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Advanced Developer Training

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Marketing Campaign Manager

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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What We Will Cover

Introduction

Chapter 1: How to use MCM

Chapter 2: How to configure


MCM

Overview of MCM features

MCM-related OSGi configurations

Campaign management

Authoring and publishing instances


for using MCM

Working with leads and lists


Creating a teaser experience

Customizing a newsletter
Multivariate testing

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Working with newsletters

Segmentation

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Working with brands and campaigns

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Chapter 3: Extending MCM


Creating newsletter templates

Adding a segmentation component

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Integrating an external mail and an


external CRM system

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Chapter 1: How to use MCM

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Objectives

Understand MCM features

Learn how to manage leads and lists

Know how to set up brands and their campaigns

Become familiar with teasers and newsletters

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01

How to use MCM

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What is MCM?

Types of experiences include:

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Teasers
Newsletters
Test&Target
Touchpoints

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Brands: Top level unit, forms a collection of campaigns


Campaigns: Base element, focused on a specific topic
Experiences: Content elements specifically build for a campaign,

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A marketing automation software tool


Managing tool for multi-channel campaigns
Basic elements for MCM marketing campaigns include:

Chapter 1

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What is MCM?

Tools to get to know the visitor better:

Leads: Information about visitors and how to contact them

Lists: Leads grouped into lists in order to simplify collective action

Segments: Group visitors according to their interests or actions

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Chapter 1

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MCM Features

Chapter 1

The Dashboard:
overview of lists of
leads, segments,
reports and campaigns

Divided into four


panes:

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Lists

Segments

Reports

Campaigns

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MCM Feature: Leads

Chapter 1

A lead is any recognized


and identified visitor

New leads can be added


in several ways:

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2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Create a new lead manually

Import leads from a


comma-separated file

Newsletter sign-ups

Community sign-ups

After creating, the lead


must be activated before
it can be used as an
email recipient

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MCM Feature: Lists

Chapter 1

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2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Organized in specific
groups that share a
common behavior or
interest called lists
Allows targeting of a
marketing campaign to a
specific audience
Can be created, imported,
edited, merged and
deleted
Can contain other lists
Must be activated before
using
Members of the list can be
shown, added and
removed

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MCM Feature: Campaigns

Chapter 1

Two views are available


to display a campaign:

Calendar view:
Relationship among
touchpoints and
experiences is visible

List view: Lists all


experiences (e.g. teasers
and newsletters)

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2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Once a campaign has


been selected, the
properties of the
campaign can be edited
or deleted

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MCM Feature: Simulating Campaign Experiences

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Experience as it will be
seen by the visitor.

Chapter 1

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Experience is shown in
the context of a
touchpoint. You see
how it fits in.

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Use the Sidekick to


switch to edit mode and
edit the page directly.

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MCM Feature: Analyzing Your Campaign Experiences

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Analyze your
campaign
experiences.

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Chapter 1

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Instructional Review

Chapter 1

Opening MCM, basic features and simulating experiences


1. Log in to Adobe CQ5, and open the MCM console.

2. Make yourself familiar with the panes and functionality of the dashboard.

3. Switch to leads and view the details of some leads.

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4. Switch to Lists and view the details of some lists.

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5. Switch to Campaigns and view touchpoints and


experiences in the calendar view. Switch to list view.

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6. Simulate an experience and switch between


user profiles in the cloud context.

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7. Evaluate how the experience changes its look.

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Working With Leads

Leads can be added by either entering them manually or


importing a comma-separated list (e.g. a mailing list)
Leads can be generated from newsletter sign-ups or
community sign-ups

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Chapter 1

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Exercise 1.1 : Creating a Lead Manually


How to create a new lead manually:

Chapter 1

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1. In Adobe CQ, navigate to the MCM. In the Dashboard click on Leads.


2. Click New. The Create Lead window opens:

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Enter information into the fields as appropriate.


Make sure that a mail address is provided.
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Exercise 1.1 : Creating a Lead Manually

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3. Then, click on the Address tab.

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Enter address information as appropriate.


Click on Save to save the lead.
2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Chapter 1

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Working With Leads

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Chapter 1

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New lead
appears here.

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

All information
about lead
appears here.

Chapter 1

Activating or deactivating leads:

Activating allows you to track activity on the publish instance

Activating allows you to personalize web experience

Deactivating a Lead stops tracking of its activity

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Importing new leads:

Provides the option of adding imported leads automatically to


an existing or new list

Leads are imported from a comma-separated list

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Working With Leads

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Modifying existing leads:

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Exercise 1.6: Working With Leads

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1. In the MCM click on Leads, select the check box next to the
lead you want to edit.

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2. Click Edit. The Edit Lead window opens.

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3. Edit the lead information and click Save to save the changes.
2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Chapter 1

Deleting existing leads:

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Exercise 1.7: Working With Leads

Chapter 1

1. Select the lead you want to delete in the lead listing of the MCM by clicking
on the check box.
2. Click on Delete.

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3. CQ asks you if you really want to delete the lead.

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Warning: Once a lead is deleted, it cannot be retrieved again.

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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Instructional Review: Working With Leads

Chapter 1

Create a new lead for yourself manually and enter your


information.

Activate the new lead.

Add the new lead to a list.

View the lead information.

Modify the lead by entering additional information about the


lead (i.e., yourself ).

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Working With Lists: Organize Leads in Groups

Chapter 1

Allows organizing leads into groups

Enables you to target marketing campaigns to a selected group


of people

Groups are visible in the MCM, either in the Dashboard or by


clicking on List in the left pane

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2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Creating new lists:

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Exercise 1.8: Working With Lists

Chapter 1

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1. Click New List in the MCM Dashboard. Alternatively, click on Lists in the
left pane, then click New.

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1. Enter a name and optionally a description and click Save.

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2. The newly created list appears in the Lists pane.


2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Modifying existing lists:


1. In the MCM, click Lists.

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Exercise 1.9: Working With Lists

Chapter 1

Make the necessary changes, and the click Save to save the changes.

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2. From the list, select the checkbox next to the list you want to edit and click
Edit. The Edit List Window opens.

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Deleting existing lists:


1. In MCM go to Lists.

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Exercise 1.10: Working With Lists

Chapter 1

2. Select the checkbox next to the name of the list to be deleted, and click
Delete.

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3. CQ will ask you if you really want to delete the list, as this action cannot
be undone.

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4. Consider, and click Yes or No.

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When a list is deleted, only the list itself is deleted. The leads that are
members of the list are not deleted, only the affiliation with the list is
gone.

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Merging lists:

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Exercise 1.11: Working With Lists

Chapter 1

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1. In the MCM, click Lists.


2. Select the list with which you want to merge another list by
selecting the checkbox next to it.
3. In the Tools menu, select Merge List. Only one list can be merged at
a time.
4. In the Merge List window, select the list you want to merge with and
click OK.

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5. Repeat the step until you have merged all the lists you want.
2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Viewing leads in lists:


1. In the MCM, click on Lists.

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Exercise 1.12: Working With Lists

Chapter 1

2. Select the checkbox next to the list for which you want to view members.

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3. In the Tools menu, select Show Leads. CQ displays the leads that are a
member of that list. You can browse through the list or search for members.
In addition, you can delete leads from a list by selecting them and then
clicking on Remove Membership.

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4. Click Close to return to the MCM.


2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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Instructional Review: Working With Lists

Chapter 1

Create a new list and name it MCMTraining.

Enter all the information necessary for the list. Save it.

Enter additional information for the list by modifying it.

Merge an existing list into the newly created list.

Add a few leads to the MCMTraining list, including yourself (the


lead you created in an earlier exercise).

View the leads of the list and consider who is a participant in the
MCMTraining list.

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Working With Brands and Campaigns


Overview of Segmentation:

Segmentation is a key consideration when creating a campaign.

Segments need to be defined before the campaign can be started.

Segmentation helps contrast visitors based on their motivation and interest.

Terminology:

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Visitor: Person visiting a website.

User: A visitor who registers with the website to receive an account profile

Trait: a characteristic or property of a visitor that can be used to determine


membership in a specific segment. Traits include:

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Chapter 1

Behavioral traits

Demographic traits

Derived traits

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Working With Brands and Campaigns


Terms and Definitions:

Segment: A collection of visitors/users that share certain traits

Subsegment: A subdivided segment

Teaser Page: Directed at a specific audience

Teaser Paragraph: Pulls content from another page dependent on a


selection strategy

Campain: A collection of teaser pages and e-mail marketing pages

List: Extracted from a segment of registered users

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Chapter 1

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Working with Brands and Campaigns

Create a brand to hold the campaigns, if not already created.

If required, define the properties of the new brand.

Create a campaign to hold experiences.

If required, define the properties of the campaign.

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Setting up a Campaign:

Types of Experiences:

Teaser

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1. Create a teaser experience

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2. Add content to the teaser

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3. Create a touchpoint for the teaser (add the teaser to a content page)

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Chapter 1

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Working with Brands and Campaigns

Newsletter
1. Create a newsletter experience
2. Add content to the newsletter

3. Personalize the newsletter

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4. Create a compelling newsletter lading page

Test&Target offer

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5. Send the newsletter to subscribers or leads

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1. Create a Test&Target offer experience

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2. Integration with Adobe Test&Target

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Chapter 1

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Exercise 1.13: Creating a New Brand


Creating a new brand

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2. Select New to enter the Title and


Name and choose a template to be
used for the new brand.

1. Open the MCM and select


Campaigns in the left pane.

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3. Click Create. The new brand will be


shown in the MCM with a default
icon.

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4. After defining a brand, most probably


its properties must be modified.

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Chapter 1

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Exercise 1.14: Creating a New Campaign


Creating a new campaign:

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1. From Campaigns, select the newly


created brand in the left pane, or
double-click the icon in the right
pane. The overview of the brand will
be shown, with no campaign listed
when the brand is new.

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2. Click New and specify a Title and a


Name and choose a template to be
used for the new campaign.

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Chapter 1

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Exercise 1.14 continued


Alter the properties of a newly
created campaign:
1. Select the new campaign in the
brand overview in the right pane.
Click on Properties

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2. Enter a Title, Description and any


mobile device groups.

Chapter 1

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3. Click OK to save.

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Instructional Review

Chapter 1

Create a new brand with the name MCMTraining.

Create a new campaign with the name TrainingTeaser under


the MCMTraining brand.

Create a new campaign with the name TrainingNewsletter


under the MCMTraining brand.

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Working With Teasers

Chapter 1

Campaigns use teasers as a mechanism to lead a specific


segment of visitors to content focused on their interest.

Typically a teaser page is a temporary action and will last for


a specific period of time (until replaced by the next teaser
page).

Teasers within Adobe CQ are comprised of several parts:

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Teaser pages: Hold the definitions of the teaser paragraphs


available for each specific campaign

Teaser component: Allows you to create an instance


of a specific teaser in a content page

Teaser paragraphs: Actual instances of a teaser within a content page

Content pages: Hold the campaign content focused


on a specific visitor segment

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Working With Teasers

Chapter 1

Strategies:

Strategies are needed if several teasers are available for selection as


their assigned segments all resolve successfully.

Several available strategies:

Clickstream Score: Based on tags; the teaser with most clicks wins

Random: Random selection uses the random factor generated for a


page

First: List of resolved segments. Same order as the order of teasers within
the campaign container page.

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The boost factor of the segment also has an impact on the selection

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Exercise 1.15: Creating a Teaser Experience


Create a teaser experience:
1. Go to MCM.

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3. Select the list view using the


corresponding icon

2. Select the newly created campaign


(or any other) in the left pane, or
double-click it in the right pane.

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4. Click New. The Create Experience


window opens.

6. Click on Create.

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5. Specify the Title, Name and type of


the experience; in this case: Teaser.

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7. A new dialog will open


immediately. Here you can enter
properties for the teaser.
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Chapter 1

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Exercise 1.15 continued

Chapter 1

8. Change the following properties as you like (alternatively, these can be


altered at a later stage from the Properties dialog):
Title: A title for the teaser

Tags/Keywords: Tags and/or keywords that can be assigned to the teaser.

Description: A description of the teaser.

On/Off Time: If required, the on/off times when the teaser shall be available can
be entered here.

Segments: The visitor segment(s) with which the teaser can be used.

Image: An image to identify the teaser.

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9. Click OK to save the teaser.

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Exercise 1.16: Adding Content to a Teaser


Adding content to a teaser:

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2. Use the Sidekick to add


components, then add the
content to the teaser page,
as shown below.

1. Select the campaign, then select


the teaser experience from the
list view, and click on Edit. The
teaser page will open.

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Chapter 1

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Exercise 1.17: Creating a Touchpoint for a Teaser


Create a touchpoint for a teaser by placing the
teaser paragraph within the content:

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Campaign Path: Path to the campaign page that


holds the individual teaser page; segments determine
exactly which teaser is shown.
Strategy: method used for selection when multiple
segments resolve successfully.

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1. Navigate to the content page where you want to


place the teaser paragraph that will lead to the
campaign page (for example, the Geometrixx
Outdoors homepage).
2. Add a Teaser component (available in the
Personalization section of the Sidekick) in the
required position. When first created, it will show
that the campaign path is not yet configured.
3. Edit the teaser component to add the following
information:

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Chapter 1

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Exercise 1.17 continued


4. Click OK to save. Depending on the
segments set on the teaser and the
profile of the user you are currently
logged in as, the appropriate content
will be displayed.

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5. Mouse over the teaser paragraph to


reveal the question mark icon
(bottom right corner of the
component). Click this to view the
segment applied and whether they
currently resolve.

Chapter 1

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Working With Teasers

Chapter 1

Teaser overview:

From the Websites console, open the campaign page: (for example:
/content/campaigns/geometrixx-outdoors/products.html). This shows
an overview of the teaser definition and viewing statistics.

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Instructional Review: Working With Teasers

Chapter 1

Create at least two teasers in the MCMTrainingTeaser campaign,


and assign different segments to them (one shall be assigned to
the segment female, one to the segment male) of the
Geometrixx segments.

Go to the Geometrixx Outdoors homepage, and add a teaser


component.

Define the MCMTrainingTeaser campaign.

Switch users with the client context. What happens when


switching users?

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Working With Newsletters

Chapter 1

Email marketing (e.g. newsletters) is an important part of any


marketing campaign as it is used to push content to leads.

In Adobe CQ, newsletters can be created from existing CQ


content as well as from new, newsletter-specific content.

Created newsletters can be sent to targeted segments or


specific groups of users.

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Creating a Newsletter Experience:


1. Select the new campaign in the left
pane, or double-click it in the right
pane.
2. Select the list view.

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3. Click New. In the window that


opens, specify the Title, Name and
type of the experience to be
created, in this case, Newsletter.

Exercise 1.18: Creating a Newsletter Experience

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4. Click Create.

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Chapter 1

Chapter 1

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From: The email address used


as the senders address.
Subject: The subject of the newsletter email.
Default Recipients List: The Default
Recipients List is a mandatory field as this
forms the touchpoint for the newsletter. It is
the list the newsletter will be sent to.
Description: A description of the newsletter.
On Time: The time for sending the newsletter.
Segments: The visitor segment(s) with which
the newsletter can be used..

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5. A new dialog will open immediately,


in which you can enter the
properties for the newsletter.
6. The following properties can be set in
this dialog or also be updated at a later
stage from the Properties dialog:

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Exercise 1.18 continued

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7. Click OK to save.

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Exercise 1.19: Adding Content to a Newsletter


Adding content to a newsletter:

Chapter 1

1. In the MCM, click on Campaigns in the left pane and double-click


the newsletter you want to add content to. The newsletter opens.

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2. If the components are not visible, go to Design View and enable the
necessary components (for example, the newsletter components)
before you start editing.

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3. Enter any new text, images or other components as appropriate.


In the Geometrixx example, 4 components are available:
Text, Image, Heading, and 2 Columns. Your newsletter may be
different, depending on newsletter setup and template.

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4. Newsletters are personalized using variables. In the Geometrixx


Newsletter, variables are available in the Text component.
Values for the variables are inherited from the information
in the user profile.

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Exercise 1.19 continued

Chapter 1

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5. To insert variables, select the variable from the list and click Insert.
Variables are populated from the user profile.

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Exercise 1.20: Personalizing a Newsletter


Personalizing a newsletter:

Chapter 1

Newsletters can be personalized by inserting pre-defined variables in the


Text component of the newsletters in the Geometrixx example.

Use client context and load a user profile to simulate how a personalized
newsletter looks.

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1. From the MCM, open the newsletter for which you want to customize settings.
2. Open the text component you want to personalize.

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3. Place the cursor where you want the variable to appear and select a variable from
the drop-down list and click Insert. Do this for as many variables you intend to
use and click OK.

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4. To simulate how the variables will look when the newsletter is sent, press CtrlAlt-C to open the Client Context and select Load. Select the user from the list
whose profile you want to use and click OK. The information from the user profile
has populated the variables.

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Exercise 1.21: Testing a Newsletter

Chapter 1

Testing a newsletter in different email clients:

Because each email client renders a newsletter a bit differently it is


important to test a newsletter with different email clients.

This can be done directly in Adobe CQ. Currently, you can view the
newsletter in Yahoo Mail, Gmail, Hotmail, Thunderbird, Microsoft Outlook
2007 and Apple Mail

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Exercise 1.21 continued


How to switch between clients:
1. From the MCM, open the
newsletter you want to customize
settings for.

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2. Click an email client in the top bar


to see what the newsletter would
look like in that client.

Chapter 1

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3. Repeat this step for any addition


email clients to want to test the
newsletter with.

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Working with Newsletters: Flight Testing


Flight Testing a newsletter:

Flight Testing = Testing a newsletter before sending.


It is highly recommended

Flight Testing enables you to:

Look at the newsletter in all intended clients.

Validate that the mail server is set up correctly.

Determine whether your email is getting flagged as spam.

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How to Flight Test newsletters:


1. From the MCM, open the newsletter
you want to test and send.
2. At the top of the newsletter, click Test
to test before sending.

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3. Enter the test email address where you


want the newsletter sent and click
Send. The newsletter will be rendered
with the profile data of the current user
profile in the Client Context.

Working with Newsletters: Flight Testing

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4. If you want to change the user profile,


you load another user profile in the
Client Context. You can do this by
pressing Ctrl-Alt-C, click Load and
choose another user profile.

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Chapter 1

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Exercise 1.22: Sending a Newsletter


Sending a newsletter from a
campaign

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2. At the top of the newsletter, click


Send. The Send Newsletter Wizard
opens.

1. From the MCM, open the newsletter


experience you want to send.

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3. In the recipients list, select the list


you want to send the newsletter and
click Next.

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4. CQ asks you to confirm the setup of


the newsletter.

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5. Click Send to actually send the


newsletter.

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Chapter 1

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Exercise 1.22 continued

Chapter 1

Sending a newsletter from a list


1. In the MCM, click Lists in the left pane.

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3. In the Tools menu, select Send


Newsletter. The Send Newsletter
window opens.

2. Select the checkbox next to the list


of leads to whom you want to
sent the newsletter.

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4. In the Newsletter field,


select the newsletter you
want to send and click Next.

5. Confirm the completion of the setup.

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6. Click Send to send the selected


newsletter to the specified list of leads.
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Exercise 1.23: Create a Sign-up Form

Chapter 1

Create a sign-up form for a newsletter:


Serves for registering users to newsletters

To create a subscription form, use the standard form elements available in


Geometrixx

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Exercise 1.23 continued: Create a Subscription Form


Create a subscription form:

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2. Click Edit in the form component to


configure the form to go to a Thank
You page (basically any normal
content page).

1. Go the the page where the form shall


be created, for example the newsletter
page in the Geometrixx toolbar.

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3. Set the form action (that is what will


happen when you submit the form)
and configure the group to assign
registered users to the list you
previously created (for example,
geometrixx-newsletter).

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Chapter 1

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Instructional Review: Working With Newsletters

Chapter 1

Create a new newsletter experience using the Geometrixx


newsletter template, and set the newly created list
MCMTraining as the default list.

Add content to the newsletter.

Personalize the newsletter using variables.

Test the newsletter in different newsletter clients.

Flight Test the newsletter.

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Questions?

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Chapter 01

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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How to Configure MCM


Objectives

Learn about the MCM-related OSGi configurations

Set up an Author / Publish system for using MCM

Create your own segmentation

Customize a newsletter

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Chapter 2: How to Configure MCM

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Integrate your mail server


Create a Multivariate Testing component

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OSGi Configurations

Chapter 2

Several OSGi configurations need to be known when using MCM:


OSGi webinterface /system/console/configMgr

1. Go to the OSGi console.

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2. Make sure the tab Configuration is selected.

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3. Search the name of the OSGi configuration in the list.

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4. Alter the parameters according to your needs.


Please look at the table in your workbook. This table shows you the

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configurations and the parameters that need to be adapted for the MCM in
order to work correctly.

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Instructional Review: Configurations

Chapter 2

Look at all the described OSGi configurations.

Check the default (Geometrixx) configurations and think about


the configurations you have to do when extending MCM.

Use the Day CQ Mailing Service for integrating your mail


server.

To test your configuration, use the MCMTraining newsletter


you created in Lesson 1.

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Exercise 2.1: MCM on a Publisher Instance

Chapter 2

How to set up a second local instance:

1. Start a plain vanilla CQ publish instance.


Hint: Rename the Quickstart Jar to cq5-publish-4503.jar.

2. Configure the Mail Service on the publish instance as shown in the last
section.

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3. Ensure that the default replication agent is working.

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Exercise 2.1 continued

Chapter 2

4. Measurements done on the publish instance needs to be reverse-replicated


to the author instance. Since in most architectures, publish instances are not
allowed to directly communicate with the author instance, CQ provides a
polling approach.

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Since one configured agent runs on publish systems only, you have to activate it. This can be
done in the Tools Admin (Replication -> Agents on publish -> Reverse Replication).
Perform a Test Connection for both of the agents. The agent on the publisher has to be
tested directly by calling its GUI in the CQ publisher (e.g.
http://localhost:4503/etc/replication/agents.publish/outbox.html). Before you do this, you
have to be authorized as admin user, for instance by calling /crx/en/ before.

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Instructional Review: Testing MCM

Set Up a Publish Instance for Testing MCM


Set up a publish instance on your local machine.

Set up mail configuration on the publishing instance.

Set up the default replication agent.

Set up reverse replication on both author and publishing instances.

Test it.

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Chapter 2

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Segmentation

Chapter 2

Segments are used to provide a visitor with


specifically targeted content

CQ allows you to easily create and update segments

Each segment has a Boost Factor parameter that is


used as a weighting factor

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2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Chapter 2

Traits:

Traits are logical expressions that help you define a segment

They are available out of the box

Additional traits can be implemented easily

They can be linked by Boolean operators AND and OR for


more complex expressions

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Segmentation: Traits

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Exercise 2.2: Defining a New Segment


Defining a new segment:

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3. Create a new page using the


Segment template.

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2. Click on the Segmentation


page in the left pane, and
navigate to the required
location.

1. Open the Tools console.

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4. Open the new Page to edit


the segment.

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Chapter 2

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Exercise 2.2 continued


5. Use the Sidekick to find the
segment trait you need and drag it
to the segment editor. It will appear
in the default and the container.

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6. Double-click on the new trait to edit


the specific parameters, such as the
user age.

Chapter 2

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7. Add more traits if required, and


specify their values. Boolean
expressions can be formulated
using the and the Container and or
the Container components found in
the Sidekick under Segment Logic.
With the segment editor, you can
delete traits or logic containers not
needed anymore, or drag them to
new positions within the statement.

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Exercise 2.2 continued

Chapter 2

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8. Click OK to save the definition. Edit the segment definition to give it


a Title, Description and Boost Factor.

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Exercise 2.3: Testing

Chapter 2

Testing the application of a


segment:

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1. Select the segment to be tested and


open it.
2. Press Ctrl-Alt-C to open the Client
Context.
3. For testing purposes, change
attribute values directly in the Client
Context, or load a different user
profile.
4. Depending on the traits defined, the
data available for the current page
may or may not match the segment
definition. The status of the match is
shown underneath the definition.
Change values in the Client Context
to test if the segment has been
defined correctly.

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Instructional Review: Create Your Own Segment

Chapter 2

Create your own segment for users living in the USA,


older than 30 years of age.

Test the behavior of your segment with the client context;


change attribute values and load different user profiles in
order to see how your segment resolves.

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Exercise 2.2: Multivariate Testing With CQ Instances

Chapter 2

1. Create a test page, such as


content/geometrixx/en/products/mcm-training

2. On this page, add a Multivariate Testing (MVT) component.


The component is in the group General.

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3. Add several example pictures to the MVT component. You can


do this either in the dialog or by using Drag&Drop with several
selected images from the content finder.

4. Open the components dialog and define a link.

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5. Go into Preview mode. Reload the images several times and


click some of the images.

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Exercise 2.2 continued

Chapter 2

6. Open the Statistics menu. The statistics show you exactly how
many times an image was displayed and how many clicks an
image generated.

7. Now activate the page and reload the page several times on the
publish instance. Also click on some images.

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8. Review the Statistics on the author instance. The statistics did


not change.

Why?

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Remember the Multivariate Testing OSGi configuration. There you can define on
which instance the statistics are stored. Per default, the authors configuration points
to the authors statistics and the publishers configuration to nowhere, this means
that MVT actions are ignored. Change both configurations to point to the publish
instance (normally its forbidden to point from the publish instance to the author
instance due to security restrictions).
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Exercise 2.2 continued

Chapter 2

9. Now observe the following path using CRXDE while refreshing


and clicking the images:

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/var/statistics/mvt/[your-content-path], e.g.
/var/statistics/mvt/content/geometrixx/en/pr
oducts/mcm-training

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The properties will change after every view and click, regardless
of whether the user is on author or publish.

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The statistics are stored per year, month and day.

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Instructional Review: Multivariate Testing

Chapter 2

Create a test page for multivariate testing.

Place the MVT component on the page.

Add some images to it.

Test it on the author environment and look at the statistics.

Test it on the publish environment and look at the statistics.

Configure the statistics as described above.

Test it again on both instances, and look at the statistics.

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Questions?

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Chapter 2

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Chapter 3: How to extend MCM

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Objectives

Create your own newsletter template

Add a segmentation component

Integrate an external mail system

Integrate an external CRM system

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03

How to extend MCM

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Creating a Newsletter Template

Chapter 3

CQ 5.5 comes with the Geometrixx


newsletter template

In order to create your own newsletter


it is necessary to create your own
newsletter template

The Geometrixx newsletter template


contains the following elements:

actionstoolbar.jsp

cq:editConfig

cq:listeners

dialog

resources

newsletterpage

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Instructional Review: Your Own Newsletter Template Chapter 3


Create your own newsletter template. Keep it as simple as
possible.

Create a newsletter experience in the MCMTraining campaign


that is based on your new newsletter template.

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Chapter 3

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The Segmentation Component

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The Segmentation Component

Chapter 3

The out-of-the-box traits are all stored below


/libs/cq/personalization/components/traits

script: The component has the sling:superType


/libs/cq/personalization/components/traits which is every
traits super type.

content.jsp: The HTML output of the component within the


segment editor. In this case, its the JavaScript configured in
the edit dialog.

dialog: The components edit dialog contains only one


textarea for entering any javascript that results in a Boolean
expression.

icon.png: The components icon.

trait.js.jsp: Renders the Javascript that can be evaluated to a


Boolean expression.

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The Segmentation Component

Chapter 3

When you open the two JSPs, you will notice that they are very
simple.

When you use a script trait, youll see much more functionality
than the ones in these JSPs.

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Exercise 3.1: The Segmentation Component


1.

Chapter 3

Create your own trait by copying the script component and


modifying it in a way that the trait evaluates to true
whenever a cookie is set. The cookies name can be
configured in the components dialog.

Hint: CQ already provides a JS function: CQ.HTTP.getCookie(String)

Create a new segment for users that have a cookie named


test set.

3.

Create two new teasers for your campaign. One shall be


shown when the user has the test cookie set, the other shall
be shown otherwise.

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2.

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Hint: On the page: /content/geometrixx/en/products/mcmtraining.html there is a component for setting and removing the test
cookie. You can use these two buttons for testing.
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Exercise 3.1: The Segmentation Component Result


The result should look something like this:

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Chapter 3

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Exercise 3.2: Customizing the Client Context

Chapter 3

The Client Context can be customized quite easily:

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1. Navigate to the editor for the Client Context (Open Tools -> Client Context
Configurations -> default -> ClientContext) and double-click to open it.

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2. The sections of the Client Context are editable components within a


paragraph system. You can no change the components order, remove and
add components in the same way as you would on normal content pages.
This way you can easily customize the Client Context to your own needs.
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Chapter 3

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Customizing the Client Context

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Chapter 3

The components available in the Client Context:


Activity Stream

Generic Store

Generic Store Properties

Geolocation

JSONP Store

Profile Data

Resolved Segments

Social Graph

Tag Cloud

Technographics Store

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Customizing the Client Context

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Customizing the Client Context

Chapter 3

Play around with the editor and examine every context


component that is available.

Create your own Client Context information that displays a


cookies value. How to create a real store component is
described in the referenced help page.

Extend the Client Context such that the test cookies value is
shown.

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CRM Integration

Adobe CQ 5.5 MCM

Salesforce as an example of a CRM system

Microsoft Exchange Server as an example of a mail server

The table shows you the interaction between the systems

The following systems can be connected:

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Chapter 3

CQ MCM

Customer import to CQ

CQ MCM

User data import for


segmentation
Sending newsletters to
Salesforce customers

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Salesforce

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Interaction

Salesforce

CQ MCM

Target system

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Source system

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Exchange

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CRM Integration
Customer import to CQ:

Import Salesforces contacts in order to target the customers

Import can be done by generating a CSV export with all the contacts

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Chapter 3

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CRM Integration
Import enables us to:

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Send newsletters to our customers/employee groups


Sending them a login account
Creating segments based on values imported from Salesforce
Provide them personalized content based on the Salesforce segments
Generate customer reports on how each customer uses our website

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Chapter 3

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CRM Integration

Chapter 3

User data import for segmentation:

Have a look at the imported leads. They have already properties that can
be reused by MCM without further ado.

E-Mail: The E-Mail addresses can be used to send newsletters or provide


login access for the Salesforce contacts.

Gender: The persons gender can be used to personalize content. There


are already examples of segments in the default CQ installation that use
the gender trait. So you can simply reuse these segments without
programming anything. For example, /etc/segmentation/geometrixx/male
is the segment of all persons with gender = male.

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CRM Integration

Chapter 3

User data import for segmentation:


Import Leads and assign them to a List

You can create leads from the sample CSV file at


http://localhost:4502/content/dam/mcmtraining/report1343309360875.csv and assign them to a list that
contains all customers of this list.

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Questions?

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Chapter 01

2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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