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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, Scrilla
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JUNO version
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Reviewers (check the box when you’re done!)
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- Scrilla
- Travis
- Some CSMs
- Leon (just the recommended tags section)
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Review deadline
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Notes for reviewers
Let me know if anything comes to mind that’d make something easier to understand. 
Thank you all. This one’s a beast!
Scrilla, the red section at the bottom is particularly for you.
Leon, Scrilla and I would like some assistance making sure I got the add_users_tag_types and require_some_preferred_tags_of_type right. It’s the Personalized recommendations section.
To build your own module, you need to 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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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. So to 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 team representative 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.
Choose one or more content types… |
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On-demand |
Lessons
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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”.
You can narrow content down by specifying a Session status, Tags, Actions, or Personalized recommendations. Learn about each option below.
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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.
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 to show only content that has specific tags. Or you can do the opposite: Hide content that has specific tags applied to it.
Note that every attendee will see sees the same content when you specify tags. If you want to show attendees personalized recommendations, use the Personalized recommendations option below.
To specify tags… |
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tags to hide 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 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 shows content with that access level. Attendees who don’t have access will still see it, but it will have a lock icon.
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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 will see 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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only |
shows attendees content that’s |
specific to their access level. For example, one attendee might see all |
shows content |
specific to their access level, 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. |
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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shows attendees content they’re interested in. You also must decide if it’s a strict or flexible recommendation. |
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 will see sees content about Leadership and another will see sees content about Design. Flexible recommendations will show Note that if someone didn’t select any tags, they see all Interests content instead.
A flexible recommendation shows additional content beyond the tag type(s) you specified. For example, if some content isn’t related to the Interest tag type at all, it could still show up in the module. This option is best when you want to make recommendations but also want to encourage attendees to discover new things.
Strict recommendations will only show A 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 be highly focused focus on a specific topic.
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Choose one way to sort the content in the module. Note that if you don’t sort, the module will by default show shows content with the most recent latest release date first to highlight recently released content.
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…
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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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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 is a number. For example, 1 |
Session 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. |
Popularity
Tag score then date.
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