Setting Up Company Promotions
This topic discusses how to define targets, categories and content to set up company promotions.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
EO_PE_PR_TARGET |
Make portal registry content references available as promotion target pages. |
|
|
EO_PE_PR_CAT_TBL |
Define company promotions categories. |
|
|
EO_PE_PR_SETUP |
Define pagelet content for your promotions. End users who submit promotions should access the page through Portal Administration. Managers who edit or add promotions should access the page through My Content. |
Use the Define Company Promotion Targets page (EO_PE_PR_TARGET) to make portal registry content references available as promotion target pages.
Navigation:
This example illustrates the fields and controls on the Define Company Promotion Targets page. You can find definitions for the fields and controls later on this page.
System administrators 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 PeopleSoft Interaction hub database.
Field or Control |
Description |
|---|---|
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 is not 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 options are selected, you must enter the query key value of string for the promotion when the company promotion is created. |
User Specified |
Clear the Key Value field and select the User Specified option 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 |
not applicable |
Yes |
Yes |
|
VENDOR |
not applicable |
Yes |
Yes |
Use the Company Promotion Categories page (EO_PE_PR_CAT_TBL) to define company promotions categories.
Navigation:
This example illustrates the fields and controls on the Company Promotion Categories page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
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. |
Use the Company Promotions page (EO_PE_PR_SETUP) to define pagelet content for your promotions.
Navigation:
This example illustrates the fields and controls on the Company Promotions page (1 of 2).
This example illustrates the fields and controls on the Company Promotions page (2 of 2). You can find definitions for the fields and controls later on this page.
Note: A promotion with the publish status Published is only accessible in a display-only mode.
Field or Control |
Description |
|---|---|
Promotion ID, Internal Title, Promotion Title, Summary, and Content |
Complete 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
Field or Control |
Description |
|---|---|
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
Field or Control |
Description |
|---|---|
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 key values of the target page appear dynamically based on how the promotion target is defined. |
Promotion Audience
Field or Control |
Description |
|---|---|
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
Field or Control |
Description |
|---|---|
Promotion Category |
Select the check box for the item that you are promoting. The item appears in that promotion category. Note: When a promotion has more than one category selected, the promotion appears once in a single category for a given user. |
Preview Pagelet Display
Click one of these links to preview the Company Promotions pagelet.
Field or Control |
Description |
|---|---|
Narrow Preview |
Click to display promotion image, promotion title, link label, and summary of the promotion. |
Wide Preview |
Click to display a longer and wider view of the pagelet with the promotion image, promotion title, link label, and summary of the promotion. |
Detail Preview |
Click to display promotion image, promotion title, link label, content description, and expiration fate of the promotion. Detail Preview also appears when you click the More link on the Company Promotion pagelet on the Homepage. |