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Status

NOT VISIBLE TO PUBLIC DRAFT (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

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 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 of content to pull into the module. Then, you’ll usually want to narrow down the content to a smaller selection. Finally, you can choose to sort the content 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.

Then narrow it down…

  • Only with this session status: Type here

  • Only with these tag(s): Type here

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

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

Then sort it all by: Type here


1. Pull content types (required)

First, decide which type of content you’d like to appear in the module.

Usually, you only need one type. But you can choose multiple. A common example of multiple content types in a module is Session + Library content. This module would offer attendees a mix of live and on-demand content.

Choose one or more content types…

(tick) Sessions (You must also specify Main stage, Panel, and/or Breakout.)
(tick) In-person sessions (You must also specify Main stage, Panel, and/or Breakout.)
(tick) Library
(tick) Exhibitors
(tick) Speakers
(tick) Courses
(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.


2. Narrow down the content selection (optional)

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”.

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…

(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.

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 when you specify tags. If you want to show attendees personalized recommendations, use the Personalized recommendations option below.

To specify tags…

(tick) Choose any profile, layout, and/or access level 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 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 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 all Level 2 Sessions.

(tick) Flexible access level recommendation will show content special 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.

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.

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 content about Leadership and another will see content about Design.

Flexible recommendations will show 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 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.


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.

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 

  • No labels