Setting stage thresholds in Lifecycles

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 to 5 per week, month or quarter (or however many touchpoints you deem appropriate).

Key points: Thresholds

  • 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 week, month, or quarter.
  • 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.
  • The reasons thresholds might exceed their count include multiple dialogues on a page, scheduled batch connections with the same timing, and importing events through a connection.
  • 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. 

BlueConic-Lifecycles-Stage-Thresholds.png

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.

  1. In the Threshold section of a lifecycle stage, click "No stage threshold."
    Set-Stage-Threshold-for-Lifecycle-Profiles.png

  2. Click the Stage threshold box to enter the number of interactions and the time period.
    Setting-lifecycle-stage-threshold-time-frame.png
  3. Choose the threshold time period from the dropdown menu: per week, per month, or per quarter.
  4. Click OK.

Access to the Lifecycles feature

For information on accessing and using the Lifecycles feature, contact your BlueConic Customer Success Manager.