With the Reduce wasted retargeting spend BluePrint, you will use digital insights and behavior collected to (re)target the right user and improve upsell and conversion rates.
The Reduce wasted retargeting spend 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.
In the "Collect" step you make a selection of the available sources of customer 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 must select one or more listeners to be able to continue.
Click [Back to Introduction] to go to the previous screen.
Click [Skip to Segment] to skip the "Collect" and "Assemble" steps and go straight to the "Segment" step and let BlueConic figure out the required profile properties and listeners.
Click [Confirm Collectors] to confirm the selection of listeners and continue to the next step.
In the "Assemble" step you can inspect, choose and confirm which profile properties will actually be used from the collectors selected in the "Collect" step. 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.
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, you will be presented with 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] button. 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! Settings will be validated during the last step, adding 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.
In the "Deliver" step you create the dialogue that you want to show to the selected segment of visitors. You see a table with all selected segments. 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.
Click [Select Advertising System(s)] when you are done adding relevant advertising systems and campaign IDs, or click [Back to Segment Selection] if 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.
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 Reduce wasted retargeting spend BluePrint is a standard plugin.