Overview
Many campaigns revolve around how a customer interacts with your products. For abandon cart campaigns, you want the products that an individual has in their cart but has yet to purchase. Meanwhile, for a post-purchase follow-up, you want the products they recently bought.
In Zaius, these series of actions are considered Behaviors and can be used to identify the specific products with which a customer had an interaction. This guide will show you how to access and use the content from these Behaviors to personalize your content.
Using behavioral content
Let's use a browse abandonment campaign as an example of how to use product behaviors. In this scenario, customers land on the website, view product pages, but leave without adding any items to their cart. Therefore, the goal is to have the subsequent campaign remind them of some of the items that they viewed and encourage a purchase decision.
A dynamic grid element is used to highlight these recently viewed items in a campaign email. To place a dynamic grid in an email:
- Navigate to Campaigns via the main navigation.
- Create a new campaign or edit an existing campaign.
- Add or edit an email touchpoint.
- Ensure the Elements tab from the righthand sidebar is selected.
- Click to open the Layout section.
- Click and drag the Dynamic Grid element to the desired location.
- Select the desired behavior as the Source. In the case of the example, a default or custom browse abandonment behavior.
- Select the desired Timeframe. In the case of the example, a relatively short period (e.g., In the last 1 weeks) will do.
- Select the Save option to apply the behavior to the grid.
To change these settings after placing the dynamic grid, select the grid in the editor preview and then select the dropdown next to the Content label in the Details pane of the righthand sidebar.
More options
While editing the dynamic grid's setting's via the pop-up prompt, you will also be able to select More options. Clicking this will reveal more granular controls for the content and the grid.
| Option | Description |
| Required | When this is selected, the send will abort if the user does not match the Behavior. When deselected, it is an optional section in the content (include Cart Abandon in your Newsletter when they qualify). |
| Sort Order | Order the products by a different metric. Top (most), Bottom (fewest), Newest (most recent), and Oldest (oldest in the timeframe). For Cart Abandon we recommend Newest. For Browse Abandon we recommend Top. |
| Behavior Step | This is the step in the Behavior that serves as the source of the content in the grid. Typically, this does not need to change. |
More options are also available in the Dynamic Grid Content section of the righthand sidebar after clicking on the grid in the editor preview.
| Option | Description |
| Item Variable | How to reference the product in the grid. For Products the default is product, in the first screen shot above it is the {{ <item_variable>.<field_name> }} or {{ product.name }} as an example. |
| Item Index Variable | The name of the variable that has the index of the product in the list you are using in the list of products. |
| Row Index Variable | The name of the variable that has the index of the row you are rendering in the content. |
| Column Index Variable | The name of the variable that has the index of the column you are rendering in the content. |
Advanced personalization
For everything else, there's custom liquid. The Zaius templating and personalization language is based on the Shopify Liquid templating language, and the reference material can be found on the Liquid website. It is recommended that you reach out to your customer success manager before proceeding with advanced personalization.