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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

1. Click the three-dot icon next to Campaigns.
2. Select Behaviors > New Behavior.
3. Provide a name for the behavior.
4. Add the desired steps.
5. 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

1. Go to Customers > Segments.
2. Create a new segment or edit an existing segment.
3. Create or add a Have done something or Have not done something segment expression.
4. Search for the desired behavior and provide any additional required information.
5. Click Save.

Dynamic grid

1. Go to Campaigns.
2. Create a new campaign or edit an existing campaign.
3. Add or edit an email touchpoint (you must have OJO for this).
4. Add or edit a dynamic grid and select the desired behavior as the Source.
5. Click Save to apply the behavior to the grid.

Edit a Behavior

1. Click the three-dot icon next to Campaigns.
2. Select Behaviors.
3. Locate the behavior you want to share and select the Edit icon.
4. Make the desired changes and click Save.

Delete a Behavior

1. Click the three-dot icon next to Campaigns.
2. Select Behaviors.
3. Locate the behavior you want to share and select the Delete icon.
4. 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.

1. Click the three-dot icon next to Campaigns.
2. Select Behaviors.
3. Locate the behavior you want to share and select the Copy icon.
4. Select the Account with which you want to share. To create a copy instead, select the current account.
5. Select the Scope that you want to have access to the behavior. 
6. Click Copy to confirm the share.