Follow

How to Personalize Web Plugins

This feature is not available in all solutions. For more information, contact your supplier point of contact.

Overview

 

 

Web plugins allow you to automatically and easily display supplier-provided content such as rotating offers, videos, lead capture forms, product showcases, and downloads including white papers and case studies. Syndicated content adjusts automatically based on data about current website visitors. This content allows you to target the interests of website visitors to deliver the most relevant content. Delivering the right content at the right time greatly increases website visitor conversion rates.

You will find that My Web Plugins stores all your activated, paused, or archived web plugins. 

Zift123 will automatically personalize your web plugins with your default company profile information when activated. With the majority of web plugins, you have the ability to edit, revise, and personalize rotating offers, videos, lead capture forms, and downloads with your business information as well as other preferences. Please note that personalization options are not available with all plugins. Once you have personalized your web plugin, you can view how the plugin appears to your website/page visitors.  It's best to review all personalization before publishing. When you personalize a web plugin, changes are made to all the content associated with the plugin.

Prerequisites

You should be familiar with the following topics before continuing:

  • Zift123 Username
  • Zift123 Password
  • Company Profile Settings - Before installing the web plugin on an SSL (https) site, verify your Web Plugin  SSL Option is selected on Company Profile. If the Company Profile is not set first, you will need to activate another instance of the web plug-in.

How to Personalize Web Plugins

  1. There are two options:
    1. If you have already activated your plugin, do the following:
      1. Navigate to Web Plugins > My Web Plugins.
      2. Select the web plugin by clicking the hyperlinked name. You will land on the Activity Dashboard.
    2. If you want to see all plugins available to you and have not yet activated your plugin, do the following:
      1. Navigate to Web Plugins > Browse Web Plugins and locate the plugin you would like to personalize.
      2. Activate the plugin. You will land on the Activity Dashboard
  2. Select Edit or Review to access the Personalization tab. 2017-10-30_Personalize.gif
  3. Select Personalization. On the Personalization tab you can do the following:
    1. Select the tab to personalize. Options might include Landing and Confirmation. 
    2. Edit any fields inside of dotted-line boxes. Areas that can be edited vary by partner. Here are a few examples: Logo, Value Proposition, Company Name, Company Address, Company Phone Number, and Company Website URL.
    3. Edit or add items in the Properties box such as Social Accounts, Social Account URL, Terms of Use statements, Privacy Statement, button colors, and data privacy policy are examples that you may find here. These options vary based on need.
  4. Select Apply to see the changes.
  5. Select Save and Publish.
  6. Once you have finished personalizing, preview your plugin as it will appear on a smartphone, tablet, or desktop. This gives you the opportunity to view the plugin and correct errors. 

Back To Top

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

© 2017 Zift Solutions, Inc.
Powered by Zendesk