Lifecycles offers a threshold setting that lets you reduce campaign pressure by limiting the number of touchpoints a profile encounters across channels in each stage of the journey.
For example, say your Lifecycle targets profiles on different channels and through different methods of activation. After a customer receives 2 emails, a push message on their mobile phone, and 3 Facebook messages in a week, they might start to feel overwhelmed. To prevent this pressure, you can add thresholds limiting the number of possible touchpoints per day, week, month, or quarter (for however many touchpoints you deem appropriate).
Key points: Stage Thresholds in BlueConic Lifecycles
- Thresholds limit how often profiles in a lifecycle stage are exposed to the stage's touchpoints over a set time period.
- The time period for thresholds is a sliding window, not a calendar day, week, month, or quarter.
-
The daily threshold is a rolling 24 hours. The following scenario explains how this works (with a threshold of 1 touchpoint per day):
- Day 1: 10:00 a.m. - A customer visits the website; a dialogue is shown.
- Day 1: 5:00 p.m. - The same customer visits the website again; no dialogue is shown because of the threshold of 1 touchpoint per day.
- Day 2: 10:01 a.m. - The same customer visits the website yet again; the dialogue is shown because it's now more than 24 hours later, meaning the daily threshold passed.
- All dialogues are automatically counted toward the threshold, but not all connections. For example, in the Lifecycle shown below, the Facebook Ads touchpoint in stage 1 does not count toward the stage threshold. See Connections and Lifecycles for details on each supported connection.
- Threshold counts can go slightly over the stated limit in cases where several dialogues appear on a single page. For example, if the page display pushes past your threshold limit, BlueConic will display all the expected dialogue touchpoints, rather than leaving an empty space.
- Aside from multiple dialogues on a page, thresholds might exceed their count because of scheduled batch connections with the same timing and importing events through a connection. (A touchpoint will only be registered on import.)
How to set thresholds for a lifecycle stage
You can limit the campaign pressure in a lifecycle stage by setting thresholds to suppress marketing touchpoints exposed to profiles in that stage.
- In the Threshold section of a lifecycle stage, click No stage threshold.
- Click the Stage threshold box to enter the number of interactions and the time period.
- Choose the threshold time period from the dropdown menu: per day, per week, per month, or per quarter.
- Click OK.
Learn more: Visit BlueConic University
See the Lifecycle Thresholds video in the BlueConic University.