Manage behaviors

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:

1. The customer added an item to their cart within the last day.
2. The customer did not remove that item from their cart.
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 ellipses next to Campaigns.
2. Select Behaviors > New Behavior.

   

3. Provide a name for the behavior.
4. Add the desired steps.

   Example behavior: cart abandonment

   

   1. The customer added an item to their cart within the last day. The step syntax is "Everyone who matched Product Add to Cart at least 1 time in the last 1 days."

      

   2. The customer did not remove that item from their cart. The step syntax is "and then did not match Product Remove from Cart linked to Step 1 with same Product Id for all time."

      

   3. The customer did not purchase that item. The step syntax is "and then did not match Order Item Purchase linked to Step 1 with same Product Id for all time."

      

5. Click Save.

Apply a behavior

You can apply behaviors to segments or dynamic grids to affect the content that those elements reference (like campaign emails).

Apply behavior to a 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.

Apply behavior to a 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 options menu (...) next to Campaigns.
2. Select Behaviors.
3. Locate the behavior you want to edit and click Edit (pencil icon).
4. Make the desired changes and click Save.

Delete a behavior

1. Click the options menu (...) next to Campaigns.
2. Select Behaviors.
3. Locate the behavior you want to delete and select the Delete icon.
4. Click Delete to confirm the deletion.

Copy or share a behavior

You can copy or share the structure of a behavior between ODP accounts to use the same behavior in each.

1. Click the options menu (...) next to Campaigns.
2. Select Behaviors.
3. Locate the behavior you want to share and click 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.

Use product behavior to encourage a purchase

In Optimizely Data Platform (ODP), how a customer interacts with your products is considered a behavior and can identify the specific products with which a customer had an interaction. This topic explains how to access and use the content from these behaviors to personalize your content. 

The following example uses a browse abandonment campaign to show how to use product behaviors. Customers land on the website, view product pages, but leave without adding any items to their cart. The goal is to have the campaign remind them of some of the items that they viewed and encourage a purchase decision. 

Use a dynamic grid element to highlight these recently viewed items in a campaign email.

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. Select the Elements tab.
5. Click to open the Layout section.
6. Click and drag a Dynamic Grid to the desired location.
7. Select the desired behavior as the Source, such as a default or custom browse abandonment behavior.
8. Set the Timeframe.
9. Click Save.

You can change these settings after placing the dynamic grid. Select the grid > Content in the Details panel. 

More Options

While editing the dynamic grid's settings, you can select More options to reveal more controls for the content and the grid.

You can find other options in the Details section after clicking on the grid in the editor.

Advanced personalization

For advanced personalization, use custom liquid. You can find the reference material on the Liquid website. You should contact your customer success manager before proceeding with advanced personalization.