Experiences Support

How to: Set up Micro Experience with Data Capture

Micro Experiences are a new, refreshed format of Cheetah Experiences. We have focused our efforts on improving the usability of the workspace and the overall look & feel of the end user experience. With that said, these mobile-first experiences with high-quality motion design and gesture controls are a natural evolution of our traditional experiences. There are some differences in how to set up Micro Experiences compared to our traditional experiences so this article will provide a guidance on how to set up Social Story Giveaway, Embeddable Giveaway, Micro Sign-up or any other Micro Experience with data capture fields.

What to do

First of all, navigate to the Cheetah Experience Library, click on the Micro Experiences tab in the navigation and select a Social Story Giveaway, Embeddable Giveaway or other experience (creation process is the same), which will open a brief overview of the campaign type. If you are happy with your selection, add the experience to your account if you are using it for the first time, or simply click on Create if you have previously build the experience.

The wizard will take you through the experience creation process:

  • First of all, name your experience and click next.
  • After that, choose a theme. You will be able to select one of two dedicated themes for story experience - Block (simpler, less stylized theme that is using system fonts and places a block of color behind copy) or Tint (theme with design functionality that is tinting images, copy and CTA to a predefined colour, using Google fonts).
  • At the end of the wizard, you will be presented with an overview of the campaign setup so far. If you’re happy, click Create to finalise your settings and create the campaign.

Experience set up

If you are familiar with the Cheetah Experiences, you may notice we have made some changes to the workspace. We have streamlined and simplified the workflow, the biggest difference is that you will be managing all your content modules and form fields in the same workspace to help you publish your beautiful experience even faster.

1. Build

In this area, you can add, edit, preview and layout pages in your experience using a drag-and-drop designer, and manage the Rules. To start customising content and form fields of the Experience, click on the Edit button of your Landing page. This will launch the Screen Designer with selection of modules and fields on the left and schematic preview on the right.

  • Firstly, select the screen you want to edit from the left-hand side navigation.
  • Then use the drag & drop to add components to your experience. You will notice a Content Section and a Form Section. Content Section will only allow you to use components from the “Content” category, Form Section will allow both Content & Form components mixed together.
  • You can reposition, clone or delete individual components in the schematic preview on the right hand side.

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  • To start editing a component, hover over the component on the right hand side and click on ”Edit”. This will open the editing panel on the left. Each module and form field will have a different set of settings based on its functionality, but some general rules apply:
    • In the Content tab, you can add your copy, upload or select an image.
    • In the Design tab, you can select a different Layout for positioning of images and copy, Style (applicable for Tint theme), define the module background, as well as define the Text alignment. In Advanced options, you can define a Custom class name if you wish to use custom CSS and Display height - this will be useful if you want to fill the full viewport of a device with content of one component only).
    • All changes made in the edit panel will be automatically applied, but you have to click to "Save" your changes before exiting the screen designer completely. 
  • To edit some key settings of your form, you can click on the "Settings" icon in the form section. This will allow you to style the form section separately from the rest of the experience and also define some key settings that are specific to your form - such as error messages, submit button label etc.

We have a great article handy if you want to learn more about how to style your experience and use the different design settings available. 

 

2. Design

In the Design section, you can change the display type of your experience. Page view will present content in a long form style layout expanding to fill the viewport and users will be able to scroll through it up & down. Slide mode, will present content as a series of slides and based on the type you select, they will be able to use chevrons to progress through the experience horizontally or vertically. 

Here you can also select a different theme or customize the existing one and edit header, background and footer of your experience. 

3. Settings

In the Settings section, you can define the key settings for the experience. Rename it, decide on entry frequency, fraud prevention strategies and more. 

4. Publishing

The final step is to publish your experience.

  • Click to Approve your experience. 
  • Then click to Publish your experience. You will be asked to choose from available publishing formats:
    • Social story - generates a unique URL that can be used behind CTAs on Instagram, Facebook, Snapchat or in Twitter cards
    • Page embed - this generates an embed code to be used on your website, blog, article and more
  • Following this, the platform wizard will ask you to specify the dates and timings for the campaign’s launch, whether you wish to publish this experience immediately or schedule it to go live at a later date.
  • All that’s left to do is to confirm you want to Publish the experience.
  • All set? You can now sit back and watch its progress by checking insights.

We have also created step-by-step guides explaining how to add Micro Experiences URL in Social Stories, how to add Micro Experiences URL in Twitter Card.

5. Entries

In this section, you will be able to preview your entries as well as export all personal data and manage winners. Please note that you will need sufficient user permissions to do so. We highly recommend to submit test data and download the export to make sure you are receiving data in the format you were expecting before the experience goes live.

6. Insights

Insights provide a high-level overview of the performance of your experience. You will be able to view and measure: 

  • Views - Total number of views for the selected time period.
  • Interactions - Total number of interactions with the experience. Interaction is anything that helps us measure active engagement with the experience such as hover with a mouse over an element, click etc.
  • Entries - Total number of users who have submitted their entry.
  • Click-throughs - Total number of users who clicked on any call-to-action in an experience.
  • Entry rate - Conversion rate of interactions that resulted in an entry.

7. Customize

If you need to further customize your experience with custom code, you can do so in the Customize area. Simply add a custom CSS or Javascript, you can always reference the custom classname that can be defined in each individual component.

You can also set up email notifications for your experience. To learn more about those, please visit this article. 

Understanding the top navigation

Now when you have progressed through the set up and publishing of your experience, you may have noticed that the navigation with your experience name is visible throughout the journey. 

From the navigation, you can take the following actions:

  • See what display type your experience is using and easily access this setting.
  • Reset data or delete an experience by hovering over the c and clicking on Reset/Delete experience
  • Click on & to open the staging URL where you can preview your experience
  • Approve, Publish or Expire the experience
  • Save any changes you have made on the experience level