Product tagging is now available in the Products page and allows financial institutions (FIs) to map their products into predetermined Q2 SMART product categories. The workflow for Product tagging requires that a product be assigned first to a Type, then a Tag, and lastly a Descriptor. The following shows some examples of how Products might be tagged.
This feature provides two views—List and Card.
To access Product Tagging, select the Utility menu () in the upper right corner of the page and select the Tag (
) icon to display the Products page.
The Products page defaults to the Card view, but you can change views using the View icons at the top of the page.
The Card view offers drag and drop functionality, to easily move unsorted Products into categories. Once Products are moved to Product Type and then Product Tag categories, you will need to add Product Descriptors. Click the Product Tag category and select the appropriate Descriptor from the drop-down list. If you made a mistake, find the product in the list view and re-categorize it.
In the Product tagging UI, you can select multiple items and drag them at once.
To select multiple products for tagging:
-
Select Ctrl (or Cmd for Mac users) + select multiple items.
-
Select Shift + select between the top and bottom items to select all of the items in between.
The List view is made up of Name, Type, Tag, and Descriptor columns. Sorting is available for each column in the List view.
The Name column is the FI’s list of products. The search function uses a text query to search items in the Name column.
The Type, Tag, and Description columns have drop-down lists. Each drop-down selection determines the next column’s available selections in a decision tree format.
(ECOM-1756, ECOM-1757, ECOM-1835, and ECOM-2057)
Help tutorials are now available through the Utility menu to assist you with working with UI functionality.
Tip
The first time you log in to Q2 SMART, you will be presented with the Help tutorial. After the first login, you will need to access the Help tutorial using the following method.
To access the help tutorial:
-
Select the Utility menu (
) and the Help (
) icon.
-
A tutorial box opens, guiding you through the functionality of important UI elements.
In the campaign report graph, when multiple events happen on a single day, the graph displays the number of events on that day next to a flag.
(ECOM-1700)
In step 3 of the Campaign Builder, a fourth ad type has been created for mobile only ads. The new space is called Sidebar (Mobile) and is 256 x 84. Select the Sidebar (Mobile) ad type to serve ads exclusively to mobile devices.
This release of Variables: Q2 SMART includes a number of reporting improvements.
Previously, click-through rates (CTR) had been reported as calculating different numbers on the campaigns page versus what was displayed on the Campaign View Report page. This was because there was a defect in the calendar default section on the Campaign View report page. Now, the Campaign page and the View Report page default to the full length of the campaign. If the campaign is in progress it will default to the start date through today’s date.
This release also includes improvements to impressions and conversion counts.
Impressions are only counted the first time the impression is shown to a user with a unique user ID per page. If the ad carousels through multiple times during a user’s visit to a page, the impression will only be counted the first time on that page. If the user clicks the ad multiple times during the campaign and converts, the conversion will only be counted once.
(ECOM-2188, ECOM-2254, ECOM-2219, and ECOM-2181)