This feature is currently available to Charter Program members only. Contact your Growth Success Manager if you are interested in participating in the program.
Discuss your launch plan for pre-built real-time segments with the Optimizely team and choose from the following plan options, depending on whether you have technical resources (such as a developer to help you launch pre-built real-time segments on your web pages):
- Hands-on option – If you do not have technical resources available to you, Optimizely can help you launch. You create the web embeds or modals you want to use for pre-built real-time segments, then share their links with your Optimizely Customer Support Technician who will set up the triggers activating them.
- Hands-off option – Using our SDK, your developer can interact with your customer data and execute a wide-range of use cases, beyond targeted web modals and web embeds. This option lets you get creative with dynamic personalization on your pages.
Optimizely Data Platform’s (ODP's) pre-built real-time segments feature lets you segment your e-commerce site visitors as they arrive on your page and offer them relevant on-site messages based on their engagement with your brand and site, which drives website conversions, revenue/growth and data collection.
ODP delivers pre-built real-time segments through GraphQL, a query language that provides a method for fetching an organization’s data and displaying dynamic content. ODP enabled a publicly accessible interface for GraphQL, the GraphQL Explorer, to make real-time data available on your site. (You can access data only from your ODP account and nobody else can access data from your account.)
Enable pre-built real-time segments in your account
After gaining access to the Charter Program, Optimizely installs a set of pre-built real-time segments in the back-end of your account. These segments are different from the ones available in your ODP account so you will not see these pre-built Real-Time Segments in your Customers > Segments list.
You can use the GraphQL Explorer in your account to confirm that the pre-built real-time segments were installed. Go to Account Settings > APIs > GraphQL Explorer.
Run a query (like the following) inside the GraphQL Explorer:
query { audiences { edges { node { name } } } }
If the query returns data, you can begin using your pre-built real-time segments.
During your conversations with the Optimizely team, you choose the pre-built real-time segments you want to have installed in your account. Currently, Optimizely offers two types of segments: attribute-based and behavior-based.
Attribute-based segments
- Identified by email – The customer has an email on their profile (ignores consent and reachability).
- Identified by phone – The customer has a phone number on their profile (ignores consent and reachability).
- Email marketing opted-in – Opted-in for email marketing using the default consent model (consent is true or null).
- Phone marketing opted-in – Opted-in for phone marketing using the default consent model (consent is true).
- Email marketing opted-out – Opted-out for email marketing using the default consent model (consent is false).
- Phone marketing opted-out – Opted-out for phone marketing using the default consent model (consent is false or null).
- Opted-in for marketing on any channel – Opted-in at least one email or phone using the default consent model.
- Email unreachable – The customer has an email address but it is invalid or bouncing.
- Phone unreachable – Customer has a phone number but it bounces or the country code makes it unreachable.
Behavior-based segments
- Recent Purchasers – Customers who have purchased in the last 28 days.
- Intent to Buy – Customers who have added to cart and not purchased in the last 28 days.
- Email Engaged – Customers who have opened or clicked on an email in the last 28 days.
- Marketing Engaged – Customers who have engaged (active event) with a marketing message (email, phone, push) in the last 28 days.
- Fresh visitors – Visitors who are visiting for the first day in the last 28 days.
- Returning visitors – Visitors who have visited two or more days within 28 days.
- Active visitors – Visitors who have visited at least two days in the last 7 days.
- Visitors considering a purchase – Visitors who have browsed the same product on two or more days in the last 28 days and have not purchased since.
- Super browsers – Visitors who have looked at 10 or more unique products in the last day.
Do you have ideas and suggestions for additional custom, pre-built Real-Time Segments and use cases? Let the Optimizely team know!
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