Guide Set Branding

Use this action with the Visitor Page View rule to set the branding for a Guide template. Before creating this action, you should create the Guide template to use and define the branding settings for each website. If you are using the default branding for all of your templates, you do not need to use this action.

Juan, the website administrator for Classics, Inc., wants to define a template once and reuse it across three e-commerce websites. To make the templates complement the appearance of the individual websites, he creates a branding for each website. Then, when using the Guide Template action to display a template, he also uses the Guide Set Branding action to set the branding to use.

Create This Action

  1. Click the app selector and select ACD.

  2. Go to GUIDE > Engagement Actions.

  3. Click Add.
  4. Enter a Name that describes what the action does.
  5. From the Action drop-down, select Guide Set Branding.
  6. Enter a Proactive action name. This value is not used at this time.
  7. Select a Guide Branding from the drop-down. The list only displays existing brandings. Stop this process and create a new branding if you don't see one you want to use.
  8. Click Save.

Add the Action to a Rule

  1. From the detail page, click either Add new action or Add existing action, depending on if the action you want already exists.

  2. If you clicked Add new action, follow the steps to create the action you want.
  3. If you clicked Add existing action:
    1. Use the drop-down to select the action you want.
    2. Click Add.