How to add birthday widget to portal.

[niveditakumari]

Hi, 

How to add birthday widget to portal. 

Can anyone please help me to implement it. 

Regards, 

Nivedita

[Susan Britt · Accepted solution]

Here are some example screenshots of a Campaign, Campaign Stage/Bundle, Portal Content, Campaign Content.

You will also need to manually run or wait for the scheduled jobs to run that add the users to the campaign, create the content, etc.  It is not an instant thing.

Example Campaign

Ideally, probably wan to re-evaluate every day for new users to add/remove to the campaign ^

Create the Stage/Bundle (i.e., when should the message appear and for how long)Create the Portal ContentAdd the Portal Content to the Stage

[Susan Britt]

This looks good.  Now you need to:

1. Give a start date for your Campaign record (e.g., yesterday)
2. I'd probably change the frequency from 7 days to "1", so it runs every day.
3. Save it
4. A new UI Action/button will appear for you to Publish the campaign.

 Once it is published, you can manually run the Scheduled Job "Content Experiences: Update Campaign Audience" to add the target users.  You should be able to impersonate a user whose birthday on their HR Profile is within the date range you have setup (5 days before today up through 5 days from today) and see the announcement in the widget on ECP.

[niveditakumari]

Hi @Susan Britt, 

I have done below things 

 

  

I have few questions : 

1. In campaign bundle we have given date offset quantity is 2 and duration 5 days. why? 

2. When we are creating campaign content I have manually created widget instance and added it. 

3. Do we need to do always execute now for schedule job to get it run. 

4. I have tested it with attached HR profile record. 

It is not working. 

Please correct me to achieve above requirement. 

Regards, 

Nivedita

[niveditakumari]

Hi @Susan Britt, 

It is not working. 

Can you please help me to correct it. 

Regards, 

Nivedita

[Susan Britt · Accepted solution]

Hi Nivedita,

Your campaign looks correct, but your profile has a birthday in July.  The campaign bundle is configured to trigger (i.e., your content show up) 2 days before their birthday and have duration of 5 days.  This means for your example profile, the content would have showed up July 26 (2 days before their birthday) and been automatically removed 5 days later.  You can test with someone that has a birthday of Aug 8-12 right now.  

[niveditakumari]

Hi @Susan Britt, 

Please find below screenshot : 

 

It is not working. 

In campaign content I have created widget instance Content Experience Header. Do I need to do some other thing. 

Can you please help me to achieve it. 

Regards, 

Nivedita