Вы находитесь на странице: 1из 33

hybris Marketing

Trigger-Based Campaign
May 2015

Overview

Objectives

At the end of this presentation, you will be able to:


Understand the trigger-based campaigns
Know the prerequisites for trigger-based campaigns
Define export definition for trigger-based campaigns
Define campaign content for trigger-based campaigns
Define and activate a trigger-based campaign

Customer

Trigger-Based Campaign

A trigger-based campaign reacts


automatically on customer interactions
without having contacted the customer
in advance
Campaign has no target group
assigned
Supported triggers: Shopping Cart
Abandonded, Email Opened, Click
Through

Customer

Trigger-Based Campaign
Documentation
The trigger-based scenario Shopping
Cart Abandoned is documented in the
application help
Technical details for the setup of the
connection from hybris Enterprise
Commerce Platform to hybris
Marketing Platform can be found in the
following wiki:
https://wiki.hybris.com/display/release5
/hybris+Business+Event+Extensions++Technical+Guide

Customer

Terminology

Trigger-Based Campaign - Terminology


Trigger-Based Campaign uses the following terms:

Trigger
Trigger Condition
Action
Action Parameter

A trigger can be seen as an event. If the event occurs (or does not occur) the assigned actions
are executed.
A trigger can start one or more actions. The supported actions are defined in the customizing of
Campaigns Category Type.
A trigger can have condition parameters (e.g. the link that has been clicked). An action can have
action parameters (e.g. the SMS form that shall be sent).
Trigger-Based Campaign supports currently three types of triggers (see next slides).

Customer

Trigger-Based Campaign - Trigger Shopping Cart Abandoned


Features
The trigger Shopping Cart Abandoned appears always at
the top. Only one trigger of this type is supported.
An optional filter condition can be assigned in order to
restrict the execution of the assigned action (e.g. the action
Send Email shall be executed only of the shopping cart have
been abandoned by a person living in a certain zip code
range).
You can assign the action Send Email or Send SMS. The
assigned actions can be executed immediately (directly after
the event of trigger Shopping Cart Abandoned has been
raised) or delayed.
Trigger Shopping Cart Abandoned
Action Parameter
Shopping Cart Abandoned

Filter condition
Action Send Email

Customer

Trigger-Based Campaign Trigger Email Opened


Features
The trigger Email Opened is supported only if the action
Send Email is assigned to trigger Shopping Cart Abandoned.

Trigger Email Opened

Trigger Condition Not


Opened for 10 Days

The trigger has the condition parameter Email. This is the


email content assigned to action Send Email of trigger
Shopping Cart Abandoned.
The trigger can distinguish the interaction Opened or Not
Opened. If the interaction Not Opened is selected you need
to set a duration in days.
You can assign one or more actions that will be executed
after the trigger condition is fulfilled. For every assigned
action you can decide if it shall be executed immediately
(after the trigger event occurred) or delayed. In case of
delayed execution you can set a duration of days and a
particular time.

Action Send Email

Action Parameter
Shopping Cart email opened

Customer

Trigger-Based Campaign Trigger Click Through


Features
The trigger Click Through is supported only if the action
Send Email is assigned to trigger Shopping Cart Abandoned
and if the assigned Campaign Content has trackable links.

Trigger Click Through

Trigger Condition Email = Shopping


Cart Abandoned and Link = Link to
abandoned shopping cart

The trigger has the condition parameter Email. This is the


email content assigned to action Send Email of trigger
Shopping Cart Abandoned. The second condition parameter
is the Link. If the selected campaign content has more than
one trackable links you can select a particular link or <Any>.
The trigger can distinguish the interaction Opened or Not
Opened. If the interaction Not Opened is selected you need
to set a duration in days.
You can assign one or more actions that will be executed
after the trigger condition is fulfilled. For every assigned
action you can decide if it shall be executed immediately
(after the trigger event occurred) or delayed. In case of
delayed execution you can set a duration of days and a
particular time.

Action Send SMS

Action Parameter
Shopping Cart SMS
Customer

Prerequisites

Trigger-Based Campaign - Prerequisites


Before you can define a trigger-based campaign you have to
Define a campaign category in campaigns customizing and assign the actions to the category
Schedule some reports as Periodical Batch Job; this is done automatically by Technical Configuration Tasks
Create Export Definition for Email and SMS and File Export
Create and release Campaign Content for Email and / or SMS
Create Building Block as filter condition for trigger (optional)

Customer

Trigger-Based Campaign Campaign Category


The trigger-based campaign has no target group assigned. In the campaign category customizing the indicator
Category without target group needs to be set.
The trigger-based campaign supports the actions Send Email and Send SMS.
Set Cat. Wo TG

Customer

Trigger-Based Campaign Batch Job


Schedule reports as periodical batch job, done by technical configuration task
For your information only:
The necessary batch job is scheduled automatically by a
technical configuration task Scheduling of Background
Jobs in the task list CUAN_INITIAL_SETUP

The task schedules a background job ME_CAMPAIGN


with the 4 mentioned reports. Recommended frequency: 2
minutes

Customer

Trigger-Based Campaign Export Definition


Create Export Definition for actions of trigger Shopping Cart Abandoned
The trigger Shopping Cart Abandoned supports
the actions Send Email and Send SMS. For the
content of both actions you have to define an export
definition. For email content the usage must be
Event-Triggered Email. For SMS content the usage
must be Event-Triggered SMS.
The export definition with usage Event-Triggered
Email / SMS must have the two semantic attributes
Interaction Key and Email Address or Mobile
Number.
In addition the export definition must have a
Segmentation Profile that you use also in the
Segmentation Model for the creation of your target
group. Otherwise the sending of email or SMS or the
creation of the Export File will fail.

Segmentation
Profile

Usage

Email
address
Product data of
shopping cart
Interaction
Key
URL of
shopping cart

Customer

Trigger-Based Campaign Export Definition


Create Export Definition for actions of trigger Email Opened / Click Through
For the triggers Email Opened and Click Through you have to define an export definition with the usage Email (if you
want to use action Send Email) or SMS (if you want to user action Send SMS.
The export definition for email must have the two semantic attributes Contact ID and Email Address.
The export definition for SMS must have the two semantic attributes Contact ID and Mobile Number.
In addition the export definition must have a Segmentation Profile that you use also in the Segmentation Model for the
creation of your target group. Otherwise the sending of email or SMS or the creation of the Export File will fail.

Usage

Segmentation
Profile

Contact ID

Email
address

Usage

Segmentation
Profile

Contact ID

Mobile phone
number

Customer

Trigger-Based Campaign Campaign Content


Campaign Content for trigger Shopping Cart Abandoned
Create a new campaign content for email / SMS.
Assign a template
1. Select the Export Definition with usage
Event-Triggered Email which you have
defined

2. Select a corresponding template

Customer

Trigger-Based Campaign Campaign Content


Campaign Content for trigger Shopping Cart Abandoned
Personalize the content with attributes of the person
that abandoned the shopping process

1. Enter text

2. Place cursor at position where


you want to insert a
personalization attribute

3. Select the personalization


attribute
4. Personalization attribute is
inserted with naming convention
|% name of attribute %|
Customer

Trigger-Based Campaign Campaign Content


Campaign Content for trigger Shopping Cart Abandoned
Personalize the content with attributes of the shopping cart, e.g. URL pointing to abandoned cart

3. Enter a Link Title

1. Place cursor at position where


you want to insert a
personalization attribute

2. Select Insert dynamic link

4. Select the attribute


Source Data URL it
contains the URL of the
abandoned cart

5. Push OK
Customer

Trigger-Based Campaign Campaign Content


Campaign Content for trigger Shopping Cart Abandoned
Personalize the content with attributes of the shopping cart, e.g. image of product in abandoned cart and URL
pointing to this product
3. Enter an Image Title

4. Select the attribute


Product Image URL it
contains the URL of
the image of the
product in the cart
5. Enter Image Width
and Height

6. Select Insert
dynamic link

1. Place cursor at position where


you want to insert a
personalization attribute

7. Select the attribute


Product Navigation
URL it contains the
URL of the product in
the cart

2. Select Insert dynamic


image

8. Push OK
Customer

Trigger-Based Campaign Campaign Content


Campaign Content for trigger Shopping Cart Abandoned
Send a test email with values for personalized attributes
Release the content

5. Check the received email


2. Enter an email address

3. Fill personalization
attributes with values

4. Push OK

1. Push Send Test Email

Customer

Trigger-Based Campaign Building Block


Create Building Block
The Building Block allows to filter incoming interactions.

2. Set a corresponding
name

Example: you want to execute the actions of the triggerbased campaign only if the incoming interaction has been
raised by a contact having a certain ZIP code

3. Define Segments
1. Create Building Block

4. Publish building block


5. Building block is now
public

Customer

Trigger-Based Campaign

Trigger-Based Campaign
Create Campaign
1. Create a new campaign and
select category Trigger-Based
Campaign

2. The campaign has no target


group assigned

3. Goto Automation

4. Trigger Shopping Cart


Abandoned is set automatically

Customer

Trigger-Based Campaign
Assign Filter Condition
Filter condition of trigger Shopping Cart Abandoned allows you to restrict the recipient of the assigned action
e.g. action shall be executed only if the
interaction contact that abandoned the
shopping process lives in city with zip
code 66386
1. Push Select to add your
Building Block as Filter Condition

2. Search for your building block

3. Select the building block

4. Building block is assigned

Customer

Trigger-Based Campaign
Add an action
Trigger Shopping Cart Abandoned allows you to add action Send Email or Send SMS

1. Push Add Action and select Send Email

2. After the action has been assigned, push on


the Select link
3. In the value help, search for the Campaign
Content you have defined and released in a
previous step

4. Select the Campaign Content in order to


assign it as action parameter

5. Decide if action shall be started immediately


or delayed

6. Push Done in order to commit your changes

Customer

Trigger-Based Campaign
Assign additional triggers and actions
You can assign follow-up triggers for the email
which has been send by action of trigger Shopping
Cart Abandoned
1. Add the trigger Email Opened

2. The email is defaulted if there is only one used so far

3. Select Interaction Opened

4. Assign action Send Email

5. Add the trigger Click Through

6. If the link to the shopping cart in the email is clicked the


assigned action Send SMS will be executed
7. The action is executed with a delay. The SMS shall be sent on
that day the trigger event occurred, but at 11:45
Customer

Trigger-Based Campaign
Activate the campaign
You can activate the campaign, there is no scheduling necessary. Once activate the campaign listens to
incoming interactions of type Shopping Cart Abandoned.

1. The campaign has to be released at first

2. Push button Activate: there is no


scheduling popup

3. The execution status is changed to


Started and the scheduled execution date /
time is shown

Customer

Trigger-Based Campaign
Stop an active campaign

1. Push button Deactivate

2. Confirm the deactivation

Customer

Campaign Automation Non-Periodic campaigns


Finished execution

If the scheduled execution date / time is


reached the campaign will be executed.
The status changes to Finished

Customer

Summary

Summary

You should now be able to


Explain the terminology of the objects used in trigger-based
campaigns
Know the prerequisites for trigger-based campaigns
Define export definition for trigger-based campaigns
Define campaign content for trigger-based campaigns
Define and activate a trigger-based campaign

Customer

2015 SAP SE or an SAP affiliate company. All rights reserved.


No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an
SAP affiliate company.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE
(or an SAP affiliate company) in Germany and other countries. Please see http://global12.sap.com/corporate-en/legal/copyright/index.epx for additional trademark
information and notices.
Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors.
National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its
affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or
SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing
herein should be construed as constituting an additional warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or
release any functionality mentioned therein. This document, or any related presentation, and SAP SEs or its affiliated companies strategy and possible future
developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for
any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forwardlooking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place
undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

Customer

Вам также может понравиться