High Propensity Individual Form Abandoners
As part of this section we will create an audience of customers who are form abandoners with the following additional characteristics:
- Visited the we.Healthcare Site and started filling out a form to sign up for coverage but did not finish HOL Form Abandoners Basic
- Have an Account Type of "Individual"
- Have a Propensity for New Policy value of > 0.7
- Click on Audiences in the left navigation panel.
- In the top right corner of the screen, click Create Audience.
- Select Build Rule.
- Click Create.
- Name your segment - HOL High Propensity Individual Form Abandoners (your initials)
- Since the first two conditions are the same as the previous segment, we will re-use the existing one to build our new segment.
- Select Audiences on the left pane within the segment UI.
- Expand Experience Platform to expose all currently existing audiences.
- Search for the Audience you created in the previous exercise. (you can search for your initials)
- Drag to the main central audience canvas.
- Note that it gets dragged into the Attributes section and not the Events section.
12. Click on the expand icon to convert this view into rules (optional). Click Convert
13. Now we have recreated the logic as in the previous segment without having to re-write it.
14. Now let's expand on this logic by including additional attributes.
15. Click on Attributes in the left segment pane.
16. Search for the term "accountType".
17. Drag and drop the "accountType" data point into the Attributes section of the canvas.
18. Set Tier to Individual using the drop down options.
19. Now search for the next Attribute using the search term "Propensity".
20. Drag and drop propensityForNewPolicy below accountType to form an AND relation.
21. Set Propensity Score value to 0.7 using and the logical operator to greater than or equal to.
22. Set lookback window to Last 24 Hours (optional).
23. Set Evaluation method to Batch.
24. Review logic is as desired.
25. Ensure the Name value is filled in and Click Publish.