Theme
Open Templates to choose an available saved layout or, if your permissions allow, a theme. Local Area Marketing (LAM) users without layout authoring access must apply a LAM layout before adding content and cannot change its theme. Other content editors can apply a layout or select a theme. If you use both, apply the layout first because it may replace your selected theme.
What is a theme?
Themes allow you to set up your templates to follow your brand's creative style and allow you to populate new activities with a consistent theme. This includes standard fonts, colours, call-to-action buttons, footer social media icons and urls and more. Themes can be used across multiple web pages, facilitating easy and efficient web page branding.
For more information on how to create a theme, please visit our V5 Activity Editor User Guide.
Configuring a theme for web
For web pages specifically, please include a click-tracking domain in your theme. This is used to load pages and forms over this domain and helps prevent browser cross-domain issues should you want to iframe a web page. It also allows you to have your brand in the page url.
This can be done by selecting a tracking domain name under the 'Click-Tracking Domain' section of your theme.
For a comprehensive guide on setting up click-tracking domains, please see our article 'How do I set up custom click tracking in my template?'
Activity
Activities are created within the Campaign detail view or on the Dashboard.
Creating a new activity
Activities are created by clicking the 'New Activity’ button.
A modal will appear with the following options:
- Name: When selecting a name, we recommend using a logical description.
- Distribution Channel: Web.
- Campaign: The campaign name where the activity is located.
- Notes: Add relevant notes about your activity.
Applying a theme
These steps apply to content editors who can change themes. LAM users without layout authoring access must apply an available LAM layout instead; see Saved layouts.
To select a theme, click on the templates tab and scroll down to find your theme.
Once you have found your theme, click on it.
A confirmation message will pop up with two options: "Cancel" and "Ok". Click on "Ok" to confirm the selection. The confirmation message is a precautionary measure to prevent accidental theme selection.
When a theme is selected, all the settings of that theme will be applied to your activity. This includes colours, fonts, sender details etc. Further information on how to create a theme is shared further down in this document.
Saved layouts
Layouts can be saved within Taguchi, allowing for quick setup of pages following the standard design language of your brand(s). Saved layouts contain all the grid rows and content blocks as they were saved. Content editors without layout authoring access cannot edit, remove or reorder content supplied by a layout. They can add and edit their own content outside the layout’s rows.
To apply a saved layout, open Templates in the activity editor and find it under Saved layouts (LAM users without layout authoring access see Available layouts instead). Only published layouts are offered. Applying or re-applying a layout replaces the activity’s content with the layout’s content. If the layout includes an applied theme, it replaces the activity’s theme too; otherwise, the activity’s existing applied theme is retained. If you have permission to change themes, apply the layout before choosing a different theme in Templates.
Users with the Edit layout role, or the Power user or Administrator user type, can manage layouts in Settings > Layouts. See Create and manage saved layouts for creating, editing, cloning and publishing layouts.
Editing a saved layout lets you update its details and tags, change its theme, and adjust its pages, grid rows and content for reuse across web activities. Changes save automatically; content edits return a published layout to draft until you publish it again. Existing activities retain their content unless you re-apply the updated layout, which replaces their content.
Saving layouts
Benefits of saving a layout
Saving a layout allows for later use in other activities.
How to save a layout
Select the activity revision you want to reuse, then select the Save revision as a layout icon in the preview toolbar. This option requires permission to edit the activity, plus layout authoring access through the Edit layout role or the Power user or Administrator user type.
Enter a Name and Description; both fields are required. Choose a name that is not already in use, including by a draft. You can also add Tags to help find and group the layout. Select Make available as a LAM layout to offer the published layout to partition content editors without layout authoring access. These optional fields are available to layout authors. See Local Area Marketing layouts for the full access rules. Select Save layout. The layout is published straight away and appears under Saved layouts in Templates.
Deleting a layout
To delete a saved layout, you need the Edit layout role, or the Power user or Administrator user type:
- Open Settings > Layouts.
- Open the layout's three-dot Layout options menu.
- Select Delete and confirm the deletion.
Existing activities keep their current content. You can also select Unpublish to return a layout to draft while keeping it available to edit in Settings. See Create and manage saved layouts for details.
Configuring a web activity
With web activities, there are two variations at your disposal and either can be embedded into an existing website as an iframe.
Select a configuration
Web activity options:
- Web forms
- Web pages
Web forms
Web forms are specifically for collecting information and data from users and can act as a sign-up or opt-in form.
Web pages
Web pages are informational, used to display information to a user.
Endpoint selection & setup
Web forms require an endpoint in order to submit form data into Taguchi.
On selecting an endpoint to use, you have 2 options:
- V5 Unauthenticated Endpoints
- Custom Endpoints
Specific use cases for each ones vary, however a general rule of thumb is that:
- Unauthenticated endpoints are for Web forms that are publicly available, anyone can submit, data is low-sensitivity.
- Authenticated endpoints are for existing users or for private Web forms, you want to track the person submitting, along with general stuff with existing users/subscribers.
For further information on authenticated endpoints, please look at our Endpoint (Authenticated) Integration article
Unauthenticated endpoint
To Create a New Unauthenticated Endpoint select 'Create a New Endpoint' in the top right of the Configuration Box.
For set up instructions please see our article 'Endpoint (Unauthenticated) Integration'.
Custom endpoint
Custom Endpoint URL This will direct users to an endpoint of your own making, this is usually created beforehand by your organisation to be used for data collection (Not just limited to Taguchi Web forms).
Custom Endpoint Method
- POST is used for creating a new resource and submitting the Data to it. Good for creating new profiles. POST repeats can create new profiles.
- PUT is used for updating a resource at a known location. Repeat submissions is the same result.
Form submission event
For Form Submissions to present as an event within Subscriber Profiles, you will need to enable this option at the top of the Form Submissions section of the Activity Editor within the Configuration Tab.
Form submission actions
Within this same section, you can designate what happens on a Form Submission in the event of a successful submission or a submission error.
You have three options for either outcome.
Show Message This will display a default message to the the pre-determined failure or success message (including the included icons) - These messages can be customised to include custom text as well.
Redirect To Page If multiple pages are present in an activity, subscribers/users can be redirected to one of the pages on form submission, painting a full journey for users and allowing double-opt in for future communication.
Redirect To URL Allows you to designate an external page outside of Taguchi as a landing page for after a form submission is completed. Please ensure the website is connected to your brand is all set up before linking it, otherwise errors might crop up.
Layout
The Layout tab is where you create content and arrange the overall structure of your activity.
Layout Design
The 'Layout Design' section allows you to customise the overall web page or form settings including:
Content
- Content width
- Mobile breakpoint
- Background: Set a background colour or background image, including image position, image size, and option to repeat the background
- Content background colour
- Horizontal alignment: Whether the page sits to the left, center or right
- Desktop and mobile content padding
Page
- Text and background colours
- Favicon: A small icon displayed in browser tabs. See What is a favicon?
- Background image: Including image position, image size, and option to repeat the background
- Desktop padding and optional mobile padding
Grid rows
- A grid row allows you to structure your content.
- You can select from an array of commonly used layout options, which divide your web page vertically.
- Grid rows also allow you to group content together. This allows you to drag and drop an entire grid, rather than one content block at a time when re-arranging.
- You can save an entire grid as an asset, making it easier to re-use repeat grouped content.
- You can interact with the content within the activity preview To select a Grid Row, hover over the row until you see the green dotted line. This represents the Grid on that row.
To save a grid as an asset:
- Build your grid row and content blocks.
- Open the grid row actions menu.
- Select the save-as-asset option and complete the asset setup fields.
- Reuse the saved grid asset later by inserting it from Asset modules.
When selecting a Grid Row you'll notice a green title bar appear. The "Title Bar" allows you to drag and drop, duplicate or delete the item within the activity preview.
Content blocks
Content Blocks are where the actual customisation and visual aspect of your activity are controlled. Content blocks are added to grid rows to allow for neat and organised spacing and placement.
Specific to Web Templates are the following content blocks:
Default Form Fields These are the forms you'd typically find within a webform, and are for gathering basic/default information for Taguchi Subscribers - ie. Name, Address, Email, DOB, etc.
Custom Form Fields Pertains to custom information unique to your organisation or unique to the information you're trying to gather.
Form Elements Related to parts of a webform. Verification, submission or proceeding parts of a webform are found within this category.
Content Blocks Used for customising a webform visually. This can be anywhere from images to match an organisation's branding, to custom HTML, Hero headings.
Asset modules
Add your preferred grid row by dragging and dropping it into the activity preview. This will structure the content of your activity.
The Asset Modules section provides you direct access to your Asset Library. You can search by asset ID, name, tag or External ID – similar to the search function in the Asset Library. You can drag an asset directly into a grid or content block. For example, if you drag in an image asset, an image content block will automatically be created, and if you drag in an article asset, an article content block will automatically be created.
In supported activities, selecting an asset opens the updated activity-editor-style asset interface. This supports grids, blocks and legacy assets across email, web and IAM assets. Use the compatibility icon to confirm where an asset can render.
The updated asset interface includes analytics, a workflow log (where available in your environment), and a debug pane to support troubleshooting.
For web activities, dynamic assets can include images, articles, text and composite/grid assets when the template is web-compatible. Use Asset Tags in the Dynamic Asset block (single or multiple tags) to match published, unexpired, compatible, target-eligible assets; then priority and display-pool rules determine the final asset shown.
If an asset is dropped directly into a grid/content block, it behaves as a static copy in that activity. If it is configured via a Dynamic Asset block, the activity references the source asset dynamically.
For more information on the Asset Library, see our related article here For dynamic web delivery behaviour and troubleshooting, see Dynamic Assets in Webpages.
Web personalization requires subscriber identity (for example via personalised URL parameters or embedded context). Without subscriber identity, target-based personalization cannot be resolved.
Pages
The pages tab allows you to see the pages associated with your web activity and the grid rows and content blocks of each page.
In this tab you can view the structure/order of the pages in a list view
If you click on a page, you can these see the structure of the page, made up of grid rows and content blocks.
If you click on the content blocks, you expand the blocks to show the block content.
Features
The features tab has several options to enhance your web form or page activity. The Features tab is available across all activity types in Taguchi, though the options shown here are specific to Web activities. Where a feature has been turned on, the tab shows an indicator against it so you can see at a glance which features are enabled.
Analytics
Analytics allows you to use Google Analytics link tracking to track the performance of links In your activity. This is in addition to the analytics settings you've already applied in your theme.
Once you are within analytics, click on the “Enable Google Analytics tracking” button to enable this feature.
You can edit 3 parameters:
Source (utm_source): This parameter identifies the source of the traffic, such as the name of the website or the specific marketing campaign.
Medium (utm_medium): This parameter identifies the medium of the traffic, such as webpage, social media or paid advertising.
Campaign (utm_campaign): This parameter identifies the specific marketing campaign that the link is associated with.
Once you have added the parameters, any links that are within your web page will now have the parameters inserted within the URLs (except text Hyperlinks).
Click Tracking
Click Tracking allows Taguchi to record when a subscriber clicks a link within your web page or web form.
- In the activity editor, go to Features > Click Tracking.
- Use the toggle to turn Click Tracking on or off for this activity.
Click Tracking for Web activities is disabled by default and can be turned on where supported.
Click tracking on a Web activity also depends on:
- The subscriber being identified (for example, via a personalised URL parameter or embedded context); and
- Your tracking and consent configuration.
If a subscriber isn't identified, or the relevant tracking/consent configuration isn't in place, clicks may not be attributed to a subscriber profile.
Coupon Pairing is not available for Web activities. It's available in the Features tab for all other activity types (Email, SMS, WhatsApp, Push Notification and IAM). See What are coupons and how can I use them?
Conditional logic
Use conditional logic to control which form fields are shown or how they behave based on a user’s previous responses. This helps you create a more tailored and user‑friendly form by only displaying fields that are relevant.
For example, if a user selects Yes to a question, additional fields will appear. If they select No, those fields stay hidden.
Creating a condition
To create and apply conditional logic to a form, click on the 'Add new condition' button.
Conditional logic is made of two parts. The condition and the action.
In the 'Edit Condition' tab, you can set an 'if' statement that then triggers a 'then'.
For example, 'if' the value of a dropdown field 'Pick a favourite flavour' is 'Other' (i.e. a user selects this option), 'then' show a text field box to capture additional favourite flavours.
To set this condition up:
- Select a block from the 'if' dropdown e.g. Dropdown
- In State select the rule for the condition e.g. Is Equal To
- In the Value field, input what the value of the field should be to show the additional field e.g. Other
- In the action section, under 'Then' select an action. With this example, we would select 'Show'
- Input a 'Target'. This is what gets displayed when the condition is met. E.g. Short Text - Text field.
Custom CSS
Custom CSS allows extended customisability for the visuals of your webpage. However this does require some basic knowledge of web editing and web development. To cut your teeth on some of the basics to do with CSS editing, there are some openly available resources online.
Custom javascript
Custom Javascript (or JS), is a way to extend the functionality of your webpage.
Deploying a web activity
To set a web page or web form live i.e. making it available for both subscribers and testing, it must first be approved and deployed.
- In the Activity Editor, navigate to the top-left corner and select Approve.
- Once approved, a new button will appear 'Confirm Deployment'. Select this to deploy the activity.
- After deployment, the web page or web form will be accessible via the 'View Webpage' button.
The View Webpage link reflects only the currently deployed version. Any changes made after deployment will not be visible until the activity is re-approved and re-deployed.
Sharing a web page or form
Once you have deployed your web activity, to share the web page or form, click the arrow next to the green ‘View Webpage’ button.
Share via web
You'll have options to share using the link, and share via mobile device.
Click the 'copy' icon next to the link to copy the link. Check the 'personalised' box to add subscriber parameters to the link.
Personalised links are for use within Taguchi activities (e.g. emails). When enabled, subscriber tracking parameters (e.g. e and sevt) are appended to the URL. This ensures submissions are linked to the correct subscriber profile and prevents anonymous form entries. It also allows event targeting (e.g. entered activity/revision) to function correctly.
To share via mobile device, see this article 'How do I generate a QR code'.
If you want to add a QR block inside email or web content with subscriber-specific values, see Personalised QR codes.
Embed a web page or form
Taguchi webpages can be embedded using an iframe.
Refer to our article on 'How to embed a Taguchi form' for instructions.