Overview

Behaviors are a series of customer actions that model the way customers interact with your brand. More granularly in Zaius, they are a set of specific expressions in a particular order. An example of a behavior is cart abandonment, which can be broken down into three steps:

Step 1: The customer added an item to their cart within the last day.
Step 2: The customer did not remove that item from their cart.
Step 3: The customer did not purchase that item.

Behaviors are constructed precisely like this in Zaius—as a series of steps. Behaviors are used to create segments or to populate dynamic grids in campaigns.

Create a behavior

To create a behavior:

Click the three-dot icon next to Campaigns in the main navigation.
Select Behaviors from the dropdown menu.
Select the New Behavior option at the upper left.
Provide a name for the behavior in the Untitled Behavior field.
Add the desired steps.
Select the Save option at the upper right.

Recreating an example behavior

To recreate the cart abandonment example mentioned in the overview:

Step 1 - The customer added an item to their cart within the last day.

The step syntax would be "Everyone who matched Product Add to Cart at least 1 time in the last 1 days."

Everyone: We begin the segment without limiting it in any way.
who matched: We want customers who did do this step that we are currently defining.
Product Add to Cart: We want customers for whom we received an event that tells us they added a product to their cart.
at least 1 time: We are only requiring that customers did this action a single time.
in the last 1 days: We are limiting the timeframe of this action to the previous 1 day (e.g., between now and 24 hours before now).

Step 2 - The customer did not remove that item from their cart.

The step syntax would be "and then did not match Product Remove from Cart linked to Step 1 with same Product Id for all time."

and then did not match: We want customers who did not do this step that we are currently defining.
Product Remove from Cart: We want customers for whom we did not receive an event that tells us they removed a product from their cart.
linked to Step 1 with same Product Id: We want to further restrict the Product Remove from Cart event to only include products that have the same Product Id as the product that was added to the cart in Step 1.
for all time: We are limiting the timeframe of this action to any time after the first step.

Step 3 - The customer did not purchase that item.

The step syntax would be "and then did not match Order Item Purchase linked to Step 1 with same Product Id for all time."

and then did not match: We want customers who did not do this step that we are currently defining.
Order Item Purchase: We want customers for whom we did not receive an event that tells us they completed a purchase.
linked to Step 1 with same Product Id: We want to further restrict the Order Line Item Purchase event to only include products that have the same Product Id as the product that was added to the cart in Step 1.
for all time: We are limiting the timeframe of this action to any time after the first step.

Apply a behavior

Once a behavior has been created and saved, it can be applied to segments or dynamic grids, which in turn affect the content that those elements reference (e.g., Campaign emails).

Segment

To apply a behavior to a segment:

Navigate to Customers > Segments via the main navigation.
Create a new segment or edit an existing segment.
Create or add a Have done something or Have not done something segment expression.
Search for the desired behavior and provide any additional required information.
Select the Save option at the upper right.

Dynamic Grid

To apply a behavior to a dynamic grid:

Navigate to Campaigns via the main navigation.
Create a new campaign or edit an existing campaign.
Add or edit an email touchpoint.
Add or edit a dynamic grid and select the desired behavior as the Source.
Select the Save option to apply the behavior to the grid.

Edit a behavior

To edit an existing behavior:

Click the three-dot icon next to Campaigns in the main navigation.
Select Behaviors from the dropdown menu.
Locate the behavior you'd like to share and select the Edit icon.
Make the desired changes and click the Save button at the upper right.

Delete a behavior

To delete an existing behavior:

Click the three-dot icon next to Campaigns in the main navigation.
Select Behaviors from the dropdown menu.
Locate the behavior you'd like to share and select the Delete icon.
Click the Delete button to confirm the deletion.

Copy or share a behavior

The structure of a behavior can be copied or shared between Zaius accounts so that the same behavior can be used in each. To create a copy or share your behavior with another account:

Click the three-dot icon next to Campaigns in the main navigation.
Select Behaviors from the dropdown menu.
Locate the behavior you'd like to share and select the Copy icon.
Select the Account you'd like to share with via the dropdown menu. If you select the current account, a copy will be created instead.
Select the Scope you'd like to have access to the behavior via the dropdown menu.
Click the Copy button to confirm the share.