Sharing Segments from CJA to CDP
Export audience to RTCDP
After reviewing the report, it’s clear that the web channel isn’t performing quite as well as the mobile one. How about we set up a segment to group those customers and then export the data to RTCDP for activation?
Create a Segment
As first step, let's create a segment to match the required condition. This can be done manually, but CJA provides us a shortcut to avoid starting from scratch.
- Open the panel you created in the Fallout Analysis exercise. Scroll down to the very bottom of the fallout visualization.
- Right click on the has purchased step of your fallout visualisation.
- From the menu that appears, select Create segment from touchpoint.
This action opens up the Segment builder UI, which comes with a handy pre-built setup. Tweak the segment configuration so that it perfectly aligns with your needs!
- We want to change the last Event Type condition.
- Change the condition in the Event Type step from equals any of to does not equal.
- Scroll up, click on the title textbox and type in [your name] Potential purchasers that disengaged.
- Click Save.
Create audience
Now let's take the final step and create the audience that we can share with RTCDP for activation.
- From the top menu, click on Components > Create audience.
- From the left rail menu, find the segment you have created in the previous step, drag and drop in the area Drag and drop a segment here.
On the right-hand side, you’ll notice a preview of the data that will be shared with RTCDP.
- Click on the Name textbox and type in [Your name] Potential purchasers that disengaged.
- Click Publish.
Now is a great time to save your progress! Just head over to Project and click on Save.
Visualize the audience in RTCDP
Once your audience is published, you'll find it available in RTCDP, just like all your other audiences.
- Click on the nine-dots icon on the top right corner of the screen.
- Select Experience Platform.
Add image
- From the left hand menu, click Customer > Audiences.
- Click on Browse to view the list of available audiences.
In the list of audiences find out the audience with same name used in the previous step.
You can manage your audience just like any other! For instance, adding a tag can make it easier to find what you're looking for.
- Click on the three-dots icon beside the audience title.
- Click on Manage Tags.
In the Tags dropdown type [your name] my tag ; since it's a brand new tag, click on Create [your name] my tag, then click Done.
Now your audience is properly tagged.
Click on the name of the audience to open the details.
As you can see, the audience originates from Customer Journey Analytics, and you will find the newly created tag listed.
Congratulations on successfully completing the exercise!
Now that you have identified the individuals who have yet to submit their application forms on the website, you can engage them with tailored communication to encourage them to complete the process.