The term Content specifies the customer-specific metadata included in the output of your campaign.
To utilize Content, you can do either of the following:
Directly include your communication’s creative.
For example, Dear <First Name> <Last Name>.
Dynamically personalize the creative based on the output content.
For example, if <Product Cluster> is ‘swimwear’, use the ‘swimwear’ subject line and the hero image.
Global Content
The Content step works similar to the Audience step. Customer Attributes is the default and only mandatory content. Based on your requirements, you can add additional content models such as sources. For each content source, you can add or remove attributes.
Few execution channels may not support the full extent of CDP’s content. Therefore, the flow might differ from what you can select in this step.
CDP provides the following types of data elements that you can leverage in your campaigns:
Customer Attributes
Content Models
Customer Attributes
You can consider it as all the content that is tied one-to-one with your customers age, gender, preferred store, and preferred brand. It can be either of the attributes that you send to CDP through the standard customer feed. For example, gender or address. It can also be the calculations made by CDP based on the transaction and interaction data. For example, last transaction revenue and lifetime value.
Content Models
Content Models are the set of entities that have a one-to-many relationship with your customers. For example, the last products they browsed, the last products they purchased, and the list of recommended products. It also consists of the lookup entities that are not attached to the customer’s profile. For example, closest store details, machine learning segments, household details, and so on. You can add elements to the selected content like any other data elements, and CDP displays it under its own subsection of the Select Content section.
For a given content model, you can see the list of attributes available for selection. For any content model that returns products, CDP displays the list of available attributes on the Product object. You can select the attributes that are appropriate for your campaign.
The list in the Content step includes all the standard attributes and content models that come out-of-the-box with CDP, along with any custom attribute and content models configured for your tenant by your CDP Implementation team.
In this example, the following data elements are extracted:
Customer Attributes:
Email address
First Name
Closest Store Name
Primary Brand
Content Models :
Last Abandoned Products - Image URL
Last Abandoned Products - URL
Last Abandoned Products - Name
Last Abandoned Products - Description
By default, content models are marked as required. Therefore, they filter individuals from the audience who do not qualify for the content model and are dropped from the campaign. If you do not want the content model to suppress the audience, clear the Required checkbox. If the contacts in the Audience step do not have content for a required content model, then those contacts are not included in the campaign.
Note
By default, the customersummary_mastercustomerid is included in the output for all the campaigns that output to a SFTP server.
Important
Duplicate attributes are not accepted in the same campaign.
For example, when you export the Address1 attribute for Primary Store Details and Closest Store Details, you receive an error message. When both Primary Store Details and Closest Store Details have the same header name organizationsummary_address1 within the output file, changing any of the two attributes results in updating both attribute values to reflect the same change. You cannot change one without changing the other. In such a scenario, you must create two campaigns instead of one.
Refinements
Refinements are an additional set of conditions that can be applied on top of the content model that you select.
In the following example, to limit the content to abandoned products in the Tops product category, you can apply that refinement as Product Category equals to Tops. Only Tops products and customers that abandoned a Tops product are present in the output.
Segment and Variant Specific Content
Prioritizing segments and variants
With the segment builder, you can build multiple segmentation trees that split from the audience. These segmentation trees can be overlapping where one individual can qualify for multiple segments. For example, in the previous campaign, an individual customer may qualify for both the Active and High LTB - Web segments.
Since this is an activation tool, each individual must belong to only one segment so that you do not duplicate the communications sent to the segment. In the next step, you can drag and drop segments on the left to reprioritize it.
This priority means that if our example customer is Active and LTB High - Web, CDP assigns the customer to the LTB High - Web segment and therefore receives that treatment during this communication.
Assigning segment and variant specific content
The following is an example of a content screen when you add several segments or variants:
After you define and prioritize the segment, you can assign segment-specific content to each segment so that you can act on your segments downstream.
You can include the segment name or provide the segment a code, or group multiple segments together under the same treatment. To add segment specific content, click a segment and add the desired content. In the Global section, you can select the checkbox for one or more segments that you do not want to execute.
Refreshing segment counts
To refresh segment counts, click the Refresh icon.
To view the individuals who belong to each segment after segment prioritization and de-duplication, click the See Executed Counts icon.
To refresh the existing segment counts if no counts exist, the counts that exist are stale, or you altered the segmentation strategy. Refreshing segment counts usually takes longer than refreshing audience counts.
Suppressing a segment
To suppress a segment from moving to the downstream destination, select Do not send this segment.
CDP records the segments marked as Do not send to Cohort Analysis in Metrics, and does not export to the destination.
When you execute the campaign once, you cannot remove or reorder the content. CDP orders the content by source and time of addition. You can add new content to the existing campaigns. However, CDP appends it to the end of the existing content. If you clone the existing campaign, content may be reordered in the copy of the campaign so that the content is grouped by source.
Acquia recommends for downstream destinations that heavily rely on output column order you clone from previously executed campaigns before adding additional content.
Alternatively, you can directly go to the next step in the setup of your campaign. For more information, see Choosing a destination.
Adding content and prioritizing segments
The term Content specifies the customer-specific metadata included in the output of your campaign.
To utilize Content, you can do either of the following:
Directly include your communication’s creative.
For example, Dear <First Name> <Last Name>.
Dynamically personalize the creative based on the output content.
For example, if <Product Cluster> is ‘swimwear’, use the ‘swimwear’ subject line and the hero image.
Global Content
The Content step works similar to the Audience step. Customer Attributes is the default and only mandatory content. Based on your requirements, you can add additional content models such as sources. For each content source, you can add or remove attributes.
Few execution channels may not support the full extent of CDP’s content. Therefore, the flow might differ from what you can select in this step.
CDP provides the following types of data elements that you can leverage in your campaigns:
Customer Attributes
Content Models
Customer Attributes
You can consider it as all the content that is tied one-to-one with your customers age, gender, preferred store, and preferred brand. It can be either of the attributes that you send to CDP through the standard customer feed. For example, gender or address. It can also be the calculations made by CDP based on the transaction and interaction data. For example, last transaction revenue and lifetime value.
Content Models
Content Models are the set of entities that have a one-to-many relationship with your customers. For example, the last products they browsed, the last products they purchased, and the list of recommended products. It also consists of the lookup entities that are not attached to the customer’s profile. For example, closest store details, machine learning segments, household details, and so on. You can add elements to the selected content like any other data elements, and CDP displays it under its own subsection of the Select Content section.
For a given content model, you can see the list of attributes available for selection. For any content model that returns products, CDP displays the list of available attributes on the Product object. You can select the attributes that are appropriate for your campaign.
The list in the Content step includes all the standard attributes and content models that come out-of-the-box with CDP, along with any custom attribute and content models configured for your tenant by your CDP Implementation team.
In this example, the following data elements are extracted:
Customer Attributes:
Email address
First Name
Closest Store Name
Primary Brand
Content Models :
Last Abandoned Products - Image URL
Last Abandoned Products - URL
Last Abandoned Products - Name
Last Abandoned Products - Description
By default, content models are marked as required. Therefore, they filter individuals from the audience who do not qualify for the content model and are dropped from the campaign. If you do not want the content model to suppress the audience, clear the Required checkbox. If the contacts in the Audience step do not have content for a required content model, then those contacts are not included in the campaign.
Note
By default, the customersummary_mastercustomerid is included in the output for all the campaigns that output to a SFTP server.
Important
Duplicate attributes are not accepted in the same campaign.
For example, when you export the Address1 attribute for Primary Store Details and Closest Store Details, you receive an error message. When both Primary Store Details and Closest Store Details have the same header name organizationsummary_address1 within the output file, changing any of the two attributes results in updating both attribute values to reflect the same change. You cannot change one without changing the other. In such a scenario, you must create two campaigns instead of one.
Refinements
Refinements are an additional set of conditions that can be applied on top of the content model that you select.
In the following example, to limit the content to abandoned products in the Tops product category, you can apply that refinement as Product Category equals to Tops. Only Tops products and customers that abandoned a Tops product are present in the output.
Segment and Variant Specific Content
Prioritizing segments and variants
With the segment builder, you can build multiple segmentation trees that split from the audience. These segmentation trees can be overlapping where one individual can qualify for multiple segments. For example, in the previous campaign, an individual customer may qualify for both the Active and High LTB - Web segments.
Since this is an activation tool, each individual must belong to only one segment so that you do not duplicate the communications sent to the segment. In the next step, you can drag and drop segments on the left to reprioritize it.
This priority means that if our example customer is Active and LTB High - Web, CDP assigns the customer to the LTB High - Web segment and therefore receives that treatment during this communication.
Assigning segment and variant specific content
The following is an example of a content screen when you add several segments or variants:
After you define and prioritize the segment, you can assign segment-specific content to each segment so that you can act on your segments downstream.
You can include the segment name or provide the segment a code, or group multiple segments together under the same treatment. To add segment specific content, click a segment and add the desired content. In the Global section, you can select the checkbox for one or more segments that you do not want to execute.
Refreshing segment counts
To refresh segment counts, click the Refresh icon.
To view the individuals who belong to each segment after segment prioritization and de-duplication, click the See Executed Counts icon.
To refresh the existing segment counts if no counts exist, the counts that exist are stale, or you altered the segmentation strategy. Refreshing segment counts usually takes longer than refreshing audience counts.
Suppressing a segment
To suppress a segment from moving to the downstream destination, select Do not send this segment.
CDP records the segments marked as Do not send to Cohort Analysis in Metrics, and does not export to the destination.
When you execute the campaign once, you cannot remove or reorder the content. CDP orders the content by source and time of addition. You can add new content to the existing campaigns. However, CDP appends it to the end of the existing content. If you clone the existing campaign, content may be reordered in the copy of the campaign so that the content is grouped by source.
Acquia recommends for downstream destinations that heavily rely on output column order you clone from previously executed campaigns before adding additional content.
Acquia CDP