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An in-depth guide for implementing the “Multi-Campaign” features is available from Sourcepoint directly: https://docs.sourcepoint.com/hc/en-us/articles/1500012033481
However, there a some technical steps necessary, that are not directly evident from the documentation. To ease the migration process, please consider the following tips.
1.) Include “gdpr” property in Sourcepoint config, before switching
The main first part of the migration process, is changing the URL of Sourcepoints main script to a new one. This should be done, before making any changes inside the Sourcepoint UI. Sourcepoints documentation suggests to start with the UI, but this will lead to losing consent functionality on your website for a short period extended periods of time.
Instead, start by locating your configuration of Sourcepoint inside your website. This will look similar to this example:
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In most cases, the “baseEndpoint” property and script “src” will use a subdomain of your own website. If this is the case, please re-use your own (sub)domain instead of “https://cdn.privacy-mgmt.com/”
The property “targetingParams” is optional and may contain further key value combinations, if you are using targeting in your Sourcepoint Scenarios. If you do not use it until now, remove / ignore it.
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In most cases, the “baseEndpoint” property and script “src” will use a subdomain of your own website. If this is the case, please re-use your own (sub)domain instead of “https://cdn.privacy-mgmt.com/”
The property “targetingParams” is optional and may contain further key value combinations, if you are using targeting in your Sourcepoint Scenarios. If you do not use it until now, remove / ignore it.
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We highly recommend testing this configuration on a staging / test site, before continuing.
Make sure that this site is not using a dev environment not to test on your “localhost“, since Sourcepoint will only work correctly on a valid (sub)domain relating to your website.
When testing your new configuration, all consent features on your website should still work as before. If you encounter any errors, contact your Sourcepoint support.
Roll If all went well, roll out your new configuration to your live website, before continuing.
2.) Start switching your Property to “Multi-Campaign” in Sourcepoint UI
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3.) Change your exiting “Partitions” and “Scenarios” to use “Campaign Types”
After enabling Multi-Campaign for your property, click on the Property and navigate Inside the Sourcepoint UI, we will need to change your “Scenarios”, “Partition Sets” and finally starting a new “Campaign”. Each of these require a new “Campaign Type”, that marks it as “GDPR Compliance”.
Start by changing your “Scenarios” first.
Click on the Property you just changed to “Multi-Campaign”.
Navigate to the “Scenarios” tab
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Some or all of your scenarios will show a message in red, “No Type”. Before you can use these scenarios in a new campaign, you have to change the type to “GDPR Compliance”.However, do not change the type of the scenario directly, otherwise your “Consent Layer” will stop delivering on your website.
Instead:
Copy all scenarios, that Click on “Set Type”. A small drop down box will appear.
Select “GDPR Compliance” and click “Update”
Repeat these steps for every “Scenario” you like to use in the future, by clicking on the “Copy” symbol under the “Actions” column.
Name them accordingly, so you can differentiate between your old and new “Multi-Campaign” scenarios. You will later only be able to tell your scenarios apart by name.
Change the type of your newly copied scenarios to “GDPR Compliance” and click “Update”
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Switch to the “Partion Sets” tab and repeat the above steps, just for partitions that you like to use in the future.
Afterwards, your newly copied partitions will need to be edited and switched to using your newly “GDPR Compliance” typed scenarios.
Edit the newly copied partitions by clicking on the “Pen” symbol in the upper right corner of your partition
Select your typed scenarios from the steps above, replacing your old scenarios.
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Switch to the “Partition Sets” tab and repeat the above steps.
Be aware that you can only change the type on “Partitions” that contain “Scenarios” you already switched. Otherwise, you will receive an error message prompting you to do so.
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4.) Create a new “Stage Campaign”
We will now create a new “stage campaign”, that will allow you to test all functionality without impacting your live website directly.
You could theoretically continue with creating a “Public Campaign”. This will put your changes directly live, without any testing. Do so on your own discretion.
Navigate to your Properties “Campaigns” tab.
Click “New Campaign”. A small form will appear asking you to fill in a “Name”, “Type”, “Partition Set” and “Environment”
Name your Stage campaign
Select type “GDPR Compliance”
Select a Partition Set of your choosing
Select the environment “Stage”
Select priority “1”
Click the “Create” button
You are now able to test your new Stage Campaign on your website. See Sourcepoints documentation https://docs.sourcepoint.com/hc/en-us/articles/1500011973962-Campaign-environments#h_01F6HYASZFMZPTR4ND3VW7MFDK on pointers how to do so.
If you encounter any errors during the process or if your consent layer is not showing up on your website, please contact your Sourcepoint Support.
Should everything have worked out, without errors, continue with the next step.
5.) Promote your “Stage” campaign to “Live”
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The next step will leave your website shortly (~30 seconds) without any consent functionality. Neither consent layer, advertisements nor consent interfaces will be available. |
Navigate to your Properties “Campaigns” tab.
Under “Public Campaigns” (to your right) you will see your currently running live campaign.
Click “End Campaign” on your public campaign
Click and hold your mouse button on the white box of your “Stage” campaign.
Drag and drop your “Stage” campaign to the right into the “Public” campaign area
A prompt will appear, asking you to confirm that your stage campaign should be delivered to your users.
Click “Yes”
Your stage campaign will now appear under “Public Campaigns”. This change will be processed by Sourcepoints server in around 15-30 seconds.
Afterwards you are finished with this property, no further steps are necessary.
If any errors or problems come up, please contact your Sourcepoint Support immediately.