Targeting

What is Targeting?

By targeting your content it will only display for certain users.

The targeting-sensitive details in Invotra are found in a user’s profile and set up in administration by a Webmaster.

Managers in publishing teams must then configure a widget in their section, before authors, editors and publishers align the details when creating and editing their items.

When the targeting details match, content is activated and displayed on a per user basis depending on someone’s team, location, region or role grade.

The targeting details

Team: Authors, editors and publishers can select the team (you can only target 1) they want to target. Only users who are in the targeted team will see the published content.

Location: Authors, editors and publishers can select the location or locations they want to target. Only users who are in the targeted location/s will see the published content.

Region:  Author, editors and publishers can select the region or regions they want to target. Only users who are a region will see the published content.

Role grade: Authors, editors and publishers can select the role grade or grades they want to target. Only users who are a targeted role grade will see the published content.

Configuring widgets

Whenever a manager or publisher adds a widget to an area or section, there are several decisions to make before that widget works properly. There are often 5 categories for a manager to work through, one of which is ‘Targeting’.

The 7 widgets you can choose to target content through, are:

  • Section content
  • Simple content
  • News
  • Featured content
  • List
  • Specific blog
  • Webform
  • Specific tag

Guidance on targeting

In widgets:

1. Go to your area or section and select ‘In Place Editor’, ‘Customise page

IPE buttons offering show preview, save and cancel

2. In the region you want to add a widget too, select the ‘+’ icon

header toolbar with plus button for adding widgets

3. Select one of the 7 widgets referenced above

menu displaying widget options

 

 

 

 

 

 

 

 

 

4.  Select the ‘Targeting’ tab

Targeting options in the featured content widget settings page

5. Select ‘Team’, ‘Location’, ‘Role Grade’, ‘Region’, or ‘None’

6. Select the location or location you are filtering by and select the two-way arrow icon. Before that, you must: Choose ‘Section filter’ and choose to only show items published to the section you are adding the widget to, filter items published to a different section, or choose ‘no filtration’.

7. Select ‘Continue’ once you are happy with your decisions in ‘Content type’, ‘Styles’ and ‘Sort Criteria’ categories

In item:

1. Go to your toolbar, select the ‘Create’ icon and ‘Page’ from the drop down     

  Create toolbar option with drop down menu of item types

2. Add the title, summary, description as normal

3. Make sure the ‘section’ in which you locate your item matches up with the ‘Section filter’ configuration in your widget

4. Scroll down to the 7 tabs starting with ‘Organisational’ and select ‘Targeting’

Page creation page with targeting tab selected to add targeting options

 

5. There are 4 familiar options, again thinking about your widget configuration, focus in on the appropriate one

6. Select the required team from the dropdown menu

Team targeting dropdown list

7. Select Location from the dropdown menu, choose to add another and repeat if you want to target several locations

Location targeting dropdown list

8. Select the Role grade or grades you want to target by highlighting the name and selecting the arrows icon, do this as many times as you need to

Role grade  targeting list with multidirectional selection

9. Select the Region or regions you want to target by highlighting the name and selecting the arrows icon, do this as many times as you need to

Region targeting list with multidirectional selection

10. Select ‘Save’

What happens next

The widget that has been configured for targeting remains hidden until a user from the appropriate team, location, region or role grade is viewing the area or section.

When that happens, their profile details will activate the widget and the content will be displayed in the chosen style. This is incredibly useful for making the intranet as relevant to your users as possible.

For example, you could create a homepage with ‘Latest news’ showing updates from everywhere, and have ‘Local news’ next to it, with numerous widgets in place to reveal a relevant stream of information for professionals in specific locations.

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