5. Create Smart Pages

Creating a Smart Page

1. Accessing Smart Pages

• Navigate to the Engage section in the Recotap platform and click on the Smart Pages tab.

• On the Overview page, view the performance metrics of previously created Smart Pages.

• Select the Smart Pages tab in the sidebar to access the list of existing pages, which includes:
• Name
• Status (Active/Draft)
• Views
• Conversions
• Last Published Date
• Creator's Name

2. Creating a Smart Page

• Click the Create Page button to start.

• Provide the required details:
• Smart Page Name: A descriptive name for easy identification.
• Website URL: Specify the URL where the Smart Page will be hosted.
• Account Source: Select accounts manually or from predefined segments.

3. Adding Personalization Content

• Upload Account Data:
• Download the template to ensure proper formatting.
• Upload account details via .csv or .xlsx files for personalization.

• Or Proceed Without Uploading:
• Skip the upload to directly use Recotap properties (e.g., Account Name, Domain).

• Script Verification:
• The platform verifies the script automatically. If not pre-configured, click Add Script to set up.

4. Personalizing the Page

• Open the Smart Page Designer by clicking Personalize.

• In the designer, select any text box or image box that you want to personalize.

• Use the Recotap Account Properties to insert dynamic placeholders for personalization, such as:
• Account Domain
• Account Name
• Industry
• Revenue
• Logo
• Custom Properties (gets created automatically as per the headings in the template uploaded)

• Select a placeholder and customize the text field directly in the template. For example, a placeholder like {{company.name}} dynamically displays the specific company name for each account.

• Save change by clicking the ✔️’Save’ icon every time you do a change in any of the placeholder fields.

• By using 🔄Refresh icon, you can redo any change. 🗑️’Delete’ option can be used to remove any Account Properties from a particular placeholder.

5. Finalizing the Page

• After completing the personalization, review the preview by selecting any account at the top, make necessary adjustments, and save the changes.

• Publish the page to make it live by clicking 3 dots against each Smart page or keep it in draft mode for future edits.

6. Template Details

1. Account ID is Mandatory:
• The template requires the Account ID column to be filled for every row. This serves as the primary key that links your uploaded data to specific accounts in the system. Without this, the system cannot identify or personalize the content for the accounts.

2. Add Any Number of Columns:
• You are free to add as many columns as needed in the template. Each column represents a custom property (e.g., industry, revenue, personalized messages) that you can dynamically insert into the Smart Page.
• The system will automatically recognize these columns and make the properties available in the Smart Page designer. For example, if you add a column called Custom Greeting, this will become a property you can use when designing the page.

3. Uploading Images:
• If your template includes fields for images (e.g., Account Logo, Custom Banner), you need to upload these images to a web server or Content Delivery Network (CDN) where your website images are hosted.
• Once uploaded, include the image URLs in the respective columns of the template. The Smart Page designer will fetch and display these images dynamically using the provided URLs.

Example Scenario:

• Your template may include columns like Account ID, Industry, Welcome Message, and Logo URL.

• For the Logo URL, you upload the logo image to your CDN and provide the corresponding URL (e.g., https://your-cdn.com/logos/company1.png).

• During Smart Page design, these fields (Industry, Welcome Message, and Logo) will appear as personalization options, and the system will pull the data dynamically for each account.

Notes:

• Adding custom columns ensures tailored Smart Pages for specific accounts.

• Verify image URLs to ensure proper rendering of visuals.