Use this accelerator to promote a specific product (Y) to consumers who have demonstrated interest in a related topic or category (X). This tactic aligns product messaging with declared or behavioral interest to increase click-through and conversion. If a profile consistently shows interest in a category (for example, “Running shoes”), targeting them with a related product (for example, a running watch) can improve engagement and conversion.
Focus Area | Ideal For | Difficulty | Key Success Metrics |
Personalized Campaigns | Organizations looking to:
| Intermediate |
|
Skills Required
Prior to beginning, ensure you can:
Create and modify:
Profile properties
Listeners
Segments
Connections
Dialogues
The Simulator
Identify and involve your internal marketing teams/decision makers
Track KPIs and metrics using Insights and external systems
Before you begin: complete the 8-box
Answer all of the questions in the 8-box to provide clarity and direction for your use case. This ensures that all stakeholders/decision makers are aligned and enables seamless creation of each CDP object. To complete the 8-box:
Define your objective: Deliver targeted messaging based on a consumer’s interest in a product category to improve conversion.
Identify your target audience: Profiles with expressed interest in a category
Review existing Customer data: Review your meta tags or category codes in your website. How purchase data comes into BlueConic.
Identify Customer data gaps and how BlueConic Listeners can fill them: Interest Ranker Listener 2.0
Define segment definitions: Example segment logic:
Interest category = Running
Email address is not empty
Has NOT purchased product Y
Identify stakeholders and key hands-on resources and outline your marketing program scope: Identify which teams are needed to integrate with your order/purchase platform, set up Listeners and Segments, create creative content, configure Dialogues, and create Dashboards.
Consider activation options: Website: Onsite dialogue (lightbox or inline module) targeting by interest property.
Define success metrics (e.g., discount redemption rate, lead capture rate).
Create profile properties
You need three profile properties for this use case. You may already have a profile property that suits your needs (for example, an existing email address property). You can use existing properties so long as the settings are configured as needed/outlined below. Otherwise, create the following profile properties to store data.
Email Address
Name: Enter a name that follows your company's naming conventions.
ID: Enter a custom ID if needed, or use the generated ID
Type: Email
Segmentation: Available for segmentation
Merge strategy: Keep both
Unique Identifier: Check for "is"
Top Interest
Name: Enter a name that follows your company's naming conventions.
ID: Enter a custom ID if needed, or use the generated ID
Type: Text
Segmentation: Available for segmentation
Merge strategy: Keep both
Unique Identifier: Do not check for "is"
Products Purchased (optional)
Name: Enter a name that follows your company's naming conventions.
ID: Enter a custom ID if needed, or use the generated ID
Type: Text
Segmentation: Available for segmentation
Merge strategy: Keep both
Unique Identifier: Do not check for "is"
Gather data with BlueConic Listeners
BlueConic collects data based on visitors’ site actions and interests. For this use case, you'll use Listeners to collect key audience information:
Configure an Interest Ranker 2.0 Listener
Follow the below steps to configure the listener. For extra guidance, refer to the Interest Ranker 2.0 documentation.
Select Listeners > Add Listener > Interest Ranker 2.0.
Enter a name (e.g., [Technology] – INTEREST RANKER.)
Specify channels (e.g., taylor-times.com).
Use the ‘Front-end detector’ with an article URL to identify how interests are collected (e.g., Meta tags method from Keywords meta tag).
Set points assigned per page load for detected interests (e.g., 2 points).
Store the top 20 interests in your created profile property (e.g., Top Interests Campaign) with a decay rate (e.g., 60 days).
Add listener to any required Objectives.
Save settings and turn the listener On.
Confirm that it works by entering your site in "See collected interests" mode to confirm data collection.
Configure a Connection
Identify the e-commerce platform or order management system you use, and configure a connection to BlueConic. BlueConic has several standard ecommerce connections, including Shopify and Magento. If a standard connection does not exist, set up a connection via SFTP.
Select Connections > Add connection and choose your e-commerce/order data platform.
Name your connection: First-time Buyers
Set up and run: authenticate your connection by entering API keys and secrets as required by your e-commerce/order data platform.
Import goal:
Define a linking identifier to match email addresses between BlueConic and your e-commerce/order data platform (e.g., map BlueConic's 'Email address' identifier to your e-commerce/order data platform’s email field).
Activate the checkbox to create new profiles in BlueConic.
Map data to BlueConic Profile Properties:
Email address
Last order date
Products Purchased
Add the connection to any required Objectives
Click Save.
Click Run now to initiate the connection and verify successful record creation in BlueConic.
Create audience segments
After configuring listeners, create segments to precisely target your audience.
Create a segment for visitors who have not made a purchase:
Select Segments > Create a new segment.
Name it: Visitors with interest in X
Click Select Condition >profile Add conditions:
Interest Category contains: The interests you've identified for this use case
Email address is not empty
Has not purchased product Y
Add an OR parameter for the profile property “Has made purchase” and set to ‘is empty’
Add the segment to any required Objectives.
Click Save.
Create the Dialogue
Add a lightbox notification dialogue to encourage the visitor to check out product Y.
Navigate to Dialogues> Add dialogue> Content dialogue.
Name your dialogue: Product Y offer for visitors with interest X
Who tab: Visitors with interest in X
When tab: Make any changes needed on when to show the dialogue
Where tab: Your channels to show the dialogue. Recommended: exclude /checkout, /account, /cart pages.
What tab: On the right side menu, click Load examples and select the Act Now Example dialogue.
Edit the text (e.g., interested in X? Check out Product Y!)
Add an image of product y
Click on the Learn more button, and edit the link to go to product X
Modify any colors, fonts, or branding as needed.
Optimization settings: For this use case, set the control group to 0% if you want to target all visitors within the segment.
Why Tab: Determine what your conversion moment will be. For example: When a visitor visits the product Y link.
Add your dialogue to any required Objectives.
Toggle the dialogue On to turn the dialogue on, and Save.
Testing and Validation
Thoroughly test all configurations to ensure accuracy and expected behavior.
Test your segments and dialogue in the Simulator:
Select Simulator.
Click Show all segments and pin the segment you created
To test the dialogue, delete your profile using the "Clean up" button in the Simulator.
Navigate through the site on pages that have interest X.
Confirm the profile enters the segment, and the lightbox banner is shown.
Measure Your Success
You can start by leveraging built-in metrics and expand your measurement approach.
Create an Insights Dashboard to Measure Success
Report on use case success with Dashboard Insights of your campaign by tracking key performance indicators.
Select Insights> Add dashboard
Name the dashboard: e.g., Product offers
Click Add insight and choose the Dialogues Table Insight.
Use the Text filter (e.g., "Product Y offer for visitors with interest X") to display relevant dialogues.
The Insight table will show views, clicks, and conversions for your dialogues.
Level up: Track ROI with external tools, expand recommendations to email, and use other recommendation algorithms.
Use the Google Analytics 4 Connection within your BlueConic tenant to attribute clicks from BlueConic dialogues (in general), but also from product recommendations down to the dialogue that generated the click.