Acquia-Wingify Connect

Installing the module and configuring the content

1. From Drupal.org, install the Acquia-Wingify Connect module and its dependencies.
2. On your Drupal site, click People > Permissions or access http://[site_URL]/admin/people/permissions.
3. Configure user roles and permissions for Wingify.
4. Click Configuration > Acquia Wingify Settings or access http://[site_URL]/ /admin/config/system/acquia_vwo.
5. Configure the Acquia-Wingify Connect module:
   1. In the Wingify Account ID field, enter the account ID.
   2. Click Submit.
   3. Click the Extract Account ID tab to extract the account ID.
   4. On the Visibility tab, configure the visibility to show only on specific pages, roles, or content types.

   5. On the Field Mapping tab, select the field that you want to use for each segment.

      For each segment, you can reuse existing fields or create new vocabularies and term reference fields.

   6. Click Save configuration.
6. To understand content types:
   1. Click Structure > Content Type > Manage Fields.
   2. Locate the field types with an entity reference to a taxonomy term.
   3. Click Taxonomy > List Terms to view details of the data populated.
   4. Determine whether the content is configured to capture additional taxonomy terms with data such as Category, Tags, and Persona.

Utilizing Drupal taxonomy in Conversion Optimization

1. Go to Personalize or Testing.
2. Edit or create a new campaign to edit your experience.
3. Select Custom Segment.

4. Filter by Page Visit to define the targeting criteria.

   The Drupal taxonomies are attached to a page visit. You can access the new content types in the sub criteria.

Acquia Wingify Content Governance

Acquia Wingify Content Governance submodule enables you to export content from your Drupal website into Wingify as custom widgets, which can be used in your Wingify campaigns.

Configuring the Acquia Wingify Content Governance submodule

To install the Acquia Wingify Content Governance submodule:

1. Install the Acquia-Wingify Connect Drupal module.
2. On your Drupal site, click Manage > Extend.
3. On the List tab, select the Acquia Wingify and Acquia Wingify Content Governance checkboxes.
4. Click Install.
5. On the main menu at the top, click Configuration.

6. In the System section, click Acquia Wingify Connect Settings.

   The system displays the Acquia Wingify Setup.

7. On the Settings tab, enter your Wingify Account ID in the Wingify Account ID field.
8. Click Save Configuration.
9. On the main menu at the top, click the Content Governance tab.

10. Enter your Wingify API key to authenticate the module with Wingify.

    If you do not know your Wingify API key or need to generate the API token, do one of the following:

    • Click the link https://app.wingify.com/#/developers/tokens provided below the Wingify API KEY field.

The system redirects you to the Wingify Developer Dashboard. For more information about how to generate a Wingify API token, visit How to Access Wingify API?.

1. Click Save Configuration.

Configuring Entities

• To enable Component Content entities for Wingify Export for all users other than Site Studio users:
  1. On your Drupal site, click Manage > Structure.
  2. Click Content Types.

  3. On the Content type page, locate the content type that you want to export.

     For example, Article.

  4. In the Operation column, click the dropdown arrow and click Edit to modify the content type settings.

     The system displays the Edit Article content type page.

  5. On the left menu, click Acquia Wingify Content Governance Settings.
  6. Select the Make article available as Acquia Wingify custom widgets checkbox.

  7. (Optional): Select the Export all article entities as Wingify custom widgets checkbox if you prefer to always export all article entities in Wingify.

     If you do not select this checkbox, the system provides the Export to Wingify as Custom Widget checkbox option when creating or editing an entity of the configured entity type.

  8. In Render View Mode, leave the default value or select the appropriate option.
  9. In Render Role, leave the default value or select the appropriate option.

  10. Click Save.

      The system exports your content to Wingify and makes it accessible in My Library in Wingify. For more information, visit Working with Library in Wingify Editor.

• To enable Component Content entities for Wingify Export for Site Studio users:
  1. On your Drupal site, click Manage > Configuration.

  2. In the System section, click Acquia Wingify Connect Settings.

     The system displays the Acquia Wingify Setup page.

  3. On the main menu at the top, click the Content Governance tab.
  4. On the Content Governance page, click Site Studio Configuration to expand the menu.
  5. Select the Make all Site Studio Component Content entities available to Wingify as Custom Widgets checkbox.

  6. (Optional): Select the Export Site Studio Component Content entities as Wingify custom widgets checkbox if you prefer to always export all article entities in Wingify.

     If you do not select this checkbox, the system provides the Export to Wingify as Custom Widget checkbox option when creating or editing an entity of the configured entity type.

  7. In Render Role, leave the default value or select the appropriate option.

  8. Click Save Configuration.

     The system exports your content to Wingify and makes it accessible in My Library in Wingify. For more information, visit Working with Library in Wingify Editor.

Acquia-Wingify Connect

1. On your Drupal site, click Manage > Configuration.

2. In the System section, click Acquia Wingify Connect Settings.

   The system displays the Acquia Wingify Setup page.

3. On the main menu at the top, click the Content Governance tab.
4. On the Content Governance page, click Site Studio Configuration to expand the menu.
5. Select the Make all Site Studio Component Content entities available to Wingify as Custom Widgets checkbox.

6. (Optional): Select the Export Site Studio Component Content entities as Wingify custom widgets checkbox if you prefer to always export all article entities in Wingify.

   If you do not select this checkbox, the system provides the Export to Wingify as Custom Widget checkbox option when creating or editing an entity of the configured entity type.

7. In Render Role, leave the default value or select the appropriate option.

8. Click Save Configuration.

   The system exports your content to Wingify and makes it accessible in My Library in Wingify. For more information, visit Working with Library in Wingify Editor.