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elative
VEMT Experience & Loyalty Cloud
VEMT Manual Series
Managing MAP through the CMS
V 1.8 June 2020
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How to Manage the MyAccountPages
INDEX
DOCUMENT UPDATES ...................................................................................................................................................................................................................................... 6
PURPOSE OF MANAGING THE MY ACCOUNT PAGES (MAP) ............................................................................................................................................................... 7
HOW DOES THIS MANUAL WORK? ........................................................................................................................................................................................................... 10
DESIGN THE IMPORTANT STUFF FIRST .................................................................................................................................................................................................... 11 Check alignment with Program Goals ................................................................................................................................................................................................................................................................. 11 Define the Program Soul ........................................................................................................................................................................................................................................................................................ 11 Choose a consistent Program Name ................................................................................................................................................................................................................................................................... 11 Design a country / language structure ............................................................................................................................................................................................................................................................... 11 Create a MAP Page list ............................................................................................................................................................................................................................................................................................ 12 Create a Design Dictionary .................................................................................................................................................................................................................................................................................... 12 Learn about Mobile Responsiveness ................................................................................................................................................................................................................................................................... 12 Do a Legal Check ...................................................................................................................................................................................................................................................................................................... 13 Create a Data Bible .................................................................................................................................................................................................................................................................................................. 13 Define Benchmarks .................................................................................................................................................................................................................................................................................................. 13
ATTENTION PER PAGE TYPE ......................................................................................................................................................................................................................... 14
CX-FLOWS ........................................................................................................................................................................................................................................................... 16 CX-Flow ‘Member Recruitment’ ........................................................................................................................................................................................................................................................................... 16 CX-Flow: Registration .............................................................................................................................................................................................................................................................................................. 17 CX-Flow: On Boarding ............................................................................................................................................................................................................................................................................................ 18 CX-Flow: Persuading Members with Deals ....................................................................................................................................................................................................................................................... 19 CX-Flow: Generate Referral Invites (member-get-member) .......................................................................................................................................................................................................................... 19 CX-Flow: Personalized Referral Landing Registration Page ........................................................................................................................................................................................................................... 20
YOUR LIST OF TRANSACTIONAL MESSAGES .......................................................................................................................................................................................... 21
GATHERING DATA ............................................................................................................................................................................................................................................ 22
VISUAL LANGUAGE OF THE MAP ............................................................................................................................................................................................................... 23
DESIGN VOCABULARY .................................................................................................................................................................................................................................... 24
SPECIAL VISUAL ELEMENTS .......................................................................................................................................................................................................................... 25
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Timeline ....................................................................................................................................................................................................................................................................................................................... 25 Program benefits visualization ............................................................................................................................................................................................................................................................................... 26 Your main content organizer: Banners ................................................................................................................................................................................................................................................................ 26 Banners with automatically generated content ................................................................................................................................................................................................................................................ 28 Header ......................................................................................................................................................................................................................................................................................................................... 29 Customizable Page header block .......................................................................................................................................................................................................................................................................... 29 Footer .......................................................................................................................................................................................................................................................................................................................... 32 Filtered Search Engine ............................................................................................................................................................................................................................................................................................. 32 Location Search ......................................................................................................................................................................................................................................................................................................... 33
PAGE TEMPLATES ............................................................................................................................................................................................................................................. 35 Starting points templates ........................................................................................................................................................................................................................................................................................ 35 Responsiveness of templates ................................................................................................................................................................................................................................................................................ 35 Template 1 .................................................................................................................................................................................................................................................................................................................. 36 Template 2 .................................................................................................................................................................................................................................................................................................................. 37 Template 3 .................................................................................................................................................................................................................................................................................................................. 38 Template 4 .................................................................................................................................................................................................................................................................................................................. 39 Template 5 A .............................................................................................................................................................................................................................................................................................................. 40 Template 5 B .............................................................................................................................................................................................................................................................................................................. 41 Template 5 C .............................................................................................................................................................................................................................................................................................................. 42 Template 6 .................................................................................................................................................................................................................................................................................................................. 43 Template 7 .................................................................................................................................................................................................................................................................................................................. 44 Template 8 .................................................................................................................................................................................................................................................................................................................. 45
CMS USERS AND ROLES ................................................................................................................................................................................................................................ 46 How do I login? ......................................................................................................................................................................................................................................................................................................... 46 Can I assign different roles and permissions for the people that work with the CMS? ......................................................................................................................................................................... 46 How do I assign different roles and permissions? ............................................................................................................................................................................................................................................ 46 Can I delete an existing user? ................................................................................................................................................................................................................................................................................ 47 Can I add a user? ...................................................................................................................................................................................................................................................................................................... 48
THE DEFAULT MAP PAGES ............................................................................................................................................................................................................................ 49 URL-overview of System Pages ............................................................................................................................................................................................................................................................................ 49 1. Homepage logged out ........................................................................................................................................................................................................................................................................................ 51 2. Registration Page ................................................................................................................................................................................................................................................................................................. 52 3. Profile Enrichment Page ..................................................................................................................................................................................................................................................................................... 53 4. Log in Page ............................................................................................................................................................................................................................................................................................................ 54 5. Password forgotten Page ................................................................................................................................................................................................................................................................................... 55 6. Homepage logged in ........................................................................................................................................................................................................................................................................................... 56 7. My Profile Page .................................................................................................................................................................................................................................................................................................... 57 8. My Timeline ........................................................................................................................................................................................................................................................................................................... 58 9. About Page ............................................................................................................................................................................................................................................................................................................ 59
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10. FAQ Page ............................................................................................................................................................................................................................................................................................................. 60 11. Deals Page ........................................................................................................................................................................................................................................................................................................... 61 12. Contact Page ...................................................................................................................................................................................................................................................................................................... 62 13. Winners Page ..................................................................................................................................................................................................................................................................................................... 63 14. Unlimited static pages ...................................................................................................................................................................................................................................................................................... 64 15. Special pages ...................................................................................................................................................................................................................................................................................................... 65 16. Mobile (M)Ap(p) ................................................................................................................................................................................................................................................................................................. 66
CREATING PAGES IN THE VEMT CMS ....................................................................................................................................................................................................... 67 Static Pages ................................................................................................................................................................................................................................................................................................................ 67 System Pages ............................................................................................................................................................................................................................................................................................................. 68 How do I create a new Static Page? .................................................................................................................................................................................................................................................................... 68 How do I create a new System Page? ................................................................................................................................................................................................................................................................. 68 How do I create a Page Title? ................................................................................................................................................................................................................................................................................ 70 How can I create a pretty URL? ............................................................................................................................................................................................................................................................................ 71 How do I edit/create a Headline in a page?....................................................................................................................................................................................................................................................... 72 Can I add Google Analytics codes to the page? ............................................................................................................................................................................................................................................... 72 How do I create the main content of the page? ............................................................................................................................................................................................................................................... 72 How do I insert an image in the body? ............................................................................................................................................................................................................................................................... 75 How do I insert a video in the body? .................................................................................................................................................................................................................................................................. 76 How do I insert a link behind a text or an image in the body? ..................................................................................................................................................................................................................... 76 How do I remove a link in the body? ................................................................................................................................................................................................................................................................... 77 How do I insert a table in the body? ................................................................................................................................................................................................................................................................... 78 How do I insert special characters in the body?............................................................................................................................................................................................................................................... 78 How do I view/edit the page in HTML? ............................................................................................................................................................................................................................................................. 78 How do I choose the correct template for a page? ......................................................................................................................................................................................................................................... 79 How do I assign Static Banners or System Widgets to my page? ................................................................................................................................................................................................................ 79 How do I preview my page? ................................................................................................................................................................................................................................................................................... 81 How do I save and publish my page? .................................................................................................................................................................................................................................................................. 81 How do I search for a specific page? ................................................................................................................................................................................................................................................................... 82 How do I edit an existing page? ............................................................................................................................................................................................................................................................................ 82 How do I delete a page? ......................................................................................................................................................................................................................................................................................... 83 How do I temporarily take a page offline? ......................................................................................................................................................................................................................................................... 83 Can I create a new content page template? ...................................................................................................................................................................................................................................................... 84
USE OF IMAGES ................................................................................................................................................................................................................................................ 85
STATIC BANNERS .............................................................................................................................................................................................................................................. 86 Purpose of static banners. ...................................................................................................................................................................................................................................................................................... 86 Where can I see the available Static banners? .................................................................................................................................................................................................................................................. 86 How do I search for a Static Banner? .................................................................................................................................................................................................................................................................. 86 How do I create a Static Banner? ......................................................................................................................................................................................................................................................................... 87
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What are some good Button Tips? ...................................................................................................................................................................................................................................................................... 91 How do I attach a link to the banner? ................................................................................................................................................................................................................................................................. 91 How do I delete a banner? ..................................................................................................................................................................................................................................................................................... 92 How do I duplicate an existing banner? .............................................................................................................................................................................................................................................................. 92 How do I edit an existing banner?........................................................................................................................................................................................................................................................................ 92 How do I temporarily take a banner offline? ..................................................................................................................................................................................................................................................... 93
THE COUPONS PAGE ...................................................................................................................................................................................................................................... 94 What is the purpose of the Coupons Page? ...................................................................................................................................................................................................................................................... 94 Can I show more than Coupons on this page? ................................................................................................................................................................................................................................................. 94 How do I view the existing Coupons? ................................................................................................................................................................................................................................................................. 94 How do I add new coupons? ................................................................................................................................................................................................................................................................................. 95
SYSTEM WIDGETS ............................................................................................................................................................................................................................................ 97 What is a system widget? ....................................................................................................................................................................................................................................................................................... 97 Where can I find the system widgets? ................................................................................................................................................................................................................................................................ 97 Can I add a new system widget to the available set myself? ........................................................................................................................................................................................................................ 97 Which system widgets are available? .................................................................................................................................................................................................................................................................. 97 How do I edit the welcome voucher? ................................................................................................................................................................................................................................................................. 97 How do I edit the newsletter widget? ................................................................................................................................................................................................................................................................. 98 How do I edit the addresses widget? .................................................................................................................................................................................................................................................................. 98 How do I edit the balance widget? ...................................................................................................................................................................................................................................................................... 99 How do I assign a system widget to a page? ..................................................................................................................................................................................................................................................... 99
WINNERS PAGE ............................................................................................................................................................................................................................................... 100 How do I add a winner? ....................................................................................................................................................................................................................................................................................... 100 How do I remove a winner? ................................................................................................................................................................................................................................................................................ 101 How do I change the picture(s) on the left side of the winner page? ...................................................................................................................................................................................................... 102 How do I change the Title or text of the winners page? ............................................................................................................................................................................................................................. 102
This manual has been created by VEMT to support our clients. Before applying this to your program, always verify if you have the latest version available. Distribution of this manual is limited and
protected by the Master Service Agreement between VEMT and the client. If you would like to create customized versions of this manual, or use the content in any other way, please connect with
contact VEMT at [email protected] or through your VEMT project leader or account manager.
© VEMT 2020
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DOCUMENT UPDATES
Date Description
22-06-2020 V1.8 Updates on templates and definitions; added System pages overview; added Custom Page header block; added Custom banner with auto-content; Added
Location Search; Added Filtered Search Engine
17-06-2019 V1.7 Updates on Referral Flow and Personalized Registration Flow after referral ; several changes in manual structure towards CX-Flow concept
04-06-2019 V1.6: Update on Referral Page
15-01-2019 V1.5: Update on naming and branding
14-04-2017 V1.4: Update on MAP Structure; additions to Page descriptions
13-04-2017 V1.3: Template 5C has been added
17-02-2017 V1.1: Added the parameters of the XS, M, S and L banner dimensions in the description of each template
16-02-2017 V1: First version
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PURPOSE OF MANAGING THE MY ACCOUNT PAGES (MAP) Experience & Loyalty Managers and web designers usually love to work with highly interactive digital environments, because it requires their best efforts to create a uniquely looking, pleasantly to use, functionally effective and yet remarkable environment. Here’s another opportunity for you! The program you are designing for will have all of the above, and maybe even more. The program members want to:
- recognize the brand/chain/product the program is about
- yet…see that they are in a special VIP environment (exclusively for members/members only), which is not the same as the webshop (member environments
that look (a bit) different than the webshop have a higher appreciation; it should be ‘special’)
- return often; so it’s should feel and work differently than a ‘brochure website’ with (only) sales arguments
- recognize personalized elements, that reinforce the feeling that it’s ‘specially for you’
- be able to execute both very functional activities (update address, check their balance, update password) while it should also offer many inspirational
elements…. Preferably those that you do not just watch one time only
- be able to work just as good on a mobile or tablet screen as on the web (mobile first/mobile responsive)
The MyAccountPages (MAP) are an important part of the VEMT Experience & Loyalty Cloud. They are often the primary (digital) interface with the members of
your program for all things program related. To many members, they will ‘be’ the program. So before you start making pages, please take some time and design the
processes which use these pages first. This will make your MyAccountPages much easier to use and more consistent, with better program results as a nice
consequence. Also consider that VEMT will add new pages or will add features, so don’t design a static program for your members; It will limit your options in the
longer run.
One of the MAP functions is to provide your members insight in their interactions with your brand and your program. The VEMT MAP Insight elements consist out
of:
- The MAP timeline that displays a timeline of all recorded events in a historical perspective. Members can filter and search for specific events, such as
purchases, returns or lifecycle events. The timeline if their personal customer journey about your brand and/or products.
- The balance system widget. The balance system widget can be used to show the member balance anywhere on MAP pages where you place the widget.
- The Communication Preference Center. If you offer more than one subscription type, it is handy to show the member insight in his subscription statuses
and allow him to manage them easily. The CPC provides this insight.
- The ‘Member Friends’ widget. It provides insight in the relationships the member has created.
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Using the MAP insight elements at one or more places in your MAP pages can provide the following benefits:
- A sense of control, which proves to be important to many members in how sympathetic they feel towards your program. It directly impacts the program
trust.
- Less usage of your Customer Care/Service, because they can get information themselves and at times CC/CS is closed.
- Inspiration that may lead to repeat or cross category purchases.
The MAP consists out of many pages that together help your customer to make the best possible use of your program. It’s important to realize that the MAP has
many different functions that all play a role in your program:
▪ Recruitment: Convince people to participate in your program
▪ Registration: Let people identify themselves and issue their membership to them
▪ On boarding: Getting to know what they can do with the program and how they make the best use of it in a way they prefer
▪ Insight in activities: Allowing members to see their history in terms of transactions, returns, lifecycle events, and other relevant events
in their personal history with your brand and program
▪ Insight in status: Through the profile page and balance overview, members can see where they are in your program in terms of
achievements and their profile and contact data
▪ Insights in benefits: The MyOffers or MyDeals page (whatever name you want to give it) shows the personalized deals you have ready
for them. This page is the best reason (tool) to make members come back more often and spend more.
▪ Service: The MAP answers questions through the built in FAQ, creates a connection with your CS and can provide
instruction or inspiration videos or other media to support and inspire members every step on their customer journey
▪ Gathering data: Profile enrichment, surveys, polls; there are many ways to gather more data about the members, their preferences,
profile and behavior
▪ Challenge: In the MAP you can reward, challenge and inspire members in several ways, trying to influence their behavior with
this channel as well
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So, there’s your challenge as an Experience & Loyalty Manager or as a MAP designer:
• It’s not a sales environment, but it should definitely help to sell more
• It’s not an app, but it should feel like it
• It should be functional and inspirational at the same time
• It should feel trusted, yet new/different every time you come in
Many of these challenges have already been solved from the functionality and content perspective. In the over 15 years of development of this environment,
VEMT has been able – through over 100 million visits from members from 11 countries, by working with great client teams and by working with inspirational
designers – to find out what members generally like and dislike, what they need in terms of functional elements (and what we should leave out), and how to
influence behavior for very different individuals (usually the goal of a program). Still, each program will be/has to be unique. Program Design can communicate that
uniqueness and bring out the features and content in the best way possible.
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HOW DOES THIS MANUAL WORK?
This is not a manual on how to create the best Loyalty Program ever. There’s no manual for that; it goes beyond (visual) design and the MAP. Still, part of the best
program ever will be the experience that the member experiences while using the MAP. We will explain very practically which elements the MAP contains, how the
CMS works that powers the MAP and how you can use the CMS to create great pages, a good user experience and turn this all into a compelling proposition.
As a Experience & Loyalty Manager or as a web designer, to finalize the MAP for your program visually, you minimally will have to:
1. Come up with a - or work with a predefined - design vision on what defines the ‘experience language’ of this program. Think color scheme, fonts, etc, but
also tone-of-voice, the items that you want to be communicated through every page of your program, etc. Try to get or make explicit what differentiates
the member focused MAP from the other websites/webshops of your brand/chain. VEMT provides you with a great start, but you should add your brand
DNA, your communication guidelines and your creativity.
2. Create visual elements for the MAP pages: pictures, texts, etc. Also here, these can only represent your brand DNA and thus will need to come from your
organization. Think beyond pictures and include a list of definitions you want to use and specific ways you want to address your members (and how they
are called).
This manual describes how you can deploy all this and – if you start from scratch with a new program - it indicates what VEMT needs to implement the start to
support you.
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DESIGN THE IMPORTANT STUFF FIRST Before you start designing (or updating) specific pages of the MAP, it is
advised to make an overall MAP design, apply this design to all pages and
decide about navigation, tone of voice, image types etc. We advise you to
design/discuss at least the elements described in this chapter before you
move on to the details and execution. Deliverables marked with * are
required for project progress by VEMT and will need to be delivered as early
as possible.
Check alignment with Program Goals
This topic is wider than the MAP, but you’ll need to have this clear. Ask
yourself these questions and make sure your team members know the
answers as well:
- What are the program goals (in the first phase) you have chosen?
- How can the MAP contribute to these goals (better)?
A program that is focused at strengthening the emotional bond with the
customer will show a different MAP design then a program with an emphasis
on turnover growth.
Deliverable: translation of how your goals will translate in the MAP design
and structure. Best is to define what the ‘experience’ is that you want to
provide for your program members during and after registration in terms of
how their behavior should change.
Define the Program Soul
Defining the ‘soul’ of the program is heavily related to the previous topic, but
it challenges you a bit more. If you have the program ‘just’ comply with your
goals, the inspirational value of the program might not be on ‘prize winning’
level. Of course, we aim for that level, so there is some more effort required.
Whereas the previous topic defines the instrumental behavioral change, this
topic relates to the emotional behavioral changes you want to achieve with
your members and how you might want to realize that.
Deliverable: 3 good ideas on how to bring extra soul in the program. In our
experience, these ideas are more successful when they are modest.
Unexpected little surprises deliver more customer experience than promising
free skydiving to the best spenders. When these surprises can be automated,
you just found something scalable as well. Pass it on to VEMT and discuss
the options.
Choose a consistent Program Name
The name of your program needs to be consistent with the outcome of the
previous 2 items. VEMT advises you to put some emphasis on ‘exclusivity’ in
the name of the program unless that contradicts your program goals. Typical
words to use in the program name are:
- Club
- VIP
- Member
- Rewards
- Benefits
- Top
- Gold
Deliverable: a program name.
Design a country / language structure
The VEMT MAP supports a set up for multiple countries and languages so
you can easily internationalize your program. Because languages vary, the
content you are going to add to the MAP CMS will be in all languages you
want to provide.
To optimize the efforts you want to put in maintaining this content, you will
have to decide if you will offer a separate map per country (and allow only
members from that country access to it) or if you would like to combine
countries and member access.
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Deliverable*: a list of countries you want to create a MAP for, because some
countries will expect more than one language.
Create a MAP Page list
Which pages do you want to include in the MAP? Use the following chapters
to design processes and conclude which pages support them. We advise you
urgently NOT to start drawing ‘a tree’ with pages and just list all pages you
can think of (that is called the availability bias). That approach usually does
not take the member perspective into account and leads to many unused
pages. Start with thinking in flows and then translate that into pages. See the
chapters marked with ‘CX-Flows’ for examples.
Deliverable*: flowchart of member processes with the MAP pages mapped on
the process.
Create a Design Dictionary
Try to create a ‘design dictionary’ for the program in which you define your
‘tone-of-voice’ and the use of images. If you already have something similar
for your website/webshop, please revise this with a different type of
customer in mind: now you will have ‘members’, which are your best
customers that need and expect extra attention and closeness. If you can
emphasize the difference, that delivers more value to your program and
values the membership.
Although the use of this deliverable will be mainly in-house, it is convenient
to share this with VEMT to ensure compliancy of all system pages and system
widgets with your design dictionary as much as possible.
Pay extra attention to typical ‘program words’, to obtain consistent use of
words throughout the program and all materials, including the MAP. These
words should minimally include a description and chose terminology for the
following terms and phrases, in all languages you decide to run the program
in:
- Account
- Member
- Card
- Point(s)
- Program name / member name
- Referrals to your brand / products
- Use of slogans/tag lines
- Saving/earning/etc, redeeming/spending/benefitting/etc
- Coupons/vouchers/codes/etc
- Offers/deals/etc
- MyAccountPages/member portal/Club site/etc
- Registration/joining/becoming a member/etc
- Privileges/benefits/rights/status/etc
- Log in /Enter/Gain access/etc
- 3 most important reasons to join the program
Deliverable*: design dictionary with library of phrases and terms to use, your
choice of colors and fonts, icon set (awesome font or alike), description of
usage of pictures, optimization process for pictures to be used, etc.
Learn about Mobile Responsiveness
Learn about responsiveness. Nowadays, it is mobile first, so you will have to
design your pages to be fully responsive. So, you either must hire an
experienced designer to do that for you, or dive into it yourself. The
principles are not really complicated, but it will take some effort to learn and
apply to the design of your pages. That knowledge is equally important if you
are ‘just the manager’, because you will need to learn about the extra
limitations that responsiveness brings to your ideas on what you can show
and do on pages.
You will have to deliver all designs to VEMT for any page on the MAP in 4
sizes: XS, S, M, L. It is important to realize that these 4 sizes represent the
same site and design and that they are only a re-ordering scheme of the same
content. It is our experience that most graphic designers are not skilled to
design a responsive website when they do not have specific experience in
this matter, so select carefully who you will work with.
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Deliverable*: knowledge in your team and responsive design framework of all
pages. 4 sizes of the design for all pages to VEMT.
Note: only act on this item after finishing all chapters from this manual!
Do a Legal Check
Do a legal check, or minimally list the legal risks for now, so you can act later.
Programs include the use of private data and that is something serious in
terms of care for your customers, but also considering your legal liability.
Check if the registration process you design meets all legal requirements.
Verify if your general conditions are ready to be displayed in the context of
the program as well. Discuss the newsletter set up with VEMT and check if
you are up to date with permissions and unsubscribe processes. Of course
VEMT offers a lot of support with these topics, but you will have to make
sure you meet legal requirements yourself, involve the appropriate decision
makers in your company and keep a checklist of minimal requirements you
might want to verify before the launch of the MyAccountPages in some
weeks from now. You might not want to do this late in the project, with the
risk of having to change processes and designs causing delays and extra
costs.
Deliverable: compliance approval from the assigned legal professional or
decision maker in your company.
Create a Data Bible
Contribute to the data bible. One of the main goals and tools in the program
is data. VEMT will take the lead with this topic and will create the basics of
the mapping of all data elements into the processes you deliver. Where does
each data element originate from, where is it saved, what is its identifier and
where is it used? Although VEMT will make sure this deliverable will be
produced, you will need to add your expertise with your current clients, your
sector and your brand to verify that typical data elements that are either
required in your program, or that will uniquely differentiate the program are
included in the data bible and process designs. Examples are profile elements
that are very specific and might not be included in the default set, like shoe
size, food allergies, languages spoken. Other specific data items might be
related to your products, your brand or locations.
Deliverable*: your ideas to include specific data elements in the program.
Define Benchmarks
To be able to determine the program success, it is inevitable to determine the
‘ground zero’ of all your benchmarks and/or KPI’s for success. This related to
the MAP as well. What are your preferred benchmarks and what is the
starting point for them to measure success?
Examples can be:
- Visits to the MAP (% of user base, per month, over lifetime)
- Number of pages visited
- Registrations/visits
- Finished registrations
In this perspective, it is advisable to create a (Google) Analytics account for
the program, or considering inclusion in your current Analytics account, so
you have access to many of these benchmarks in your existing company
processes.
Deliverable: list of MAP benchmarks and the related processes to measure,
report and record them.
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ATTENTION PER PAGE TYPE Not all pages need the same attention from a Loyalty Manager, web designer or visual designer. Some pages are completely ready-made and generated by the system so when the visual elements like header, footer, fonts, and buttons are designed, the page will automatically fit in and there is no work for you. Some pages can use a bit more brand touch by including pictures, text, and other elements. We provide an overview of what pages need ‘design attention’ and which ones do not, indicated by the green bar. For more details, check the individual page descriptions later in this manual.
Homepage MAP (Public)
‘Brochure’ contentCTA: Register
Login
MyDeals
Page that shows content that is organized by expiry
date (like coupons and deals, but could be
anything)
Static Content Page
Unlimited static contentUnlimited amount of pages
Home Page
Often filled with member dashboard, but it could be
anything
Registration (public)
Form + submit buttonLast bit of convincing
content
Static Content Page (public)
Unlimited static contentUnlimited amount of pages
Login Page (Public)
Can be pop-up, page or otherwise
FAQ
Page that shows content that is organized by
question and answer (like a FAQ, but could be
anything)
Registration 2 (closed)
Form(no menu present)
Password forgotten (public)
Form + submit button
Password update (closed)
Fill in your new password(no menu present)
MyProfile/My Account
System generated overview with edit buttons
Log in
MyProfile Details
Per edit button a page where the information can
be updated
Timeline
Many types of Content and features are displayed here in a timeline format
Timeline upload
Page or pop up to upload a wish/memory/portfolio
item/etc
Communication Preference Center
Update subscriptions (newsletter, SMS,
Messenger) Purpose, Topic and Method
FAQ
Page that shows content that is organized by
question and answer (like a FAQ, but could be
anything)
Profile enrichment
Form to fill in more data about yourself
Auto-Log in
Community
Forum
Referral Page
Page that offers a referral code to be shared with
friends
Referral Landing Page
Custom Registration Page which has some additional
personalisation (rest of process, see Profile
enrichment)
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Some pages in the overview are optional. The flow connecting pages can vary as well, dependent on how the navigation is planned to work. Some pages are public, some are only accessible through a personalized link in an email and all pages on the third row and lower are only accessible when the member is logged in. Static Content Pages (like most pages in a website need most of your design attention because they are completely free format and not impacted by the system at all. In the program, we discuss which pages are created with which type of content. Functionally, they are not very integrated with the rest of the program. The homepage MAP Public is the entry for potential members, so it should look great and invite members to register. The only ‘required’ items are the link to the registration and the links to login (and from that page, the password forgotten link). Many other pages contain forms or are presenting system generated information, so they are more defined by the design elements/components, than by the design specifically for that page.
CX-FLOWS The next chapters will describe the most common processes that make use of the MAP. We call these processes Customer Experience Flows, or in short, CX-
Flows. CX-Flows can overlap or join; it’s not about the exact boundaries between then; it’s about how consumers experience them.
Your program consists of several flows of which most of them are either fully, or partially supported by the VEMT Platform. In many of those, the MAP plays a role.
There are more than 70 CX-Flows available, of which some of them can be combined into more complex processes. All these flows and processes together form
what we call ‘The Program’. Before 2019, programs used to be clearly defined, like a loyalty program or a VIP program, but they grow more and more into Customer
Experience Programs which can have elements of loyalty, advocacy, engagement and referral, all aimed at raising Customer Lifetime Value and turnover growth
This manual assumes you operate a Customer Experience Program with all elements discussed above in it, so there can be many CX-Flows present.
CX-Flow ‘Member Recruitment’
The CX-Flow ‘Member Recruitment’ often starts at the home page of the
MAP. Because the MAP largely is behind a log-in ‘wall’, potential members will
only see your ‘home page logged-out’ and some static pages you can launch
to support the ‘conversion into membership’. This homepage is the main tool
to show the content you want to present to convince people to register. You
are completely free in how you want to design and fill this page; it has 2
obligatory elements:
1. Register now button/link (usually somewhere centered at the page;
can be in multiple places on the page)
2. the login fields for existing members (usually somewhere at the right
top)
Traffic doesn’t end up on this page automatically. You will have to make a
committed effort to deliver traffic to this page; it’s the ‘source of life’ for the
program. So, work with your team to deliver actions towards the following
questions:
How are you going to generate traffic to this page?
Can you find more sources outside your own site/shop?
Do you communicate the existence in your physical shops effectively?
Is your staff motivated to recruit people for the program?
Can you generate PR around the program by emphasizing its unique
features? Maybe you want to add some unique features just for this
goal?
Do you consider advertising for the program?
Do you have a member-get-member campaign planned to make use
of the members to deliver other members?
Do all your other company mails have (at least temporary) a CTA in
their footer?
Did you already recruit all your own staff into the program (so they at
least can explain customers from their own experiences)?
Do you include a message in your ‘successful purchase/thank you’
mail from the webshop that ‘if they were a member….’ they would
have been able to profit from the following benefits (this is the most
relevant place for membership recruitment)? And did you arrange with
VEMT that if they will sign up now, they will save on the transactions
they did in the previous 3 days anyway?
Other elements of the Recruitment Flow can be email campaigns, coupons,
store personnel, etc. Adding static pages with information about the
membership is optional but advised.
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Here is an example of a well-designed ‘home page logged out’ with these
elements present. Note the navigation elements; you can decide which ones
will be visible before and after logging in. Pages that are visible before logging
in should contribute to the process of recruiting or registering members or
should be left out.
CX-Flow: Registration
After you have convinced members to become part of the program, they
should be able to register as easy and fast as possible. Usually potential
members start with clicking the ‘let’s register’ (any text possible) button.
Is it clearly visible?
Does it have an appealing Call-to-action (CTA)?
Does it contain an ‘icon’ like a little arrow?
These details do make a difference in the conversion towards membership, so
pay attention to them.
The registration page itself contains a dilemma. How many fields do you
require for a member to register? Of course, if you ask for only 1 item (email
address or mobile phone number), registration is simpler and faster, and your
conversion will grow. But you hardly have any data which you can use later to
target them better, so ideally you would like to have much more information
about the member.
VEMT has designed a very effective flow that solves this dilemma: with the 1
(or maximum 2) identifiers and the acceptance of the General Conditions, we
can pick up the pace again after it would get interrupted.
The second step (we call it the enrichment step) asks for more details. If the
member provides them right away, that is best, but they can be added later as
well. VEMT advises you to ask for the minimal set:
- First Name (required)
- Family name (required)
- Address + House nr (required)
- Postal code (required)
- City (required)
- Date of Birth
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Examples you can add to the profile enrichment page are:
- Various (communication) preferences, for example for a newsletter or
other subscriptions
- Default settings for a delivery address, invoice address
- (Mobile) phone (if not asked in STEP 1)
- Etc.
The Registration Flow contains transactional messages (usually emails) to
support the process. Minimally, we include the following messages:
- Confirmation message, to verify ownership of the email address or
mobile phone number of the member. This is legally required in most
countries (double opt-in) if you intend to also use it for campaigns,
but it has more goals. Features like the forgot password, unsubscribe
newsletter, member-get-member and others depend on the
assumption that the email address/mobile phone number is truly
owned by the member and cannot function properly without this
verification.
- Registration success message to confirm that the process has
completed, and the member is fully recognized as such.
Other messages that you can consider sending usually are part of the on
boarding process, which is described in the next chapter.
CX-Flow: On Boarding
After the member has registered, you will have to ‘activate’ and ‘educate’ the
member. This does not cost a lot of effort with fanatic members, but
unfortunately, these always only represent a minority of your member
audience. The rest needs a few nudges to get going. We call this process ‘On
Boarding’. A well designed on boarding process delvers a significant
difference in the member activity in the first months of the membership and
has even more impact on longer term goals as duration of the relationship.
Delivering a good on boarding process is well worth the effort. Usually, it is ill
advised to mix messages in this process with commercial offers, unless they
are highly personalized and relevant. The main goal is to gain trust and show
value, so the customer makes an emotional commitment to the program.
In the On Boarding Flow, you can use the ‘consistency principle’. The fact that
the member has signed up puts him/her in the position that follow up actions
should be consistent with this action (otherwise he/she would have done
something useless). This is the ideal period in the membership to turn the
‘action of registration’ into a ‘feeling of membership’.
VEMT advises to include the following elements in your ‘On Boarding’ Flow:
- Welcome message (by email) after the formalities of the registration
are handled. This message could contain your promises and
commitment to the member and a quick overview of what they can
expect from your program. You might want to include a follow up
page in the MAP to which you link from the message (but that might
not be included in the navigation of the MAP, so it’s only available for
receivers of this message).
- Week 1 message. The moment to send this message can vary
dependent on your customer interaction. Its goal is to stay top of
mind with new members in the crucial phase in which they are ‘open
to experience’ the value your program brings to them. This phase is
quite short usually, so do not postpone this message for too long.
Ideally, this message should prove this value as specific as possible
and should deliver more than a promise or commercial offer.
- Find your way around message. This message should focus on
providing useful pointers to the member on how he can use your
program in the best way possible. This message can be either
separate or combined with the next message.
- Educational message. Although it makes sense that the member
realized what the program is about after he/she signed up, this rarely
proves to be the case. It’s well worth sending a summary about what
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benefits and services the program brings to the member in the form
of a friendly reminder.
- Member-get-member message. The first period of membership is also
the ideal period to ask the member to recruit other members (based
on that same consistency principle). Members which have recruited
other members stay more active themselves as well, because they
feel more commitment towards the program and other members.
- Inactivity message. Discuss with VEMT what a good period would be
and (lack of) behavior to determine that obviously the member has
not picked up membership actively. To these members, a friendly
nudge could still activate them. This can be a commercial offer or a
differently written ‘find your way around’ message. This message
would be different from the inactivity message at the end of the
expiry period of membership.
VEMT advises you to include the MAP insight elements into processes
outside the program as well. The timeline can provide members insight in
much more than the interactions related to the program, and can show for
example the status of an order, the delivery tracking code of any planned
delivery, the status of a booking, etc.
CX-Flow: Persuading Members with Deals
As you would expect in a persuasion program, the MAP can be used to
persuade members to engage in specific offers. The best deals are relevant
deals and we made it easy for you to offer those to your members. For this,
VEMT has created the My Deals/My Offers page (or whatever you would like
to name it in your MAP implementation).
This page is a fully personalized page that contains 2 sections you can use:
- Automatically generated personal offers for which you manage the
rules in the Persuasion Planner
- Generic offers to all members which you can display in the form of
banners on this page and which can use the time publishing feature
for to make them only available at relevant moments.
Important: this is a very powerful feature in your program, and it might be the
single reason why some members would bother coming to your MAP. Yet, it
comes with more preparation than other MAP pages though.
To be able to offer personalized deals in the MyDeals page, you should have
staff available to create, manage and maintain them. Therefore, before
including this page into your MAP, design a process to set up deals. It is
advised to include the desired selections (the segmentation or target groups
you want to focus the offer on) in your data bible.
CX-Flow: Generate Referral Invites (member-get-member)
The MAP has the option to let members invite their Family, Friends and
Followers to your program. That is a great feature, because it means that your
member base can grow without any efforts from your side.
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Next to this, members that invite other people are more active themselves,
purchase more and stay longer. Not only because they are your best
advocates (and thus invite people as well), but also because of the behavioral
effect of ‘consistency’. If you advise others to do something, you will not
easily stop doing it yourself.
The flow is simple. If you ask VEMT to include the Referral Page in the
navigation, it’ll show on your site (if you have created it and published it, of
course). You can create a referral flow by creating a static page (or edit an
existing one) and add the ‘share widget’ to the page.
The share widget creates a bar that (only if you are logged in!) shows a link
that a member (the referrer) can provide to his referees (the invited people).
The link is personalized, so if a referee receives it and uses it, then the referee
is not only registered as member, but both members have a ‘friend’
relationship (which is shown in the CP for both members).
CX-Flow: Personalized Referral Landing Registration Page
To enhance the experience of the referee, it is possible to create a
personalized registration page, specially focused at referees. If you create a
system page with type: “Registration apply referral page” then you can use
placeholders in the header and body that display the name of the referrer
whenever the referee clicks the link the referrer provided to him/her. When
the referee experiences this personalized welcome message, the conversion
towards membership is higher.
Using this CX-Flow, you can make this page:
Look like this page (and do more personalization for invited people if you
want to):
Testing the page setup in the CMS requires that you are logged in first, so
you can see the link and personalizations.
YOUR LIST OF TRANSACTIONAL MESSAGES In all of the above flows, you will send out transactional messages, many of them by email. Transactional messages are sent out one-by-one, to an individual
member, as a responsive on something that member does (or doesn’t do). They are not at all related to Campaigns, which are sent out one-to-many and triggered
by an email marketer. Examples are the registration confirmation, a purchase confirmation, a reminder to redeem a voucher that expires, etc.
List all of the messages you think need to be included in the program. If there are more mails than on the VEMT default list, this might deliver extra costs, but if
that specific message adds to the goals or soul of the program, these costs might be well worth it.
You will have to deliver a complete and consistent set of transactional messages to VEMT. This set will have to contain at least the following elements:
- List of mails with message ID’s and titles of the messages
- The method(s) to deliver that messages. If it is more than one method, indicate the primary method. Methods you can use are email, SMS,
messenger/chatbot, web notification, app notification, WhatsApp or through any application with an API ready to receive messages from the VEMT
platform.
- The list should include a column that describes the event that triggers the message send out action.
- Mail format in HTML for each mail. This includes text, included variables, design, pictures, font, graphical elements.
Note: future changes in this set always need to be delivered by delivering the complete new set of messages.
GATHERING DATA Gathering (extra) data about the profile and behavior of your members is an
important goal of any program, and thus of the MAP as well. You can use the
MAP for that goal in the following ways:
Profile enrichment page. All information about the profile and
preferences of the member that you did not ask in the registration
process could be asked on this page. Of course, you can decide to
reward the member for providing that information with extra points or
other reward mechanisms, so the chance of the member providing
that extra information increases.
Monitoring extra MAP events. Each member interaction in the MAP is
measured by VEMT. Members that are logging in, clicking, submitting,
or having other interactions with content or features in the MAP can
be monitored and these moments can be added as an event in the
personal customer history. Any event can be part of the rules in the
VEMT Platform, which means it can be rewarded for, followed by a
planned action or used in further analysis. When you want to use
member interaction anywhere in the MAP and turn this interaction
into events, please contact VEMT to implement this, allowing you to
have much more behavioral information than the default version
already provides you with.
Surveys. You can include surveys in the MAP asking members for
specific items, and it’s possible to present these surveys either as an
act of reciprocity (ask them to do something back) or reward
participation through sweepstakes or prizes for the first/best
participants of the survey. Contact VEMT for surveys you would like
to create. Because of the variety of possible surveys, VEMT will have
to support you in creating these. The MAP contains default features
to show winners on a MAP winners page which you can use to
communicate the results of sweepstakes and/or prize contests.
Example of a winner’s page in the MAP.
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VISUAL LANGUAGE OF THE MAP What VEMT minimally needs to help you create a great MAP is details on a list of visual design elements:
- Header design (the top part of the page that will show on every page, including the navigational elements) - Footer design (same as header, but on the bottom of the page) - Fonts and font sizes (for obvious reasons, we prefer web fonts) Indicate what fonts and sizes to use for headers, sub headers, body text, etc. - Font colors - Color scheme overall - Button design (check out the Bootstrap defaults first; indicate sizes, colors, etc) - Icons - Menu’s/Dropdowns/tabs, etc - Labels, badges - Pagination - Error messages and alerts - Program logo (and program name) - Module icons: icons for all modules that are in the MAP, if you want to communicate them visually
Important to know is that the MAP by default works with the Bootstrap framework. Bootstrap is the most popular HTML, CSS, and JS framework for developing
responsive, mobile first projects on the web. If you – when selecting these elements - stay within the Bootstrap framework, then implementation will be cheaper
and faster. Choosing an existing Bootstrap theme might make your MAP a little less unique, but it is a quick way to start and develop more unique features in later
iterations.
If you’re not familiar with Bootstrap, we advise to start at http://getbootstrap.com/
For icons, we advise to choose an icon font (like Glyphicon) for the smaller icons at the page. Using a font is preferable above pictures for reasons of performance.
If the icons are meant to be larger and have a more prominent visual role, you might consider designing custom pictures for each icon.
If you want to go beyond the basic level and want to design form fields, button elements, breadcrumbs, (fixed) nav bars, progress bars, panels, tables, iframes, etc.,
please connect with VEMT to discuss options. It’s all possible, so let’s coordinate what we already have available.
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DESIGN VOCABULARY We advise you to create a ‘design vocabulary’ for the program in which you define your ‘tone-of-voice’. If you already have/there is something similar for the
website/webshop, please revise this with a different type of customer in mind: now you will have ‘members’, which are your best customers that need and expect
extra attention and closeness. If you can emphasize the difference, that delivers more value to your program and values the membership.
Although the use of this deliverable will be mainly in-house, it’s convenient to share this with VEMT to ensure compliancy of all system pages and system widgets
with your design dictionary as much as possible.
Pay extra attention to typical ‘program words’, so as to obtain consistent use of words throughout the program and all materials, including the MAP. These words
should minimally include a description and chose terminology for the following terms and phrases, in all languages you decide to run the program in:
- Account
- Member
- Card
- Point(s)
- Program name / member name
- Referrals to your brand / products
- Use of slogans/tag lines
- Saving/earning/etc, redeeming/spending/benefitting/etc
- Coupons/vouchers/codes/etc
- Offers/deals/etc
- MyAccountPages/member portal/Club site/etc
- Registration/joining/becoming a member/etc
- Privileges/benefits/rights/status/etc
- Log in /Enter/Gain access/etc
- 3 most important reasons to join the program
SPECIAL VISUAL ELEMENTS Most of the visual elements described before can be used in just any website. The MAP has some specific elements that offer lots of extra options.
Timeline
The timeline is a unique feature that can show various types of content and features into one harmonized view. It can be your private Facebook, but then much
more functional. This content can be organized by:
• Timeline blocks (one for each event type; event types = photo, text note, purchase, reward, location, etc) • Timeline icons (if any; let's discuss) • Timeline template (how the blocks/events relate to each other)
There are many ways you can design the timeline, using many different structures. Above you see some examples. Our default set up is the middle one: cards
ordered by time.
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Program benefits visualization
The Program benefits visualization (on the public pages of the MAP; selling the benefits and converting visitors to applicants/members) and the rest of the public
pages) are not required, but common. The Public homepage of the MAP needs to ‘sell’ the program. Usually our client requires a visual
representation of the program benefits, as in “the 3 benefits of becoming am member… etc”.
Your main content organizer: Banners
Banners are a very versatile feature of the VEMT CMS, and you will probably use them widely on your pages. The purpose of banners is to offer you blocks of
content that you can easily position everywhere on the page without having to know any HTML or CSS. They are ideal for marketing managers quickly changing
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content on the MAP, without having to include work by an agency, visual designer, etc. The content in a banner is automatically reformatted to the banner format
and that one is automatically positioned on the page, using the page template (see next chapter).
Banners are called ‘static’ because their content is determined once, by the creator. The dynamic content blocks of the CMS are called Widgets. Banners and
Widgets can be positioned in the same way; the way their content is generated is completely different.
What you should ‘design’ is the icons in the banner title bar and the available colors.
Or you can use banners with buttons:
Banners can contain pictures as well, so please consider those as well.
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Banners with automatically generated content
It is also possible to automatically fill banners from content from a database. This is practical for when you want to create many different pages that use content
from the same source, or when the source is regularly updated and you want to avoid manually updating the pages that show that content. The use cases vary
from:
- Inspiration pages with examples from your product range, services or partners
- Overview pages with tips & tricks that update regularly and are obtained from an automated source/database/API
- Increasing SEO value by adding multiple pages with content for various target groups, segments or keyword optimizations
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In the above example, the content manager only adds the banners to the template and submits a campsiteID. After it’s saved, pictures, names, locations, map and
text and link to the campsite are added automatically from the database. More importantly, the page is updated automatically when the database is updated.
When you have a use case for this feature, ask VEMT to connect your database to the CMS.
This feature can very well be combined with personalized publishing in the timeline.
Header
One of the special elements of the MAP is the page header. Although this is fully customizable in any way by VEMT, we provide you with a very flexible template
that allows you to add and maintain your header without need to interact with VEMT.
A typical MAP header will contain some or all of the following elements:
- Your brand and/or program logo / name
- A login area for existing members, usually on the right top
- The navigation menu. This usually is a horizontal menu because of responsiveness. In the smallest screen sizes this will be replaced by a hamburger menu
containing the same elements (or if you would require, leaving some elements out in those sizes).
- Optional: links to your webshop, to registration, customer service or pages of interest outside the MAP. These links can (also) be in the footer as well.
Customizable Page header block
It is possible to provide a custom header per page in the CMS, so you can align the visual design to the content or functionality on that specific page.
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This way, you can create more variation between various pages or between page types.
The method to achieve this is through the creation of Static Blocks in which you upload the image you would want to use as the visual banner.
You can create as many as you’d like, but make sure you create at least one before you go to the next step.
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Then, you navigate (in the CMS) to the page you want to add a custom Page header block to. If this is a static page, you will see the Page header block appear
under the title of the page.
Here, you can select one of your created static blocks as a Page header block. Check the result before you save it.
For system pages, this can be a bit more work. Not all system pages might already exist in your CMS, while they do exist on your MAP. This is because system
pages are automatically generated by the VEMT platform and mainly contain functional content and less ‘manageable content’.
You can easily create these system pages in the CMS using the table of system pages in paragraph ‘URL-overview of System Pages’. Just add a new system page in
the CMS, find the correct system type and slug (URL) in the table and set them, add a title and save the page.
After you have saved it, you can also set the Page header block just as with static pages. That setting appears under the system slug.
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Footer
The footer technically functions the same as the header and will be shown on every MAP page in the way you have configured it. VEMT advises the footer to
include at least the following elements:
- Links to the most important MAP pages, among which the FAQ
- A subscribe link (when logged out)
- (A link to) legal information about your company and the program
- Copyright claims and other claims and disclaimers
Filtered Search Engine
Often, you would want to offer you members or guests a way to quickly find something in a large collection of options. An internal search engine could be a very
effective way to lead customers to products, options, services, partners, etc. VEMT offers a full-fledged search engine which can be easily filled with your database
after which several types of filters can lead customers to your ‘items’.
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Filter types that can be used are:
- Boolean values (true/False) allowing for quick selections for item attributes. VEMT can also ‘rebuild’ your data into Boolean values by parsing it into new
lists with simpler attributes to search on
- Drop down lists to make selections from a list of attributes. VEMT can save and accumulate keywords to allow users to search in stacked lists like
‘multiple countries’ or ‘multiple categories’
- Keyword search to select only those items that have specific tags or descriptions that contain the keyword
- Sliders to choose visually between high and low (price, quality, features) and close and far (distance, delivery, time) simplifying complex decision making
by users.
- Dialogue (Conversational UI) to quickly lead users through complex decision-making processes with simple questions, buttons and responses
To deploy the Search engine and filters, your database structure and specific logic need to be imported by VEMT.
Location Search
For store locators, product locators, campsite overviews, partner proximity and other use cases, VEMT also offers location search through a map view. VEMT Map
Search can be combined with the filtered search engine and can be deployed stand alone. Using Google Maps with customizable markers, pop ups, links, coupons
you can turn your location search into a converting tool and link usage data to the VEMT CDP.
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To use the Location Search, VEMT has standard solutions for store locators and can deploy custom data processing for other types of locations and tools.
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PAGE TEMPLATES
MAP pages can be designed completely free from any restriction. To enable marketers and other non-design professionals to have direct access to the content of
the MAP pages through a non-code approach, all pages use a template that can be used to position all elements and easily add new ones. This way the MAP can
be dynamic and easily updated without coding and its associated costs, planning and complex processes. The page templates allow you to fill a page with content
(including pictures, videos and text) in combination with banners and widgets without using HTML, but still offering you the flexibility to do so. In the next
paragraphs, you see the various available templates. The detailed use of the templates and the optimal picture sizes for banners are described per chapter.
The default VEMT templates are responsive and offer almost endless possibilities to set up pages (you don’t have to use each position, so you can also part of the template). If you would like to add a custom template to your list of available templates, contact VEMT.
Starting points templates
For the creation of MAP pages, different templates can be used. In the overview in this chapter we show the currently available templates. If you would
require another template, you can request this from VEMT and we will be happy to accommodate your request. Templates can be used in any way, order
or preference. Template positions do not have to be filled. You can skip one or more positions or rows and not use them. This means that almost all
responsive designs are already possible with the existing set of templates.
Responsiveness of templates
Responsiveness if the ability of screens to look good in different widths of browsers. Usually, that is used to create sites that look good on desktops, as
well as on tablets and mobile phones or other devices with a different screen size and screen ratio. A responsive site saves money on creating mobile
app’s, plus it enables the site owner (=you) a lot of (repetitive) work if the app doesn’t work with the same CMS as the website/webshop.
Of course, the VEMT CMS is fully responsive, saving you lots of work and possible errors. All available templates are fully responsive in 4 responsive
sizes: L, M, S, XS).
Note however, that this doesn’t mean your content automatically is responsive as well. It does take some serious design work to use the templates in
such a way, the pages are fully responsive as well. Especially pictures can scale in a way you don’t foresee, creating the following types of typical issues:
• The ‘Art Direction problem’: details in pictures get lost in S and XS size. Solution: use less details in pictures
• The ‘Vertical Nightmare problem’: the page becomes too long in XS size. Solution: use less elements on a page
• Messy pages: You have combined picture banners with different ratios, or you combined picture banners with widgets that require a certain minimum width. Solution: check ratios of used images again and verify if you have used the right template
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Template 1
Template Description:
Textual page with 6 banner positions at the right.
Typical use:
Text page with FAQ boxes or inspirational pictures at
the right-hand side.
Ideal banner size (if filled with picture):
1-6: minimal width 740px
For the best results, keep all banners the same ratio. If
combined with widgets, always verify the results in all
browser display widths.
For best resolution, the banners need to be in the
following dimensions:
• XS: 0 - 767 px • S: 768 - 991 px • M: 992 - 1199 px • L: 1200px and above
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Template 2
Template Description:
Textual page with 6 banner positions at the bottom
with various sizes.
Typical use:
Text page with inspirational, educational, or
commercial banners at the bottom.
Ideal banner size (if filled with picture):
1-6: Min width 740px
Notice: banners 5 and 6 resize between screen sizes.
For the best results, keep banners 1-4 and 5-6 the
same ratio. If combined with widgets, always verify the
results in all browser display widths.
For best resolution, the banners need to be in the
following dimensions:
• XS: 0 - 767 px • S: 768 - 991 px • M: 992 - 1199 px • L: 1200px and above
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Template 3
Template Description:
Textual page with 6 banner positions at the bottom
with similar sizes.
Typical use:
Text page with inspirational, educational or commercial
banners at the bottom.
Ideal banner size (if filled with picture):
1-6: minimal 740px width
For the best results, keep these groups the same ratio:
1-2
3-4
5-6
For best resolution, the banners need to be in the
following dimensions:
• XS: 0 - 767 px • S: 768 - 991 px • M: 992 - 1199 px • L: 1200px and above
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Template 4
Template Description:
Textual page with 6 banner positions at the bottom
with various sizes.
Typical use:
Text page with inspirational, educational or commercial
banners at the bottom.
Ideal banner size (if filled with picture):
1-4: minimal width 740px, keep the same ratio in
group
5-6: minimal with 1140px, not needed to keep same
ratio
For best resolution, the banners need to be in the
following dimensions:
• XS: 0 - 767 px • S: 768 - 991 px • M: 992 - 1199 px • L: 1200px and above
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Template 5 A
Template Description:
Textual page with 8 banner positions at the bottom
with various sizes.
Typical use:
Text page with inspirational, educational or commercial
pictures at the bottom.
Ideal banner size (if filled with picture):
1-3: minimal width 740px, keep the same ration in
group
4: minimal width 1140px
5-8: minimal width 740px, keep the same ration in
group
Notice: banners 5-8 resize between screen sizes. For
the best results, keep banners 5-8 the same ratio. If
combined with widgets, always verify the results in all
browser display widths.
For best resolution, the banners need to be in the
following dimensions:
• XS: 0 - 767 px • S: 768 - 991 px • M: 992 - 1199 px • L: 1200px and above
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Template 5 B
Template Description:
Textual page with 8 banner positions at the bottom
with various sizes.
Typical use:
Text page with inspirational, educational or commercial
pictures at the bottom.
Ideal banner size (if filled with picture):
1-3: minimal width 740px, keep the same ration in
group
4: minimal width 1140px
5-8: minimal width 740px, keep the same ration in
group
Notice: banners 5-8 resize between screen sizes. For
the best results, keep banners 5-8 the same ratio. If
combined with widgets, always verify the results in all
browser display widths.
For best resolution, the banners need to be in the
following dimensions:
• XS: 0 - 767 px • S: 768 - 991 px • M: 992 - 1199 px • L: 1200px and above
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Template 5 C
Template Description:
Textual page with 8 banner positions at the bottom
with various sizes.
Typical use:
Text page with inspirational, educational or commercial
pictures at the bottom.
Ideal banner size (if filled with picture):
1-3: minimal width 740px, keep the same ration in
group
4: minimal width 1140px
5-8: minimal width 740px, keep the same ration in
group
Notice: banners 5-8 resize between screen sizes. For
the best results, keep banners 5-8 the same ratio. If
combined with widgets, always verify the results in all
browser display widths.
For best resolution, the banners need to be in the
following dimensions:
• XS: 0 - 767 px • S: 768 - 991 px • M: 992 - 1199 px • L: 1200px and above
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Template 6
Template Description:
Special Page with 2 banner positions alongside a form
(2), mostly used for a login page.
Typical use:
Login page with 2 educational banners at the sides of
the login form.
Ideal banner size (if filled with picture):
1 & 3: minimal 740px, keep the same ratio in the
group. Please pay attention to the height of the form
in position 2; ideally you would like the banners 1 and
3 to have the same height.
Position 2 is usually a system generated form (like log-
in), do not use for banners.
Note: Template 6 has a different order than as
described in the chapter Page Elements. The form is
shown at banner position 2 (so between 2 other
banners). This is specially arranged to create log-in
pages.
For best resolution, the banners need to be in the
following dimensions:
• XS: 0 - 767 px • S: 768 - 991 px • M: 992 - 1199 px • L: 1200px and above
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Template 7
Template Description:
Textual page with 6 banner positions at the bottom
with various sizes.
Typical use:
Text page with inspirational pictures at the bottom.
Ideal banner size (if filled with picture):
All banners: minimal width 740px
1-2: keep the same ratio
3-4: keep the same ratio
5-6: keep the same ratio
For best resolution, the banners need to be in the
following dimensions:
• XS: 0 - 767 px • S: 768 - 991 px • M: 992 - 1199 px • L: 1200px and above
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Template 8
Template Description:
Textual page with 6 banner positions at the right-hand
side.
Typical use:
Text page with inspirational pictures at the left-hand
side.
Ideal banner size (if filled with picture):
1-6: minimal width 740px
For the best results, keep all banners the same ratio. If
combined with widgets, always verify the results in all
browser display widths.
For best resolution, the banners need to be in the
following dimensions:
• XS: 0 - 767 px • S: 768 - 991 px • M: 992 - 1199 px • L: 1200px and above
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CMS USERS AND ROLES
How do I login?
Go to the backend of the MyAccountPages. The URL will be allocated to you once the project has been delivered and gone live.
Can I assign different roles and permissions for the people that work with the CMS?
Yes, that is possible with an administration account. There are three roles that are relevant for managing content of the MyAccountPages; editor, chief
editor and an administration account which allows the user more permissions than the Editor or Chief editor role. As an administrator you can add, delete,
and edit members accounts and campaign/program content.
Editor: An editor can edit existing pages, banners, coupons, and winners, but cannot change the status of these. If a new item is created, the status will
automatically be set to draft. If it is an existing page, then the editor can edit the content, but the item will always keep the same status.
Chief Editor: The Chief Editor can edit, add, and delete coupons, winners, pages and banners.
How do I assign different roles and permissions?
To assign a role you:
Go to ’Configuration’ on the left side of the page
Click on Users and Rights
Go to the user and click on edit
Check the box of the role that you want to assign for this user and then click on save
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Can I delete an existing user?
This is only possible if you have an administration account.
Go to Configuration on the left-hand side of the page
Click on Users and Rights
Go to the user and Click on the information symbol next to the user you want to delete
Click on delete and confirm by clicking on OK
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Can I add a user?
This is only possible if you have an administration account.
To add a new user you:
Go to Configuration on the left-hand side of the page
Click on Users and Rights
Click on Add User at the right-hand side of the page
Fill in the form by choosing a password, username and assigning roles and permissions to relevant users and then click on save
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THE DEFAULT MAP PAGES The MAP consists out of a default list of pages (most of them system pages). This list can be extended with special pages (pages with features customized
for you) and with unlimited static content pages.
The default list of pages (that support all default MAP processes) is:
1. Home Page logged out 2. Registration Page 3. Profile Enrichment Page 4. Login Page 5. Password forgotten Page 6. Home Page logged in (shows personal information and more extended navigation) 7. My Profile Page 8. My Timeline 9. About Page (available outside log in as well) 10. FAQ Page (available outside log in as well) 11. Deals Page 12. Contact Page 13. Winners Page 14. Unlimited static pages 15. Special Pages 16. Mobile (M)ap(p) 17. Referral Page (share widget) 18. Personalized Referee registration Page
These pages are described in detail on the following pages, showing example MAP pages from various VEMT clients.
URL-overview of System Pages
Sometimes, you will need the exact URL-locations of these pages, or you would like to add text to them, in which case the following table is practical to
use and find these pages easily:
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System Page Type URL Remarks
Homepage /platform/homepage
Contacts page /identity/contacts
Register new email contact page /contacts/email/address/register
Edit email contact page /identity/contact/email/change
Register new phone contact page /identity/contact/phone/register
Edit phone contact page /identity/contact/phone/change
Login page /access/login
Loyalty cards page /loyalty/cards
Loyalty card register page /loyalty/card/register
Newsletter preferences change page /mailing/subscription/change
Password forgot page /user/forgot/password/page/
Password recover page /access/password/reset
Password change page /access/password/change
Postal addresses page /identity/addresses
Postal address register page /identity/address/register
Postal address edit page /identity/address/change
Registration apply page /membership/application/apply
Registration enrich page /membership/application/enrich
Registration apply referral page (use placeholders) /membership/application/apply/referral This page has placeholders that can be used for page personalization
Registration enrich referral page (use placeholders) /membership/application/enrich/referral This page has placeholders that can be used for page personalization
User account page /loyalty/overview
User settings page /loyalty/settings
User deals page /report/coupons
User timeline page /report/timeline
User profile page /identity/overview
User profile edit page /identity/details/change
Registration (--DEPRECATED--) /loyalty/membership/apply This page is no longer supported and should be replaced if still used
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1. Homepage logged out
The Homepage logged out is the primary page people land at. It should show a
recruiting message for membership registration, plus it can refer to some
support pages (FAQ Page and/or About Page) that can help inform and
convince people to register as a member.
The content is fully customizable; just choose a template and fill it in. If you
want to add extra buttons or other custom elements leading to the registration
page, ask VEMT to work with you.
Of course, the page contains a ‘login’ link for members that have registered
already, usually at the right top corner.
In the example to the right, the Home Page includes commercial messages and
benefits, plus 2 buttons towards the Registration Page (in the slider on top and
in the footer).
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2. Registration Page
The Registration Page is essential in achieving a high conversion rate of traffic
into active membership. Usually, this is done by avoiding all barriers for
registration and by keeping things simple without any distractions.
In the example to the right this is achieved by offering registration and only
displaying the appropriate FAQ questions. The Haan & Frye example under
here is maximum minimalism: just the email address is requested to register.
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3. Profile Enrichment Page
The Enrichment Page is usually shown after the registration and asks for
additional information about the member profile and preferences. This page
can be the same as the Profile Page, showing that as a confirmation page in
the registration process, or it could be a uniquely different page making use of
the one-time moment of registration confirmation.
Often, members receive a reward for completion of their profile to encourage
them to do so.
In the example to the right, the Profile Page includes the preferences for a
nearby physical store, a sports association they belong to and their favorite
sports. These preferences play an important role in page personalization and
campaign segmentation.
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4. Log in Page
The Log in Page is a page with the clear goal to let members log in to their My
Account Pages. Often, an option to register as well is offered to make sure
somebody doesn’t end up at this page with no results; if there is no account,
it’s always possible to register one.
The password forgotten feature is usually also displayed at this page.
In the example under here, the Log in Page uses template 6.
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5. Password forgotten Page
The Password forgotten Page is a purely system page with the clear goal to
have members send themselves a password reset link by mail. This can only be
done to a registered email address to prevent fraud.
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6. Homepage logged in
The Homepage logged in is similar to the Homepage logged out, but it usually
offers the member more options to navigate further towards all other pages
that are only accessible to members.
The recruitment messages are replaced by activating messages and messages
of confirmation.
In the example to the right, the HomePage logged in shows a widget with the
member balance in the center.
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7. My Profile Page
The My Profile Page is a set of forms that show the profile information the CRM database contains about a member. It allows members to edit that information (for each field you allow the member to edit that). By default, it has a harmonica template, which means that each container stays closed when another one is opened. This can be customized, just like the fields themselves, the names of the fields and the order. In the example to the right, the Profile Page includes the preferences for newsletters. These can also be presented on a separate page or in a widget.
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8. My Timeline
The Timeline page is a system page (generated by the VEMT Cloud) that organizes behavioral content about the member in a timeline format. The shown behavior are purchases, returns, lifecycle events, member events, etc. You cannot change the timeline design, other than choosing colors and an icon font. The member can filter events in the timeline, search for events and can customize the page for him/herself.
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9. About Page
The About Page organizes content about the program (and your brand) in a full text format. It is available outside the log-in as well, to offer non-members arguments to register. In the example to the right, the About Page has been created in banner form using template 5. One (purple) banner leads to the FAQ page with answers and one general (orange) banner contains motivational texts.
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10. FAQ Page
The FAQ Page organizes content in question/ answer format. In the example to the right, a dynamic (pre) FAQ Page has been created in banner form using template 3 and making use of a search widget above it, where each question links to the FAQ Page with all the in the CMS maintained questions and answers. The FAQ banners are preformatted and have a top banner with an icon (in this case a question mark).
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11. Deals Page
The Deals Page (or Offers Page) organizes commercial content as a set of deals personalized for the specific member. The format of this system page cannot be changed, but each banner showing a deal can be completely customized. It is possible to mix ‘general banners’ which can contain either non-personal offers (for which all members are eligible) and banners which are generated for that member uniquely, based on a Persuader. The latter are automatically added and removed as long as the member matches the conditions in the Persuader. The Deals Page can also be used as Coupon Page, when all deals are to be used as coupons. These can be downloaded, printed as PDF and can either be generic or personalized. In the example to the right, many different types of deals are combined in one page.
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12. Contact Page
The Contact Page (or Customer Service Page) connects the member with your service channel. This page can consist out of a form-based contact, can contain chat features and connects with the FAQ pages as well to promote self-service and savings costs in your service channel. The form can even submit to specific stores, countries and channels based on member profiles or preferences. In the example to the right, the Contact Page consists out of prefilled form with localized options.
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13. Winners Page
The Winners Page organizes content in a ‘Top x list’ format. The content is presented in a table, which contains content that has been added to the CMS manually. For feeds and automated winners, sweepstakes, etc, we refer to the Special Pages. In the example to the right, a Winners Page consists out of a straightforward list with monthly winners of a member participation contest.
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14. Unlimited static pages
The static pages can use any template to present content to members. Layout usually contains text and pictures, and sometime video or custom made functionality. You can regard them as any other web page and have all possible functionality in the CMS to create them according to your needs. These pages can be inside or outside the log in (ask VEMT to classify them as such).
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15. Special pages
Special pages can contain any custom-made functionality that adds something special to your program. VEMT will create this specially for you and will discuss pricing and exclusivity. Examples include code trackers (to show interesting background about the product), member-get-member forms, surveys, campaign landing pages, coupon redemption pages, teaming up with family, friends or sports mates (used for collective accrual of points and gamification), sweepstakes, Kiosk screens, instore surveys, etc. These pages can be inside or outside the log in (ask VEMT to classify them as such).
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16. Mobile (M)Ap(p)
The VEMT MAP app connects perfectly with your MAP. Although the MAP has been set up to be completely responsive (and therefore very effective on mobile browsers, there can be reasons to offer your members a native app as well. The VEMT app offers all features of the MAP plus a few extra’s which are only possible in native apps, like geo-location features, pop-up coupons, connection with beacons and in-store kiosks, collecting more member information, etc. Ask VEMT for pricing and options, as they develop continuously.
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CREATING PAGES IN THE VEMT CMS
Pages in the CMS belong to two different categories:
Static Pages
When you have more CMS experience, then these are the pages as you expect them. Static pages are pages that contain ‘plain’ content like text, images
and videos. Content pages can be created, adjusted and deleted by
CMS users with the appropriate permissions.
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System Pages
System Pages contain system generated functionalities built for you. These features show information from the CRM database or provide input options
(forms) to it, like in a registration. These pages are actually applications. Examples are the Timeline, Registration Page, the Contact form etc. These pages
do not only display information but have a specific function and communicate with the VEMT engine.
The unique feature about the VEMT CMS is that it allows you to edit these system and static pages as well and add content to it, edit and delete content
‘around’ the functional elements. Because there are functional elements on that page that you obviously cannot edit, extra attention is required in making
changes on these pages.
How do I create a new Static Page?
Click on the Static Pages on the left hand side of the page.
Click on New Static Page and you can create a new page
How do I create a new System Page?
There are two different ways in which you can create your own system pages.
First method:
VEMT provides you with a list of slugs (the last part of a URL, after the host
name) that the available system pages are on. If you add/copy the slug into the
permalink you will create a permanent system page as shown in the image
below:
Go to the menu on the left hand side of the page
Click on ‘system pages’ or hover your mouse over system pages until the
pop up menu appears
Click on ‘New System Page’
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Add your ‘Slug’ into the permalink as shown below
Second method:
Open the pop down menu located next to the ‘Type ‘’Info’’ block
Choose the permalink option that you require.
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Configure the system page to your requirements by completing the required fields:
• Headline • Image (optional) • Body, in which you can put text, images, video and other HTML based content • Template choice • Banner per position • Widget per position
Set time and date for publication
Then save and either publish the system page, Set a publication date or save as a draft for use at a later date
How do I create a Page Title?
Click on the title slot
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Type your title of choice.
This title will not be displayed on the MyAccountPages. The headline will be displayed. The title you choose will automatically be used as the link to that
page. You can see the direct link to the page under “Permalink”.
How can I create a pretty URL? If you want the link users see in their address bar to have a different title to that of the page itself, then you can edit the permalink by clicking on the pencil. An overlay
appears where you can create the link (called ‘slug’). After you press OK, don’t forget to lock the link by clicking on the lock (next to the pencil symbol) button. The lock
prevents the link from choosing the name of the title again. You can unlock and edit the link at any time.
! Never change the slugs of system pages. They will no longer work!
Permalink automatic the same as title Permalink after editing it
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How do I edit/create a Headline in a page?
Click on the headline slot
Type the headline of your choice
Unlike the title, your headline will show on the MyAccountPages as can be seen in the images below. The headline ‘Register’ has been inserted into the
CMS and after having saved the page the headline is also displayed on the MyAccountPages.
In the CMS How it shows in the MyAccountPages
Can I add Google Analytics codes to the page?
Yes you can add Google Analytics code to pages. This can be done by adding the GA-codes to the URL of the page.
How do I create the main content of the page?
Add the desired text and images in the ‘Body’.
You can switch to HTML view by clicking ‘source’.
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You can choose different styles, varying in size and colour. The headings in the text you create can be chosen from the dropdown box titled ‘normal’. The
available headings are displayed under here. VEMT can customize those headers in your chosen web style, so CMS users automatically create the right
style when using headers (see left picture).
Available headings Dropdown menu headings
The text in the backend will always be shown in black, even when you choose another color. On the front end (the way the member sees it) it will display
in the chosen color. To verify, you can always click preview on the top right hand corner of the page (see image below). The preview provides you with the
option to check what the page looks like before actually publishing it.
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As in regular text editors, you can make text adjustments (like making text bold, italic, underlined and strike through or inserting a numbered or bulleted
list) by using one or more of these buttons:
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How do I insert an image in the body?
Click the Image button in the editor toolbar (see image)
Insert image:
• URL: Type the URL in the text field OR
• Browse server to upload image OR
• Browse server to select image from stack server
Fill in the image properties (see image on the right) like:
• Title: give the image a title under ‘alternative text’
• Link: insert a link by using the tab ‘link’
• Position: to place the image on the right or the left side of the text, click on alignment
Click ‘insert image’. The image will now be shown in the HTML text field.
Change image size if desired: After placing an image into the HTML text field you will be able to change the size by selecting and holding the image with
the Mouse, then click and drag the cursor from the left top corner to the right top corner (bigger) and back (smaller).
Double click on image to edit image properties.
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How do I insert a video in the body?
Click the video button in the Editor toolbar
Paste the embedded code of the video into the slot
Example embedcode: <iframe width="560" height="315" src="http://www.youtube.com/embed/t037bii--Ng"
frameborder="0" allowfullscreen></iframe>
Click on insert
How do I insert a link behind a text or an image in the body?
Select the text or image in the place that you want to add the link
Click the link button in the Editor toolbar
Choose the destination of the link:
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If you want to add a URL: select URL in the link type dropdown adding the URL in the slot
If you want to add an Email address: click on email in the link type dropdown add the email address in the designated slot.
If you want to link to a page within the MyAccountPages: select URL in the link type dropdown, select the protocol <other> and insert the last part of the
URL you want the link to refer to (everything after .com, .fr etc.).
If you want to link to an Image click on browse server and select the record you want to link to.
Banner: click on browse server and select the record you want to link to.
In the tab ‘Advanced’ you can set where the link should open (new window/same window etc.)
How do I remove a link in the body?
Select the text with the link you want to remove
Click on the ‘unlink’ symbol in the editor toolbar
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How do I insert a table in the body?
Click on the ‘Table symbol’ in the editor toolbar
Choose how many rows and columns the table should contain
How do I insert special characters in the body?
Click on the ohm symbol in the Editor Toolbar and choose the desired character from the list of options
How do I view/edit the page in HTML?
Click on the Source link
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How do I choose the correct template for a page?
There are several templates you can choose from (see the chapter on templates for more detail). The template can be easily selected by clicking on one
of the templates dropdown menu.
How do I assign Static Banners or System Widgets to my page?
Choose a template
Choose the location(s) of the Static Banner(s)
Static Banners can be inserted in several locations which are shown in the template designs. You can choose up to 8 different Static Banners, dependent
on the template. The numbers in the boxes represent the location of the banners belonging to the template you selected.
Select the banner(s)/widgets
The MyAccountPages automatically takes into account empty boxes and adjusts for boxes which are not in use. For example: if you select a banner in
box 1 and a banner in box 2 in template 1 the remaining boxes will not be included in the MyAccountPages and the page will stay short, without large
empty whitespaces. You can always preview your page to make sure that it is up to the standard that you desire. You can choose between all your created
banner and 8 different system widgets. You can mix them without any problems, but when mixing widgets and banners, you should check page layouts in
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all responsive sizes and see if they match and create a nice layout. Static Banners you create might scale differently from System Widgets and using them
on the same row could create undesirable effects.
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How do I preview my page?
On the top right-hand corner of the page or at the bottom of the page you can preview the
page that you created or edited without having to save it.
For system pages it’s recommended to check the MyAccountPages themselves (so not only
look at the preview) after you have saved your changes to make sure that everything has
been processed accordingly and that you achieve the layout you desire.
How do I save and publish my page?
On the top right-hand corner of the page or at the bottom of the page you can save the page. It is recommended to save the page regularly during
updates to avoid any mishaps and losing any work. In the case of duration of long inactivity, the system will automatically log the person out and your
changes will be lost.
When you are finished updating or creating your page, you can save or publish the page (Once the page has been published it will be visible to all end users). Editors are
only authorized to save the page, but not to publish it. The page will be saved as ‘draft’. As you see in the image below, you can also choose to schedule the publication
moment for a set time. For temporary campaigns you can even schedule a depublication moment.
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How do I search for a specific page?
Click on Pages –View pages at the left side of the page
Type in (a part of) the title of the page in the filtering box at the right top of page
Click on Filter;
You now see the page(s) that contain the keywords you filled in.
How do I edit an existing page?
Search for the page that you want to edit
Click on the Edit button
Edit, (Preview) and Save
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How do I delete a page?
Search for the page that you want to delete
Click on the arrow next to the information icon (see arrow)
Click on Remove Page
How do I temporarily take a page offline?
Search for the page that you want to take offline
Click on the edit icon in the search results
Change the status at the bottom of the page from ‘Published’ to ‘Draft’
Click on ‘Save Page’
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Can I create a new content page template?
No. If you want to have the availability over more templates to the ones available in your CMS, please contact the VEMT Account Manager.
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USE OF IMAGES All images that are uploaded into the CMS are treated as responsive elements. This means that they will automatically resize into the designated areas.
However, you cannot use all types of images in a fully responsive solution. If you use details (like text) in an image which looks great on L or M size, it
might be unreadable and even ugly in the smaller responsive sizes.
Therefore, you will always have to test your images in all 4 browser sizes before you publish a page or element with a picture in it. See for more details
about responsiveness the template chapter.
The header is an exception. There are recommended image sizes for this one.
Header image
Header logged in: 679px width X 153px height
Header logged out : 772px width X 153px height
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STATIC BANNERS
Purpose of static banners.
Static Banners are a very versatile feature of the VEMT CMS and you will probably use them widely on your pages. The purpose of banners is to offer you
blocks of content that you can easily position everywhere on the page without having to know any HTML or CSS.
The Static Banners are called ‘static’ because their content is determined once, by you. The dynamic content blocks of the CMS are called System
Widgets. Static Banners and System Widgets can be positioned in the same way; the way their content is generated is completely different.
Where can I see the available Static banners?
Go to the menu at the left side of the page
Click on Static Banners
Click on See Static Banners
You now see an overview of the created Static banners
How do I search for a Static Banner?
Go to the static banner overview. Here you can see all of the static banners.
If you know the title, you can search for the banner in the keyword field at the right side of the page.
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The results will now show.
How do I create a Static Banner?
Click on the Static Banners on the left side of the page
Click on New Static Banner
Choose a Banner Template
This template will determine if and how the title of the banner will show. There are 3 options:
1. No title 2. Show title 3. Show Title Outside
They look slightly different. Please verify that the title and picture size together form the same ratio as other Static Banners in a row in most templates to get a nice lay out result. If your text is too long for a title box, it will not show the words that do not fit. Solution: use less words in the title.
Show title
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Show title outside (the banner box, that is)
Choose an image (optional)
If you want to show an image in the Static banner, upload the image here by choosing the ‘Upload Image’ button and adding a new picture or select an
uploaded image from the ‘Choose From Server’ button, where you will find previously uploaded images. A fast option is to choose a picture from the
Stack at the right bottom of the CMS page. You can put pictures here that you use often for fast availability.
Fill in the text in the Text ‘Teaser Box’
The functions of the editor’s toolbar are the same as for editing or creating content pages. The functions are described in the chapter about how to
Edit/Create a page.
Add the URL if you want to link the banner to an external page (outside the MAP/MyAccountPages)
Please note that when you also choose a relationship with an internal page, that that option will have priority. This results in this URL not being followed.
Solution: remove either one of the URL or the Relationship to get a predictable result.
Choose a Banner Color
The Banner Color is only visible if you do not use a picture, or if the picture does not fit correctly in the banner. If you want VEMT to add more colors
that fit your style, please ask the VEMT Account Manager.
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Choose icon
The banner can show an icon in the title row of the banner (right hand side). The icons that match your house style can be added to the dropdown menu
by VEMT on request.
Choose Button
If you want to show a (responsive) button in the Static Banner, choose ‘yes’ and fill in the following items
Button label: Enter the title of the button
Button color: Select the color of the button
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The button text will always automatically be shown with a conversion increasing ‘>’ sign. Choose your Call-to-action wisely to generate the most impact
possible.
Choose the ’Relation’ (optional)
If you want to link the banner to an internal page (within the
MAP/MyAccountPages), choose that page here. Please note that this option has
preference above a URL filled in to any external link.
Add tags (optional)
You can search on these tags when using the search field in the dashboard, making your Static Banners (and other elements) easier to find.
Choose the status for the banner
You can choose the following three statuses:
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Published: Publish immediately Draft: Leave the banner unpublished Timed publish: Schedule the publication of the banner by using the timed published status and filling in the publication dates:
Save or Publish Banner
What are some good Button Tips?
If the button options are left open, no button will be generated.
You can also include a button in the banner picture (if you use one), but that button will not be responsive. This means that is scales in size, together with
the picture, so the button label could become unreadable (and unusable) when the picture becomes too small in XS size.
How do I attach a link to the banner?
Banners can link to internal pages (pages within the MAP) and external pages (anywhere on the internet). When you add a link to a banner, the complete
banner becomes clickable, so you won’t miss any clicks. This also adds to maximum click options for the mobile environment, in which buttons could
become too small to click on with fingers or stylos. If you add a button, the button will be a visual cue to click, but it’s not the only place a member can
click on.
Find an existing banner and click on edit OR create a new banner
If you want to link to a page within the MAP:
Go to the Button URL and enter the URL of your desired link that you wish to add
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How do I delete a banner?
Search for the banner you want to delete.
Search for the banner you want to delete in the filtering box at the top right hand corner of the page
Click on the arrow next to the information icon (see arrow)
Click on delete banner
How do I duplicate an existing banner?
Search for the ‘Duplicate Banner’ in the banner overview
Click on the arrow next to the information icon (see arrow)
Click on Duplicate banner
How do I edit an existing banner?
Search for the banner that you are looking to edit
Click on the edit symbol (see arrow)
Edit Banner. The functions in the toolbar are the same as when you create or edit a page. These are described in the FAQ’s about creating a page
Click Save banner
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How do I temporarily take a banner offline?
Search for the banner that you want to take offline
Click on the edit icon in the search results
Change the status at the bottom of the page from Published to Draft
Click on Save Banner
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THE COUPONS PAGE
What is the purpose of the Coupons Page?
Coupons are great ways to show a list of benefits, deals, coupons, vouchers – or whatever you want to call them – to your members. This page displays
all coupons that you (and the system) create for a member. The interesting thing about this page is that it is completely personalized: each member can
see other deals, which are exactly relevant to the specific member. You can mix these personalized coupons with generic coupons that are valid for all
members.
To be able to do that, the Coupon Page mixes all available deals/coupons into one overview that can cover the complete page. It is automatically sorted
at expiry date: the first expiring deals are presented on top, further increasing the relevancy for the member.
Can I show more than Coupons on this page?
Yes, you can. You can combine the coupons on the Coupons Page (My Deals Page, My Offers Page, any way you want to name it) with banners that you
create as well. Just choose a template for this Systems Page that contains banners, and you can add these at the available banner positions. This allows
you to create Static Banners that offer a different type of offers. Static Banners are of course generic for all members and they are shown at the banner
positions, not in the automatically sorted coupon overview.
How do I view the existing Coupons?
Go to the page section on the left side of the page
Place your mouse over the ‘Coupons’ banner
Either click on ‘Coupons@ or choose and click ‘New Coupon’ on the right pop up banner
You can now view all existing coupons and change, or delete accordingly
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How do I add new coupons?
Go to the page section on the left side of the page
Either click on coupons or place your mouse over the ‘Coupons’ banner and let the right pop up
menu appear
Choose and click ‘New Coupon’
You are then directed to the New Coupon Page where you can begin adding new coupons.
Add the validation dates that you will want to activate and cancel the coupon
Add the appropriate title for your coupon
Choose the text you want within the body of your coupon
Choose an image for your coupon
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You can do this by uploading a new image or by choosing an existing image from the server, similarly to the descriptions you have seen in the banner chapter.
Choose the color of the body of the coupon
Choose your publication and depublication dates and times that you want the coupon to go active and ended
Choose the coupon status eg: Published, Not Published, Draft or Timed Publish (Will publish and depublish coupon according to the times you specified)
Click save
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SYSTEM WIDGETS
What is a system widget?
A system widget is a banner which displays personalized information about the logged in member. This information is automatically generated by the VEMT engine. The great thing of System Widgets is that you can use them as banners, anywhere on any page you would like to. The most interesting feature is that through System Widgets, you can add personalized content to pages, making the MAP more relevant to the specific member using it. Use of the System Widgets is optional, of course.
Where can I find the system widgets?
The system widgets can be found in the System Widget section.
Can I add a new system widget to the available set myself?
No, system widgets are generated in VEMT system and cannot be created manually. The look and feel can be edited by the editor(s) or administrator(s)
that have been allocated for these tasks.
Which system widgets are available?
At the moment there are 5 system widgets:
1. Welcome Voucher 2. Newsletter 3. Address 4. Account Balance 5. Share Widget (to generate referral links)
How do I edit the welcome voucher?
Search for the Welcome Voucher banner that you want to edit
Teaser: You can add text and/or an image which will show up in the right side of the voucher
Image: You can upload an image. This image will show on the left side of the voucher
Color: Here you can choose the color of the voucher.
Widget: Select Vouchers
Do not change status!
Click on save
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How do I edit the newsletter widget?
You can edit the color and icon for the newsletter widget. You can also set the location of this widget per page.
Search for the banner Newsletter
Color: Here you can choose the color of the voucher.
Icon: Choose an icon if you want. This will show in the title bar, at the top right hand corner of the banner
Widget: Select Newsletter
Do not change the widget status!
Click on save
How do I edit the addresses widget?
You can edit the color and icon for the addresses widget. You can also set the location of this widget per page.
Search for the banner Addresses
Color: Here you can choose the color of the voucher.
Icon: Choose an icon if you want. This will show in the title bar, at the top right hand corner of the banner
Widget: Select Addresses
Do not change status!
Click on save
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How do I edit the balance widget?
You can edit the color and icon for the balance widget. You can also set the location of this widget per page.
Search for the banner Balance
Color: Here you can choose the color of the voucher.
Icon: Choose an icon if you want. This will show in the title bar, at the top right hand corner of the banner
Widget: Select Balance
Do not change status!
Click on save
How do I assign a system widget to a page?
You can select the location of the system widget the same way as you
select the location of the banners:
Go to the page that you want to show the widget on
Select the template you want
The system widgets can be found in the banner list, so you can select
them.
Choose the location of the banner or select a system widget.
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WINNERS PAGE The Winners Page can be used for the display of lists you create. This does not have to be a list of winners, but it can be anything that you regularly want
to display in the form of a list for members, like events. In that case, VEMT can change the column headers for you.
If the list items are generated automatically by another system, you can ask VEMT to connect with that system and generate a special page that
automatically displays this list.
How do I add a winner?
Click on the banners on the left side of the page
Click on New winner
Complete the details of the winner:
1. Name of the winner
2. Name of the Action the winner won a prize with
3. The Prize the winner has won
4. Month of the action
5. Year of the action
Set status to Published or schedule a publish date
Click on save
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How do I remove a winner?
Click on the banners on the left side of the page
Click on view winners
Click on edit winners
Click on remove winner
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How do I change the picture(s) on the left side of the winner page?
The image(s) on the left can be changed in the banner section.
Go to the banner section
Search for the banner ‘Winnaars’ or ‘Winners’
Select the desired image
Do not change the status!
Click on save
How do I change the Title or text of the winners page?
The title and description of the winner can be edited in the winners page.
Go to the page section
Search for the winners page
Edit the Headline or Body text.
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Do not change the status!
Click on save
Image: Winners page and explanation on where to edit what part