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Loyalty Banners

Purpose of this document​

This document provides details at the business, technical, and implementation levels for specific features within the ES Loyalty feature set. This document specifically addresses a subset of functionality centred on banners.

General description​

The ES Loyalty Promotions Banner functionality lets loyalty marketers set up and target static content for loyalty members in digital channels.

This content typically consists of an image, description text, and click-through links. It's used to promote marketing initiatives or inform members about various topics.

Unique banner identifier​

Used for banner search, lookup, and reporting purposes. Provides a unique banner name within the ESI system that can be searched in the Console and used for reporting.

The unique identifier entered in the Banner ID field (shown when creating a banner in the Console) must use 3 to 128 alphanumeric characters and underscores only.

Implemented in the Console on the banner creation page, in the Internal Identifiers section.

Customer-facing banner text, images, and URLs. Configured to match the front-end look and feel for the banner.

Banner copy and creative is a section that appears in the Console when a new banner is being built. It provides standard information shown to members in banners, including a banner link, alternative text (on mouseover), a description, and thumbnail images.

Fields have different character limits. Inline error messages appear when content violates the acceptable limits. The copy and creative must also support rendering in a second language, currently French.

Image URL fields are used to retrieve images from the client-hosted image repository. Clients are responsible for ensuring that the referenced images are available and correct.

Implemented in the Console on the banner creation page, in the Copy and Creative section.

Evergreen scheduling​

Enables banners that are available for an indefinite period with no end date.

Banners that do not expire are set to evergreen scheduling. A client may prefer to set a fixed start date with no end date for specific banners.

Ability to set a banner with a specific start date and no end date when creating the banner.

Implemented in the Console on the banner creation page, in the Scheduling section.

Fixed start and end date (timeframe and time of day)​

The start and end times that define when member behavior is considered eligible for the banner.

Both the start date and the end date are set on the banner.

Ability to set both the start date/time and the end date/time of the banner when creating the banner.

Implemented in the Console on the banner creation page, in the Scheduling section.

Audience targeting: static targeting​

Configure and enable basic targeting (for example, by province) for banner content displayed in digital channels.

  • Banners for Promotions manual -- Promotional Banners.docx
  • Banner Targeting Enhancements PRD -- Banner_Targeting_121020.docx

The Specific Audience selection is made in the Details section of the banner creation page.

Audience targeting: mass targeting (loyalty members)​

Configure and enable logic- and query-based targeting for banner content displayed in digital channels.

Mass-targeted banners are shown to all loyalty program members.

Banner Targeting ETD presentation -- BannerTargeting_ExtendedData.pptx

In the Console, when creating a banner, go to the Details section and select Everyone.

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