How to add birthday widget to portal.

niveditakumari
Mega Sage

Hi, 

 

How to add birthday widget to portal. 

Can anyone please help me to implement it. 

 

Regards, 

Nivedita

 

 

2 ACCEPTED SOLUTIONS

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

View solution in original post

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.  

View solution in original post

44 REPLIES 44

Hi @Susan Britt

 

Thank you. It is working fine now. 

Can you please tell what is purpose to execute schedule job. 

 

Regards, 

Nivedita

 

 

Hi @Susan Britt

 

Thank you. It is working fine now. 

Can you please tell what is purpose to execute schedule job. 

 

Regards, 

Nivedita

 

 

Hi @Susan Britt

 

It is working in development instance but it seems it is not working in other non prod instance. When I'm executing schedule job in other non prod instance it is not adding any User profile in 'Campaign Targets' tab. Can you please tell what is issue. It seems it is issue with schedule job. 

Can you please tell what is purpose of executing schedule job and can you please help me to fix that. 

 

Regards, 

Nivedita 

 

 

Hi @Susan Britt

 

I have gone through your article and I have configured everything and when I'm doing portal preview it is showing like attached screenshot. 

 

niveditakumari_0-1693855783693.png

 

When I'm testing and set system admin birth date 4 Sep 2023 and opening esc portal it doesn't show anything. 

Please find my instance url to correct that and I have created your profile in that pdi. 

https://dev88368.service-now.com 

Susan

iPgg(#T$8 

 

Regards, 

Nivedita

 

 

 

Hi @Susan Britt

 

I have to achieve same thing only few changes needs to be change. 

I have to show banner on Users first day and it should show for their first 30 days. 

I have created Campaign, Campaign bundle, Portal content and Campaign content. 

Please see attached screenshot and correct that : 

Campaign : 

niveditakumari_0-1708957302319.png

 

Campaign bundle 

niveditakumari_1-1708957320138.png  

 

Portal content 


 
Updating Media

 

Campaign content 

niveditakumari_2-1708957352540.png   

 

 

Regards, 

Nivedita