This article will help you to understand the association between placements, variants and pages, and how to add and edit placements using the placement builder.
A Placement is an element on your page used for displaying offers to a customer on your site. While Pageshelp define the objective of the page a user is visiting and determine when and where to present offers to a user, a placement determines how this offer gets presented to the user. A placement can come in several templates, defined below:
- Embedded - Add to Cart: used for displaying campaigns which integrate with your customer's shopping cart and is most suited to appear on an upsell page
- Embedded - Tile Layout: used for displaying a series of relevant offers to excite your customers, and comes in the form of multiple cards displayed side by side and embedded within your page
- Extend the Transaction: displays offers in an overlay modal and is well suited to show on the confirmation page or other post-cart pages on your site
- Realize Transaction Value: presents offers to customers through a native Rokt experience embedded on your page.
New Placement Creation
To create a new placement, simply login to One Platform and do the following:
- Navigate to Transactions > Placements
- Select Add placement
- Select a placement template from one of the options provided (a breakdown of these placement types is provided above)
- Provide a name for your placement
- Click Save and close
To edit a placement, please reference the following instructions, which are broken out by each section of the placement editor:
The style section of the placement editor provides options for changing the look and feel of your placement to match that of your own site.
In the text styles section you can choose a font to use, which will affect all the text content within your placement. In this example we can see that the placement text will appear in Calibri:
If you do not see a particular font available as a default option, you can upload a custom font yourself. Instructions to do so are available here soon.
Additionally, you can edit text properties such as font size, color and markdown styling (with bold, italic or underline options) for each text section on your placement. To understand which text section you are editing, check the name displayed both on the placement and within the editor. In this case, I can see that increasing the Title font size to 20 pixels will affect the Title section of text on the placement.
This section allows you to configure button styles across your placement. In the general tab, you can configure style settings that will affect all of the buttons across your placement (for example font size and border radius). However, buttons used for positively engaging with an offer (primary buttons) generally shouldn't be styled in the same way as buttons used for negatively engaging with an offer (secondary buttons). Therefore, there are two tabs for styling these buttons separately. In both of these, you can modify the default button state, as well as states such as hover, active (when a user is actually clicking down on the button) and disabled states.
The general settings section allows you to set the number of offers on your placement. Simply place the desired value within the max offers field, as shown below (in this case only 3 total offers will display on this placement):
Additionally, you can also set a frequency cap to prevent users from seeing your placement more than once within a given period of time. In this example, a user who has seen the placement once (i.e. generated an impression) will be ineligible to see this placement again until 30 days later: