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]

The next step in your requirements will be to determine where you want the birthday message to appear (e.g., Content Experiences widget/banner).  Then you will configure a campaign with a recurring trigger.

Please read the following links to assist you:

• Recurring Campaign 
• Create a Campaign
• Add Portal Content to your Campaign (this is where you are creating your birthday message and where you want it to appear on portal)

[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

[niveditakumari]

Hi @Susan Britt, 

I have created above things which you mentioned. 

Can you please tell what needs to be done next to achieve that requirement. 

Regards, 

Nivedita

[niveditakumari]

Hi @Susan Britt, 

Can you please help me to achieve it. 

Regards, 

Nivedita 

[niveditakumari]

Hi @Susan Britt,

Please find below screenshot : 

 

 

 

 

I have configured everything in pdi. 

Can you please check it and help me to achieve that. 

Regards, 

Nivedita