Audiences - Money Transfer Abandoners: Hands-on Lab
As part of this section, we will create an audience of customers who:
- Abandoned the shopping the cart while logged in to the site (Event Based)
- Belong to the Platinum loyalty tier (Attribute Based)
- 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 audience - Money Transfer Abandoners - (your initials)
Before we begin, click the gear icon above the Fields Navigator and select "Show full XDM schema". In doing so, the audience builder will show all available data fields regardless of data availability.
7. Click on Events in the Fields navigator. This selection will expose all event based data points that have been onboarded.
8. Search for the term "Any", then locate the "Any" Event node. Then, Drag it to the center canvas
9. Click on the Any Event node you just dropped one more time. Now, you will see the Event Rules sections display. Now, clear your search from the search bar, and type: "Event Type"
9. Drag the Event Type node inside the Add event field section in the canvas event rules.
10. Finally, type "form.start," then hit enter.
10. Now, clear your search bar and type "Any" again. This time try to drag it and drop it to the right, next to the "Any" node in the canvas.
11. Repeat steps 9 thru 10, and this time type "form.complete"
12. Once you do, then click on the "include" dropdown from the form.complete rule and select exclude.
11. In the Fields navigator, click Attributes. Search for Loyalty.
12. Click into the Loyalty fields folder. Drag and drop the Program Name field.
13. From the drop-down in the attributes container, select the operand exists. In essence, we need users that drop from a money transfer form and must be part of our rewards program.
15. Click Publish.