Overview
This feature is not available in all solutions. For more information, contact your supplier point of contact.
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.
Your supplier may make web plugins available to you. You will be able to activate, personalize, and retrieve the embed code for web plugins. You will then place the code in a place that best meets your needs. For each Web Plugin, there is a Dashboard that has two views, Draft and Published. In Draft view, we will prioritize tasks to finish in order to start the activity as well as preview of the current plugin. Once the plugin is embedded and returning statistics we will switch to a Published view that focuses on the user interaction generated.
To navigate to the dashboard, select Web Plugins > My Web Plugins > select a plugin.
Activity Dashboard for a Web Plugin in Draft Status.
You will see the following:
- Alerts notifying you that tasks need to be completed before the Web Plugin can be deployed.
- Buttons for the following:
- Agency Assistance option is available if you have granted an agency access.
- Archive the web plugin if you no longer want it to be available. Archiving does not stop the Plugin from being active on the webpage.
- Edit takes you to the wizard where you can edit Web Plugin Details, Notifications, and Personalization. You can also access all the embed codes.
- Preview the full-screen preview for each page of the plugin.
- Details gives the Web Plugin status - Draft, email for both the sender and replies, subject, create date and displays the notification status (on/off). Look here to see if the web plugin is published after you create it. If you think it should be published, be sure you completed the last step of copy to clipboard or email.
- Notifications are sent when users interact with the Web Plugin or submit a related form. Additionally, each person set to receive Web Plugin notification will also receive an email summary report 1 day, 3 days, and 7 days after the Web Plugin is embedded. You can add email addresses or SMS to Notifications by selecting Edit.
Activity Dashboard for a Web Plugin in Published Status.
In this view, you will see the following:
- Left navigation to other menus for Leads, Recent Activity, Analysis, and View Web Plugin.
- Buttons for the following:
- View the full-screen view of the plugin. This is how it will look on your web page. Note that clicks on this page will not be included in the Analysis.
- Embed is where you can get a copy of the embed code for your web page. Learn how to embed the code.
- Share is where you can share the plugin on social media.
- Archive the web plugin if you no longer want it to be available for use. Archiving does not remove the Plugin from the location but we no longer gather data.
- Edit takes you to the wizard where you can edit Web Plugin Details, Notifications, and Personalization. You can also access all the embed codes.
- The Analysis Bar shows data for Web Plugin Views, Web Plugin Clicks, and Leads. Select Clicks or Leads to see additional information about the user interaction.
- Details gives the Web Plugin status - Draft or Published, name, and the date published.
- Notifications displays the notification status (on/off) and are sent when users interact with the Web Plugin or submit a related form. Additionally, each person set to receive Web Plugin notification will also receive an email summary report 1 day, 3 days, and 7 days after the Web Plugin is embedded. You can add email addresses or SMS to Notifications by selecting Edit Details.