Intelligent Re-engagement | 蜜豆视频 Real-Time Customer Data Platform

Documentation Experience Platform Real-Time Customer Data Platform Guide

Intelligently re-engage your customers to return

Last update: Tue May 28 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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Use Cases

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NOTE

This is a sample implementation, and the examples on this page, such as segment syntax, are merely examples. You should use the examples as a guide, as your implementation may differ.

Re-engage customers who have abandoned a conversion in an intelligent and responsible way. Engage lapsed customers with experiences to increase conversion and increase聽the client lifetime value.

Employ real-time considerations, take into account all consumer qualities and behaviors, and offer fast re-qualification based on both online and offline events.

Below is a high-level architecture view of the various components of Real-Time CDP and Journey Optimizer. This diagram shows how data flows through the two Experience Platform apps from data collection up to the point where it is activated through journeys or campaigns to destinations, in order to achieve the use case described on this page.

Intelligent re-engagement high level visual overview.

Use case overview overview

You will construct schemas, datasets, and audiences as you work through examples of re-engagement scenarios. You will also discover the features needed to set up the example journeys in 蜜豆视频 Journey Optimizer and those needed to create paid media advertisements in destinations. This guide uses examples of re-engaging customers in the use case journeys outlined below:

Abandoned product browse scenario - Target customers who have abandoned product browsing on both the website and mobile app.
Abandoned cart scenario - Target customers who have placed products in the cart but have not yet been purchased on both the website and mobile app.
Order confirmation scenario - Focus on product purchases made through the website and mobile app.

Prerequisites and planning prerequisites-and-planning

As you complete the steps to implement the use case, you will make use of the following Real-Time CDP and 蜜豆视频 Journey Optimizer functionality (listed in the order in which you will use them). Make sure that you have the necessary attribute-based access control permissions for all these areas, or ask your system administrator to grant you the necessary permissions.

蜜豆视频 Real-Time Customer Data Platform (Real-Time CDP) - Integrates data across data sources to fuel the campaign. This data is then used to create the campaign audiences and surface personalized data elements used in the email and the web promo tiles (for example, name or account-related information). The CDP is also used to activate audiences across email and the web (via 蜜豆视频 Target).
蜜豆视频 Journey Optimizer - Helps you deliver connected, contextual, and personalized experiences to your customers.

How to achieve the use case achieve-use-case-instruction

Below is a high level overview of the three example re-engagement scenarios.

Abandoned Product Browse Scenario

The abandoned product browse scenario targets abandoned product browsing on both the website and mobile app. This scenario is triggered when a product has been viewed but not purchased or added to the cart. In this example, brand engagement is triggered after three days if there are no list additions within the last 24 hours.

Customer intelligent abandoned product browse scenario high level visual overview. {width="1920" modal="regular"}

You create schemas and datasets, then enable for Profile.
You ingest data into Experience Platform via Web SDK, Mobile SDK or API. Analytics Source Connector can also be utilized, but may result in journey latency.
You ingest additional profile-enabled data, which can be linked to the authenticated web and mobile app visitor via identity graphs.
You build focused audiences from the list of profiles to check if a customer has made an engagement in the last three days.
You create a abandoned product browse journey in 蜜豆视频 Journey Optimizer.
If needed, work with the data partner for the activation of audiences to desired paid-media destinations.
蜜豆视频 Journey Optimizer checks for consent and sends out the various actions configured.

Abandoned Cart Scenario

The abandoned cart scenario applies when products have been placed in the cart but have not yet been purchased on both the website and mobile app. Also, Paid Media campaigns are started and stopped using this method.

Customer abandoned cart scenario high level visual overview. {width="1920" modal="regular"}

You create schemas and datasets, the enable for Profile.
You ingest data into Experience Platform via Web SDK, Mobile SDK or API. Analytics Source Connector can also be utilized, but may result in journey latency.
You ingest additional profile-enabled data, which can be linked to the authenticated web and mobile app visitor via identity graphs.
You build focused audiences from the list of profiles to check if a customer has placed an item in their cart but has not completed the purchase. The Add to cart event kicks off a timer that waits for 30 minutes, then checks for purchase. If no purchase has been made, then the customer is added to the Abandon Cart audiences.
You create an abandoned cart journey in 蜜豆视频 Journey Optimizer.
If needed, work with the data partner for the activation of audiences to desired paid-media destinations.
蜜豆视频 Journey Optimizer checks for consent and sends out the various actions configured.

Order Confirmation Scenario

The order confirmation scenario focuses on product purchases made through the website and mobile app.

Customer order confirmation scenario high level visual overview. {width="1920" modal="regular"}

You create schemas and datasets, then enable for Profile.
You ingest data into Experience Platform via Web SDK, Mobile SDK or API. Analytics Source Connector can also be utilized, but may result in journey latency.
You ingest additional profile-enabled data, which can be linked to the authenticated web and mobile app visitor via identity graphs.
You create a confirmation journey in 蜜豆视频 Journey Optimizer.
蜜豆视频 Journey Optimizer sends out an order confirmation message using the preferred channel.

To complete each of the steps in the high-level overviews above, read through the sections below, which offer links to more information and more detailed instructions.

Create schemas and specify field groups schema-design

Experience Data Model (XDM) resources are managed in the Schemas workspace in 蜜豆视频 Experience Platform. You can view and explore core resources provided by 蜜豆视频 (for example, field groups) and create custom resources and schemas for your organization.

For more information about creating schemas, see the create schema tutorial. and Model Your Customer Experience Data with XDM.

There are four schema designs that are used for the re-engagement use case. Each schema requires specific fields to be set up. You need to enable the schema to be included in the Real-Time Customer Profile. For more information about enabling the schema for use in Real-Time Customer Profile, read enable a schema for Real-Time Customer Profile.

Customer attributes schema

This schema is used to structure and reference the profile data that makes up your customer information. This data is typically ingested into 蜜豆视频 Experience Platform via your CRM or similar system and is necessary to reference customer details that are used for personalization, marketing consent, and enhanced audience capabilities.

The customer attributes schema is represented by an XDM Individual Profile class, which includes the following field groups:

Personal Contact Details (Field Group)

Personal Contact Details is a standard schema field group for the XDM Individual Profile class which describes the contact information for an individual person.

table 0-row-2 1-row-2 2-row-2
Fields	Description
`mobilePhone.number`	The person鈥檚 mobile phone number, which will be used for SMS.
`personalEmail.address`	The person鈥檚 email address.

External Source System Audit Details (Field Group)

External Source System Audit Attributes is a standard Experience Data Model (XDM) data type that captures audit details about an external source system.

Consent and Preference Field Groups (Field Group)

The Consents and Preferences field group provides a single object-type field, consents, to capture consent and preference information.

table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2
Fields	Requirement
`consents.marketing.email.val`	Required
`consents.marketing.preferred`	Required
`consents.marketing.push.val`	Required
`consents.marketing.sms.val`	Required
`consents.personalize.content.val`	Required
`consents.share.val`	Required

Profile Test Details (Field Group)

This field group allows you to test your journey before it is published, using test profiles. For more information about creating test profiles, read the create test profiles tutorial and testing the journey tutorial.

Customer digital transactions schema

This schema is used to structure and reference the event data that makes up your customer activity that occurs on your website or associated digital platforms. This data is typically ingested into 蜜豆视频 Experience Platform via Web SDK and is necessary to reference the various browse and conversion events that are used for triggering journeys, detailed online customer analysis, enhanced audience capabilities, and personalized messaging.

The customer digital transactions schema is represented by an XDM ExperienceEvent class.

XDM ExperienceEvent (Class)

The XDM ExperienceEvent class includes the following field groups:

table 0-row-2 1-row-2 2-row-2 3-row-2
Fields	Description
`_id`	Uniquely identifies individual events that are ingested into 蜜豆视频 Experience Platform.
`timestamp`	An ISO 8601 timestamp of when the event occurred, formatted as per RFC 3339 Section 5.6. This timestamp must occur in the past.
`eventType`	A string that indicates the type of category for the event.

End User ID Details (Field Group)

The End User ID Details field group is used to describe an individual鈥檚 identity information across several 蜜豆视频 applications.

table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2
Fields	Description
`endUserIDs._experience.emailid.authenticatedState`	End user email address ID authenticated state.
`endUserIDs._experience.emailid.id`	End user email address ID.
`endUserIDs._experience.emailid.namespace.code`	End user email address ID namespace code.
`endUserIDs._experience.mcid.authenticatedState`	蜜豆视频 Marketing Cloud ID (MCID) authenticated state. The MCID is now known as the Experience Cloud ID (ECID).
`endUserIDs._experience.mcid.id`	蜜豆视频 Marketing Cloud ID (MCID). The MCID is now known as the Experience Cloud ID (ECID).
`endUserIDs._experience.mcid.namespace.code`	蜜豆视频 Marketing Cloud ID (MCID) namespace code.

Commerce Details (Field Group)

The Commerce Details field group is used to describe commerce data such as product information (SKU, name, quantity), and standard cart operations (order, checkout, abandon).

table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 9-row-2 10-row-2
Fields	Description
`commerce.cart.cartID`	An ID for the shopping cart.
`commerce.order.orderType`	An object that describes product order type.
`commerce.order.payments.paymentAmount`	An object that describes product order payment amount.
`commerce.order.payments.paymentType`	An object that describes product order payment type.
`commerce.order.payments.transactionID`	An object product order transaction ID.
`commerce.order.purchaseID`	An object product order purchase ID.
`productListItems.name`	A list of item names representing the product(s) selected by a customer.
`productListItems.priceTotal`	The total price of list of items representing the product(s) selected by a customer.
`productListItems.product`	The product(s) selected.
`productListItems.quantity`	The quantity of list of items representing the product(s) selected by a customer.

External Source System Audit Details (Field Group)

External Source System Audit Attributes is a standard Experience Data Model (XDM) data type that captures audit details about an external source system.

Customer offline transactions schema

This schema is used to structure and reference the event data that makes up your customer activity that occurs on platforms outside of your website. This data is typically ingested into 蜜豆视频 Experience Platform from a POS (or similar system) and most often streamed into Platform via an API connection. Its purpose is to reference the various offline conversion events that are used for triggering journeys, deep online and offline customer analysis, enhanced audience capabilities and personalized messaging.

The customer offline transactions schema is represented by an XDM ExperienceEvent class.

XDM ExperienceEvent (Class)

The XDM ExperienceEvent class includes the following field groups:

table 0-row-2 1-row-2 2-row-2 3-row-2
Fields	Description
`_id`	Uniquely identifies individual events that are ingested into 蜜豆视频 Experience Platform.
`timestamp`	An ISO 8601 timestamp of when the event occurred, formatted as per RFC 3339 Section 5.6. This timestamp must occur in the past.
`eventType`	A string that indicates the type of category for the event.

Commerce Details (Field Group)

The Commerce Details field group is used to describe commerce data such as product information (SKU, name, quantity), and standard cart operations (order, checkout, abandon).

table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 9-row-2 10-row-2
Fields	Description
`commerce.cart.cartID`	An ID for the shopping cart.
`commerce.order.orderType`	An object that describes product order type.
`commerce.order.payments.paymentAmount`	An object that describes product order payment amount.
`commerce.order.payments.paymentType`	An object that describes product order payment type.
`commerce.order.payments.transactionID`	An object product order transaction ID.
`commerce.order.purchaseID`	An object product order purchase ID.
`productListItems.name`	A list of item names representing the product(s) selected by a customer.
`productListItems.priceTotal`	The total price of list of items representing the product(s) selected by a customer.
`productListItems.product`	The product(s) selected.
`productListItems.quantity`	The quantity of list of items representing the product(s) selected by a customer.

Personal Contact Details (Field Group)

Personal Contact Details is a standard schema field group for the XDM Individual Profile class which describes the contact information for an individual person.

table 0-row-2 1-row-2 2-row-2
Fields	Description
`mobilePhone.number`	The person鈥檚 mobile phone number, which will be used for SMS.
`personalEmail.address`	The person鈥檚 email address.

External Source System Audit Details (Field Group)

External Source System Audit Attributes is a standard Experience Data Model (XDM) data type that captures audit details about an external source system.

蜜豆视频 web connector schema

NOTE

This is an optional implementation if you are using the 蜜豆视频 Analytics Source Connector.

This schema is used to structure and reference the event data that makes up your customer activity that occurs on your website or associated digital platforms. This schema is similar to the Customer Digital Transactions schema but differs in that it is intended to be used when Web SDK is not an option for data collection; thus, this schema is needed when you are utilizing the 蜜豆视频 Analytics Source Connector to send your online data into 蜜豆视频 Experience Platform either as a primary or secondary datastream.

The 蜜豆视频 web connector schema is represented by an XDM ExperienceEvent class.

XDM ExperienceEvent (Class)

The XDM ExperienceEvent class includes the following field groups:

table 0-row-2 1-row-2 2-row-2 3-row-2
Fields	Description
`_id`	Uniquely identifies individual events that are ingested into 蜜豆视频 Experience Platform.
`timestamp`	An ISO 8601 timestamp of when the event occurred, formatted as per RFC 3339 Section 5.6. This timestamp must occur in the past.
`eventType`	A string that indicates the type of category for the event.

蜜豆视频 Analytics ExperienceEvent Template (Field Group)

The 蜜豆视频 Analytics ExperienceEvent field group captures common metrics that are collected by 蜜豆视频 Analytics.

table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2
Fields	Description
`endUserIDs._experience.emailid.authenticatedState`	End user email address ID authenticated state.
`endUserIDs._experience.emailid.id`	End user email address ID.
`endUserIDs._experience.emailid.namespace.code`	End user email address ID namespace code.
`endUserIDs._experience.mcid.authenticatedState`	蜜豆视频 Marketing Cloud ID (MCID) authenticated state. The MCID is now known as the Experience Cloud ID (ECID).
`endUserIDs._experience.mcid.id`	蜜豆视频 Marketing Cloud ID (MCID). The MCID is now known as the Experience Cloud ID (ECID).
`endUserIDs._experience.mcid.namespace.code`	蜜豆视频 Marketing Cloud ID (MCID) namespace code.

External Source System Audit Details (Field Group)

External Source System Audit Attributes is a standard Experience Data Model (XDM) data type that captures audit details about an external source system.

Create a dataset from a schema create-datasets

A dataset is a storage and management structure for a group of data. Each schema for intelligent re-engagement scenarios should have its own dataset.

For more information on how to create a dataset from a schema, read the Datasets UI guide.

NOTE

Similar to the step to create a schema, you need to enable the dataset to be included in the Real-Time Customer Profile. For more information about enabling the dataset for use in Real-Time Customer Profile, see tutorial on bringing data into Real-Time Customer Profile.

IMPORTANT

Providing customers with the capability to unsubscribe from receiving communications from a brand, as well as ensuring this choice is honored, is a legal requirement. Learn more about the applicable legislation in the Privacy regulations overview.

When creating a re-engagement path, consider adding the following consent policies:

If consents.marketing.email.val = "Y" then Can Email
If consents.marketing.sms.val = "Y" then Can SMS
If consents.marketing.push.val = "Y" then Can Push
If consents.share.val = "Y" then Can Advertise

Data Governance labelling and enforcement

When creating a re-engagement path, consider adding the following Data Governance labels:

Personal email addresses are utilized as direct identifiable data that is used for identifying or getting in touch with a specific individual rather than a device.
- personalEmail.address = I1

Data usage policies

There are no data usage policies required for the abandoned product browse scenario. However, you should consider the following:

Restrict Sensitive Data
Restrict Onsite Advertising
Restrict Email Targeting
Restrict cross site Targeting
Restrict combining directly identifiable data with anonymous data

Create audiences create-audience

The re-engagement scenarios use audiences to define specific attributes or behaviors shared by a subset of profiles from your Profile store to distinguish a marketable group of people from your customer base. Audiences can be created in multiple ways in 蜜豆视频 Experience Platform.

For more information on how to create an audience, read the audience service UI guide.

For more information on how to directly compose Audiences, read the Audience Composition UI guide.

For more information on how to build audiences through Platform-derived audience definitions, read the Audience Builder UI guide.

Abandoned Product Browse Scenario

This audience is created as an enhancement to the classic 鈥淐art Abandonment鈥� scenario. Whereas cart abandonment typically focuses on a cart addition without a subsequent purchase in a certain period of time, this audience looks for an earlier engagement, specifically those who may have browsed a particular product but did not add it to their cart and had no follow-up activity on your site within a certain time frame. This audience helps to keep your brand 鈥渢op of mind鈥� for customers who meet this inclusion criteria and can also be leveraged for customers whose digital properties may differ from a traditional e-commerce model.

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Abandoned product view with no engagement in the last three days

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Abandoned product view with no engagement in the last three days
The following event is used for the abandoned product browse scenario where users viewed products online, and did not engage (site visits, app visits, online purchase, offline purchase, and add to cart events) in the 3 days following. The following fields and conditions are required when setting up this audience: `eventType: commerce.productViews` And `THEN` (sequential event) exclude `eventType: commerce.productListAdds` AND `application.launch` AND `web.webpagedetails.pageViews` AND `commerce.purchases` (this includes both online and offline) `Timestamp: > 3 days after productView` `Timestamp: > 4 days`

The following event is used for the abandoned product browse scenario where users viewed products online, and did not engage (site visits, app visits, online purchase, offline purchase, and add to cart events) in the 3 days following.