Overview
Behaviors are a series of customer actions that model the way customers interact with your brand. Optimizely Data Platform (ODP) views them as a set of specific expressions in a particular order, such as cart abandonment:
- Step 1: The customer added an item to their cart within the last day.
- Step 2: The customer did not remove that item from their cart.
- Step 3: The customer did not purchase that item.
Behaviors are used to create segments or to populate dynamic grids in campaigns.
Create a behavior
- Click the three-dot icon next to Campaigns.
- Select Behaviors > New Behavior.
- Provide a name for the behavior.
- Add the desired steps.
- Click Save.
Recreating an example behavior: cart abandonment
Step 1 - The customer added an item to their cart within the last day.
The step syntax would be "Everyone who matched Product Add to Cart at least 1 time in the last 1 days."
- Everyone – No limits to the segment.
- Who matched – Customers who did the step we are defining.
- Product Add to Cart – Customers for whom we received an event that they added a product to their cart.
- At least 1 time – Customers did this action at least one time.
- In the last 1 days – Limiting the timeframe of this action to between now and 24 hours before now.
Step 2 - The customer did not remove that item from their cart.
The step syntax would be "and then did not match Product Remove from Cart linked to Step 1 with same Product Id for all time."
- And then did not match – Customers who did not do the step we are defining.
- Product Remove from Cart – Customers for whom we did not receive an event that tells us they removed a product from their cart.
- Linked to Step 1 with same Product Id – Further restrict the Product Remove from Cart event to only include products that have the same Product Id as the product in Step 1.
- For all time – Limiting the timeframe of this action to any time after the first step.
Step 3 - The customer did not purchase that item.
The step syntax would be "and then did not match Order Item Purchase linked to Step 1 with same Product Id for all time."
- And then did not match – Customers who did not do the step we are defining.
- Order Item Purchase – Customers for whom we did not receive an event that tells us they completed a purchase.
- Linked to Step 1 with same Product Id – Further restrict the Order Line Item Purchase event to only include products that have the same Product Id as the product in Step 1.
- For all time – Limiting the timeframe of this action to any time after the first step.
Apply a behavior
You can apply behaviors to segments or dynamic grids to affect the content that those elements reference (like campaign emails).
Segment
- Go to Customers > Segments.
- Create a new segment or edit an existing segment.
- Create or add a Have done something or Have not done something segment expression.
- Search for the desired behavior and provide any additional required information.
- Click Save.
Dynamic grid
- Go to Campaigns.
- Create a new campaign or edit an existing campaign.
- Add or edit an email touchpoint (you must have OJO for this).
- Add or edit a dynamic grid and select the desired behavior as the Source.
- Click Save to apply the behavior to the grid.
Edit a Behavior
- Click the three-dot icon next to Campaigns.
- Select Behaviors.
- Locate the behavior you want to share and select the Edit icon.
- Make the desired changes and click Save.
Delete a Behavior
- Click the three-dot icon next to Campaigns.
- Select Behaviors.
- Locate the behavior you want to share and select the Delete icon.
- Click Delete to confirm the deletion.
Copy or Share a Behavior
You can copy or shore the structure of a behavior between ODP accounts to use the same behavior in each.
- Click the three-dot icon next to Campaigns.
- Select Behaviors.
- Locate the behavior you want to share and select the Copy icon.
- Select the Account with which you want to share. To create a copy instead, select the current account.
- Select the Scope that you want to have access to the behavior.
- Click Copy to confirm the share.