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Type
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explanation/reference
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Reader
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Clients / CSMs
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Reader goal
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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
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Contributors
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Nelly
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JUNO version
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Reviewers (check the box when you’re done!)
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- 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)
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Review deadline
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Notes for reviewers
This guide helps you _________To build your own rotator, grid, or list module, you must 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.
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How to choose heading
[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:
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Only pull sessions with a specific status.
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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
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I’d like this module to…
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Contents
How it works
Pull content types
Narrow down the content selection
Sort the content
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How it works
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Content is automatically pulledinto modules from your site’s content management system. To tell the system which content you want to display, we have to define it in three steps.
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First, you must choose which typeofcontentto pull into the module. Then, you’ll usually want to narrow down the content to a smaller selection. Finally, you can choose to sortthecontent 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 Success Manager about your goal and they’ll help with recommendations.
The goal of this module is: |
Pull these content type(s): This |
step is required. The rest are optional. |
Then narrow it down…
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Then sort it all by: |
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Usually, you only need one type. But you can choose multiple. A common example of multiple content types in a module is Session + LibraryOn-demand content. This module would offer attendees a mix of live and on-demand content.Your choices are:
Choose one or more content types… |
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(You must also specify |
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Main stage, Panel, and/or Breakout.) |
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On-demand |
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You can stop here if you’d you like! The next steps are optional. Note that if you don’t sort (step 3), the module will by default show shows content with the most recent latest release date first to highlight recently released content.
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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 session, a module might only show courses sessions about “leadership”.
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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 below.
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You can narrow content down by specifying a Session status, Tags, Actions, or Personalized recommendations. Use a single method alone or try combining them in creative ways.
Session status
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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.Your choices are:
Choose a session status… |
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Upcoming and Live now |
Note that the module will appear empty is hidden whenever there aren’t are no sessions with the specified status. For example, you might not choose Live now if your event has a lot of downtime a Live now module would disappear during an event’s break time in between live sessions.
Tags
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You can narrow down any content type
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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:
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.
Profile tags
These
You create these custom tags. They’re topics or interests. Attendees select from these tags during onboarding.
Access level tags
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
Static tags
You can narrow down any content type to show only content that has specific tags applied to it. Note that every attendee will see the same content, even if they didn’t select Leadership as one of their intereststo show only content that has specific tags. Or you can do the opposite: Hide content that has specific tags.
Note that every attendee sees the same content when you specify tags. If you want to show attendees personalized recommendations, see use the options Personalized recommendations option below.
To specify tags… |
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tags to show content (usually profile, topic, layout, and/or access level tags) |
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If you choose multiple tags, you can also decide to require all. This means that content only appears in the module if it has every specified tag. Otherwise, content appears as long as it has at least one of the tags. |
Profile tags are any tags attendees select when they create their profile. For example, an onboarding question might ask about their interests, with multiple options like Leadership and Design. Any of these tags can be applied to related content and pulled into the module.
If the module you’re creating you create 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.
Dynamic tag types
Recommend content with dynamic tags. Each attendee will see different content depending on their tags or access level.
Options:
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.
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 only shows content with that access level. Attendees who don’t have access still see it, but it has a lock icon. If they click it, they can be prompted to purchase a ticket on an external site. Learn more about access levels on content.
Actions
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You can narrow down any content type to show only content that a user has performed a specified action on. Or you can do the opposite: Show content that a user has not performed the specified action on.
Note that every user sees different content depending on whether or not they performed the action.
To specify actions… |
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Here are some common ways to use actions:
Show courses that you have Started but not yet Completed.
Show speakers and exhibitors that you have Favorited.
Show sessions that you have added to your schedule by clicking the Attend button. (This is usually displayed as a My Schedule tab on the schedule page.
Personalized recommendations
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You can narrow down any content type to show personalized recommendations for attendees. Each attendee sees different content in the module, depending on the tags they selected in their profile or their access level tags.
Choose one way to make recommendations based on access level tags… |
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Note that if someone isn’t assigned an access level, they see content for all access levels instead.
Or make recommendations based on profile tags… |
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For example, an onboarding question might ask attendees about their interests, with multiple options like Leadership and Design. Interests is the tag type, while Leadership and Design are the tags.
If you narrow the module content to recommendations based on the Interests tag type, one attendee sees content about Leadership and another sees content about 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 all Interests content about any interestinstead.
Flexible content recommendation for any profile A flexible recommendation shows additional content beyond the 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.you specified. For example, if some of your sessions aren’t content isn’t related to interest tags the Interest tag type at all, they would it could 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.
Strict access level recommendation: Only show attendees content that matches their access level.
Flexible access level recommendation: Same as above but access level. Don’t understandA strict recommendation only shows content from that tag type. It narrows down your content much further. This option is best when you want the module to focus on a specific topic.
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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?
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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.
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Start date (ascending=most recent is last, or descending=most recent first)
Only sessions
when the session actually begins
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Alphabetical
by title or speaker’s first name
Numerical (ascending or descending)
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Choose one way to sort the content in the module. Note that if you don’t sort, the module by default shows content with the latest release date first to highlight recently released content.
Choose one way to sort… | Definition |
| Release is when the content becomes viewable. For example, a piece of on-demand content might not be released until a specific date. A session might be released well before its start time. |
| Start is when the content (such as a session) begins. Only some content types have a start date. |
| Use this if the first character in the title is a letter. Note that speakers can be sorted by the first character in their first name orlast name. |
| Use this if the first character in the title |
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is a number. For example, 1 Session |
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note that it won’t sort letters. Example: Session 1 Session 2 will not sort in numerical order
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Random
different every ime you reload the page
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Popularity - Tag score then date <<confirm that. scrilla said “prob” in a comment
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Unsure if these are 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
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10 = sort rank descending
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11 = sort rank ascending
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9 = sort action completed
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23 = sort most completed action
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and 2 Session. Note this doesn’t work if the first character is a letter. For example, Session 1 and Session 2 do not sort numerically. | |
| Amount of views over time. If content is viewed 100 times in the last five minutes it is more popular than content viewed 100 times over a month. |
| Changes each time you reload the page. |