Increase depth of engagement BluePrint

With the Increase depth of engagement BluePrint, you will enable channels to respond to the intent of the visitor and tailor digital experiences to the individual. This will make the content more interesting to your visitors and increase overall engagement with your channels.

The Increase depth of engagement BluePrint is one of a number of goal-oriented BluePrints available.

 

Creating the program

Open the BluePrints menu and click a marketing goal to start up a BluePrint.

The BluePrint will begin, taking you to a page that explains the purpose and the actions required from you to create a marketing automation program within BlueConic. You will be guided through four steps: "Collect", "Assemble", "Segment" and "Deliver". Along the way, text highlighted blue will offer additional explanation when hovered over. Click [Let's go!] to start the process.

 

Collect

In the "Collect" step you make a selection of the available sources of real-time behavioral data from a list of recommended collectors, or click "Show all Data Collectors" to see all choices. Click a listener to select or deselect it. You can select as many listeners as you want.

When you are done with your selection, click [Confirm Collectors] to proceed to the "Assemble" step.

Alternatively, click [Skip to Segment] to ignore your selection, skip the "Assemble" step and move straight to the "Segment" step. This can come in handy if you simply want to interact with known or existing segments.

Or, click [Back to Introduction] to back out to the introduction.

 

Assemble

In the "Assemble" step you choose and confirm which profile properties will be used. The profile properties listed are those populated by the listeners selected in the "Collect" step.

If you see profile properties that you do not need for this program you can deselect them.

Please note: after the last step, the BluePrint will validate your selections and report corrected results back to you. This validation will catch properties that were forgotten accidentally, or properties that were added that were irrelevant to achieve the goal of the program. In other words, relax! You cannot make fatal mistakes here. The BluePrint has your back.

Press the [Confirm Profile Properties] button to continue to the next step, or press the [Back to Collector Selection] button to back out to the previous step.

 

Segment

The "Segment" step allow you to select or create segments that you want to deliver a unique dialogue to in the deliver step.

If possible, the wizard will present you recommended segments based on the profile properties from the previous step. Click "Show all Segments" to see the list of all segments. If you have many segments to choose from, you can utilize the search box to quickly find what you need. You can select any segment that you would like to use. Also, you can create a new segment on the fly by pressing the [Create Segment] link. Learn more about segment definitions in Using Segments.

Note that you might select a segment that depends on profile properties that haven't been selected yet. No worries! The wizard will validate the settings in the last step and add missing profile properties and collectors where needed.

Press [Confirm Segments] to confirm your selection of segments and proceed to the next step.

Press [Back to Assemble] to go to the previous step.

 

Deliver

In the "Deliver" step you decide whether to deliver the chosen segments to your messaging system of choice, or you select "BlueConic Dialogues" to create a unique dialogue for visitors in the chosen segments. 

If you choose "BlueConic Dialogues", you can create a unique dialogue for the selected segment. To create a dialogue, start by selecting when you want to deliver your unique dialogue. Either when the visitor lands on the page, or when the visitor exits the page. Note that you can actually have one dialogue for landing and one for exiting, but you will have to create the dialogues one by one. This is why the other selection box will grey out as soon as you select one option. You can go back and create a dialogue for the other option later.

 

Click [Create Dialogue] to start creating your unique dialogue. Select the type of message you want to present. Choose one of the recommended message types, or click "Show all message types" to choose from all available types:

 

When you are ready to create the message, click [Select Dialogue Type] to start creating your unique dialogue. You can now edit the dialogue as you would normally do on the "Interaction" tab of a regular dialogue.

When you are done selecting click [Done Creating Dialogue], name the new dialogue and click [OK].

You can repeat this dialogue creation process and opt to copy the contents of dialogues that you created earlier or create them new.

If you want to return to the previous step click [Back to Segment Selection].

 

Next, you can determine the state of each dialogue that you created:

Click [Accept Dialogue States] when you are done selecting, or click [Back to Dialogue Creation] when you want to return to the previous step.

And with that, you have entered everything there is to enter. The wizard will display an overview of your selections: 

Now all that remains is to click [Create Program] to convert all your selections into an actual program. Your program will be displayed as a dashboard containing an overview of the program and several insights to show statistics of the program.

Alternatively, click [Back to Delivery Selection] to return to the previous step.

 

Cancelling

If, at any time, you feel like cancelling the creation of the program, click the [x] button or click outside of the lightbox to close the lightbox and cancel the process. A confirmation dialogue will appear to verify if you really want to close the BluePrint; press [Yes, close] to remove the program or press [No, cancel] to return to the BluePrint without removing any data.

 

 

The Increase depth of engagement BluePrint is a standard plugin.