Activity Page

Welcome to the Website tool!

Here's a few words about everything you can do from the activity page, some useful information about the general features of the page as well as detailed descriptions on how to perform specific actions in each tab. Scroll down in this article to read more, or refer to the left navigation to jump to a specific section of this article.

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Search Bar

Looking for something?

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Type in this bar to Search and find specific items within the tool. To search in the entire platform, try global search.

 


 

Create a New Activity

If you want to go straight to business, click Create a New Activity.

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There are three types of activities in the Website Tool:

 

Cookies

Building an Audience is crucial, and so is making sure that the website visitor data you collect is acquired with consent. This tool is going to make the task as smooth as possible.

Do not forget about your Cookie Banner! You must always display a message regarding cookies in your website, so maybe go ahead and make one if you haven't yet. Consider that in order to feed cookie consent into APSIS One, you need to create and activate a cookie banner with the Website tool.

In the future, you will be able to connect your own cookie banner.

 

Forms

Your dream Audience doesn't have to be a dream anymore. Let's begin by making a sign-up bar for your visitors to sign up for your communications; that way they'll get an opportunity to engage with your brand. For example, if you want your website visitors to sign up for your newsletter, a sign-up bar will allow them to provide their consent. Or, if you have an event coming up and want to send event updates, a sign-up bar will also come in handy.

In the near future, you will be able to create landing pages and pop-ups for your website too.

 

Collect

So let's assume that you built your Audience and customer base, you can communicate with those who have signed up for your communications, and you're ready to start engaging with them... But do you know anything about your visitors?

By using Collect activities you’ll be able to capture data from your visitors and learn more about how they interact with your brand. For now, you can see what product pages they’ve visited, but in the future you will see what search terms they’ve used, what they left in the shopping cart, and more.

In order for you to be able to collect data from your visitors, you’ll need:

- Your tracking script, installed on your website.
- A cookie banner created with APSIS One, in order to gain consent from your website visitors.

Once these are in place, you’re ready to get started with these activities.

 


 

Display Options

There's a couple ways to view your activity page:

 

Page View

Card View

Toggle the card view on or off by clicking on the card view button on the right of the list.

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This is how the card view looks like:

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List View

In the list view, your activities are displayed in a list.

To return to the list view, click the list view button on the right.

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The list will have some useful Columns for you to get organised. Click on a column to sort according to name, last edited, status, depending on the tab you're in.

Reorganise your activity list by clicking on the different columns.

 Name: This is the working name you chose for your activity.

 Type: Whether this is a sign-up bar, cookie banner, product views...

 Status: Whether the activity is active or paused.

 Date: The date you created the activity.

 Date Deleted: The date the activity was deleted.

 

List Filters

Use list filters to decide what activities you wish to display.

To open filters, click on the filters button on the top left corner of the list in the activity page.

Click on the filtering options to filter your list.

To display all the activities without any filters, click Clear Filters.

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Activity Page Tabs

As with other activity pages, you can quickly navigate to and from your DraftsActive & Paused and Deleted items. Access each section by pressing its corresponding tab in the Activity page.

Scroll down in this article to read about all the tabs, or click on a specific tab in the left side navigation to jump there.

 

Drafts tab

This is the tab that opens by default when you enter the Website tool. Under Drafts you'll find all the activities you previously started but didn't activate. Easily get back on track by taking a look at this section and choosing an activity to continue.

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Click on an item below to read more about what you can do in the Drafts tab:

Activating a Draft

How to Activate an Activity Draft

1. Double-click on the draft you wish to activate. You may also click on the activity and then click Edit in the Bottom bar. The conversation wizard will open.

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2. Make sure that you finish all the steps until you reach the Overview step.

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3. Double-check that all your activity settings are correct. Whenever you're ready, click Save & Activate. That's it!

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Renaming a Draft

How to Rename an Activity Draft

1. Click on the activity you wish to rename.

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2. On the Bottom bar, click Rename.

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3. Edit the activity's name directly on the Bottom bar.

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4. When done, click Save. If you wish to discard the changes, click Cancel.

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Editing a Draft

How to Edit an Activity Draft

1. Double-click on the draft you wish to activate. You may also click on the activity and then click Edit in the Bottom bar. The conversation wizard will open.

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2. Make your changes! All changes will be saved automatically.

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Deleting a Draft

How to Delete an Activity Draft

1. Click on the activity you wish to delete.

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2. On the Bottom bar, click Delete.

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3. Are you sure you want to delete this activity? If yes, click Delete. Otherwise, click Cancel.

 

Cloning a Draft

How to Clone an Activity Draft

Currently, it is not possible to clone an activity. We will notify you when this feature is available.

 

 

Active & Paused tab

These are the activities that you've finished and activated, or activated once but are now paused.

Click on an item below to read more about what you can do in the Active & Paused tab:

Activating a Paused Activity

How to Activate a Paused Activity

1. Click on the activity you wish to activate.

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2. On the Bottom bar, click activate.

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OR

 

1. Double-click on the paused activity you wish to activate. You may also click on the activity and then click Edit in the Bottom bar. The conversation wizard will open.

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2. Make sure that you finish all the steps until you reach the Overview step.

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3. Double-check that all your activity settings are correct. Whenever you're ready, click Activate. That's it!

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Pause an Active Activity

How to Pause an Active Activity

1. Click on the activity you wish to pause.

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2. On the Bottom bar, click Pause.

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3. Are you sure you want to pause this activity? If yes, click Pause. Otherwise, Cancel.

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Renaming an Activity

How to Rename an Activity

1. Click on the activity you wish to rename.

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2. On the Bottom bar, click Rename.

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3. Edit the activity's name directly on the Bottom bar.

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4. When done, click Save.

If you wish to discard the changes, click Cancel.

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Activity Overview

How to View an Activity Overview

1. Click on an activity.

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2. On the Bottom bar, click Overview.

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3. The Overview step from the Conversation Wizard will open up. This will allow you to revise the details of your activity for future reference.

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Activity Reports

How to View an Activity Report

There's two ways to view a report:

 

1. Double-click an active activity, or click on an activity and then click on Report in the bottom bar.

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There you go!

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Editing an Activity

How to Edit an Activity

1. Double-click on the activity you wish to activate. You may also click on the activity and then click Edit in the Bottom bar. The conversation wizard will open.

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2. Make your changes!

 

3. Once you make any changes in the activity, the Bottom bar will appear. Your changes will be saved automatically, but not published. If you wish to save and publish your changes, click Publish changes.

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If you click Cancel, your changes will be saved in the activity, but the Sign-up bar, cookie banner, etc. will remain as it was originally last time you published any changes.

 

Deleting an Activity

How to Delete an Activity

1. Click on the activity you wish to delete.

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2. On the Bottom bar, click Delete.

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3. Are you sure you want to delete this activity? If yes, click Delete. Otherwise, click Cancel.

 

Cloning an Activity

How to Clone an Activity Draft

Currently, it is not possible to clone an activity. We will notify you when this feature is available.

 

Deleted tab

Here's where your deleted activities go.

 About Deleted Activities

All deleted activities will appear on the list, labeled with the status that they were on before they were deleted, except active activities. Deleting an active activity will also pause it. If restored, it will return to the Active & Paused tab as paused.

 

Click on an item below to read more about what you can do in the Deleted tab:

Restoring an Activity

How to Restore an Activity

1. Click on the activity, or a group of activities by clicking on one of them, holding the Shift key and clicking on the last activity you want to restore.

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2. On the Bottom bar, click Restore. The activity will go back to the tab it was in before it was deleted; if it had been active, it will be restored as paused.

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Deleting an Activity Permanently

How to Permanently Delete an Activity

Only activities that have been sent to the Deleted tab can be deleted permanently. This action cannot be undone.

1. Click on the activity you wish to delete, or a group of activities by clicking on one of them, holding the Shift key and clicking on the last activity you want to delete.

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2. Click Delete in the Bottom bar. Are you sure? This cannot be undone. If yes, click Delete. Otherwise, click Cancel.

 

 


 

The Bottom bar

Clicking on an activity will bring up the Bottom bar.

There you will see activity options like edit, delete, restore, etc. These will also depend on the tab you're in.

For more information on editing, deleting and restoring activities, head over to a specific tab.

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