Universe Setup

In the Universe section of BlueConic you create and maintain your BlueConic universe. In other words: the domains, the channels within the domains, and the available positions for every channel.


Managing domains

A domain is a container which contains channels. Typically the channels in a domain are related to each other with regard to content and/or that attract visitors that you want to specifically target. The following user roles have permission to manage domains that have been created in BlueConic:

  • Application Manager
  • Developer
  • Online Marketer
  • Universe Manager

Creating a domain

To create a domain, follow the steps below. Only users with the role "Application Manager" or "Universe Manager" have the right to create new domains.

  1. Click the "Universe Management" link at the top of the Universe section.
  2. Click [New Domain] in the upper right corner of the Domain section.
  3. In the 'Name' text box, enter the name of the new domain.
  4. To assign a logo to the domain, click [Browse] next to 'Logo'. The logo you assign to the domain appears in the representation of the domain in the universe and Home tab views.
  5. Browse to the location of the logo image and click [Open].The name of the file appears in the "Logo" text box.
  6. Click [Create]. A preview of the logo appears. The new domain has been successfully created.

Modifying a domain

To modify the properties of a domain, follow the steps below. You can only manage a domain if you have write permission to it. If you have the role of "Application Manager" or "Universe Manager", you can manage all domains within BlueConic.

  1. Click the "Universe Management" link at the top of the Universe section.
  2. In the Universe view, click on an empty space within the domain to select it (not on a channel).
  3. Modify the properties you want to change in the "Properties" section below.
  4. Click [Save].

Deleting a domain

To delete a domain, follow the steps below. Note: You can only delete a domain that contains no channels. For complete information on deleting a channel, see the section Deleting a channel. You can only delete a domain if you have write permission to it. If you have the role of "Application Manager" or "Universe Manager", you can manage all domains within BlueConic.

  1. Click the "Universe Management" link at the top of the Universe tab.
  2. In the Universe view, click on an empty space within the domain.
  3. Click [Delete] in the "Domain Properties" section below.
  4. Click [OK] to confirm the deletion.

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Managing channels

A channel is an online location that you want to monitor, for example a website where your interactions with website visitors take place. A channel belongs to a specific domain. In order to create a channel, you have to first create a domain. See the section Managing domains for complete information on creating and managing domains. There are two ways to add a channel to a domain. You can add channels that BlueConic has detected or you can add channels manually.

There are four types of channels:

Channel Description
Website A single website. The definition contains the URL of the website and one or more host aliases.
E-mail An e-mail channel that the email interaction uses to send e-mail messages through a valid SMTP host.
Mobile App An Android- or iOS-based mobile application.

Adding detected channels to a domain

When the BlueConic-specific JavaScript has been added to a channel (website) and a visitor has visited that channel, BlueConic will automatically detect it. The detected channel(s) can then be added to a BlueConic domain. BlueConic notifies you when one or more new channels have been detected by displaying a number in the "New Channels (x)" hyperlink above the universe view in the Universe tab. To add a channel detected by BlueConic to a domain, follow these steps:

  1. Click the "New Channels (x)" link at the top of the Universe tab (x is the number of new channels detected).
  2. Select the checkbox to the left of the channel(s) you want to add. To select all channels in the list, click the checkbox next to "Name" at the top.
  3. Select the domain to which the channel will be added from the "Add selected channels to" drop-down.
  4. If the channel is of type "Website" and you want to add it as a host alias of an existing channel, select the channel to which it will be added as a host alias from the "Select Channel" drop-down. For more information on host aliases, see the section Channel properties.
  5. Select the type of channel from the drop-down next to the [Add] button (Website, Mobile App, or E-mail).
  6. Click [Add]. The channel or channels are added to the selected domain.
  7. Click the "Universe Management" link above the New Channels table to go back to the management of the universe.
  8. Click the channel in the domain to select it. Below the Universe view, the properties for the selected channel appear.
  9. Define the channel properties.

Manually adding a channel to a domain

To manually add a channel to a domain, follow the steps below. In most cases channels will not he added in this way but rather they will be detected by BlueConic and added as described above.

  1. Click the "Universe Management" link at the top of the Universe tab.
  2. In the Universe view, click on a channel or in an empty part of the domain to which you want to add a channel.
  3. Click "Add Channel" in the upper right part of the Channels section.
  4. Click the down arrow next to "Select Type" and select the channel type from the drop-down list.
  5. Click [Create].
  6. Define the channel properties.
  7. Click [Save].

Modifying a channel

To edit the properties of a channel, follow these steps:

  1. In the Universe view, click on the channel that you want to modify.
  2. Modify the settings you want to change in the Channel Properties section below.
  3. Click [Save].

Deleting a channel

To delete a channel, follow these steps:

  1. In the "Universe" view, click in an empty part of the domain to which the channel that you want to delete belongs.
  2. Hover the mouse over the channel in the list that you want to delete. The "Delete" icon appears in the farthest right column of the channel.
  3. Click the "Delete" icon. The channel is deleted.

Restoring a deleted channel

When you delete a channel, it is removed from the list of BlueConic channels, however the channel hostname is retained. You can restore a deleted channel to an active state. To do so, follow these steps:

  1. Click the "Deleted Channels (x)" link at the top of the Universe tab (x is the number of deleted channels detected).
  2. Select the checkbox to the left of the channel(s) you want to restore. To select all channels in the list, click the checkbox next to "Name" at the top.
  3. Select the domain to which the channel will be added from the "Add selected channels to" drop-down.
  4. If the channel is of type "Website" and you want to restore it as a host alias of an existing channel, select the channel to which it will be added as a host alias from the "Select Channel" drop-down. For more information on host aliases, see the section Channel properties.
  5. Select the type of channel from the drop-down next to the [Add] button (Website, Mobile App, or E-mail).
  6. Click [Add]. The channel or channels are added to the selected domain.
  7. Repeat the steps above for each found channel that you want to restore.

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Channel Properties

The properties that a channel has depends on its type. Each of the possible channel properties is described below.

Property Description
Name A descriptive name for the channel. This name appears in the universe view when you hover the mouse over a channel.
Type The channel type. The possible types are "Website", "E-mail" and "Mobile App".
Used by Click the "Related items" link to see a list of the interactions and optimizers that use this channel. The number in parentheses shows the total number of interactions and optimizers. If no interactions or optimizers use this channel, the number is "0" and the "Related items" link is unavailable.
Hostname For channels of type "Website", this is the fully qualified URL of the website.
Host Aliases For channels of type "Website", you can add one or more fully qualified URLs for each of the website's host aliases. Enter the URL in the text box and then click [Add].
App ID For channels of type "Mobile App", this is the unique ID of the mobile application.

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Channel Positions

BlueConic dialogues use channel positions in order to identify specific areas and fields within a channel. In the example below, two positions have been defined (Position 1 and Position 2):

In order for a dialogue to be able to interact with a website visitor, one or more positions for the channel must be defined.

To define one or more positions for a channel, follow these steps:

  1. Click the "Universe Management" link at the top of the Universe tab.
  2. In the Universe view, click on the domain containing the channel to which you want to add one or more positions.
  3. Click "Show List" at the top of the Channel section.
  4. Click the channel to which you want to add a position in the list. The properties for the channel appear.
  5. Click the "Channel Positions" tab.
  6. Click [Add Position].

 

Name

Enter the name of the position in the "Name" text box.

Selector

Enter a valid jQuery Selector to define the position on the page in the "Position" text box. A position is defined using a jQuery Selector. For complete information on jQuery Selectors, follow this link:http://api.jquery.com/category/selectors/.

To define the position using the Visual Picker, click Visual Picker.

Preview URL

The Visual Picker is a tool you can use to visually select positions within a channel. The positions define the location within the HTML in a channel where content is shown by an interaction as well as when action is taken by an interaction based on specific content appearing at a specific position or a click occuring in a specific position. Depending on the circumstances, the Preview URL is the default URL that the Visual Picker opens to when you click the link for the Visual Picker. For information on when the "Preview URL" is used, see Initial URL opened by the Visual Picker.

Used by

Click the "Related items" link to see a list of the interactions and variants that use this channel position. The number in parentheses shows the total number of interactions and variants. If no interactions or variants use this channel, the number is "0" and the "Related items" link is unavailable.

Click [Save] to save the position.

The positions created appear in the list of defined positions. The following is an example of a channel position definition:


Editing positions

To edit a position, follow these steps:

  1. Click the position you want to edit in the list of positions. The properties for the position appear.
  2. Make the desired modifications to the position definition and then click [Save].

Deleting positions

To delete a position, follow these steps:

  1. Hover the mouse over the position in the list of channel positions. The "Delete" icon appears in the far right column.
  2. Click the "Delete" button.

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