Quick Start

Our Quick Start guide is designed to help publishers understand the basics of their Piano account functionality through the setup of a simple business model.

We will walk through a use case of creating Resources, Terms and Offers and then implementing them into a Composer Experience.

Publication: The Washington Star
Subscription: Digital Entertainment Access
Business model: Single site subscription to Entertainment section
Meter model: Site registration, paid subscription

For details on technical implementation, read our Composer JavaScript Integration guide after understanding the terminology and concepts here.

There are three required steps to creating a new product offering before entering Composer: create a Resource, connect your Resource to their access Terms and adding those Terms to your Offer. Here's how:

Resources

Add a resource

  • Manage → Resources → New → Standard Resource
  • Name: “Digital Entertainment Access”
    Description “All Access to Entertainment news”
  • Upload a resource cover image. We upload our logo. (Resource Image size is: 400×400 pixels)
  • Resource ID: We are leaving the RID as is.







  • Publish date: decide when the resource will be published, meaning; when will you begin checking for access on this content.
  • Tags: Tags are used to allow for dynamic bundling of resources. E.g. combine multiple individual videos or pdf reports with access sold individually to one Tagged bundle with “All Video” or “All Report access”. Newly created resources will be automatically added to the bundle according to these tags.








Terms

Next, we create a new “Term.” You can create a new Term on each selected resource or create a Term under the Terms tab and connect it to a resource there. For this example, we are creating Terms on the resource itself.

  • Click New, and we will first set up a paid subscription Term. After, we will also add a registration Term.
  • Now, we will give the Term a name: “Monthly Entertainment Subscription,” a description: “Monthly subscription to access all Entertainment news,” a price: $2.99, choose subscription as the billing type and monthly as the billing plan. Click Create, and then Save.



  • To add a second Term to be included in the offer, stay on the resource page and click Terms → New → Registration
  • Name: Site registration
  • Description: Create an account for 1 week of free access
  • Length of access: 1 week
  • User can redeem: Within 1 day after registration

note: “Length of access” refers to timed access after converting against the registration Term. Here, we have said that once a user creates an account, they receive, in return one week of access to premium content. Their account will still exist after that week is up. The registration Term is restricted to first time customers only.

  • Our “Digital Entertainment Access” resource now has a payment and a registration Term associated with it. Your resource should now look like the below picture.

Terms in a resource

Offers

Offer Navigate to the Offers section of the dashboard in order to connect the Terms to the visible projection that your audience will encounter: the Offer

  • We click New, name our Offer: “Entertainment,” save it, and then click Add to select our Monthly Entertainment and our Site Registration Terms.

If you are using the default Piano templates and display the offer in a modal window, here is a preview of what the offer will look like: default offer template
By editing your offer templates, you can fit your offers to match your brand. Stylized offer template

That’s it for Terms, Resources, and Offers. Now we can head over to Composer to put it in action.


Composer Quick Start

Products > Composer > Compose


Continuing on from our example with The Washington Star

1) Choosing Site Experience, we name our Experience “Digital Entertainment Access.” Write a quick description detailing the Experience we are setting out to create (both name and description are internal facing), and click Create. We are now presented with a nearly blank canvas.

Pages

2) We will want to include all pages and tags related to Entertainment. Click the pencil on the Pages card to begin configuring your first Experience.

  • Switch the “Target all pages” toggle to off (grey), which creates the first custom segment, only metering content related to Entertainment. The URLs we are including are /entertainment/, the wildcard entry /entertainment/* to include all variations of that string and the tag we are including is entertainment. The include/exclude fields pull the base URL on your account so there is no need to write down the entire URL.
  • Exclude: We will leave this empty. Read Composer documentation on the Pages card for more information on exclusions
  • Click the checkmark to save


Initial user segment

3) Click to edit the initial user segment.

  • Moving onto the configuration of this initial user segment, we are only going to target the users who are unregistered, logged out or who are logged in but don’t have access to our “Digital Entertainment Access” Resource. Click here for more info on segmentation. To save, click the checkmark.



initial user segment

  • Login Status: check
  • Logged in: check
  • Unregistered or logged out: check
  • Has no access to: Check
  • Add a resource: Digital Entertainment Access










Pageview meter

4) Now we drag the “Pageview meter” card from the Events sidebar onto the canvas. There is only one place to drop it, following the Initial segment.


  • Meter Name: Entertainment
  • Track users across subdomain sites: the same user visiting news.yoursite.com and sports.yoursite.com will have one meter limit if this option is checked.
  • Expire at: we have chosen 3 pageviews until the meter to expires, and the “reset after” to 1 week. Check to save.



Meter Value

5) Back on the canvas, you will now see the “Meter Value” card has appeared on the canvas. We leave the card as is, leaving the meter value equal to “expired.” Once those 3 pageviews are depleted, the user will encounter an Action: we are choosing the Show Offer.

Show Offer

6) Under Actions on our sidebar, drag the “Show Offer” card and drop it after the “Meter Value” card.

  • Offer: Entertainment
  • Template: Test Offer Template
  • Delay by: 0 seconds
  • Display mode: Modal/lightbox
  • Exceptions: Don’t show to users with active access
  • Check to save

Publish

7) Click Publish and your Experience is now Live!
This is a very simple Composer Experience, to truly harness the power of Composer, you will want to tie in data-driven user segments to show offers. For more on Composer, please visit http://vx.piano.io/products#composer