Form Abandoners Basic
As part of this section we will create an event based audience of customers who:
- Visited the we.Healthcare Site and started filling out a form to sign up for coverage but did not finish
- Click on Audiences in the left navigation panel.
- In the top right corner of the screen, click Create Audience.
3. Select Build Rule.
4. Click Create.
5. Explore the segmentation canvas. This canvas allows marketers to build audiences from ALL existing attributes and events available on the real-time customer profile.
6. Name your segment - HOL Form Abandoners Basic (your initials)
7. Since this is an Event-based audience, click on Events in the left tab on the canvas. This selection will expose all event based data points that have been onboarded.
8. Search for "Page Views" to locate the web page view event.
9. Drag it to the canvas.
10. Click on the Page View event box.
11. Search for events for "Page"
12. Click on the Web page details directory.
13. Drag the Name data point to the Add event field box under Event Rules.
14. Change the logical operator to contains
15. Type and enter "Enrollment 1/3" as the page name value.
16. Search for the term "eventType" to start the new condition.
17. Drag the "eventType" event type to the right edge of the page views.
18. Click on the "Any" event type
19. Change the operator to Contains
20. Enter the value "web.planEnrollment.finished" in the box
21. change Include drop down to Exclude.
22. Set lookback window to Last 24 hours. (optional)
23. Set evaluation method to Batch.
24. Review logic is as desired. We have created a condition which looks at customers who have added products to their cart and then have not hit the order confirmation page, thereby making them cart abandoners.
25. Click Publish.