Creating screen views

You can prepare documents for a specific group of customers.

Requirements

• Implement a tracking code into the website.
• Create segments of customers (optionally).
• Create documents.

Creating a screen view

1. Go to Communication > Screen views > Create screen view.

2. Enter the name of the screen view.

3. Optionally, to let other users know about the purpose of this screen view, write a short description.

4. To define the recipients of your screen view, in the Audience section click the Define button. You can choose the audience in three different ways:

   • You can select all your customers to be the audience of your screen view by clicking the Everyone option.
   • You can choose segments of your customers by clicking the Segment button. Click Select segment and select one or more segments. If you select multiple segments, a customer needs to belong to at least one of them
   • You can choose the recipients of your screen view from scratch by clicking the New audience option. Customers will be selected on the basis of the filter.

5. Confirm your choice by clicking the Apply button.

6. To create the content of your screen view, in the Content section click the Define button.

   Note: The content of the screen view is created on the basis of documents. More information about documents available at the link and how to create them.

7. You can add only the documents you already created. Prepare and paste the .json code with the collection of dashboards you want to include in the screen view. The code needs to define the way of presenting the dashboards (for example, as a vertical list).

8. Below the code text field, select the documents mentioned in the code by clicking the Add document button. The documents you used may also contain other documents, select them as well. Define their order by dragging and dropping them in the preferred sequence.

9. To define the priority (the order of displaying) the screen views, enter the number signifying the priority (where 1 is the highest).

   Important: In the case when one customer is a recipient of several screen views, then this customer will be shown the screen view of the highest priority.

10. To define the schedule of the screen view, in the Schedule section click the Define button.

11. From the Timezone drop-down list, select a timezone for the schedule.

12. Select a start date by performing one of the following actions:

• To start the screen view immediately, select the Immediately option.

• To select a start date, select the Scheduled option, click the Select time field, pick a date and click Apply.

  Important: Screen views schedule overrides the schedule of individual documents.

13. Optional: In the Type of period section, define the times of day, days of the week, and days of the month when the screen view is active.

    • You can combine the daily, weekly, and monthly options.
    • If no option is selected, the period defaults to “Daily”, from 00:00 to 23:59.

14. If you want to save the screen view as a draft, click the Finish later button.

15. To complete the process, click the Publish button.

    Important: Every change you make to the published screen views creates separate versions of the screen view.