Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Page Properties

Status

Status
colourRed
titlenot visible to public
Status
titledraft
(went thru all with nelly, started refining, got thru session status)

Type

explanation/reference

Reader

Clients / CSMs

Reader goal

Decide how to pull and sort content for a module, most likely coming from one of these mindsets…

  • They have a specific idea (use case) in mind – “Can I do this?” If they are tech/design savvy they might look at this on their own. Otherwise, they might ask a CSM, “can I do this?” and the CSM would look at this doc to find the answer.

  • Or they/CSM have a template or prebuilt module that they want to adjust. “I want to change this default. What are all my options?”

They do NOT want to think about how it all works on the back end. They are focused on use case.

Learning goal: Understand all parts of how content is pulled and sorted. Be able to fill in the “formula” with their choices and hand it to the CSM/Config team

Contributors

Nelly

JUNO version

Reviewers (check the box when you’re done!)

  •  Scrilla
  •  Travis
  •  A CSM who has had trouble explaining module customization to a picky/highly custom client in the past?
  •  Leon (just the recommended tags section)

Review deadline

Notes for reviewers

This guide helps you _________To build your own module, you need to decide which content it will showcase.

Content can be pulled and sorted in creative ways. If you have a highly custom idea, this page will help you learn about your options and build it from scratch.

Or, check out our prebuilt modules to get inspired by common examples. You might even start with a prebuilt module, then check out the options on this page to request some changes.

(tick) Build your own module in two steps

...

How

...

[VISUAL DIAGRAM of this plus this equals this, and/or content being “pulled” with arrows]

First, pull content into the module using one or more methods:

...

Only pull sessions with a specific status.

...

Only pull content with specific tags.

You can use more than one method. Example: Pull all Library content, then only select the ones with specific tags.

Then, sort the content. This step is optional. If you don’t, it defaults to release date descending, most recent first.

Copy and paste the form below

...

it works

Content is automatically pulled into modules from your site’s content management system. So to tell the system which content you want, we have to define it in three steps:

[VISUAL DIAGRAM OF THE 3 STEPS BELOW]

First, you must choose which type ofcontentto pull into the module. Then, you’ll usually want to narrow down the content to a smaller selection. Finally, you can choose to sort thecontent so it appears in a specific order.

The form below can help you communicate your ideas. But if you get stuck, just tell your JUNO team representative about your goal, and they’ll help with recommendations!

The goal of this module is: Type here

Show these content type(s): This field is required. The rest are optional.

With

Then narrow it down…

  • Only with this session status: Type here

  • With Only with these static tag(s):

  • With these dynamic tag type(s):

  • With these dynamic access levels: Type here

  • Make personalized recommendations based on these access levels: Type here. Strict or Flexible?

  • Makepersonalized recommendations based on these profile tag types: Type here. Strict or Flexible?

Then sort it all by: Type here

...

Anchor
pull
pull
1. Pull content types (required)

...

Choose one or more content types:types…

(tick) Sessions
(You must also specify the session type: Main stage, Panel, and/or Breakout.)
(tick) In-person sessions
(You must also specify the session type: Main stage, Panel, and/or Breakout.)
(tick) Library(also known as On-demand)
(tick) Exhibitors(also known as Partners)
(tick) Speakers
(tick) Courses(also known as Tracks)
(tick) Lessons

You can stop here if you’d like! The next steps are optional. Note that if you don’t sort (step 3), the module will by default show content with the most recent release date first.

...

After choosing a content type, you’ll often want to narrow it down so the module is focused on a specific topic, availability, or personalized recommendation. For example, instead of showing any course, a module might only show courses about “leadership”.

Info

Why? Narrowing down content is particularly useful when you have a lot to share with attendees. Instead of trying to fit all content into a single module (like a large grid), create multiple modules on the same page! Then give each module a different focus so attendees can discover content in a variety of ways.

Use one or both of the methods described You can narrow content down by specifying a Session status, Tags, or Personalized recommendations. Learn about each option below.

Session status

If you pull Sessions or In-person sessions into the module, you can narrow it down to sessions with a specific status. A session’s status changes over time as it goes from Upcoming, to Live, to Past.

Choose a session status:status…

(tick) Live now
(tick) Upcoming and Live now
(tick) Past and Live now

Note that the module will appear empty whenever there aren’t sessions with the specified status. For example, you might not choose Live now if your event has a lot of downtime in between live sessions.

...

titleold- delete?

You can narrow down any content type using tags. Optional. You can pick one or multiple tags.

If you don’t specify tags, any content from the bucket can be pulled into the module. If you do specify tags, only content that has that tag applied to it will appear in the module.

Choose one or more tags:

(tick) Layout tags
These are custom tags that you create then apply to each piece of content that you’d like to appear in the module. Layout tags are the simplest way to group content. Usually, they match your site’s page or module titles. For example, if a module is titled Leadership, you can make a Leadership tag and add it to each piece of content that you’d like to appear in that module.

(tick) Profile tags
These

You create these custom tags. They’re topics or interests. Attendees select from these tags during onboarding.

(tick) Access level tags

Static tags

...

Tags

You can narrow down any content type to show only content that has specific tags applied to it. Note that for static tags, every attendee will see the same content when you specify tags. If you want to show attendees personalized recommendations, use the Dynamic tag types Personalized recommendations option below.

To use static tags:specify tags…

(tick) Choose any profile, layout, and/or access level tags

...

If the module you’re creating isn’t related to any profile tags, you should create a new layout tag. Usually, a layout tag simply matches the module title or page title. For example, if a module is titled Featured Sessions, create a Featured Sessions tag and add it to each piece of content that you’d like to appear in that module.

Access level tags are… You have content behind a ticket paywall. You want to group it together in one module.

...

lock content so that only attendees who have permission or who bought a specific ticket can open it. When you specify access level tags for a module, it will only show content with that access level. Attendees who don’t have access will still see it, but it will have a lock icon.

Personalized recommendations

You can narrow down any content type to show personalized recommendations for attendees. Each attendee will see different content in the module, depending on the tags they selected in their profile or their access level.

Choose one way to make recommendations based on access level…

(tick) Strict access level recommendation will only show attendees content that’s special to their access level. For example, one attendee might see all Level 1 Sessions, while another attendee sees allLevel 2 Sessions.

(tick) Flexible access level recommendation will show content special to their access level

...

To use dynamic profile tags:

, but also content that doesn’t have an access level at all. This option is best when you want to make recommendations but also want to encourage attendees to discover new things.

Or make recommendations based on profile tags…

(tick) Choose one or more profile tag types, and the module will show attendees content they’re interested in. You also must decide if it’s a strict or flexible recommendation.

...

Strict recommendations will only show content from that tag type. It narrows down your content much further. This option is best when you want the module to be highly focused on a specific topic or content grouping.

...

To use dynamic access level tags:

...

(tick) Choose one or more access level tag types, and the module will show attendees content they have access to. You also must decide if it’s a strict or flexible recommendation.

...

titleold - delete

Options:

(tick) Strict content recommendation for any profile tag type(s): Only show attendees content related to the tags they selected from a specific tag type.

People will only see the tags they selected in their profile setup. For example, if the module pulls interest tags, one person will only see content tagged with Leadership, and another will only see content tagged Design.

Note that if someone didn’t select any tags for that type, they’ll see content with any tag. For example, if they didn’t select interests, they’ll see content about any interest.

(tick) Flexible content recommendation for any profile tag type(s): Show attendees content related to the tags they selected from a specific tag type. But this limits attendees options less by still showing them content outside of that tag type.

For example, if some of your sessions aren’t related to interest tags at all, they would still show up in the module.

This option is best when you want to make personalized recommendations but also want to encourage attendees to discover new things.

(tick) Strict access level recommendation: Only show attendees content that matches their access level.

(tick) Flexible access level recommendation: Same as above but access level. Don’t understand
if you want content to be “locked” to users without permissions/tickets/etc. It will appear as locked. Use cases: want to advertise stuff for upsell OR just simply keep content locked from specific users

...

Optional, Only pick 1

If you don’t choose a sort, it defaults to release date descending (most recent first.)

Sort by… GROUP THESE OR ADD DESCRIPTIONS FOR USE CASES?

...

  • Not just for sessions. For example, a library content page might not become available until a specific date.

  • when it’s viewable, which is usually well before the session starts, so people know it’s happening and can add it to their schedule.

...

Start date (ascending=most recent is last, or descending=most recent first)

  • Only sessions

  • when the session actually begins

...

Alphabetical

  • by title or speaker’s first name

...

Numerical (ascending or descending)

  • use it if the first character in the title are numbers. Example: 1 Session 2 Session

  • note that it won’t sort letters. Example: Session 1 Session 2 will not sort in numerical order

...

Random

  • different every ime you reload the page

...

Popularity - Tag score then date <<confirm that. scrilla said “prob” in a comment

...

Anchor
sort
sort
3. Sort the content (optional)

Choose one way to sort the content in the module. Note that if you don’t sort, the module will by default show content with the most recent release date first.

Choose one way to sort…

Definition

(tick) Release date (most recent first or last)

Release is when the content becomes viewable. For example, a piece of library content might not be released until a specific date. A session might be released well before it’s start time.

(tick) Start date (most recent first or last)

Start is when a session begins. This is only for sessions.

(tick) Alphabetical by title

Note that speakers are sorted by the first character in their name.

(tick) Numerical by title (ascending or descending)

Use this if the first character in the title is a number. For example, 1 Library and 2 Library. Note this doesn’t work if the first character is a letter. For example, Session 1 and Session 2 will not sort numerically.

(tick) Random

Changes each time you reload the page.

(tick) Popularity

Tag score then date.

Warning

Unsure if these have a use case for modules/what they are

  • 1 = sort num responses descending 

  • 5 = sort children descending 

  • 6 = sort children ascending 

  • 12 = sort day and month ascending 

  • 13 = sort rotate every four hours 

  • 14 = sort rotate every hour

  • 16 = sort string option1 

  • 17 = sort string option2 

  • 18 = sort string option3 

  • 19 = sort match against score 

  • 21 = sort child ascending2 

  • 22 = sort content descending2 

  • 100 = sort pinned tag 

  • 101 = sort bucket tag ascending 

  • 102 = sort getty special 

  • 103 = sort tag order 

Pretty sure these aren’t for

...

modules…

  • 10 = sort rank descending 

  • 11 = sort rank ascending 

  • 9 = sort action completed 

  • 23 = sort most completed action 

  • 24 = sort least completed action