Using content

This page provides information about how to use content for the following scenario:

Marketers want to use personalized marketing campaigns to target and engage customers who reside within a given distance of their closest store.

Checklist for using Content¶

Complete the following tasks to use Content for the given scenario:

S.No.	Step	Task	Link to procedure
1	Setup	Log in to the CDP user interface and create a new campaign.	Setting up a campaign
2	Audience	Set up the audience for your campaign.	Setting up the audience
3	Segment Criteria	No setup required for the given scenario.	-
4	Segments & Variants	No setup required for the given scenario.	-
5	Content	Assign personalized content to export with the audience.	Setting up the content
6	Destination(s)	Select a destination channel to export the audience and content.	Selecting the destination
7	Summary	Review, schedule, and execute your campaign.	Reviewing the summary

To set up the audience:

In Include customers who, click the Add Group icon.
The system displays the Add Rule page.
Click Customer Preferences and do the following:
1. Add the Email Opt-out rule.
2. Select the equal to operator.
3. Set the value to N.
Click the Add Rule icon.
The system displays the Add Rule page.
Click Customers Attributes and do the following:
1. Add the Email Status rule.
2. Select the equal to operator.
3. Set the value to V.
Click the Add Group icon.
The system displays the Add Rule page.
Click Purchase Activity and do the following:
1. Add the Place a transaction rule.
2. Select the In the last operator.
3. Set the value to 365 days.
Click the Add Group icon.
The system displays the Add Rule page.
Click Customers Attributes and do the following:
1. Add the Distance to closest store rule.
2. Select the equal to operator.
3. Set the value to 10.
Click Next.

The Customer Attributes category and the Email address attribute are added by default.

To add the customer attributes, click the Add Group icon.
Select the Distance to Closest Store attribute.
Click Apply.
Note
CDP does not support multiple one-to-many content models concurrently. For example, the content models of the same type, such as last purchased, last browsed, and recommendation. The changes that you make overwrite the existing ones.
Click Next.

You cannot choose the quantity of recommendations that ranges from 1 to 20 recommendations per customer.

To add a new content model category, click the Add Group icon.
Select the User to Product Recommendations models.
To add the customer attributes:
1. Click the Add Rule icon.
2. Select Name, Image URL, and URL attributes.
Click Apply.
Click Next.

You can determine the quantity of purchased products to display per customer. For the scenario, set it to “1”.

To add a new content model category, click the Add Group icon.
Select the Last Product Browsed models.
To add the customer attributes:
1. Click the Add Rule icon.
2. Select Name, Image URL, and URL attributes.
Click Apply.
Important
Clearing the Required checkbox activates deduplication, while selecting the checkbox eliminates the products that must be deduplicated for customers.
Click Next.

On the Destination(s) page, click Add new destination channel.
The system displays a list of destinations that are configured for your environment.
Select a destination channel.
For example, Secure File Transfer Protocol (SFTP), Data Management Platform (DMP), Email Service Provider (ESP), and Social Media.
Click Next.