Optimizely Customized Commerce provides custom visitor group criteria so you can personalize content based on product and order information. Personalization helps you to strategically sell exactly the right products to the right customers, instead of showing the same products to everyone.
You need administration access rights to create and edit a visitor group. Existing visitor groups are available for editors in edit view.
To see available visitor groups, in the top menu, click CMS > Visitor Groups. Click Create to define a visitor group. Then add personalization criteria as desired.
You can use Visitor Groups to determine which content is appropriate to show. If you use a Customer relationship management (CRM) system with segments to guide your business practices, duplicate this segmentation in Optimizely Customized Commerce via Visitor Groups. Then, create a special home page for each customer segment.
As another example, create visitor groups that place customers in vertical segments, such as service stations, car repair shops, spare parts dealers, and so on. If product data is maintained in Optimizely, different customers should see different product descriptions. A retail customer (service station) could see primarily commercial data about a product, while an end-user (car repair shop) would see technical details about the same product. So, you can use visitor groups to optimize the user experience by meeting the unique needs of each customer.
These criteria are available by default in an Optimizely Commerce installation, in addition to the Optimizely Content Management System (CMS)-specific criteria. See also: Managing visitor groups.
- Customer properties – Personalize content based on age or geographic location:
- Date of Birth – Format mm/dd/yyyy.
- Customer group – Select Customer, Partner, or Distributor.
- Registration source – Enter the source of registration.
- Country – Select a country from the list.
- Region code – Select a region code based on the address region in addresses.
- Address postal code – Select a postal code from the list (based on state selected).
- State – Select a state from the list.
You can select only one property type with a related value for a criterion, but you can define several customer properties criteria for a visitor group.
- Market – Personalize content based on the market to which a visitor website belongs.
- Market – Select a market.
- Recent Orders – Personalize content based how often a customer orders:
- Order times – Select the number of times an order is placed.
- Number of days – Select the number of days over which the number of orders must occur. For example, 4 times in the last 2 days.
- Product in cart or wish list – Identify customers that have placed a product of a certain type or brand in their cart or wish list.
- Specified product code – Enter the desired product code.
- Product from a specified category – Select the desired product category.
- Product has a specified property and value – Enter the desired product property and value, such as brand and Sony.
You can select only one property type with a related value for a criterion, but you can define several add several criteria of the type Products in Cart or Wish List to a visitor group.
- Total spent – Personalize content for visitors who spent a specified amount of money (in a specified currency) on the site in the last number of days.
- Spent at least – Select amount and currency.
- Number of days – Select the number of days.
How visitor groups are used
When creating a campaign, you can limit it to members of selected visitor groups.