has the Business Unit M04 appended as part of the URL query string. The product ID and vendor are defined by each promotion that uses this target page. This results in a link that contains the content reference URL with an appended query string for the search fields BUSINESS_UNIT, PRODUCT_ID, and VENDOR.

Query String	Key Value	Required	User Specified
BUSINESS_UNIT	M04	Yes	No
PRODUCT_ID		Yes	Yes
VENDOR		Yes	Yes

Defining Company Promotion Categories

Access the Company Promotion Categories page.

Promotion Category

Enter the promotion category name.

Show Section for All Users

Select to make this category a required section on all Company Promotion pagelets.

Note. If all Company Promotion categories are set to Show Section for All Users, users cannot personalize the Company Promotion pagelet.

Defining Company Promotion Content

Access the Company Promotions page.

Note. A promotion with the publish status Published is accessible only in display-only mode.

Internal Title, Promotional Title, Summary, and Content	Enter these fields for each promotion. These entries appear on the user’s Company Promotion pagelet or on the detailed view.
Hyperlink Label	Enter a label for the link that enables users to access the promotion item on the target page.
Publish Date	Displays the first date that the promotion appears on the pagelet.
Expiration Date	Displays the date that the promotion is removed from the pagelet.

Promotion Image

Upload Image

Click to add a graphic next to the Company Promotion item on the pagelet. Select a JPG image file from the machine accessing the page via the browse feature.

Promotion Target

Target Page

Select either a Promotion Target content reference or a URL as the target page. This is the page that appears when the user clicks the link that is defined in the Hyperlink Label field.

If the promotion target page that you select requires user-specified key values, these must be entered in the edit box or boxes that display the key value description as the label.

Note. The target page’s key values appear dynamically based on how the promotion target is defined.

See Defining Company Promotion Targets.

Promotion Audience

Role Name

Select the check box next to the role name for each audience that you want to reach with this promotion. Users see specific promotions selected for them based on their security roles.

Promotion Categories

Promotion Category

Select the check box for the item that you are promoting. The item appear in that promotion category.

Note. When a promotion has more than one category selected, the promotion appears only once in a single category for a given user.

Preview Pagelet Display

Click one of these links to preview the Company Promotions pagelet.

Narrow Preview	Displays promotion image, promotion title, link label, and summary of the promotion.
Wide Preview	Displays a longer and wider view of the pagelet with the promotion image, promotion title, link label, and summary of the promotion.
Detail Preview	Displays promotion image, promotion title, link label, content description, and expiration fate of the promotion. Detail Preview also appears when the user clicks …more on the Company Promotion pagelet on the Homepage.

Managing Company Promotions

This section discusses how to manage company promotions.

Page Used to Manage Company Promotions

Page Name	Object Name	Navigation	Usage
Manage Company Promotions	EO_PE_PR_MANAGE	Portal Administration, Homepage Pagelets, Promotions, Manage Promotions, Manage Company Promotions	Track and update your promotions.

Managing Company Promotions

Access the Manage Company Promotions page.

Once your promotions are created, you can view, publish, or rework them. You can also make changes by displaying the Company Promotion setup page.

Filter By

Select either Pending, PublishedRemove, or Rework to limit the number of promotions to display. Click the Fetch button to display the promotions that meet your selection criteria.

Click to access the Company Promotion setup page for this item.

Status

Select Pending, Publish, Remove,or Rework to change the status of the promotion.

Changing the status to Publish makes the publication available to display on the Company Promotions pagelet if the user’s role has been selected for that item.

Viewing Company Promotions by Role

This section discusses how to view promotions by role.

Page Used to View Promotions by Role

Page Name	Object Name	Navigation	Usage
Content Inquiry by Role	EO_PE_PR_ROLE_INQ	Portal Administration, Homepage Pagelets, Promotions, View Promotions by Roles, Content Inquiry by Role	List the promotions that are available to appear on the Company Promotions pagelet for a specific user role.

Viewing Promotions by Role

Access the Content Inquiry by Role page.

Use this page to list the promotions that are available to appear on the Company Promotions pagelet for a specific user role.

Click to go to the Company Promotions set up page and view detail information about this item.

Note. Information on the Company Promotion page is display-only.