Digital marketing

📖 Fix content in various content types

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📖 Create new article on a website

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📖 Create a new reusable article in the Content hub

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📖 Work with Page Builder sections

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📝Create a reusable landing page template

Prepare the page layout

1. Go to the Kbank for personal channel.
2. Select Campaign pages and create a New page.
   1. Fill in the Name: Landing page template.
   2. Choose the Content page and Continue.
3. Select the Content default template and Continue.
4. Add a random SEO Title, for example, a dot.
5. Save the page.

Add the widgets

1. Go to the Page Builder tab.
2. Select the plus button in the middle of the header area and add a Hero banner.
3. Select the plus button in the area below and select Rich text.
4. Using the Add section plus button on the side, add the Multi column.
   1. Add the Image widget.
5. Similarly, create another Multi column section and add a Benefit widget.
6. Now add another section, but this time choose the Form column.
   1. Add the Page heading widget.
   2. Add a Form widget using the plus button below the Page heading widget.
7. Save the changes.

Save the new page as a template

1. Open the menu next to the Publish button and Save as preset template.
2. Fill in:
   1. Name: Landing page template.
   2. Description: Unified template for Landing pages.
   3. Icon: use the Layout icon and Select.
3. Save the template.

You can see the new template is ready to be used. You can use it to create a New page and select the Content page. Your Landing page template is in the Preset templates.

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📝Create a new landing page from a template

Prepare the landing page

1. Go to the Kbank for personal channel.
2. Select Campaign pages in the content tree and create a New page.
   1. Fill in the internal Name: Renovation loan.
   2. Pick the Content page content type and Continue.
3. In the Preset section of page templates, choose the Landing page template:
   1. Add the SEO Title: Renovation loan.
   2. And SEO Page description: Learn more about the most competitive loan on the market. Get fixed monthly payments at a low rate.
   3. Save the changes.

Populate all the preset widgets with content in Page Builder tab

1. Hero banner:
   1. Select the Configure widget to open the Hero banner properties.
   2. Select product page in the hero widget mode and Select hero content item:
      1. Select Hero banner → Create new.
      2. Fill in the Content item name: Renovation loan and press Continue.
      3. Add the Header: Renovation loan.
      4. Add Subheader: Turn old to new or increase space. However you want to improve your house, you can do it with us.
      5. Media - Select existing: add the Home renovation - article image and confirm with Select.
      6. Publish the new hero item.
      7. Apply.
2. Rich text widget:
   1. Paste the following text and style it with the Rich text editor:
      1. Heading 2: Advantages of the renovation loan.
      2. Unordered list:
         1. Secure the funds you need, no matter how small.
         2. Unlock tax benefits that come with this exceptional loan.
         3. Benefit from swifter processing compared to other loan options.
         4. Experience hassle-free availability with minimal required documents.
         5. Enjoy the flexibility of this loan available for various purposes.
3. Image widget:
   1. Select the Configure widget to open the Image properties.
   2. Choose Content hub asset and Select existing:
      1. Pick the Man at computer image.
      2. Confirm your choice with Select file.
   3. Apply the changes to see the image.
4. Benefit widget:
   1. Select the Configure widget to open the Benefit properties.
   2. Choose the Product page and Only dot options.
   3. Add page to select the product:
      1. Select Loan → Personal loan.
   4. Apply.
5. Form section:
   1. Configure the existing Page heading widget:
      1. Choose Heading type: H3.
      2. Insert the Title: Let us know you are interested in the loan, and our representative will contact you within one business day.
      3. Apply to see the heading.
   2. Select the Configure widget to open the Form properties.
      1. Use the Select a form button. To simplify this exercise, choose the Contact Us Form.
      2. Add a message displayed after submission: Thank you, we’ll get back to you soon!
      3. Apply to save the change.

Save the page. You can see the final page in the Preview tab. If you are satisfied with what the page looks like, Publish the page.

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📖 Contact activity tracking overview

Knowing how exactly your visitors navigate and what content they consume through your digital content brings you invaluable insights for defining and optimizing your customer journeys. Xperience’s Contact activity tracking allows you to track and analyze how contacts engage with your website, including their browsing patterns, content consumption, form submissions, downloads, and other activities. Once enabled by the developers, Xperience assigns a contact ID to any compliant visitor and records this contact’s actions and behavior. 

Find out more in the documentation → 

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👉 Find contact’s consent agreements

1. Navigate to the Contact management application and use the contact’s email address in the search field.
2. Open the contact profile.
3. You can find all consent agreements submitted by the contact in the Consents section.

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👉 Find a specific contact

1. Navigate to the Contact management application.
2. To find a contact, you can search for the basic values stored in fields displayed as headers, i.e., First name, Last name, Email address, Status, and Country.

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👉 Add a contact’s phone number or other contact details

1. In the Contact management application, find the contact you want to update using the Search field. Use their first name, last name, or email address.
2. Open the listed contact, and Edit the contact’s Personal details.
3. Add the business phone to the contact’s profile and Save your changes.

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👉 Verify if contact tracking is enabled

1. Visit your website in an incognito window.
2. Open a second window and navigate to your Contact management application in the Xperience by Kentico administration interface.
3. In the browser’s Incognito window, agree with any privacy policy consent that requests permission for “marketing” or “personalization”.
4. Switch to the browser window with Xperience’s administration and click the Created table header button to reorder the existing contacts. Xperience adds to all new contacts’ Last name field value Anonymous and a timestamp. Usually, the latest Anonymous… contact is the one you’ve created.
5. Open the latest Anonymous contact and check if the Recent activities section below the contact’s name matches the landing page where you agreed with the privacy policy.
6. Visit some pages in the incognito window and see if the visited pages appear within your Anonymous contact’s recent activities.

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👉 Verify if contact tracking is enabled (advanced)

1. Visit your website in an incognito window.

2. In the Incognito window, agree with any privacy policy consent that requests permission for “marketing” or “personalization”.

3. Use Inspect (right-mouse button) to open your browser’s Developer tools.

4. Use the developer tools to determine whether your browser cache contains Xperience’s CurrentContact and CMSCookieLevel cookies.

   1. In Chromium-based browsers (Chrome, Edge, etc.): Navigate to the Application tab and expand the Cookies option in the Storage section.
   2. In Firefox or Safari: Navigate to the Storage tab and expand the Cookies option.

5. Select your website domain and check if your list of cookies includes CurrentContact and CMSCookieLevel cookies.

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👉 Learn about contact’s customer journey

1. To find out which activities a contact performed, navigate to the Contact management application and use the contact’s email address in the search field.
2. Open the contact profile. You’ll see three recent activities under the contact’s email address on the Overview tab.
3. To find more activities, switch to the contact’s Activities tab on the left below the contact’s name.

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📖 Cross-site tracking overview

Xperience’s Cross-site tracking feature allows you to track activity and collect data about visitor behavior across multiple websites or domains. You can generate a tracking script and insert it into another website to extend the built-in Xperience contact activity tracking. Your Xperience application will track and store your visitors’ activities and engagement, even when these sites are not built on the Xperience by Kentico platform.

Find out more in the documentation → 

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👉 Track contacts on another website (cross-site tracking)

1. Open the Cross-site tracking application and select New tracked website.
2. Add the Website display name. Xperience will use this name to indicate which website is the origin of logged activities.
3. Add any Website code name.
4. To the Website URL field, add your external website’s domain name with the https protocol, e.g., https://example.com.
5. Select the Website channel representing the main Xperience website to which the external site will be linked.
6. Save your changes to generate the cross-site tracking script.

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📖 Forms application overview

The forms on your website can help you gather your customers, suppliers, or partners’ data. You can create different forms using the Forms application. You can create simple forms your customers use to send you a message, such as Contact Us. After they submit, they can see a short personalized “Thank you” message on the live site. Or, you can build forms that trigger more complex logic, such as sending a customer a “Thank you” autoresponder email or even automatically subscribing them to a newsletter.

Find out more in the documentation →

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👉 Change a form’s name

1. Navigate to the Forms application.
2. Go to the form’s General tab on the right side.
3. Change:
   1. Display name: e.g., Contact us,
   2. Code name: e.g., ContactUs.
4. Save your changes.

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👉 Set what happens after form submission

1. Go to the Forms application.
2. To trigger an automated response after submitting the form, switch to the After form submission tab on the right and choose what you want to happen:
   1. Display a message - the visitor will see this message after submitting a form.
   2. Redirect to URL - redirects the contact to a specific URL.
   3. Redirect to page - redirects the contact to your existing page.
3. You can also set up an automated email (Autoresponder) the visitor receives after the form submission.
   1. If selected, choose an existing email from a drop-down menu or add add a custom email that your developer prepared.

Find out more in the documentation → 

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👉 Create a new form

1. In the Forms application, select New form to open the Form builder.
2. Use the (+) plus button in the middle of the form filed and add a field of your choice.
3. Click the Configure button to adjust field’s properties:
   1. Label is the description shown before the field (e.g. “First name”). Adjust it as needed so your contacts know what data they are supposed to provide.
   2. Tick the Required checkbox if customers have to provide value to this field before they submit the online form.
   3. The Name is a unique identifier of the form field. Set the Name value only when you create the form and do not change it.
      1. Change the Name only when you create the form. If you change the name later, it might cause problems with the form’s functionality.
   4. Modify other field properties to give a hint or clarify any additional requirements:
      1. Default value is a pre-filled value in the field, the contact can follow with their input.
      2. Explanation text shows under the field in smaller font size and can be used as a more detailed description of the field.
      3. Tooltip will appear when a contact hovers their mouse over the field.
      4. Placeholder shows in the field as a text in a lighter color that disappears when your contact adds any value into the field.
4. Similarly, add further fields you want to include into your online form.
5. If necessary, reorder the fields within the form by dragging-and-dropping the components using the purple ribbon.
6. Switch to the General tab and update your form’s Name.

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👉 Update an existing form

1. Go to the Forms application.

2. Open the form you want to change.

3. To adjust the field’s properties, use the field’s Configure button. Ensure you guide your site’s visitors through the form and minimize friction. Assure that:

   1. The Label describes the purpose of the field (e.g., “First name”) and lets your visitors know what data they must provide.

   2. Required fields indicate these fields must contain a value to submit the online form. Use the Required checkbox in the field’s properties.

   3. The Name is a unique identifier of the form field. Add the field’s name when you create the form. Changing the name may break the form functionality if the original name is already used within a macro or the website’s code.

      • Do NOT change it if the form is already in use in your application.

4. Make sure the Display name describes the purpose of the form. You will see the name in the forms list.

   1. Go to the General tab on the right side and change the name.

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👉 Add a custom form field

1. Go to the Forms application.
2. Create a New form.
3. Use the plus (+) button in the center of the field to open a dialog with available form components.
4. Use New field, and select the component that best fits your needs from the list of components.
5. Select the Configure button on the component’s banner.
6. Use the Form field mapping dropdown-selector and choose the attribute in which Xperience should store values submitted into this field.
7. Select Apply to save your changes.

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👉 Move or delete a form field

1. Go to the Forms application.

2. Find the form you want to change.

   1. To move the field within the form, drag and drop the components using the field ribbon.
   2. To delete the field, use the Delete button in the field ribbon.

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👉 Provide meaningful help with your form

1. Go to the Forms application.

2. Find the form you need to adjust.

3. Adjust one or more of the field’s properties to ensure you guide your site’s visitors through the form:

   1. Set a Default value when it fits the majority of your visitors. The visitor can replace default values with their input. You can also fill in personalized default valuesdynamically with custom development.
   2. UseExplanation text to provide additional information vital for improving form experience. The Explanation text shows below the field.
   3. Add a brief Tooltip to provide additional context. The Tooltip appears when a visitor interacts with the form. It shouldn’t contain any vital information necessary for submitting the field.
   4. Consider if your fields need a Placeholder. Placeholder text is usually displayed in a lighter color in the field and disappears when a visitor interacts with the field.

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📝 Create a Contact us form

1. Go to the Forms application.

2. Create a New form.

3. First, add a text field for the form title:

   1. Select the Add section (the narrow Plus button) on the left side of the form.

   2. Choose a Section with title.

   3. Select the Configure section button in the right banner and add the title:

      1. Insert this text: Send us a message!
      2. In the Paragraph Format drop down selector, choose Heading 3.
      3. Align your title to the center.
      4. Apply the changes.

   4. Move the section to the top by grabbing the Move section icon in the right banner.

4. Add the following fields by selecting the Add field (Plus button in the middle of the section):

   1. First name
   2. Last name
   3. Email
   4. Leave a message

5. Change the Submit button text:

   1. Hover your mouse over the Submit button field and select the Configure button.
   2. Change the button’s text to Contact us.
   3. Apply your changes.

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👉 Adjust the form’s Thank you message

1. Go to the Forms application.
2. Go to the After form submission tab on the right side.
3. Keep the Display a message option selected.
4. Insert a new message, e.g.: “Thanks! We’ll get back to you within 2 business days!”
5. Save the changes.

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📖 Contact segmentation overview

Contact segmentation in Xperience by Kentico helps you divide your website’s visitors (“contacts” in general) into groups of shared characteristics. Segmenting your contacts based on their behavior, demographics, and interests will help organize your contact database.

As a marketer, you need to constantly smoothen the customer journey, drive engagement, and keep improving customer experience. Segmenting your audience helps you focus on targeting communication and messages to your audience. 

For example, you can group contacts from the same country who showed interest in the same content. Splitting your audience into segments ensures that everyone within this group receives information tailored to their needs and preferences, which leads to higher engagement and improved customer experience.

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📖 Contact groups overview

Contact groups in Xperience are segments created from contacts in your database. You define the sorting conditions when you create a new group using Xperience’s visual condition builder. Once a contact fulfills these conditions, Xperience automatically adds them to the respective groups. Or, if needed, you can add or remove criteria in an existing contact group.

Xperience automatically checks if a new or updated contact fulfills the contact group’s conditions and adds or removes the contact accordingly. Any single contact can also belong to any number of different contact groups.

For example, your contact can fall into a contact group that collects frequent product buyers, a second group of newsletter subscribers, and a third group that includes all visitors who have visited specific pages but have yet to submit an online form on those pages.

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👉 Create a new contact group

1. Go to the Contact groups application.
2. Create a New contact group.
3. Add a Name of the group. We recommend using clear, concise, and descriptive names to identify the segment among other groups in the administration interface.
4. Add a Code name. This serves as a unique identifier used in macros.
5. Add a short Description so everybody on the team knows the group’s purpose.
6. Use Add condition button to create condition rules. Xperience adds all contacts that match the conditions to the contact group.

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👉 Update existing contact group

1. Go to the Contact groups application.
2. Open the group you want to change.
3. Select Edit in the Conditions field.
   1. Add condition group.
   2. Find the Contact has agreed with consent condition rule.
   3. Select the specific consent from the drop-down list.
      1. You may want to add several different consents. In such a case, add each consent as a new condition rule using Add another condition button.
   4. Save your changes.
4. After you edit the conditions, you must Recalculate the group. During recalculation, Xperience checks all the contacts in the database and the group and keeps only those contacts in the group that fulfill the updated requirements.
   1. Above the group overview, you’ll see a friendly warning informing you about the changes.
   2. Select Recalculate the group to reevaluate contacts, and let Xperience will do the work.

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👉 Segmenting anonymous contacts

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📝 Create a marketing email

1. Go to the Emails application and create a New email.
2. Fill in the email properties:
   1. Name: Convenient personal loans.
   2. Code name: ConvenientPersonalLoans.
   3. Email type: Regular.
   4. Template: Newsletter.
3. Save the changes.
4. Create the email content:

   1. Subject: Take advantage of our convenient personal loans.

   2. Preview text: Don’t miss the opportunity to use our personal loans at convenient terms.

   3. Email content - use the rich text editor to add the following text:

      Hello,
      Do you need to buy a new car, vacation, or fix something in your home? Whatever your needs are, we have a solution for you. Our personal loan is a convenient and flexible way to borrow money without any hassle:
      Borrow up to $20,000
      Get the money in your account instantly
      Make overpayments free of charge
      To apply, fill out this online form [link]. If you are a Kbank customer, we will process your request immediately. Otherwise, we will contact you regarding any additional information we need, and you will get the credit decision within five working days.
      If you have any questions or concerns, please get in touch with us anytime. We are always happy to help.
      Sincerely,
      Kbank loans team

   4. Add the link:

      1. Select the “this online form” part of the email and Insert link.
      2. Select Page.
      3. From the content tree, select Loans and pick the Personal loan.
      4. Confirm your choice with the Insert button.

   5. You can style the text with the rich text editor if you want.

5. Save the email.
6. Open the Properties tab on the right side and fill in the Sender and recipients part:
   1. Sender name: Kbank.
   2. Sender email: newsletter@kbank.com.
   3. Send to: Newsletter recipient list.
7. Save the changes.

Send emails

You can now send the email to the recipients. You can select Preview to see what the final email looks like. Your email is now ready for Review and send. You can schedule the email for later and pick a date and time or send it immediately.

Email statistics

Xperience shows you essential information about your email performance. Open your email in the Emails application and switch to the Statistics tab. You can view the statistics of a tracked email once you’ve sent some emails. But for the time being, there won’t be any.

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📝 Create a new campaign page

Prepare the landing page

1. Go to the Pages application.
2. Select Loans → Personal Loan in the content tree and create a New page.
3. Pick the Content page content type, and in the Default section, choose the Content page template:
   1. Fill in the internal Name: Renovation loan.
   2. Choose the SEO Properties by Select existing. To make this exercise simpler, pick the Personal loan properties.
   3. Confirm your choice with the Select button.
4. Save the changes.

Add the widgets

1. Select the Add widget plus button in the middle of the page and add a Hero banner.

   1. Select the Configure widget to open the Hero banner properties.

   2. Select the Add a custom hero banner option and Create new. Then fill in:

      1. Name: Renovation loan.
      2. Header: Renovation loan.
      3. Subheader: Are you looking to renovate your home or rented apartment?
      4. Media → Select existing: search for Home rebuild with Kbank loan.
      5. Save the changes.

   3. De-select the Display CTA option.

   4. Apply.

2. Add the Muti column section using the Add section plus button on the side, and add a Benefit widget.

   1. Select the Configure widget to open the Benefit properties.

   2. Choose the Product benefit and Only dot options.

   3. Select existing product benefits and confirm the choice with Select:

      1. Mobile phone payment.
      2. Fast access to funds.
      3. Payment protection.
      4. Get a quick decision.
      5. Payment date.
      6. Make overpayments free of charge.

   4. Apply the changes.

3. Select the Add widget plus button on the bottom of the Benefit widget and add a CTA button.

   1. Select the Configure widget button to adjust the CTA properties:

      1. Text: See our tips for home expansion.
      2. Target content: Page.
      3. Target page: Add page and choose News → Want more space?
      4. Confirm with the Select button.

   2. Hit the Apply button to save the changes.

4. Now add another section, but this time choose the Form column.

   1. Add the Page heading widget and Configure it:

      1. Choose Heading type: H3.
      2. Insert the Title: Let us know you are interested in the loan, and our representative will contact you within one business day.
      3. Apply to see the heading.

   2. Add a Form widget using the plus button below the Page heading widget.

   3. Select the Configure widget to open the Form properties.

      1. Use the Select a form button. To simplify this exercise, choose the First time buyers campaign form.
      2. Apply the change.

5. Save the page.

6. Open the Preview tab to see the page. If you like what it looks like, you can Publish the page.

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📝 Create a recipient list

Contacts who decide to subscribe are stored in recipient lists. You want to create the correct recipient list for your email and inform your colleagues about its purpose.

1. Open the Recipient lists application.
2. Select New recipient list.
3. Fill in the properties:
   1. Name: Mortgages form applicants.
   2. Code name: MortgagesFormApplicants.
   3. Description: Prospective Mortgages clients who submitted the Mortgages form.
4. In Approval settings, select Add page. In the page tree, go to Special pages, and select Thank you (general) from the available pages.
5. Do the same in Unsubscribe settings, but select Newsletter unsubscription confirmation this time.
6. Save your changes.

To complete the subscription process, you will link the recipient list to the form on the Mortgages page. Once a visitor fills in the form, Xperience adds them to the recipient list.

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📝 Create newsletter confirmation and unsubscription pages

To store your new landing pages, create a separate folder for them in the content tree so the pages will be organized.

Create the newsletter confirmation page

1. Content tab:
   1. Name: Newsletter confirmation.
   2. SEO properties: Newsletter confirmation seo.
2. Page Builder:
   1. Hero banner:
      1. Name: Newsletter confirmation page.
      2. Header: Thank you for subscribing.
      3. Subheader: We’ll send you an email with subscription confirmation.

Create the newsletter unsubscription page

1. Content tab:
   1. Name: Newsletter unsubscription.
   2. SEO properties: Newsletter unsubscription seo.
2. Page Builder:
   1. Hero banner:
      1. Name: Newsletter unsubscription page.
      2. Header: We’re sorry to see you go.
      3. Subheader: If you miss us, you can subscribe again anytime.

Remember that you created new hero banners and have to publish them to be visible. To do so, go to the Content hub application, filter the Hero banners, and publish them.

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📝 Create newsletter confirmation and unsubscription emails

Create the newsletter confirmation email

1. Create New email:
   1. Name: Subscription confirmation.
   2. Codename: SubscriptionConfirmation.
   3. Email type: Form autoresponder.
   4. Template: Newsletter subscription autoresponder template.
2. Content:
   1. Subject: Thank you for subscribing.
   2. Email content: Thank you for subscribing to our newsletter. Please click the button below to confirm the subscription.
      Thank you.

Create the newsletter unsubscription email

1. Create New email:
   1. Name: Unsubscription confirmation.
   2. Codename: UnsubscriptionConfirmation.
   3. Email type: Confirmation.
   4. Template: Confirmation template.
2. Content:
   1. Subject: We’re sorry to see you go.
   2. Email content: You will no longer receive emails from our newsletter. If you miss us, you can subscribe again anytime.

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