Feed Management Overview

The Feed Management Module is the central location for creating, organizing, weighting and filtering feed content from your content management system (CMS). Through the module, you are able to create custom feeds by filtering content metadata and then customizing the presentation of each feed as a whole or for individual customers.

Feed Management Dashboard

The Feed Management dashboard is where you can create a new feed from CMS contents or view the feeds you have already created.

The Feed Management dashboard.

Dashboard Attributes

The Feed Management dashboard contains a number of attributes that enable you to view each feed and its related criteria. Attributes include:

Status – Indicates what state a particular feed is in. The status options are:

  • Live – The feed is currently live and being shown to your customers.
  • In Review – The feed is still being edited and has not yet been set to live.
  • Paused – The feed was live at one point but has been manually paused for the time being.

Feed Name – The platform user generated name of the feed.

Weight – A platform user defined weight added to every piece of content in a feed; this weight supplements the weights placed on individual items during feed configuration. A higher number indicates a higher weight, which means items are prioritized and shown before lower-weight items.

Targeting – The audience or set of attributes that makes people eligible to view the feed content.

Content Count – The number of items in a particular feed, based on the rules of how that feed collects content from the CMS.

Start/End Dates – The date range for which the feed can be “active” and able to return results to customers.

Dashboard Controls

The Feed Management dashboard contains a number of controls for easily locating and viewing your content feeds. Controls include:

Sorting – Each column on the Feed Management Module dashboard can be sorted in ascending or descending order.

Search – Search for the name of a particular feed from the search box in the upper-right area of the existing feeds table.

Creating a New Feed

From the Feed Management Module dashboard, you can create new content feeds with a set of specified criteria.

Feed Creation Criteria

To create a new content feed, click the Create Feed button and enter the relevant information in the modal window.

To create a feed, the only required field is the feed name.

The creation form contains the following fields:

Name – The platform user generated name of the feed, which serves as a reference within the feed management dashboard. This is the only required field.

Start and End Date (Optional) – The date range for which the feed can be active and returning results to customers.

Placement (Optional) – Indicates where the feed is placed within an app or other property.

Audience Targeting (Optional) – The audience or set of attributes that makes people eligible to view the feed content.

Content Feed View

The Content Feed view is the primary screen for managing the content included in any configured feed. This is where you can determine which pieces of content to include in the feed based on metadata criteria. In addition, you can decide how to weight each individual item based on the attributes for either the item or an individual customer.

Content Feed Header

The content feed header, located at the top of the content feed view, displays an overall summary of the feed.

The content feed header shows you a summary of the current feed and allows for easy editing.

The header contains a number of attributes for configuring and viewing the status of your feed.

Status – The state of a particular feed. Status options include:

  • Live – The feed is currently live and being shown to your customers.
  • In Review – The feed is still being edited and has not yet been set to live.”
  • Paused – The feed was live at one point but has been manually paused for the time being.

Targeting – The audience or set of attributes that make people eligible to view the feed content.

Weight – A platform user defined weight added to every piece of content in a feed; this weight supplements the weights placed on individual items during feed configuration. A higher number indicates a higher weight, which means items are prioritized and shown before lower-weight items.

Start & Stop Dates – The date range for which the feed can be active and returning results to customers.

Feed Items – The total number of items from the CMS that are included in this feed’s contents.

Content Rules – The logic used to specify which items to include in the feed and how to weight each item. To view all applied rules, click “Details.” To edit the rules, click “Edit.”

Refresh Feed – When clicked, updates the feed after you have applied or updated a set of rules pertaining to the content of the feed.

All Content Section

This section shows every piece of content being ingested by the SessionM Platform from the content management system.

The all content list allows you to filter or search for content to add to your feed.

Content excluded from the feed (based on applied rules) can be manually added by hovering the cursor over the item in the table and clicking the green ‘+’ icon.

Tip

Items that are already included in the Feed Content section are shown greyed out in the All Content section.

Feed Content Section

This section displays all content included in the feed that is displayed to the customer based on defined rules and any items added manually by the platform user.

The feed content list shows all content in the feed, and allows you to change weighting and add or remove content items.

To manually exclude an item, hover over it in the table and select the red ‘-’ button. This action returns it to the All Content section. From there, the user may assign an additional manual weight to an item.

Editing Content Feed Rules

Editing the rules to your content feed helps to refine the content that is shown and involves the use of filters and metadata. To edit the feed rules, click the Edit link in the Content Rules section of the content feed header.

Note

If the feed rules have not yet been set, the Edit button displays “Add” instead.

Creating a Feed from CMS Contents

To first populate a feed with items from the CMS, apply a content filter rule available in the Feed Rules view.

The feed rules view lets you create filtering rules for how to display your content.

Select which metadata attribute you want to use and whether the attribute should be equal/not equal to a particular value, or whether it should be included/not included in a specified set of values.

Enter the values you want to evaluate the rule against. Clicking the Save button at this point populates the feed with all items that match the criteria you just specified.

Using Customer Filters

You can use customer filters to hide or show any content item.

You can filter content based on customer metadata.

To apply a customer filter, click the Add Customer Filter button and select which content metadata attribute you want to filter on. Then enter “match” in the Value input field, and pick which customer attribute you want to match on.

Finally, select whether you want matches shown exclusively to the customer or hidden from them. Using customer filters is a good way to ensure that only relevant content is shown to any customer. (For example, if content.DMA matches user.DMA, show customer the content.)

Applying Weights

When editing content feed rules, you can use weights to stack-rank each item shown to customers in the feed. Rank items based solely on the item’s metadata or by matches between the content metadata and a customer profile attribute.

Metadata Weight – Additional weight applied to a particular piece of content, based on that content containing a particular metadata attribute value. Metadata Weight can be set and modified within the Feed Rules view.

You can apply additional weight to content in the feed based on content metadata information.

To apply additional weight to all items that contain a particular metadata value, click the Add Metadata Weight button in the Weights section, and specify which attribute you’d like to evaluate on. Then input which particular value you’d like to weight, and give it a numerical value.

Once saved, all content that contains this matching metadata is given this weight in addition to the overall feed weight.

Customer Profile Weights – Additional weight applied to a particular piece of content, based on that content containing a particular metadata attribute value that matches to a profile attribute for an individual customer.

Customer profile weight is similar to metadata weight, except only applying to customers with certain profile attribute values. Customer Profile Weights can be also be set and modified via the Feed Rules view.

You can apply additional weight to content in the feed based on customer metadata attributes.

To apply additional weight to items that contain metadata relevant to particular customers, click the Add Customer Weight button in the Weights section. Specify which metadata attribute you would like to evaluate against, and input “match” into the Value field. Then specify which customer profile attribute you would like to match against and the additional weight you would like to apply.

Once saved, all content with metadata that matches the customer’s profile attribute is given the additional weight, ensuring it is higher up in that customer’s feed stack ranking.

Preview Feed Contents Using Personas

Personas can be configured and imported into the SessionM Platform with profile attributes to simulate real customers. To see how items in the feed are ranked for a particular persona, simply select the persona from the dropdown list in the Feed Content section header.

Personas simulate real customers and allow you to see how a content feed will appear to different customers.

The page reloads in the ranked order for the active customer. To see more detail about the customer’s profile attributes, click “Details” next to their name. Doing so opens a modal window. Here you can see the customer profile attributes along with all of the filters and weights that apply to them and the feed content.

To simulate the customer being in a specific location, click the Lat/Lng checkbox next to “Details” and enter the desired simulated coordinates of the customer. This updates the feed contents to match any location-specific rules you have applied.