Zaius FAQs
Zaius's Frequently Asked Questions page is a central hub where its customers can always go to with their most common questions. These are the 120 most popular questions Zaius receives.
Frequently Asked Questions About Zaius
Open in new tab user resolution
Overview
Use customer profiles to understand changes to your customer base. From the size of your reachable audience to identifying information on an individual level.
To access Customer Profiles, select Campaigns > Profiles from the main navigation. The tool breaks down into three main components: the Customer Profiles Over Time chart, the Customer Profiles table, and individual customer profiles.
Customer profiles over time
At the top of the page is a configurable chart. This area provides insight into your total, reachable, and unreachable customers as well as your current count of monthly active users.
(1) Filter the chart by date. Note: Chart data is only available from November 4, 2019, or your Zaius integration date, whichever date is later.
(2) Filter the chart by channel. When filtered by channel, the reachable metric is a reflection of the channel selection.
(3) Export the chart data in a CSV format.
(4) Review the account's monthly active users under the chart's title.MAUs represent all identified customers and anonymous visitors with activity this month to date. MAUs are calculated through Midnight UTC each day. The number always reflects the current month to date, so it won't change if a filter is applied.
(5) Review the account's total customer count. This figure represents the total number of individual customer profiles in your account.
(6) Review the account's reachable customer count. This figure represents all customers with messaging identifiers that haven't explicitly opted-out or automatically identify as unreachable (e.g., Previous hard bounce).
Customer profiles table
Below the configurable chart is a searchable and segmentable table. This area allows you to locate and review the profiles of specific customers or specific customer segments.
(1)Apply a segment to the table. The table will only populate with customer profiles that meet the segment's criteria.
(2)Search the table for specific customer profiles using identifiable information like name, ID, or phone number. When a segment is applied, the search query will only apply to customers in the segment. If a segment is not applied, the search query will apply to all customer profiles.
(3)Adjust the number of records shown in the table per page.
(4) Export the customers included in the table, along with any applicable customer attributes or observations. The data can be exported using the CSV or JSON formats.
(5) The table will remain blank by default; however, you can request that it populate with all available profiles by selecting this option.
Individual customer profiles
Click on a customer's name or ID to access their customer profile. The profile view allows you to review the customer's activities and details.
The first section of the profile highlights the customer's order history with your brand, who they are, how they can be reached, and whether they are likely to order in the near future.
Things to note about this section:
The avatar image associated with the profile is determined by the customer'sImage URL attribute. If a value isn't available, an identicon will be used instead.
The identifiable information displayed to the right of the customer's avatar will include an email address, reachability status, street address, and phone number if available.
A number listed next to the customer's email indicates that was used to associate multiple email addresses with the profile. The email shown is the one related to the most recent event. This email would receive campaigns unless updated by a new event from another address.
The Order Likelihood and Time to Next Order predictions are recalculated at Midnight UTC.
The second section of the profile displays the customer's activities with your brand.
Things to note about this section:
The customer's activities will be displayed on a visual timeline at the top of the feed. Select events from the timeline to jump directly to them.
The customer's timeline and activity feed can be filtered by enabling and disabling the available filters. The available filters include Campaign, Subscription, and E-Commerce.
When a single event is captured during a session, itis elaborated on inline.
When a series of events are captured during a session, they are represented by icons, and the line item can be expanded to learn more about each event.
The third section of the profile reveals the customer's attributes. These are determined by the standard, custom, and third-party (e.g., Integrations) fields in your account.
Things to note about this section:
The displayed fields can be searched or filtered at the top right.
Show common fields is the default view. A common field is something a majority of customers have.
Show known field will only show fields with known values.
Show all fields will show all fields.
View ArticleOpen in new tab create a new campaign
Overview
Personalized product recommendations are a powerful tool for driving sales, improving conversion rates, and increasing order value.In Zaius, entire sections of emails or web content can be dynamically generated to make campaigns more relevant to customers.
Default recommendations
There are four default options available at this time:
Zaius Recommendations
Automated recommendations based on each customer's behavior compared to other similar customers. Zaius Recommendations uses a recommendation engine powered by collaborative filtering with matrix factorization. This algorithm seeks out commonalities among customers based on their patterns of product interactions to predict a customer's response to another product. The machine learning algorithm runs nightly using event data from the previous 180 days. Products with the highest predicted response are recommended.
If a particular customer does not have enough behavioral data to make a prediction, Zaius will use default recommendations instead. Those default recommendations are defined by the best selling products from the last week.As Zaius collects additional behavioral data, the default recommendations will be replaced with more specific ones.
Ideal Campaigns
When determining product recommendations, Zaius utilizes the behavior of each customer individually to determine dynamic, personalized recommendations. Given the importance of behavioral data for Zaius Recommendations, this feature is ideal for:
Campaigns for long-time customers with a history of interaction.
Relatively stable product catalogs and consistently visited or purchased.
Zaius Recommendations are not ideal for:
Campaigns for customers without much activity (e.g., New users).
Campaigns for customers with outdated activity (e.g., Winbacks > 90 days).
Highly-diverse product catalogs where many products receive little interaction or sales and a comparatively few products are blockbusters attracting much of the activity.
Seasonal product catalogs where recommendations based on past customer interactions might not be applicable.
Zaius Recommendations will be useful for some customers for some campaigns. However, if there is a solid understanding of your customers, or you want to control your customer's product journey more tightly, Zaius Recommendations may not be a good fit. Instead, consider using Best Sellers, Most Viewed, Revenue Generators, or creating custom recommendations by working with your Customer Success Manager.
Best Selling Products
The products that customers purchase the most. These are "recommendations" that are based on the behavior of all customers and are given as a summary. These recommendations are not personalized on the customer level but are useful in specific nudges/winbacks campaigns.
Most Viewed (Email Only)
The products that customers view the most.These are "recommendations" that are based on the behavior of all customers and are given as a summary. These recommendations are not personalized on the customer level but are useful in specific nudges/winbacks campaigns.
Revenue Generators (Email Only)
The products that currently generate the most revenue for the business.These are "recommendations" that are based on the behavior of all customers and are given as a summary. These recommendations are not personalized on the customer level but are useful in specific nudges/winbacks campaigns.
Alternative to recommendations
If the default recommendations don't fit your situation, it's also possible to refine and define the results of a dynamic grid through product behaviors.
Add to an email
To add a content section based on recommendations to an email:
In your Zaius account, navigate toCampaigns.
Click the name of the campaign you'd like to edit or create a new campaign.
Locate the email touchpoint that you'd like to personalize and select theEditicon.
Drag a Dynamic Grid into your email from theElements>Layoutssection of the editor's sidebar.
Select the desired default recommendation or custom behavior from the Source dropdown menu.
Select theSavebutton to confirm the placement of the content.
Add to web content
Beta Notice: This feature is currently in beta. It is not available to all customers. If you're interested in joining the beta, please reach out to [email protected].
To add a content section based on recommendations to web content:
In your Zaius account, navigate toCampaigns.
Click the name of the campaign you'd like to edit or .
Locate the web touchpoint that you'd like to personalize and select theEditicon.
Drag a Product Grid into your content from theElements>Layoutssection of the editor's sidebar.
Select the desired default recommendation from the Source dropdown menu. If the Best Selling Productsrecommendation is selected, define the desired timeframe. If the Zaius Recommendation is selected, choose the desired reference point expanded on below.
Products On Page: Highlights products similar to those on the current page.Make use of this option to suggest other related things that the customer might enjoy.
Recent Browse History: Highlights products that the customer viewed in the last 2 weeks. If a customer does not have enough browsing data, Zaius will use thebest selling products from the last week instead.Make use of this optionto remind customers of other things they’ve been interested in recently.
Select theSavebutton to confirm the placement of the content.
View ArticleOpen in new tab this guide
Overview
Create a campaign that leverages and addresses multiple communication channels at each touchpoint.
What is omnichannel marketing?
Omnichannel marketing is all about the customer the goal is to ensure that a customer’s interaction with your brand is consistent and seamless, no matter the device or channel. If your customer wants to research products in-store, price match on their phone, and buy on their iPad, then you enable them to carry out that process without asking them to identify themselves every time they switch channels. Every step in the process needs to be easy and convenient. Learn more.
Create omnichannel content
A single or multichannel campaign becomes omnichannel at the touchpoint level. If you'd like to review the other aspects of a campaign's setup, check out before proceeding.
To create an omnichannel touchpoint:
Navigate toCampaigns.
Select or create aOne-Time orBehavioralcampaign.
Click on the Edit icon of a campaign touchpoint to access the editor.
In the prompt, select the first channel for your omnichannel touchpoint.
Select the +Add Channel tab at the top of the editor. Each channel can only be used once.
Configure the additional email, app push, or web push as desired.
Repeat the "Add Channel" process for additional touchpoints if desired.
Select the campaign's name from the breadcrumb menu, then theSave option at the top-right.
Select the Go Live option at the top-right when the campaign is customer-ready.
Once the campaign is live, customers will be sent all the communications that they are eligible to receive.
Example scenario
Let's consider an omnichannel touchpoint that leverages both the email and web push channels. Acustomer that doesn't have an email address but is associated with a valid web push token would still receive the web push message and proceed to the next step in the campaign.
In contrast, the same customer would not receive any communications in a multichannel campaign that had an email touchpoint followed by a web push touchpoint. Instead, the customer would have been dropped from the campaign after failing to have a valid email address for the email touchpoint. No subsequent steps would be considered.
Disable or delete content
To disable or remove content from an omnichannel touchpoint:
Navigate toCampaigns.
Select thecampaign that includes the omnichannel content.
Click the Edit icon on the touchpoint that includes the content.
Select the Moreicon on the channel tab you'd like to disable or delete.
Select the Disable or Delete option from the dropdown menu.
Select the Save option at the top-right.
Disabled content can be reenabled by following the same steps but selecting the Enable option from the More dropdown menu instead.
View ArticleOpen in new tab Learn more
Overview
The campaigns tool allows you to launch engaging pop-up modals and forms on your website. Two common use cases for these pieces of web content are gathering information about your customers or displaying offers and promotions.
To add pop-up modals and forms to your website, you must include the Zaius Javascript tag in your site's content.
Create
To create a pop-up modal or form:
Navigate to Campaigns.
In the upper left, click Create New Campaign.
Select the Web option from the pop-up.
In the upper left, click into the Untitled Campaign field to set a campaign name.
On the touchpoint tile, click into the Touchpoint 1 field to customize the name of the touchpoint.
Select the Editiconto begindesigning and configuring your content.
Settings
Targets
In the Targets accordion, select where you want this content to appear.
The targeted location can be based on a page URL, UTM parameter, or custom query parameter.
The targeted location can contain, equal, not contain, or not be equal to the provided location.
In addition to the original target, more pages or parameters can be targeted via an OR operator.
In addition to the original target, more pages or parameters can be targeted via an AND operator.
To remove a previous selection, select the Remove iconwhen hovering over the row.
Triggers
In the Triggers accordion, choose when you want this content to appear.
Display immediately when the page loads:The content is shown to the customer as soon as they visit one of the selected pages. If this option is enabled, the other triggers will be disabled to prevent repeat showings.
Display after X: The content appears to the customer after the allotted time.
Display on X\% page scroll: The content is shown to the customer afterthey scroll a certain percentage of the page.
Display on exit intent: Thecontent is shown to the customer when their mouse leaves the active window, indicating that they may intend to leave the page.
Manual Triggers (Advanced)
To manually display web content based on your custom criteria, Zaius provides an SDK method for development teams to utilize:
zaius.dispatch(
'web',
'showContent', {
contentId: '<insert_content_id>',
target: {
selector: '<insert css selector>', // empty string for modals
position: 'modal' // modal | before | after | inside | replace
}
});
Using this snippet, you can trigger content in custom scenarios, such as when your customer adds an item to their cart.
Constraints
In the Constraints accordion, choose how often you want this content to appear.
Limit to X displays per X (time range) per customer:Limit customers from seeing too much content in a single period (e.g., once per week).
Limit to X displays total per customer:Limit customers from seeing the content more than X number of times in total (e.g., 3 times in total).
Show on mobile (not recommended):Determine the content's availability on mobile devices.
Note : The Show on mobile setting is disabled by default and is not recommended due to a Google policy. While Google considers this content appropriate in some instances (e.g., Cookie acknowledgments), it's generally discouraged. For this reason, your company's SEO may be negatively impacted if you enable this setting. Learn more here.
Design
Before jumping into a new design, you can use the Load Template dropdown menu to check for premade pop-up modals and forms. These options, created by your team with the templates tool, can be further customized and renamed. If no premade design is selected, click into the Namefield to customize the name of your new content instead.
Elements
Layout
Your web content needs a structure, and this structure is composed of sections. Once a layout section is placed, click it to reveal the Details tab. This tab allows you to modify the formatting and basic design settings for the section.
Section: This element allows you to place content inside. Typically if you are placing a new type of content (e.g., a header or text), then you should be placing a new section. All columns and grids are made of individual sections.
Responsive Column: A column that "responds" or wraps on a mobile device. You can choose which way the columns respond (e.g., left to right) from within the details.
Grouped Column: A set of columns that do not wrap on mobile. Typically used for text-based columns that you want to scale down instead of wrapping.
Grid: Adds a number of columns and rows to the content.
Product Grid:Adds a grid populated with product recommendations.
Navigation: Adds a number of editable links that can be used to direct customers to additional content.
Basic Content
These elements are what you use to put content into the structure of your pop-up modal or form. Click and drag the elements to put them in the desired location. Once an element is placed, click it to reveal the Details tab. This tab allows you to modify the format, spacing, links, and other element-specific settings.
Header:Adds an h1 header area, which is considered the most important type of header and should be used sparingly (e.g., title only) within pop-up modals and forms.
Text: Adds a rich text area to the content.
Image: Adds an image area to the content.
Button: Adds a button to the content. A hyperlink can be added to create a call-to-action and direct the customer to another action or additional content.
Divider:Adds a dividing line between the sections of the content.
Spacer: Adds space between the sections of the content.
Social: Adds social icons to the content.
Raw HTML: Adds an HTML area to the content. This element allows very granular control of its content; however, its use may result in drastic differences between the preview and the web content that will eventually be displayed to customers. The element is only recommended for those familiar with the HTML markup language.
Forms
These elements allow your content to capture information and are the fundamental difference between a standard pop-up modal and a pop-up form. Click and drag the elements to put them in the desired location. Once an element is placed, click it to reveal the Details tab. This tab allows you to modify the format, spacing, links, and other element-specific settings. These options are particularly important for form elements as you can make specific fields required and can select what profile attribute the field will update when it is included in the form submission.
Text Box: Adds a single-line text field to the form. This allows the form to capture customer information, such as their email address and name.
Checkbox: Adds a checkbox field to the form. This allows the form to opt customers into mailing lists or to update individual profile attributes. Multiple values can be selected by the customer when submitting the form.
Submit Button: Adds a unique button that allows the form to be submitted. Only one submit button can be added to a form.
Radio Button: Adds a radio button field to the form. This allows the form to present a group of options and update the associated profile attribute. Only one value can be selected by the customer when submitting the form.
Dropdown: Adds a dropdown field to the form. This allows the form to present a group of options and update the associated profile attribute. Only one value can be selected by the customer when submitting the form.
Note:Zaius will automatically validate the email, opt-in, and submit button fields when yourweb content contains form elements. If these fields haven't been added, you will be unable to make the form available on your website. .
Details
In addition to the element-specific detail options that can be accessed by clicking an individual element, there are also details that affect the entire piece of web content. These can be accessed by clicking theContaineroption in the breadcrumb menu above the editing area or by clicking on the background of the web content.
Container Properties
Background Color:Determines the color of the pop-up or form.
Content Width:Determines the width in pixels of the pop-up or form.
Content Height:Determines the height of the pop-up or form. This is set to auto by default; however, a specific height in pixels can be set by enabling the switch next to the setting.
Modal Properties
Backdrop Color: The color of your web page behind the web content.
Close Buttons: Provides the customer with a specific button (e.g., X) to dismiss the content.Close buttons are not required. If you disable the close button, your modal can be closed by clicking outside of the container instead.
Close Button Position: The location of the close button when it is enabled.
Close Button Background Color: The color behind the button. Using a contrasting color can bring more attention to the button.
Close Button Icon Color: The color of the close button icon.
Defaults
Font Family: The font that will be used by thepop-up or form.
Font Weight:The font-weight that will be used by thepop-up or form.
Font Color: The color of the font used by the pop-up or form.
Font Size: The size of the font used by the pop-up or form.
Link Color: The color of links included in the pop-up or form.
Link Underline: Determines whether or not a link will be styled with an underline.
Padding
Determines how much padding in pixels is applied to the content in the form or pop-up. When padding is increased, the content will move towards the center of the pop-up or form area. When padding is reduced, the content will move towards the edges of the pop-up or form area.
Enabling theMore Optionsswitch allows padding to be applied from specific directions.
Border
Determines how much of a border in pixels is applied to the content in the form or pop-up. When the border is increased, the line will thicken.When the border is reduced, the line will become thinner.
Enabling theMore Optionsswitch allows the border size and style to be determined for each side of the pop-up or form separately.
Border Radius
Determines how rounded the borders of the form or pop-up are. When this figure is 0, the border will have sharp edges like a square. When this figure is increased, the border will become rounder.
Enabling theMore Optionsswitch allows the border-radius to be determined for each side of the pop-up or form separately.
Main vs. Confirmation Design
When your content contains a form and the form doesn't redirect to another page via the Submit Button's success action, you will have the ability to toggle between Main and Confirmationdesigns. The main design is what your customers will see when the content is first displayed. The confirmation design is what they will see once they successfully submit the form.
Preview
In addition to theDesktopandMobileviews available within the editor, you can preview the pop-up or form on one of your website pages.All triggers will be active during the preview, while all constraints will be ignored.To preview the content before going live:
In the upper right of the editor, click Preview.
Enter a page URL to use for the preview.Zaius will check the page you've selected against the rules you've set up in the Pages accordion, so please ensure it is a valid page.
Select Generate Preview.
Go Live
To make the pop-up or form available to your website visitors:
In the upper-right, click Save.
In the upper-left, select the campaign's name from the breadcrumb menu.
In the upper-right, click Go Live.
View ArticleOpen in new tab Order Observations:
Overview
Insights and observations are automatically assessed for an account, as long as the underlying data (e.g., Products, orders, customers, page views, etc.) are available. These insights and observations are re-evaluated nightly and are available for segment, report, and custom liquid building. For real-time evaluation based on events, use Filters and Behaviors instead.
Availability
In segments
In report columns (Rocket Columns)
In custom liquid
These fields can also be referenced in Liquid syntax when building out campaign touchpoints. Use the following prefixes with the Liquid suffix, depending on the category of insights and observations:
Customer observations: customer.observations.suffix (e.g.customer.observations.order_count)
Customer insights: customer.insights.suffix (e.g. customer.insights.order_likelihood)
Product observations:
For a customer: customer.observations.product.observations.suffix where product can be either first_ orlast_ (e.g.customer.observations.first_product.observations.repeated_sale_ratio)
For a product grid: product.observations.suffix (e.g. product.observations.repeated_sale_ratio)
Product insights:
For a customer: customer.insights.product.insights.suffix whereproduct can be either first_ orlast_ (e.g.customer.insights.first_product.insights.up_sell_category)
For a product grid: product.insights.suffix (e.g. product.insights.up_sell_category)
For an order:order.observations.suffix (e.g.order.observations.order_number)
Proper use of percentiles
Observations and insights based on percentiles use a range of 0 to 100, where 100 is the highest percentile. For example, a value of "At Least 90" when building a segment with Order Count Percentile will include customers with more orders than 90\% of the customers in the account. In other words, the top 10\% of customers by Order Count.
Customer information
Customer Observations
Name
Liquid Suffix
Description
Order Count
order_count
Number of orders purchased
Order Count Percentile
order_count_percentile
Percentile by order purchased
First Order Date/Time
first_order_ts
Date/time of first observed order
Last Order Date/Time
last_order_ts
Date/time of last observed order
First Product
first_product
Highest priced product in the first order
Last Product
last_product
Highest priced product in the last order
Total Revenue
total_revenue
Sum of the value of all observed orders (net)
Total Revenue Percentile
total_revenue_percentile
Percentile by observed orders
Average Order Revenue
average_order_revenue
Average revenue across observed orders (net)
Average Order Revenue Percentile
average_order_revenue_percentile
Percentile by average revenue
First Visit Date/Time
first_visit_ts
Date/time of first observed pageview
Last Visit Date/Time
last_visit_ts
Date/time of last observed pageview
Session Count
session_count
Number of observed sessions
Session Count Percentile
session_count_percentile
Percentile by observed sessions
Email Domain
email_domain
The domain name of the email address
Mailbox Provider
mailbox_provider
The organization that provides the email box
Discount Order Ratio
discount_order_ratio
The ratio of orders that involved a discount (line item level, order level, or discount code)
Discount Order Percentile
discount_order_percentile
Percentile by discount order ratio
Discount Usage
discount_usage
Restatement of discount order ratio into "Always," "Sometimes," or "Never," based on the ratio of orders with a discount
Acquisition Source
acquisition_source
Same as first_source, when populated, otherwise filled in as "unknown"
First Source
first_source
UTM source of the first event
First Medium
first_medium
UTM medium of the first event
First Campaign
first_campaign
UTM campaign of the first event
First Event Date/Time
first_event_ts
Date/time of the first event
One-Time Send Count (Last 365 Days)
one_time_send_count
Number of one-time sends in the last 365 days
One-Time Open Rate (Last 365 Days)
one_time_open_rate
The open rate of one-time sends in the last 365 days (in decimal - e.g., 0.05 is 5\%)
One-Time Click Rate (Last 365 Days)
one_time_click_rate
Click rate (based on sends) of one-time sends in the last 365 days (in decimal - e.g. 0.05 is 5\%)
Customer Insights
Name
Liquid Suffix
Description
Engagement Rank
engagement_rank
Percentile engagement for each customer based the amount of time spent with your brand, weighted to more recent days. A measure of "headspace" occupied, it is correlated to future engagement
Order Likelihood
order_likelihood
Likelihood to order in the next six weeks
Days Until Next Order
ttno_days
Estimated number of days until the next order, based on those likely to order in the next six weeks
Product information
Product Observations
Name
Liquid Suffix
Description
Bestseller Rank(7 Day)
bestseller_rank_7_day
The sales ranking by units sold over the last 7 days; calculated at the parent product level, if applicable. “1” is the highest rank
Bestseller Rank (30 Day)
bestseller_rank_30_day
The sales ranking by units sold over the last 30 days; calculated at the parent product level, if applicable. “1” is the highest rank
Detail Views per Day
views_per_day
The average product detail page views per day weighted to more recent days. Calculated at the parent product level, if applicable
Detail Views per Day Percentile
views_per_day_percentile
Percentile by average product detail page views per day
Discounted Sale Ratio
discounted_sale_ratio
The ratio of product purchases sold on discount to all product purchases weighted to more recent days
Discounted Sale Percentile
discounted_sale_percentile
Percentile by discount sale ratio
First Sale Ratio
first_sale_ratio
The ratio of product purchases that were first-time buys to all product purchases, weighted to more recent days
First Sale Percentile
first_sale_percentile
Percentile by first buy ratio
PDP Views per Day
pdp_per_day
Average product detail page views per day, weighted to more recent days
PDP Views per Day Percentile
pdp_per_day_percentile
Percentile by average product detail page views per day
Revenue per Day
revenue_per_day
The average revenue per day weighted to more recent days
Revenue per Day Percentile
revenue_per_day_percentile
Percentile by average revenue per day
Revenue Rank (7 Day)
revenue_rank_7_day
The sales ranking by revenue sold over the last 7 days; calculated at the parent product level, if applicable. “1” is the highest rank
Revenue Rank (30 Day)
revenue_rank_30_day
The sales ranking by revenue sold over the last 30 days; calculated at the parent product level, if applicable. “1” is the highest rank
Sales per Day
sales_per_day
The average sales per day weighted to more recent days
Sales per Day Percentile
sales_per_day_percentile
Percentile by average sales per day
Repeated Sale Ratio
repeated_sale_ratio
The ratio of product purchases that were a repeat purchase of the product, weighted to more recent days
Repeated Sale Percentile
repeated_sale_percentile
Percentile by repeated sale ratio
Views Before Purchase
views_before_purchase
The average product detail page views before the first purchase of this product weighted to more recent days. Calculated at the parent product level, if applicable
Views Before Purchase Percentile
views_before_purchase_percentile
Percentile by average product detail page views before a first purchase
Viewed Rank (7 Day)
views_rank_7_day
The product detail pageview ranking over the last 7 days; calculated at the parent product level, if applicable. “1” is the highest rank
Viewed Rank (30 Day)
views_rank_30_day
The product detail page view ranking over the last 30 days; calculated at the parent product level, if applicable. “1” is the highest rank
Product Insights
Name
Liquid Suffix
Description
Up-Sell Category
up_sell_category
Category of products that are frequently purchased with this one
Cross-Sell Category
cross_sell_category
Category of products that are frequently purchased after this one
Replenishment Days
replenishment_period_days
The average number of days before a reorder of the product
Order information
Order Observations
Name
Liquid Suffix
Description
Order Number
order_number
The order number that the behavior is associated with
View ArticleOpen in new tab this guide
Overview
Given an opportunity, many customers will provide their email address before purchasing. Whether it's to learn more about your brand, to be notified of new products, or to request a discount, it's essential to provide interested customers with an opportunity to submit this information. The subsequent email campaigns that this information allows will help drive retention and increase customer engagement.
This guide will walk you through creating your first collection modal with some assistance from the prebuilt Email Modal Collection campaign.
Find your collection campaign
You can customize the default Email Modal Collection campaign to start identifying your customers. To locate and edit this campaign:
In your Zaius account, navigate to Campaigns.
Use the search bar to locate and click the Email Modal Collection campaign.
Select the Editiconon the Email Collection touchpoint.
When, where, and who settings
Targets
In the Targets accordion, select where you want this content to appear.
The targeted location can be based on a page URL, UTM parameter, or custom query parameter.
The targeted location can contain, equal, not contain, or not be equal to the provided location.
In addition to the original target, more pages or parameters can be targeted via an OR operator.
In addition to the original target, more pages or parameters can be targeted via an AND operator.
To remove a previous selection, select the Remove iconwhen hovering over the row.
Triggers
In the Triggers accordion, choose when you want this content to appear.
Display immediately when the page loads:The content is shown to the customer as soon as they visit one of the selected pages. If this option is enabled, the other triggers will be disabled to prevent repeat showings.
Display after X: The content is shown to the customer after the allotted time.
Display on X\% page scroll: The content is shown to the customer afterthey scroll a certain percentage of the page.
Display on exit intent: Thecontent is shown to the customer when their mouse leaves the active window, indicating that they may intend to leave the page.
Constraints
In the Constraints accordion, choose how often you want this content to appear.
Limit to X displays per X (time range) per customer:Limit customers from seeing too much content in a single time period (e.g., once per week).
Limit to X displays total per customer:Limit customers from seeing the content more than X number of times in total (e.g., 3 times in total).
Show on mobile (not recommended):Determine the content's availability on mobile devices.
Note : TheShow on mobilesetting isdisabled by default and is not recommended due to a Google policy.While Google considers this content appropriate in some instances (e.g., Cookie acknowledgments), it's generally discouraged. For this reason, your company's SEO may be negatively impactedif you enable this setting. Learn more here.
Design the modal
The default modal is set up to collect the first name, last name, and email as required fields. To edit these fields,click them to reveal the Details tab. This tab allows you to modify the format, spacing, links, and other element-specific settings. Learn more about modal design in .
The default modal directly subscribes customers to theNewsletter list unless otherwise updated.
Main vs. Confirmation design
When your content contains a form, and the form doesn't redirect to another page via the Submit Button's success action, you will have the ability to toggle between Main and Confirmationdesigns. The main design is what your customers will see when the content is first displayed. The confirmation design is what they will see once they successfully submit the form.
Preview Content
In addition to theDesktopandMobileviews available within the editor, you can preview the pop-up or form on one of your website pages.All triggers will be active during the preview, while all constraints will be ignored.To preview the content before going live:
In the upper right of the editor, click Preview.
Enter a page URL to use for the preview.Zaius will check the page you've selected against the rules you've set up in the Pages accordion, so please ensure it is a valid page.
Select Generate Preview.
You can also share the link that is generated if you want to send it to someone else or to try it on another browser. This link will work for 24 hours.
Go live
To make the modal available to your website visitors:
In the upper-right, click Save.
In the upper-left, select the campaign's name from the breadcrumb menu.
In the upper-right, click Go Live.
View ArticleOpen in new tab exit criteria
Overview
Familiarity with the performance of your campaigns is essential for success. This insight enables you to make better decisions concerning your future customer engagement. A campaign's impact is available for review at various levels:
All campaigns
A single campaign
Individual touchpoints within a campaign
Each level uses the same performance metrics. Check out the available metrics here.
All campaigns
To review the performance of campaigns in bulk, navigate to Campaigns via the main navigation.A header card at the top of the page contains a summary of the campaigns listed below it.By default, this summary is a reflection of all the account's campaigns.
To refine these results, use the search bar or select a campaign filter from the sidebar. The header will automatically update and only reflect the campaigns that meet the new search or filter criteria.
An option to review Total or Unique metrics is also available via a dropdown selector in the header.This selection affects all campaign cards below.
You can also click on the scroll dots at the bottom of the header to reveal additional metrics.
Measure a single campaign
Each campaign has an individual card that reflects its overall performance. The card includes identifiable information like the campaign's name (1), segment (2), and status (3).
Click the card of a previously active campaign to access the performance information of the campaign's touchpoints.
Measure campaign touchpoints
Once you click into a campaign that is currently active, paused, or completed, you can see each touchpoint with the same metrics shown at the campaign level. Click into a touchpoint to dig deeper into these metrics via the touchpoint summary reports.
Single touchpoint example
A newsletter campaign has a single touchpoint. In this case, the touchpoint metrics will be the same as the campaign metrics on the campaign list page. 100 sends of one touchpoint equates to 100 sends overall for the entire campaign.
Multi-touchpoint example
A cart abandonment campaign has two email touchpoints, so each of those touchpoint's metrics will be calculated separately.
If 10 customers receive the first touchpoint, and 5 customers opened the email, that's an open rate of 50\% for the first touchpoint.
If 5 of the customers receive the second touchpoint and 1 of those customers opened the email, that's an open rate of 20\% for the second touchpoint.
When calculating the campaign-level metrics, the two touchpoints are aggregated. In this case, there are 15 total sends, and 6 total opens across both touchpoints, and thus a campaign-level open rate of 40\%.
In-between metrics
If there are multiple touchpoints, then there may be customers that are between touchpoints. You can view the metrics associated with these customers by clicking on the Customericon between any two touchpoints, as shown above. The parameters that can appear in this card are:
Waiting:The number of customers who received the previous touchpoint, but are still waiting to receive the next touchpoint.
Exited:The number of customers who exited the campaign series by matching the .
Timed Out:The number of customers who were not reachable after waiting the amount of time set for the unreachable exit criteria.
Reprioritized:The number of customers who were removed from the campaign because they qualified for and started receiving a higher priority campaign. Note: this only appears for campaigns within a prioritized campaign group.
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Beta Notice: This feature is currently in beta. It's subject to changes in functionality and appearance during this period. The information below should serve as a reference point. If you are part of the beta and would like to return to the old view, please select the "Return to..." option.
Overview
The touchpoint summary reports provide insight into the performance of individual campaign touchpoints. The reports currently available are: Conversion, Engagement, Disengagement, Reachability, and Inbox Deliverability. The availability of these reports varies based on the touchpoint's channel. If a report is not available based on the touchpoint's channel, such as email vs. web, the option will not appear.
Access the reports
To access the touchpoint summary reports:
Navigate to Campaigns.
Locate the desired campaign and click its name.
Once you click into a campaign that is currently active, paused, or completed, you can see each touchpoint with the same metrics shown at the campaign level.
Locate the campaign touchpoint you'd like to review in more detail and click on theEyeicon to access the touchpoint summary page.
Explore the data
After accessing a touchpoint's reports, various options for manipulating the data are available. These options vary based on the data collected. For example, agraph does not accompany all touchpoint types,so the opportunity to influence the visualization would not be present.
That said, the broader options to refine and explore the reports include:
Switch between report types.
Redefine the report's reporting period.
Hover over the report's headers to reveal totals vs. percentages.
Hover over the report's visualization to reveal period-specific details.
Search and sort the data of the associated tables.
Report Types
Multiple reports are available. However, the availability of each report depends on the channel used by the touchpoint. If a report is not available for the selected touchpoint, the option will not appear.
Note: Graphs are not available for touchpoints sent a single time, as there's no tracking of information over a prolonged period. Instead, all of the performance information traces back to the original singular send date. The header metrics and product table will summarize this single data point.
Conversion report
This report allows you to attribute a customer's conversion to the touchpoint. Each time a touchpoint sends, the report will leverage the default attribution model to track performance.The model used to attributeconversions and revenue to the touchpoint, looks back a maximum of 3 days. In other words, a customer must convert within 3 days of their interaction with the touchpoint for their conversion and associated revenue to appear on this report.
The metrics available in the report's header are:
Sends: The number of times a message sent to customers.
Conversions: The number of purchases made as a result of a message being opened or clicked by a customer. The standard Zaius attribution model attributes conversions and revenue to the campaign that a customer most recently opened or clicked, looking back a maximum of 3 days.
Revenue: The total revenue associated with conversions. This figure reflects the revenue at the order level. In contrast, the revenue listed in the table below the chart reflects the revenue generated for each product at the line item level. This difference means that the revenue total of the table's rows will not necessarily equal the figure shown in the header. For example, discounts are typically applied at the order level and would affect the header's figure but not the table's figure.
Avg Order Value: The total revenue attributed to the touchpoint divided by the number of conversions.
Revenue Per Send:The total revenue attributed to the touchpoint divided by the total sends.
Engagement report
This report allows you to review engagement with the touchpoint.
The metrics available in the report's header are:
Sends:The number of times a message sent to customers.
Opens:The number of times customers opened the email and/or app push message and/or clicked the web push message.
Open Rate:Compares the number of customers who opened the message to the number of customers who were sent the message (Opens / Sends expressed as a percentage).
Clicks:The number of times customers click on a link in the message.
Click Rate:Compares the number of customers who clicked a link in the message to the number of customers who were sent the message (Clicks / Sends expressed as a percentage).
Click-to-Open Rate:Compares the number of customers who clicked a link in the message to the number of customers who opened the message (Clicks / Opens expressed as a percentage).
Disengagement report
This report allows you to review negative engagements with the touchpoint. A negative engagement is categorized as an action that restricts or eliminates your communication with a recipient.
The metrics available in the report's header are:
Sends:The number of times a message sent to customers.
List Unsubscribes: The number of customers who unsubscribed from the mailing list associated with the campaign. *Only applicable to email.
Opt-Outs: The number of customers who unsubscribed from all marketing communication.
Spam Reports: The number of times a customer marks a message as spam. *Only applicable to email.
Reachability report
This report allows you to review the reachability of the touchpoint's recipients. In other words, whether or not the message was able to reach the recipient for review. More on reachability is available in this guide, while additional information on bounce types can be found .
The metrics available in the report's header are:
Qualified: The number of times customers qualified for the campaign based on the segment, campaign constraints, and other options in theEnrollmentsection of the campaign configuration.
Sends: The number of times a message was sent to customers. This figure can be lower than the Qualified number when the template uses abort statements.
Delivered: The number of messages that successfully reached the recipient.
Aborts: The number of messages that canceled after meeting pre-configured abort statements built into the message's template.
Hard Bounces: The number of messages that experienced a hard bounce.Ahard bounceoccurs when the message has been permanently rejected.
Soft Bounces: The number of messages that experienced a soft bounce.Asoft bounceindicates that the email address was valid, and the email message reached the recipient’s mail server. However, the message did not reach the recipient's inbox.Additional delivery attempts will occur for up to 72 hours. If a message is continuously deferred for 72 hours, the message will be dropped.
Inbox Deliverability report
This report allows you to review the deliverability of the touchpoint by the inbox provider. In other words, whether or not the recipient's selected inbox provider affected the touchpoint's delivery.
The metrics available in this report are:
Domain Provider: The service provider of the recipient's inbox (e.g., Google for Gmail).
Sends:The number of times a message was sent to customers.
Deliverability: The percentage of total sends that reached their recipient. No hard or soft bounces were experienced.
Opens:The number of times customers opened the email and/or app push message and/or clicked the web push message.
Hard Bounces: The number of messages that experienced a hard bounce.Ahard bounceoccurs when the message has been permanently rejected.
Soft Bounces: The number of messages that experienced a soft bounce.Asoft bounceindicates that the email address was valid, and the email message reached the recipient’s mail server. However, the message did not reach the recipient's inbox.Additional delivery attempts will occur for up to 72 hours. If a message is continuously deferred for 72 hours, the message will be dropped.
Additionally, if a Warningicon appears in the accompanying chart (see below), it means that negative indicators (e.g., soft or hard bounces) have exceeded industry guidelines and have brought the touchpoint's deliverability below a desirable threshold.Changes in your content, who you target, and how or when you send your communications can affect these figures. Comparing a touchpoint that experienced no issues with a more troublesome touchpoint can help identify the likely reason(s) for the change.
View ArticleOverview
Custom Domains require Premium Preference Centers.
To create a custom domain on Zaius there are two requirements:
The ability to update DNS records for your domain (or a technical team that can perform the update on your behalf)
Access to one of the following emails (to enable secure links [SSL]):
Create a Custom Domain
Add Domain
Open the domain card and select "Create Custom Domain" and enter the domain name that you own where customers should update their preferences. For example: preferences.acme.com
Note: Steps 2 & 3 can be completed in any order
Update CNAME Records
To redirect all traffic to the correct URL, Zaius requires updated DNS records. Provide the information provided in the "Type", "Hostname" and "Value" fields to your technical team. It should look similar to the screenshot below:
Send Domain Verification Email
To ensure you actually own the domains in question, Zaius needs to send an email to your technical team to generate a secure link. Amazon Web Services (AWS) will send emails on behalf of Zaius to all the addresses listed and your team must click one (1) of the links and confirm ownership before publishing the Preference Center.
Validate & Verify
Once you've updated DNS records and/or clicked the domain verification email, you can "Verify Custom Domain" to check that you've completed the steps properly. Please note that some DNS/SSL changes can take up to 24 hours to propagate (but it typically takes less than an hour).
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Overview
The"Predicted Time Until Next Order" reportis a combination of two different modeled attributes "Order Likelihood" and "Days Until Next Order." The models look at the last 180 days to predict the next 42 days (6 weeks). Each model is custom built to the data source, retrained monthly, and new predictions run nightly.
Learn how to use the report .
Model inputs
The information required for the model is:
Each customer's events collected over the last 180 days
The revenue from the customer to date
The customer’s order frequency
The average order value of the customer
How the model predicts
The predictions use a deep sequential neural network trained on a client’s own discrete data events. A large part of the power of the model comes from the “sequential” component. The model can account for an unknown number and type of events per input, including events proprietary to a customer, like a product finder or a fit wizard, taking into account the period when they occur, without attempting to normalize or reclassify into consistent inputs. The model also works on anonymous data, not just on customers who have already made a purchase.
How the model gets evaluated
The platform holds a separate sample of your data when it creates the model. This sample, or training set, allows predictions to be made. These predictions get compared to actual events.
The model is optimized to a measure called recall. With recall in mind, the goal is to find everyone likely to convert. In general, those with any likelihood to purchase have 40x the conversion rate of those who are unlikely to purchase. "Extremely likely purchasers" can be as high as 100x (or more) the conversion rate of those unlikely to purchase.
Model thresholds
While the model quality is different for every account, we expect the “Extremely Likely” category of customers to convert at a very high rate, followed by "Very Likely," and "Likely."Once optimized for recall, the model ranks customers by likelihood and divides into sevenths, where the first seventh is "Extremely Likely"; the next two-sevenths are "Very Likely"; and the final four-sevenths are "Likely." All other customers are considered "Unlikely" to purchase.
For the data scientists
Finally, if the language of model engineering is your native tongue:
The likelihood classifier typically has an AUC greater than 0.9
The model is biased to have high recall and low precision because the goal is to assist in identifying identify strong candidates to message and not merely to predict the future
The Mean Average Error of our “Days to Convert” metric is overall around 13 days but more accurate when there’s a strong intent signal or the likely conversion is close in time
View ArticleOpen in new tab this guide
Overview
The insights derived from the "Predicted Time Until Next Order" report allows the user to more effectively channel resources towards accelerating purchase timelines by targeting different "days until order" and "order likelihood" customer cohorts.
The report's data
The report's output is a combination of two different modeled attributes "Order Likelihood" and "Days Until Next Order." The models look at the last 180 days to predict the next 42 days (6 weeks). Each model is custom built to the data source, retrained monthly, and new predictions run nightly.
Review to learn more about the data science and modeling behind the report.
Explore the data
Refine and explore the order likelihood report in four ways:
Change the predicted time until order between days and weeks.
Select or deselect likelihood thresholds.
Select or deselect chart sections.
Select or deselect the period.
The additional insights and sample of customers below the chart will update to match your selections.
Take action
Leverage the report's data in two locations:
Directly within the report
Create a segment matching the displayed criteria after manipulating the data via the report explorer. Simply click the Save As Segment button to name and create the segment. Once saved, you'll be redirected to the campaign builder to start using the segment immediately.
In the segment builder
Information from the report is available in the segment builder, using theOrder Likelihood andDays Until Next Order attributes.
Example use cases
Typical use cases for this functionality include:
Use "Order Likelihood" to help accelerate revenue among the "likely to buy" customer cohort.
Consider grouping with other always-on revenue acceleration campaigns like Browse Abandonment or Cart Abandonment in a priority group and delivering a campaign to Very Likely or Likely to buy customers who are not actively shopping the site.
Use "Order Likelihood" to find new customers who look like existing ready-to-buy customers.
Sync a segment of Extremely Likely to buy customers to Google or Facebook for lookalike modeling, to find new customers who look like them but for whom your brand is not in their consideration set.
View ArticleOpen in new tab Activity Log page
Overview
The Zaius integration with HubSpot automates the import of contacts along with their sends, opens, clicks, bounces, and spam reports from HubSpot into Zaius. An initial historical import of all contacts with email addresses will be performed. The import will include 60 days of historical email event data and any customfields that exist in both Zaius and HubSpot.
Note:The Zaius field name and HubSpot internal name must match for the integration to recognize the custom field association.
After the initial import, hourly syncs of recent campaign activity andany newly created or updated contacts will be done to ensure your contact data remains current in Zaius. These syncs will also recognize any additional custom fields that have been created.
Configuration
Navigate to the Integrations page in Zaius and click on the HubSpot card.
Add the HubSpot Portal ID and API Key. These can be found on the Integrations page within HubSpot.
Select the Save option.
Once you have successfully saved your HubSpot configuration, Zaius will begin the initial historical import. Progress of the import can be viewed on the in Zaius.
View ArticleOpen in new tab SendGrid Tracking User Guide
Overview
SendGrid is a transactional email service provider. When integrated, Zaius will automatically capture all email send, open, and click events for your users. Additionally, if your account has the campaign management feature activated, you will be able to send emails using your SendGrid account.
Track email activity with SendGrid
To track SendGrid email activity, follow the steps below:
Log in to SendGrid and select Settings.
Select the Event Notification option.
Select the Edit option.
Enable the recording of All action types and fill in the HTTP POST URL with:
https://api.zaius.com/v2/sendgrid/YOUR TRACKER ID
Replace "YOUR_TRACKER_ID" with yourZaius Tracker ID found in the upper right of the Zaius integrations page.
Click the checkmark to save the results.
Lastly, enable Open Tracking, Click Tracking, and Subscription Tracking by going to Settingsthen Tracking. Please refer to thefor more information.
Newly generated SendGrid data will now appear in Zaius.
Send emails with SendGrid
To enable email sending using your SendGrid account:
In your Zaius account, select theAccount Settingsicon from the main navigation bar.
In the sidebar, selectIntegrationsunder theData Managementsection.
Locate and select theSendGridcard to reveal its details.
Place theUsernameandPasswordof your SendGrid account into the appropriatefields.
Click the Save button.
View ArticleOpen in new tab Tag Sequencing
Overview
Google Tag Manager (GTM) allows users to deploy the Zaius Javascript Tag to their website in a few steps.
Note: The Enhanced Ecommerce option is required to track orders.
Locate the Zaius tag
To locate the Zaius JavaScript tag:
In your Zaius account, click theAccount Settingsiconin the main navigation bar.
In the sidebar, selectIntegrationsunder theData Managementsection.
Locate and select theJavaScript Tagcard to reveal its details.
Below the embed code, selectCopy to Clipboard.
Add the Zaius tag to GTM
To add the Zaius tag to your content via Google Tag Manager:
In Google Tag Manager, click New Tag.
Select theCustom HTMLoption.
Paste the Zaius Javascript tag into the field.
Choose to fire on All Pages. This configuration will capture data from every page view.
Configure additional events
Note: Please ensure that the option in Google Tag Manager specifies that any other custom tags fire after the Zaius JavaScript tag.
Create additional "Custom HTML" tags to capture more robust customer behaviors and events. Each implementationshould have triggers and variables configured that define when to fire the tags and what data to put in them. Some common custom tags are listed below:
Configure Customer Identification Events (customer log in/account creation)
zaius.event("customer",
{
action: "login",
customer_id: "{{YOUR_VARIABLE_FOR_CUSTOMER_ID}}", //note: or other identifier
email:"{{YOUR_VARIABLE_FOR_EMAIL}}",
}
);
Configure Product Interactions (product detail view and cart events)
zaius.event("product",
{
action: "detail",
customer_id: "{{YOUR_VARIABLE_FOR_CUSTOMER_ID}}",//note: or other identifier
email:"{{YOUR_VARIABLE_FOR_EMAIL}}", //note if email is not available do not send it
product_id: "{{YOUR_VARIABLE_FOR_PRODUCT_ID"}}
}
);
Configure Orders
Implementing this call should be done from a custom Javascript variable and requires the implementation of the eCommerce data layer in GTM.
The output of the variable should send an event like the following to Zaius:
zaius.event("order", {
action: "purchase",
customer_id: "zaius-342", //or other identifier
order: {
order_id: "OR345",
total: 109.65,
discount: 5.00,
subtotal: 103.00,
tax: 5.15,
shipping: 6.50,
coupon_code: "5OFF",
items: [
{
product_id: "2045",
price: 19.00,
quantity: 5,
discount: 0.00,
subtotal: 95.00
}, {
product_id: "2091",
price: 10.00,
quantity: 1,
discount: 2.00,
subtotal: 8.00
}
]
}
});
View ArticleOpen in new tab here
Overview
The Zaius integration with Tealium allows live website information collected by Tealium to sync with Zaius.This sharing of data provides an opportunity to understand and leverage theevents or entities that are important to your business in both platforms.
Configuration
In your Zaius account, select theAccount Settingsicon from the main navigation bar.
In the sidebar, selectIntegrationsunder theData Managementsection.
Locate and select theTealiumcard to reveal its details.
Copy the Tracker IDlocated on the card.
In your Tealium account,go to Tealium's Tag Marketplace and add the Zaius tag to your profile ( how to add a tag? ). More information from Tealium concerning this integration is available .
Paste the Zaius Tracker ID from earlier into the "Tracker ID" field in the Tealium configuration.
Configure your load rules to fire the Zaius tag on all pages.
Configure your data mapping rules to send all mapped data elements. Review some additional recommendations below.
Finish the set up in Tealium.
Recommended mapping rules
On all page loads: Send tracker id, email, and customer ID.
On all customer events: Send all standard mappings (e.g., email, first name, last name, address, etc.).
On all eCommerce events (if applicable): Send mapped customer details, product details, and order details.
View ArticleOpen in new tab here
Overview
Campaign metrics are reviewable in aggregate, on the campaign level, or the touchpoint level. Each approach is discussed in more detail here.
Metric definitions
Important terms and definitions for understanding these metrics are:
Qualified: The number of times customers qualified for the campaign based on the segment, campaign constraints, and other options in the Enrollment section of the campaign configuration.
Sends: The number of times a message was sent to customers. This figure can be lower than the Qualified number when the template uses abort statements.
Opens: The number of times customers opened the email and/or app push message and/or clicked the web push message.
Open Rate: Compares the number of customers who opened the message to the number of customers who were sent the message (Opens / Sent expressed as a percentage).
Clicks: The number of times customers click on a link in the message. *Only applicable to email.
Click Rate: Compares the number of customers who clicked a link in the message to the number of customers who were sent the message (Clicks / Sent expressed as a percentage).
Click-to-Open Rate: Compares the number of customers who clicked a link in the message to the number of customers who opened the message (Clicks / Opens expressed as a percentage).
Opt-Outs: The number of customers who unsubscribed from all marketing communication.
List Unsubscribes: The number of customers who unsubscribed from the mailing list associated with the campaign. *Only applicable to email.
Conversions: The number of purchases made as a result of a message being opened or clicked by a customer. The standard Zaius attribution model attributes conversions and revenue to the campaign that a customer most recently opened or clicked, looking back a maximum of 3 days.
Revenue: The total revenue associated with conversions. Zaius uses the subtotal fields on orders to determine this figure.
Bounces: The number of times a delivery attempt failed. A bounce can happen for various reasons, including when a mailbox is full or when an email address doesn't exist. Learn more . *Only applicable to email.
Spam Reports: The number of times a customer marks a message as spam. *Only applicable to email.
Aborts: The number of messages that canceled after meeting pre-configured abort statements built into the message's template.
View ArticleOpen in new tab segment
Overview
Customer information is available for export by customer profile, list, or segment. The exported file is available in the CSV or JSON formats.
Export a single profile
To export a unique customer profile:
Select Customers from the main navigation.
Select the Profiles option from the submenu.
Use the search bar in the Customer Profiles section to locate the customer.
Select the Export icon and choose the information you'd like to include via the prompt.
Click theExportbutton to confirm your selection and download the file.
Export a list of profiles
To export a list of customer profiles:
Select Customers from the main navigation.
Select the Profiles option from the submenu.
Use the search bar to locate and select the desired list.
Select the Export icon and choose the information you'd like to include via the prompt.
Click theExportbutton to confirm your selection and download the file.
Export a segment of profiles
To export the customers in a specific :
Select Customers from the main navigation.
Select the Profiles option from the submenu.
Select the + Segment option and use the search bar to locate the desired segment.
Click the segment and then click the Apply button at the upper right of the section.
Select the Export icon and choose the information you'd like to include via the prompt.
Click theExportbutton to confirm your selection and download the file.
View ArticleOpen in new tab
Overview
The product opportunities report surfaces the relationship between a product's views and its sales as long as the product has sold at least twice in the last 30 days. This information provides insight into product performance and can guide how to handle the product's marketing efforts moving forward.Products display at the parent product level where applicable. To access the report:
SelectCompanyfrom the main navigation.
Select Insights from the submenu.
The report's data
There are two dimensions to product opportunities:
Visibility score represents product detail page views, where 100\% is the most viewed product. Products at 90\% or higher are in the top 10\% of viewed products.
Sales score represents product purchases (in units), where 100\% is the most purchased product. Products at 90\% or higher are in the top 10\% of purchased products.
An average or efficient product has similar scores across both dimensions. Products with strong sales as compared to visibility (the upper-left) represent compelling opportunities and may benefit future promotions, changes in customer flow, or merchandising opportunities. Products with weak sales as compared to visibility (the lower-right) suggest inefficiencies that may need addressing.
Each product also has a Gem Rank, which is the rank of product in the full product set when evaluating the difference between sales score and visibility score:
Gem score = Sales score - Visibility score
The products with a Gem Score closest to 1 are Hidden Gems compelling products that drive sales far beyond what their views would suggest.
Explore the data
Refine and explore the product opportunities report in three ways:
Click product bubbles to filter the table.
Select regions in the legend to filter the table.
Sort and search the table's results by using the search bar and clicking the headers.
Take action
After identifying opportunities by exploring the report, create a collection. The collection allows these products to be quickly surfaced to customers in any campaign using a dynamic grid.To save products to a collection:
Refine the table's results until the product displays in the righthand sidebar.
Select the Addicon next to the product and its information.
Once all of the desired products are selected, clickEdit & Save.
If desired, change the order that the products appear and then click Save.
Note: Only one collection is available at a time.Any changes to the collection will impact the campaigns that use it as a point of reference.
To reference the collection in a campaign touchpoint using a dynamic grid, choose Products as the Content Feed and Opportunitiesunder the Collection header as the Source.
Identify seasonal opportunities
To understand how products performed during a timeframe, like a specific campaign or a holiday season, use the timeframe selector in the upper-left:
TheTrending Today option is weighted and biased towardsmore recent purchases and viewing activities. When using theCustom Range option, the purchase and view activity averages across the range, with no weighting.
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Overview
When including dynamic product grids in content, it's typically not desired to show the same product multiple times. Instead, maximizing exposure to a unique set of products is preferred.
Enable automatic deduplication
A Remove Duplicate Products option is availablein the Details pane for the Container of your content. When enabled, duplicate products get removed automatically.
How removal works
When utilizing the product deduplication feature, products will only appear once within all dynamic grids used in the content. Additionally, if multiple products share a parent_product_id, only the first product will appear within the content.
For example, a template has a grid for cart abandoned products and a second grid for recommended products. If Product A qualifies for both grids, it would only appear in the cart abandonment grid, because that grid appears first in the template. If Product B shares the same parent_product_id as Product A, then Product B would also be suppressed, whether it appears in the cart abandonment grid or the recommended products grid.
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Overview
The timeframe setting determines the period of time used by the first step of a dynamic grid's behavior. This option allows further refinement of the grid's content asthe timeframe does not need to match the timing constraints of a campaign's enrollment segment.
Configure the setting
The timeframe setting is configurable when placing or editing a dynamic grid.The timeframes available are:
Since qualifying for campaign: This option allows the platform to automatically match the timing component of a campaign's segment to the content displayed in the grid of a touchpoint.
In the last: This option allows the user to set a timeframe that occurred in the past. This choice will affect the content permitted to display in a touchpoint's gird.
Between: This option allows the user to set a timeframe range in increments of years down to seconds.This choice will affect the content permitted to display in a touchpoint's gird.
To review the setting when placing a dynamic grid for the first time, follow the steps below:
To review the setting for a dynamic grid that has already been placed, follow these steps instead:
When to use "Since qualifying"
This setting is recommended for most situations as it ensures consistency between a campaign segment's behavior and the dynamic grid.
Consider a cart abandonment campaign. The campaign's segment contains a behavior that targets customers who have abandoned their cart in the last 4 hours. Inside of touchpoint 1, there's a dynamic grid, which uses the same cart abandonment behavior to include products that those customers abandoned. Instead of manually choosing a timeframe of "in the last 4 hours" to match the targeting of the segment, it is easier to let the platform do the math by selecting the "Since qualifying for campaign" option.
Furthermore, let's also imagine that the campaign has a 2nd touchpoint, which is sent 24 hours after the first. Instead of manually choosing a timeframe of "in the last 28 hours" to accommodate the combined timeframes of both touchpoints, the "Since qualifying for campaign" option takes care of the math.
When not to use "Since qualifying"
This setting is ineffective for touchpoint #1 of a campaign when the behavior used in the dynamic grid does not also get used in the campaign's segment.
This limitation exists because the "Since qualifying for campaign" option is a combination of the timeframe used in the segment's behavior and the time since sending touchpoint 1. If there's no period referenced in the segment's behavior and touchpoint 1 has yet to send, you have a case of 0+0=0. In real terms, adynamic grid of products abandoned in the last 0 seconds will, of course, return 0 products.
View ArticleOpen in new tab Doc - Export profiles and segments
Welcome to Zaius!
So you’ve been set up with a Zaius demo account. Now what?
We created this guide to take you through it all. Customer lifecycle analysis? Easy. Building segments? No problem. Campaigns? You’ll be creating them in your sleep.
You seem pretty smart, so we don’t think we’ll need to do much hand-holding. But in case you do get stuck, we’re always here to help. And we’ll even give you all the credit once we figure it out together.
Our help widget is accessible at any time by clicking the Helpicon in the bottom right of the Zaius app -- simply search for a topic to learn more. You can also live chat with support right from within this assistant, or reach the team by email at [email protected].
Now on to why you’re here.
What are you here to do?
The customer lifecycle
How to get there:
In the main navigation, click on the Customers tab.
Click on the Lifecycles sub-tab.
What I see when I get there:
This dashboard presents a segmentable view of your entire customer base - from customers you've just discovered and know little about, all the way to your loyal customers who you know intimately.
What I should do while I’m there:
Explore how dynamic and interactive the dashboard is, and how easily you can visualize opportunities! Click around on each of the stages (e.g., No Purchase, 1 Purchase, etc.) and cycles (e.g., At-Risk, Recent Buyers, etc.) and notice how your key metrics like AOV and conversion rate change as you select new groups.
Turn any visualization into an actionable segment in one click! When you’ve honed into what gives you a “lightbulb moment,” click the Save as Lifecycle Segment button at the top-right to turn your selected viewpoint into a dynamic segment that you can create a campaign around. For example, wouldn’t the “1 Purchase, At-Risk” segment above make a tremendous win-back campaign?
Analyze the performance of your segments. Click any Segment in the top left and select a segment to filter by from the dropdown menu that appears. From there, learn more about what motivates these buyers. Click on the Dimensionsdropdown menu to see:
The most effective campaigns that are driving these buyers to your website
The most popular products they’re purchasing, and the products they might be interested in buying in their 2nd purchase, etc.
A lot more!
And while you’re at it:
The Lifecycle dashboard shows you everything that your customers have done in the past, but wouldn’t it be compelling to predict what they’ll do in the future?
To review these predictions, click on the Customers > Insightstab. This dashboard shows the customers who are about to place an order and allows you to separate them by the likelihood an order will be placed.
Additional Resources:
Video - Customer lifecycle
Video - Order predictions
Doc - Customer Lifecycle Analysis
Further Assistance:
At any point, just click the Helpicon in the bottom right and type “Customer Lifecycle Analysis" into the search bar.
Create a campaign
How to get there:
In the main navigation, click on theCampaignstab.
What I see when I get there:
This is a dashboard of all of your saved campaigns - ongoing, completed, draft, paused, etc. It will show all of your key campaign stats like open rate, click rate, revenue, etc.
What I should do while I’m there:
Build a campaign! To start, click Create New Campaign in the top left, and decide whether you want to send a one-time campaign or an automated campaign.
Not sure which type is right for you? Check out these situations and appropriate resources:
Looking to send out a single flash sale message? Choose aOne-Time campaign.
The basics of campaign set-up
Create and manage segments
Looking to create a cart abandonment series? Choose a Behavioral campaign - these are automated.
The basics of campaign set-up
Create and manage segments
Create and manage behaviors
Create and manage filters
Want to set up your order receipt sends? Use a Transactional campaign - these are automated.
Use transactional email
Want to incorporate pop-ups or forms into your website? Use a Web campaign.
Create pop-up modals and forms
Use web embeds
While creating your campaign touchpoints, pay special attention to:
Dynamic content - You can use personalization tags in subject lines and within the body of the email itself to show customer names, product names, prices, and more. You can also use a dynamic grid to show content based on customers’ behavior, such as product recommendations or the items they’ve left behind in an abandoned cart.
Templates - These allow you to save the structure and design of a piece of content so that it can be reused and personalized additional times. Learn more.
Saved elements - Any combination of images, text, etc. can be turned into a component for future use. This action will save you a lot of time when pulling a header or a footer into a new email you’re creating. Check out a quick example below.
Additional Resources:
Video - Zaius email designer
Video - Dynamic content creation
Video - Web modal creation
Video - Web embed creation
Video - Preference center creation
Further Assistance:
At any point, just click the Helpicon in the bottom right and type “Basic campaign set-up" into the search bar.
Create segments
How to get there:
In the main navigation, click on the Customers tab.
Click on the Segments sub-tab.
Click the+ Segmentoption at the upper left.
Edit an existing segment, or click the Create New Segmentbutton.
What I see when I get there:
This tool is Zaius’ visual segment builder. It’s designed to easily and intuitively allow you to build segments just like you’d speak a sentence. You can build a segment around any data point you can send to Zaius!
What I should do while I’m there:
Build a segment! Let’s start by building something basic.
Select the Have done something option and type “order” into the next pane that appears.
For the number of orders, let’s say they’ve ordered At least once.
Next, let’s say this took place In the last six months.
Lastly, let's select Done, input a segment name, and select Save.
Congrats! You've just built a segment of all customers who have placed an order within the last six months.From here, there’s almost an infinite level of detail you can add with the AND operator and OR operator ! Here are some ideas:
Want to specify the SKU or category of the customer's order?Click the Filterbutton and type in “Root Category” or “SKU” in the pane that appears.
Want to capture some warm leads? Let’s look at customers who have gone on to look at more products after making that purchase we just indicated! Click the AND button next to the filter button and select customers who Have done something and specify their action as Product Detail View. You can then filter by the category, SKU, etc. that they could have reviewed.
While you're at it, share the information:
Any of these segments can be synced directly to integrated Facebook, Google, Instagram, and YouTube accounts. If you select a segment, you’ll see the toggles to sync this information with these sources. Please note that the integration with Facebook includes Instagram, while the integration with Google includes YouTube.
Additional Resources:
Video - Segment builder
Doc - Create and manage segments
Further Assistance:
Just click the Helpicon in the bottom right and type “Segment" into the search bar.
View ArticleOpen in new tab custom reporting
Overview
Zaius can collect, store, and make available all of the most relevant data for your business. This is done by adhering to a few core concepts:
Know everything about a customer. Who they are and what they've done.
Identify and resolve who the customer is across all systems.
Make the platform flexible and adaptable.
Have great integrations that enable more impactful and informed decisions.
Make all data stored in Zaius available via the API.
This guide outlines how you can get your data into Zaius and how the Zaius tools use that data.
Data to consider
You might be asking yourself, "What data is typically imported?" and the simple answer is anything about how your customers interact with your brand. This data is often spread across multiple systems, and this fragmentation creates inefficiencies. Getting all of the data into Zaius allows you to learn from and leverage the centralized information in a more impactful way.
With this in mind, you might be asking yourself, "Does this mean I need to import everything before I benefit from Zaius?" and the answer is no. The information builds on itself. You can incrementally import data into Zaius, deploy campaigns, and continue to introduce more details later.
Import data from another system
A common approach to getting your data into Zaius is to integrate with another system. Zaius and our partners offer integrations for many popular platforms.
To learn more about our current integration options:
In your Zaius account, click theAccount Settingsiconin the main navigation bar.
In the sidebar, selectIntegrationsunder theData Managementsection.
The types of systems that we tend to integrate with and why can be found below.
Integration Type
Example
Data Integrated
Historical/Ongoing?
E-commerce
Shopify
Magento
Custom
Pageviews
Product views
Cart interactions
Order lifecycle
Customer file
Product catalog
Historical - Only orders, customers, and products
Ongoing - Everything
Service
Zendesk
Ticket lifecycle
Post ticket surveys
Customer file
Both
ESP
MailChimp
ExactTarget
Responsys
Email interactions
Customer list/file
Both
Point of Sale
LivePOS
Orders purchased
Both
Manually import data
To manually import your data into Zaius, please refer to these resources.
Data in Zaius falls into one of these data types:
Data Type
Description
Guide
Customers
All fields that describe a customer and their attributes.
Integrate customer data
Products
Every item in your product catalog should be expressed as a product entity in Zaius.
Integrate product data
Orders
Order data tracks purchases in Zaius. Each order has a unique ID but can be updated over time if, for example, there's a return for a specific order.
Integrate order data
Events
Events are the core of Zaius. Events represent the touchpoints a customer has with your brand.
Integrate event data
Custom Objects
Zaius is able to adapt to your business. If you have your own data objects (tickets, blog posts, venues, etc.), a custom object might be right for you.
Please contact Support to learn more about integrating custom objects.
How the data is used
Once your data is available in Zaius, it can be leveraged by various tools. Learn more about these tools and their relationship to your data below.
Lists | Segments | Behaviors | Filters | Campaign Emails | Reports
Lists
Lists allow you to organize your customers and make targeted communication easier. Lists differ from other organizational tools, such as segments, because they can account for sources that Zaius cannot actively monitor. A typical use-case would be offline sources like tradeshow sign-ups. Learn more.
Segments
Segments allow you to filter your customersbased on who they are or what they've done. These can be used to refine your reports and to make your email campaigns more targeted. Learn more.
Behaviors
Behaviors allow you to model a series of customer actions about the way customers interact with your brand. These can be used as an element of segments and to refine email personalization. Learn more.
Filters
Filters are the characterization of a collection of events and allow for the further refinement of reports, segments, behaviors, and email campaigns. Learn more.
Campaign Emails
Emails are a crucial component of many campaigns and benefit from the application of lists, segments, behaviors, and filters. Additionally, your data allows them to be more impactful via personalization. Learn more about campaign basics and email personalization.
Reports
Reports allow you to reflect on your campaign strategy and benefit from the application of segments and filters. Learn more about the company overview report, attribution reporting, and .
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Overview
The Event Inspector allows you to review the information sent to your account via the Zaius APIs. If you are expecting certain information, then this is the easiest way to confirm whether or not it is being sent and processed correctly.
Start the Inspector
To access and start the inspector:
Select Account Settingsfrom the main navigation bar.
Select theEvent Inspectoroption from the sub-menu that appears on the subsequent page.
Select theStart Inspectoroption.
Once you click Start Inspector, your API calls will get recorded for up to 15 minutes and be made visible in the inspector's results area by clicking Refresh.
JSON formatted events like the example below will appear:
{\"customer_id\":\"12345\",\"event_type\":\"shop\",\"tracker_id\":\"yfwfhfhewufkj\", \"ts\":1452177429,\"ip\":\"127.0.0.1\",\"ua\":\"Mozilla/5.0 (Windows NT 5.1) AppleWebKit/536.11 (KHTML, like Gecko) Chrome/20.0.1132.57 Safari/536.11\"}
After refreshing the page and loading the desired timeframe of events, you can end the inspector's collection of events at any time by selecting the Deactivate Inspector option. Additionally, if you see too many records coming through, you can change the Rows dropdown menu from 1,000 to 100, 25, or 10.
Troubleshoot Events
The information coming into Zaius will often be customer-specific. As a result, any testing typically involves specific internal users acting as customers. To locate theunique Zaius VUID of these test customers so that troubleshooting your events is a bit easier:
Have the test user visit your website and right-click anywhere on a page.
In the dropdown menu, selectInspect ElementorInspect. A toolbar will appear.
Click theConsoletab.
Click into the console area, inputzaius.VUID, and hit enter.
Copy this VUID, remove the hyphens, and search for it in the Event Inspector using CMD-F on Mac or CTRL-F on PC.
After locating an event, you can learn more about it by reviewing its status (e.g., Valid) and by selecting the View Details option.
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Overview
Identity resolution is the process of identifying all the different events on a particular customer's journey and stitching them together to form a complete, unified record of that journey. These events, such as email clicks, webpage views, products added to cart, orders placed, support tickets submitted, etc., can be captured across channels and devices.
Zaius uses many identifiers to stitch customers together, including email address, browser cookie, and even custom identifiers like a help desk ID, account number, shopping cart ID, and more.
The benefits of identity resolution include:
A betterunderstanding ofhowcustomersengage with your brand across channels
Insight into what makes for morerelevant customer messagingand communications
The ability to deliver aconsistent brand experience across all channels
A moreaccurate countof your uniquecustomers
Newopportunitiesto driverevenue
How identifiers work
There are currently two types of identifiers. The default identifiers generated by Zaius for all accounts and custom identifiers created as the result of an integration with another platform. A low or high confidence level further distinguishes these identifiers and how they affect identity resolution.
Default identifiers
The default identifiers are available to all Zaius accounts regardless of their integration status with other platforms. Email addresses and browser cookies are the default identifiers available at this time.
Custom identifiers
Custom identifiers are unique to your account's setup. These identifiers populate with content that identifies a customer in another system, such as your support or eCommerce platform.
Identifier confidence
All identifiers are associated with a confidence level. This level determines the identifier's role in the identity resolution process.
High confidence identifiers are unique to an individual customer. They should only be used when there is a high degree of confidence that the identifiers represent a single customer. High confidence identifiers trigger the stitching, or combination, of events and profiles during the identity resolution process. Examples of high confidence identifiers include a customer's:
Email address
Ecommerce ID
Service system ID (e.g., Support, surveys, etc.)
Low confidence identifiers are unique to a device or browser and may resolve to multiple customers in certain situations.They should be used when there is a weak degree of confidence that the identifiers represent a single customer.Low confidence identifiers only trigger the stitching, or combination, of events and profiles during the identity resolution process if no high confidence identifiers are involved.Examples of low confidence identifiers include a customer's:
VUID and other browser cookie IDs
Push tokens
An identifier's confidence is typically set automatically by Zaius or third-party integration. However, a custom identifier's confidence can be manually set when leveraging a custom integration. Please consult the Zaius, your Customer Success Manager, and your developer if this is your situation. It is important to correctly configure any custom identifiers and understand how they will impact your account's identity resolution process.
How resolution works
The goal of the identity resolution process is to form a complete, unified record of a customer's journey and interactions with your brand. Through the use of identifiers, events across multiple channels and devices can be traced back to a common individual. Instead of creating numerous customer profiles, Zaius can stitch (merge) the related information together.
When matchinghigh confidence identifiers are included with events, they are stitched. The presence of these identifiers is enough to prove the linkage between the existing profile and new events.
When low confidence identifiers are included, the new events are only stitched with existing information if no high confidence identifiers are available. Low confidence identifiers can also move from one profile to another if the same values are associated with non-matching high confidence identifiers. When this movement occurs, any previous events related to the identifier remain on the original profile.
Here are some example scenarios:
High confidence + Low confidence:Let's imagine that you have an in-store kiosk available. Your customers can use the kiosk to sign-up for exclusive store discounts via a web form. Each submission results in an "event" that includes an email address and a browser cookie (VUID). The email address is considered a high confidence identifier, so it is used to stitch this new event to existing profiles when they are available. If a profile is unavailable, then a new one is created. Meanwhile, the browser cookie, which is considered a low confidence identifier, moves from one profile to the next with each submission.
Low confidence + Low confidence: Let’s imagine an anonymous visitor is on your site today, browses some products, and then leaves.Despite not knowing who that visitor is, Zaius tracks the behavior and associates it with a unique customer profile and browser cookie.Two months later, that visitor comes back on the same device and browses some more. At this point, Zaius makes the connection between the two visits using the browser cookie and merges the events on the unique customer profile. Even though the browser cookie is considered a low confidence identifier, the merge is possible because no other high confidence identifiers have been provided.
Please note: While this information is being tracked and centralized, the customer profile may not be available for you to review in-app. Profiles are only created and reviewable when something other than a low confidence non-messaging identifier is present. When this occurs, a profile is created, acustomer_discovered event is triggered, and the profile is populated.
Common challenges
Email forwarding: When a customer interacts with an email, unique tracking parameters are associated with their action so that the event is appropriately attributed to their profile. This attribution means if you send an email to [email protected],the links in that email will have specific parameters to assign the subsequent events to the existing [email protected] profile.
This behavior can become complicated if the message is forwarded to other individuals. For example, if John forwards the email to [email protected] and Jane follows a link, the original tracking parameters will still be included. This parameter retention means Jane's actionswill now be associated with John's profile. This unintended association will continue until Jane clears her tracking cookies or is associated with her own unique customer profile.
View ArticleOpen in new tab User Admins
Beta Notice: This feature is currently in beta. It is not available to all customers. If you're interested in joining the beta, please reach out to [email protected].
Overview
Two-factor authentication (2FA) adds an extra layer of security on top of your username and password when logging into Zaius by requiring verification of the login through a second linked device.
Why is two-factor authentication more secure?
Two-factor authentication requires someone attempting to access an account also to haveaccess to a physical object belonging to the account owner. This additional requirement makes the risk of a potential intruder gaining access to an account much lower.
Note: Google Authenticator is recommended; however, you can use any QR-based authenticator app to set up two-factor authentication with Zaius. The steps to set up two-factor authentication with another QR-based authenticator app are the same as with Google Authenticator.
Enable two-factor
Only can follow these steps. To enable two-factor authentication:
In your Zaius account, click theAccount Settingsiconin the main navigation bar.
In the sidebar, select the Authentication option.
In the Two-Factor Authentication section, toggle the Require all usersoption to the ON position.
In the prompt that appears, select the Begin Setup option.
A QR code will be presented. Use your selected authenticator to scan the code and input the authentication key.
Click the Secure Account & Enable 2FA button. Once enabled, all users will be prompted to configure 2FA during their next login. Their final button will read Sign In Securely instead.
Reset two-factor
If you lose your 2FA device, you will not be able to access your account. To regain access, you will need a User Admin to reset your authentication. This user will need to:
In your Zaius account, click theAccount Settingsiconin the main navigation bar.
In the sidebar, select the Users & Permissions option.
Click on the name of the user that needs a reset.
Select the Reset Authenticationlink listed below their email address.
In the prompt, select the Yes, Reset option. The reset user will be prompted to reauthenticate during their next login attempt.
Confirm team two-factor
To confirm that a team member has set up two-factor authentication:
In your Zaius account, click theAccount Settingsiconin the main navigation bar.
In the sidebar, select the Users & Permissions option.
Click on the name of the user that you'd like to review. If 2FA is not enabled, a grey lock and "User has not set up 2FA" messagewill appear below their email address. If 2FA is enabled, a green lock and "2FA validated" message will appear instead.
View ArticleOpen in new tab Welcome series
Beta Notice: This feature is currently in beta. It is not available to all customers. If you're interested in joining the beta, please reach out to [email protected].
Overview
The recipes feature streamlines the creation of common campaigns by automatically generating the necessary segments, filters, behaviors, and campaign structure. The user only needs to customize the campaign's settings and touchpoint content.
Configure a campaign
If you are usingone of our out-of-the-box e-commerce integrations, various popular campaigns can be generated via a recipe. If you aren't utilizing one of the out-of-the-box solutions, then these same campaigns will need to be created from scratch.
Use a recipe
To create and send a campaign using a recipe:
Navigate toCampaigns.
In the upper left, clickCreateNew Campaign.
Select theBehavioralor Transactional option from the prompt. The transactional option will not appear if you do not subscribe to the transactional email add-on.
Select an available recipeif integrated with a compatible third-party app.
Configure the campaign'sEnrollmentsettings andtouchpoints. Changes to the enrollment settings are not required; however, youmust customize the touchpoints. This customization includes each touchpoint's design, content, and sender profile.
Savethe changes andGo Livewhen ready.
Create from scratch
To create a campaign from scratch, you will need to leverage various tools to develop the necessary components. These guides will help you create and combine the different pieces.
The basics of campaign set-up
Create and manage segments
Create and manage behaviors
Create and manage filters
Example campaigns
A comparison of the "from recipe" and "from scratch" approaches of a few popular lifecycle campaigns can be found below. These campaigns serve toengage your customers, drive increased purchase rates, and create a more robust view of your customers over time.
Browse abandonment campaign
Cart abandonment campaign
View ArticleOpen in new tab here
Overview
A segment is a subset of your customersbased on who they are or what they've done.There are four principles to understand that will enable you to build any segment.
Who is a customer? A customer can have or not have specific attributes, insights, and observations denoting who they are or aren't. Examples of these are email, order likelihood, and acquisition source.
What has the customer done in the past? A customer can have or not have different engagements with your business. Examples of these behaviors are orders, email opens, and website visits.
Does the customer belong to another segment or list? Once you've built a segment or list, you may want to re-use it in future segments so that you don't have to build it over and over again.
Does the customer match an existing filter?Once you've created a filter, you may want to reference it in multiple segments instead of building a new filter for each new segment.
Create a segment
To create a segment:
Select Customers > Segments from the main navigation.
Select the+ Segmentoption at the upper left.
Select theCreate New Segmentoption.
Provide a name for the segment in theUntitled Segmentfield.
Customize the elements of your segment. An example can be found.
In the upper right, click theSavebutton.
Recreating an example segment
When creating a segment, you will be able to use theAnd operator and theOroperator. These allow your segment to become more complex and targeted. The example below reviews how these options can build on each other to create a more robust segment.
Note: Following an edit, select the Preview button to update the segment's current size and information. Edits to the segment will not cause this information to update automatically.
The initial segment expression allows you to establish the foundation of your subset of customers. In this case, a small boutique retailer has decided to celebrate the holidays with a special event in Boston. At the highest level, the retailer would like to target their Boston customers.
TheAndoperator allows multiple rules to be considered at once.In this case, the retailer would only like to contact their most engaged Boston customers. For them, this means the customer has opened an email within the last month. They would also like to further qualify this email open by removing any campaigns concerning sales. This additional refinement was achieved byapplying a Wherefilter to the Customers who have done rule.
TheOr operatorallows a completely separate rule to be considered.In this case, the retailer has realized that their audience will be too small to make the event financially feasible. To address this challenge, they have decided to expand their target audience to all engaged customers from Massachusetts.
Apply a segment
Once a segment has been saved, it can be applied to campaigns, profiles, lifecycles, and reports.
Campaigns
To apply a segment to a campaign:
Navigate toCampaignsvia the main navigation.
Create a new One-Time or Behavioral campaign or edit an existing campaign.
Locate and select the desired segment via theSegmentsearch in the Enrollment section.
Select the Apply option on the segment card that appears.
SaveandGo Livewith the campaign as usual.
Profiles
To apply a segment to profiles:
Navigate toCustomers>Profilesvia the main navigation.
Select the+ Segmentoption at the upper left.
Locate and select the desired segment via theSegmentsearch section.
Select the Apply option on the segment card that appears.
The profiles of customers included in the segment will appear below.
Lifecycles
To apply a segment to the lifecycles tool:
Navigate toCustomers>Lifecyclesvia the main navigation.
Select the Any Segmentoption in the expression at the top.
Locate and select the desired segment via theSegmentsearch.
The tool's displayed information will update automatically.
Reports
To apply a segment to a report:
Navigate toCompany>Reportsvia the main navigation.
Create a new report or edit an existing report.
Select the+ Segmentoption at the upper left.
Locate and select the desired segment via theSegmentsearch section.
Select the Apply option on the segment card that appears.
The report's information will update automatically. Select theSaveoption at the upper right if you'd like to keep this version of the report for future review.
Edit a segment
To edit an existing segment:
Select Customers > Segments from the main navigation.
Locate the segment you'd like to edit and click its name.
Click theEditbutton in the upper right.
Make the desired changes and click theSavebutton at the upper right.
Delete a segment
To delete an existing segment:
Select Customers > Segments from the main navigation.
Locate the segment you'd like to delete and click its name.
Click thethree-dot icon next to the Editbutton in the upper right.
Select the Delete option from the dropdown menu.
Click theYes, delete itbutton in the prompt to confirm.
View ArticleOpen in new tab privacy policy
Overview
Zaius has a process for honoring data subject requests related to various compliance frameworks, including CCPA and GDPR. These frameworks entitle customers to more control of their personal information. The customers subject to these frameworks have the right to request actions like:
Deletion: The right of deletion gives customers the ability to direct a business to delete or anonymize all of their personally identifiable information.
Opt-out: The right to opt-out gives customers the ability to direct a business not to sell their personal information to a third party.
Access: The right of accessgives customers the ability to direct a business toprovide all of the information that they have collected on them.
Typically, these requests must be processed within 30 days. That said, these rights are not absolute and can depend on the context of the request, so it is essential to be familiar with your current business situation and local privacy laws.Learn more about Data Subject Access Rights by visiting our.
Note: These requests shouldn't be processed unless prompted by a customer. Additionally, while these features and resources are available from Zaius, your legal team remains the best resource for advice concerning your specific compliance situation.
Deletion request
To perform a compliant customer deletion:
In your Zaius account, click theAccount Settingsiconin the main navigation bar.
In the sidebar, select the Compliance Request option.
Select the regulation type, then the Delete option.
Select the identifier you'd like to use to locate the customer from the drop-down menu. The most common identifier is an email.
Input a value for the selected customer identifier.
Click the Submit request button and thenDelete in the confirmation prompt.
Following the submission, all of the customer's personally identifiable information will be scrubbed within 30 minutes. The customer's Zaius ID, which is the ID shown in the browser URL when viewing their profile,is retained for reporting purposes. However, any references to the Zaius ID are completely anonymized or redacted. If the ID is used to return directly to a previous profile, a deletion event will be present.
It's important to note that if an identifier (e.g., Email) associated with a compliance deletion moves from one profile to another, each profile the identifier touches will be opted out. An event indicating this as the reason for the customer's ineligibility will appear in the profile’s activity feed.
Opt-out request
This action is currently only available for CCPA requests. To perform a compliant customer opt-out:
In your Zaius account, click theAccount Settingsiconin the main navigation bar.
In the sidebar, select the Compliance Request option.
Select the CCPA regulation type, then the Opt-out option.
Select the identifier you'd like to use to locate the customer from the drop-down menu. The most common identifier is an email.
Input a value for the selected customer identifier.
Click the Submit request button and thenOpt-out in the confirmation prompt.
Following the submission, an opt-out identifier will be attached to the customer's profile within 30 minutes. If you return to the customer profile, an opt-out event will be present. The opt-out also removes the customer from all marketing activities (e.g., Emails and Segment syncing) to ensure the broadest level of compliance.
It's important to note that if an identifier (e.g., Email) associated with a compliance opt-out moves from one profile to another, only the most recent profile theidentifier touched will be opted out. An event indicating this as the reason for the customer's current ineligibility will appear in the profile’s activity feed.
Access request
To perform a compliant data access request:
In your Zaius account, click theAccount Settingsiconin the main navigation bar.
In the sidebar, select the Compliance Request option.
Select theregulation type, then the Access option.
Click the Submit request button and then complete the subsequent form.
Following the submission, a request will be sent to Zaius and processed within two weeks. Following this review, you will be emailed a collection of CSVs containing the customer information.
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Overview
Templates allow you to savethe structure and design of a piece of content so that it can be reused and personalized additional times.
Create a template
To create a template:
Navigate toCampaigns > Templates.
In the upper left, clickCreate New Template.
Select the channel (Email, Web Push, etc.) for which you'd like to create a template.
In the upper left, click into the Untitled Template field to set a template name.
Design your template. Additional information concerning design is linked below.
Select the Save option at the upper right to ensure your progress saves and to make the template available.
Design a template
Information on creating content for the various channels:
Email
Web Push
App Push
Web Modal
Use a template
To apply a template to a piece of content:
Navigate toCampaigns.
Select or create a campaign that will leverage the template.
Click on theEditicon of a campaign touchpoint to access the editor.
Select a template that matches the touchpoint type from the Load Template dropdown menu.
Copy a template
There are two ways to clone a template:
The templates dashboard
Navigate toCampaigns > Templates.
Locate the desired template from the list and click the Copyicon.
Provide the required information in the prompt and confirm your decision by selecting Copy.
The templates editor
While viewing or updating a template, you can save it and anychanges you've made as a clone by selecting theSave as Clone option from theSavedropdown.
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Overview
With the web push integration enabled, you can create and send personalized push notifications to your customers through their web browser.
Note:Web push notifications are only available for Google Chrome at this time.
Use case
The main difference between web push and other communication channels is the ease of sign-up.No email address,trackingcookie, or other personal data is required. A single click is enough to complete everything, which makes it significantly easierto send notifications to interested subscribers.
Configuration
Collect web push subscribers
To communicate with customers via web push, you will need to start collecting opt-in events. Similar to email opt-ins, a customer's consent is what determines your reachable audience via the channel. Once enabled, an opt-in prompt will appear for site visitors.
Note:Web push opt-in prompts and notifications aren't available on Google Chrome on iOS.
Confirm opt-in events
Customer opt-ins will send an event to Zaius. The included information confirms the customer's web push subscription and consists of analytics and web push values. To see an example event of this come in, you can refer to the event inspector within your Zaius Account.Values to look for in the event inspector:
Event Type = push
Action = add_push_token
User Agent Information (UA) is included
A token for Chrome will live on the customer profile once a customer opts-in. Locate the Chrome Push Tokensfield on a profile to review the token value for that customer.
Additionally, you will be able to see the web push events in the Activity feed of the customer profile.
Include in a campaign
Now that you have customers opted into the web push communication channel, you can include web push touchpoints in your campaigns and send messages to customers.
Review web push audience
After creating or adding a segment to a campaign, the reachable web push audience can be reviewed next to the WebPush icon in the segment card.
A customer is reachable if their web push token value is known.When a customer opts out of the web push channel, the token will be removed from their customer profile, and a “remove token” event will be captured. This behavior means you can segment based on push token attributes if you'd like to specifically target web push customers or create a campaign that only uses web push messages. For example:
Create web push touchpoint
With your campaign audience determined, you are ready to create a web push touchpoint.
To create a web push touchpoint:
Navigate toCampaigns.
Select or create aOne-TimeorBehavioralcampaign.
Click on theEditicon of a campaign touchpoint to access the editor.
If this is a new campaign or touchpoint, select the web push channel from the prompt. If this is an omnichannel campaign, check out this resource to add additional channels to an existing touchpoint.
Expand thePush Deliverymenu accordion and select the display name of your website from the Deliver Push To dropdown menu.The browsers associated with the push will auto-populate with Chrome; however, you can manually disable individual browsers if desired.
Review the following options:
Load Template: Use a previously created message as the basis for this touchpoint.
Name: Determine how you will be able to identify your content within Zaius.
Variables: Add liquid or custom HTML to customize the push notification further. Please reach out to your Customer Success Manager (CSM) if you need assistance with that.
Input the message you'd like customers to receive in the text area below the message's name and content ID. Brevity is key here and the message should be no more than 40 characters long.
Additional options can also be reviewed by scrolling to the bottom of the editor and clicking +Chrome options.
Chrome
Chrome's additional options allow you to further customize the notification as well as override default settings determined during the setup of the web push integration. These options are:
Title: The headline used when displaying the message to recipients. This value overrides the title set in the editor above. Until additional browsers are supported, overriding this value is unnecessary.
Icon URL: The image displayed inline with the message. This value overrides the image set during the setup of the integration, which is typically the brand's logo.
Image URL: An image displayed below the message. This value is optional.
Click URL: The destination following a click of the message's content.
Automatically add UTM parameters: These parameters allow Zaius to track interactions with the message. If disabled, parameters would need to be manually incorporated into the Click URL to ensure that the same level of tracking is achieved.
Require Interaction: This setting determines whether or not the message must be manually dismissed.Unless it is explicitly enabled, notifications viewed on a customer's desktop will be dismissed after approximately 20 seconds.
Preview and test your touchpoint. The Preview function allows you to review the touchpoint on-screen, while the Test function will enable you to send a test through the touchpoint channel instead. Both options are available in the upper-right when viewing a touchpoint within the editor.
Select the campaign's name from the breadcrumb menu, then theSaveoption at the top-right.
Select theGo Liveoption at the top-right when the campaign is customer-ready.
Review performance
To review the performance metrics associated with a web push touchpoint:
Navigate toCampaigns.
Locate and click on the campaign containing the desired touchpoint.
Locate the campaign touchpoint containing the web push and click on the Eyeicon to expand the performance metrics view. Review each metric in more detail .
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Overview
Accounts that send campaigns can choose to measure either total or unique metrics.
Use case
It all comes down to how you want to track customer events. For example, if a customer opens an email ten times, should this factor into your open rate a single time or ten times. If you said once, then the Unique model is right for you. If you said ten times, then the Total model is right for you. More examples.
The Zaius default
The Unique model is the default display option because this measurement puts the customer and not events at the center of the reporting. Knowing how many of something happened will often provide misleading guidance, as opposed to knowing how many unique customers did something.
To illustrate this point with an extreme example, let's consider a campaign sent to 10 customers, and only 1 of the customers opens the email. If thatcustomer opens the email 20 times, would you expect an open rate of 200\% (total) or 10\% (unique)?
Total open rate = 20 total opens / 10 total sends = 200\%
Unique open rate = 1 unique open / 10 unique sends = 10\%
As shown in the above example, total metrics are often higher than unique metrics, while unique metrics may portray a more accurate picture of how your campaigns are performing. That said, both are available so that comparisons can be made .
Switch between models
To switch between Total and Unique metrics, click the dropdown menu at the top of the:
All campaigns level
Individual campaign level
Individual touchpoint level
Conversions and revenue
Conversions and revenue do not change when switching between total and unique metrics. In either case, Zaius is reporting the total revenue from those conversions.
Comparisons to other tools
Many tools default to using the total metrics model. They do this for a simple reason - total metrics are often higher than unique metrics. This performance inflation makes the campaigns, and the tools themselves, seem like they are performing better than they are and don't provide the right guidance for improvement. If you are using a tool that calculates total metrics instead of unique metrics, make sure to switch the option in Zaius for your performance comparisons.
Note: Metrics always revert to the Zaius default of unique upon page load or refresh.
Notable differences
Metric
Total
Unique
Sent
# email sends
# of users sent email
Open Rate
# opens/# sends
# of users opened/# of users sent
Click Rate
# clicks/# sends
# of users clicked/# of users sent
Global Unsubscribes
# global unsubscribes
# of users globally unsubscribed
List Unsubscribes
# list unsubscribes
# of users unsubscribed from list
Conversions
# of conversions
same as total
Revenue
sum of revenue
same as total
Qualified
# of qualified
# of users qualified
Hard Bounces
# of hard bounces
# of users with a hard bounce
Soft Bounces
# of soft bounces
# of users with a soft bounce
Spam Reports
# of spam reports
# of users that gave a spam report
Click-to-Open Rate
# clicks/# opens
# of users clicked/# of users opened
Aborts
# of aborts
# of users aborted
Additional examples
Sends
If 5 one-time campaigns are sent to 100 customers, the total sends are 500, but the unique sends are 100.
Opens and open-rate
If a one-time campaign is sent to a single customer and that customer opens that same email 5 times, the total opens are 5, but the unique opens is 1. This would make for a total open rate of 500\%, but a unique open rate of 100\%. See more on this below.
Total metrics calculation:
Total sends = 1 total email sent
Total opens = 5 total emails opened
Total open rate = 5 total opens / 1 total send = 500\%
Unique metrics calculation:
Unique sends = 1 unique customer that was sent the email
Unique opens = 1 unique customer that opened the email
Unique open rate = 1 unique open / 1 unique send = 100\%
#3: Recurring and continuous campaigns
Recurring and continuous campaigns can reach the same customers multiple times. For example, a cart abandonment campaign is run continuously, allowing a maximum of one email per day per customer.
In this case, 50 emails were sent to 50 separate customers on day 1. Each customer opened the email 4 times. At the end of day 2, another 50 emails were sent to the same 50 customers, who did not open them this time around. When reviewing the campaign in its entirety, there would be a huge difference in performance based on the selected model. See below.
Day 1
Total metrics calculation:
Total sends = 50
Total opens = 50 emails * 4 opens each = 200
Total open rate = 200 / 50 = 400\%
Unique metrics calculation:
Unique sends = 50
Unique opens = 50
Unique open rate = 50 / 50 = 100\%
Day 2
Total metrics calculation:
Total sends = 50
Total opens = 0
Total open rate = 0 / 50 = 0\%
Unique metrics calculation:
Unique sends = 50
Unique opens = 0
Unique open rate = 0 / 50 = 0\%
Day 1 and 2 combined
Total metrics calculation:
Total sends = 100
Total opens = 200
Total open rate = 200 / 100 = 200\%
Unique metrics calculation:
Unique sends = 50 unique customers * 2 unique emails each = 100
Unique opens = 50
Unique open rate = 50 / 100 = 50\%
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Overview
Campaign attribution is the practice of evaluating the touchpoints a customer encounters on their path to a conversion. The goal is to determine which channels and messages had an impact on the customer's decision to convert or take the desired next step. This information allows you to make more informed decisions when executing future campaigns.
Note:Check out the Use attribution reporting guide if you'd like to customize the attribution model, conversion event, or window for more than one campaign at a time.
Default settings
When reviewing the performance of your campaigns, the revenue attributed to the campaign uses a defaultattribution model. This model attributes conversions and revenue to the campaign that a customer most recently opened or clicked, looking back a maximum of 3 days.
In the example below, revenue is not attributed to this email campaign based on this default model.
Customize settings
The buyer's journey of your business may not align with the default attribution model or the goal of your campaign. For example, customer re-engagement via a page view may be considered a victory in a win-back campaign. For these reasons, you can change the conversion event and the attribution window.
To change these settings and review the impact of the change:
Navigate to Campaigns.
Select the campaign you'd like to update and review.
Locate the campaign touchpoint you'd like to review and click on the Eyeicon to expand the performance metrics view. Review each metric in more detail .
At the top-right of the metrics card, select the desired conversion event and attribution window. After choosing a new option, the performance metrics will update automatically.
After customizing the settings, revenue is attributed to the email campaign from the previous example.
Note:Not all events can have revenue associated with them (e.g., Pageviews). If one of these options gets selected, therevenue metric will drop to zero.
Platform differences
It is common to observe differences in campaign performance when comparing or switching between different tools. These differences are typically due to the default attribution model used by each platform. For example, the default approach of each of the tools listed below differs from Zaius. As a reminder, the default Zaius model attributes conversions and revenue to the campaign that a customer most recently opened or clicked, looking back a maximum of 3 days.
Bronto:The standard attribution window is 28 days.Bronto allows the attribution window and conversion event to be customized. The conversion can be either open, click, or both.
Klaviyo:The standard attribution window is 5 days. A last open or click attribution model is used.
Listrak:The standard attribution window is 30 days. A last click attribution model is used.
Ultimately, when comparing or switching between tools, it is crucial to be mindful of the model and settings that were previously applied to your campaigns.
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Overview
A UTM parameter is a snippet of code added to the end of a URL to track the performance of campaigns and content. There are five variants of URL parameters you can use - source, medium, campaign name, term, and content type. The dimensions you decide to track via UTM show up in your analytics reports and can give you more insight into your marketing performance.
By default, Zaius will set those parameters when used to create and send campaign content. This behavior can create conflicts if you are using Zaius and SendGrid to send campaigns independent of one another. In a situation like this, you'll want SendGrid to attach UTM parameters when emailing directly through SendGrid, but not when Zaius already took care of it.
Enable the override
If you're observing unexpected or duplicate UTM parameters in your Zaius content, you'll want to ensure the default UTM override is active. To allow the override when the campaign originates in Zaius:
Navigate toCampaigns.
Locate and select the campaign that includes your email(s).
Select the Editiconon the email touchpoint you'd like to override.
Scroll to the bottom of the editor.
ChecktheForce override of SendGrid UTM parameters option.
Select the Save option at the top-right of the editor.
Note: Leave this box unchecked to allow SendGrid to always set UTM parameters. This action may result in the inclusion of multiple utm_campaign, utm_content, utm_medium, and utm_source parameters. The addition of duplicate parameters cancomplicate your analytics, depending on which tools you use. For example, Zaius always takes the first UTM parameters it sees, while Google Analytics takes the last UTM parameters it sees.
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Overview
The campaigns page allows you to filter your campaigns and their associated metrics based on certain criteria.Several filtering options exist for this purpose.
Apply filters
Multiple filters can be applied to the campaign page at the same time. Select an available filter to learn how you can apply it to your campaigns page:
Timeframe
Campaign Status
Groups
Channel
Schedule Type
Tags
Timeframe filter
To review campaign metrics for a specific period of time, use the timeframe dropdown menu in the top right corner of the page. You will be able to select from several preconfigured timeframes or a custom range. For example, you could use the custom range to review all email sends in a given month.
The timeframe filter looks forsends that occurred within the selected timeframe. Other metrics, such as opens and clicks, can occur any time after the selected period. Conversion and revenue metrics must occur within the 3-day attribution window after an open or click.
Example #1- A continuous Cart Abandonment campaign, where the selected timeframe is February.
The send (S) occurred on Feb 21. It is included in metrics because it happened within the specified timeframe.
The open (O) occurred on Feb 27. It is included in metrics because it was an open for a send which occurred within the timeframe (although the open itself is also within the timeframe).
The click (C) occurred on Mar 4. It is included in metrics because it was associated with a send that occurred within the timeframe.
The first purchase (P) occurred on Mar 6. It is included in metrics because it happened within the 3-day attribution window after a click, which itself was included because it was associated with a send that occurred within the timeframe.
The second purchase (P) occurred on Mar 20. It isnot included in metrics because it did not fall within the 3-day attribution window after an open or click which is associated with a send that occurred within the timeframe.
Example #2 - A continuous Cart Abandonment campaign with a selected timeframe of February.
The send (S) occurred on Mar 3. It isnot included in metrics because it happened outside the specified timeframe. Additionally, the subsequent metrics (opens, clicks, and purchases) arenot included in metrics because the original send did not fall within the selected timeframe.
Campaign Status
To review the metrics for campaigns with a specific status, use the Campaign Status multi-select menu in the sidebar. The available statuses are:
Drafts: The campaign hasn't been put into action and gone live.
Active: The campaign is live and is currently executing its touchpoints.
Paused: The campaign was previously live but has been placed on hold.
Completed: The campaign has executed all of its touchpoints and ended.
Groups
To review the metrics for campaigns organized into specific groups, use the Groups multi-select menu in the sidebar.
Beyond their organizational benefit, groups can also be used to prioritize campaigns when multiple campaigns need to go out at the same time. Learn more about creating and prioritizing groups in .
Channel
To review the metrics for campaigns sent via a specific channel, use the Channelmulti-select menu in the sidebar. The available channels are:
Email: Messages sent from your email service provider (e.g. Zaius) to a mailbox provider.
App push:Notifications that pop up on a mobile device. App publishers can send them at any time. The users of the app don't need to be in the app or using their devices to receive them.Push notifications look like text messages and mobile alerts, but they only reach customers that have installed your app.
Web push:Notifications that can be sent to a customer via desktop or mobile. These are the messages that slide in at the corner of a desktop screen or appear on a mobile device in a nearly identical way to the push notifications delivered by apps.Web push notifications are delivered to the customer's desktop or mobile screen anytime they have their browser open regardless of whether or not they are on your website.
Web embed: A call-to-action or form that can be incorporated (embedded) it other content.
Web modal: A call-to-action or form that can be triggered when a customer views a specific piece of content.
Mailbox provider filter
It is important to track open and click rates for specific mailbox providers to ensure that email campaigns are successfully getting through to all customers. To filter by mailbox provider (e.g. Google vs Oath), find the Email channel filter, hover over its campaign count, click the funnel icon that appears in its place, and select the mailbox provider of interest.
Schedule Type
To review the metrics for campaigns by their schedule type, use the Schedule Typemulti-select menu in the sidebar.The available channels are:
Continuous:The campaign's content is sent each time a customer meets the campaign's enrollment segment and rules.
One-time:The campaign's content is sent a single time.
Recurring: The campaign's content is sent to all customers that meet the campaign's enrollment segment and rules on a daily, weekly, or monthly basis.
Triggered:The campaign's content is sent when a customer meets the campaign's action-oriented filter (e.g. Email open, Order, Pageview) and rules.
One-time vs. Automated
TheSchedule Typefilter can be used to compare and contrast the performance of your one-time campaigns to the performance of your autonomous campaigns. To review the metrics of all one-time campaigns, select the One-time option from theSchedule Typefilter. Meanwhile, toreview the metrics of all autonomous campaigns, select the Continous, Recurring, and Triggered options from the Schedule Type filter.
Tags
To review the metrics of campaigns associated with specific tags, use the Tagsmulti-select menu in the sidebar. Only previously created tags will appear as options.
To create a new tag for use in filtering:
Navigate to the Campaigns page.
Select an existing campaign or create a new campaign.
Click the Add Tags option next to the campaign's name at the top of the page.
Type in the desired tag and hit enter.
The tag will now be available as a filter on the campaigns page.
Remove filters
To remove filters, either:
Click the X in the tags for each applied filter that appear near the top of the page.
Click the Clear All button at the top of the filters sidebar.
Note: The Clear All option doesn't clear any timeframe filter that has been applied. If you would like to return to the default All Time timeframe, then you will need to manually update this filter.
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Overview
Click-through stitching allows you to add an identification parameter to the URLs in your campaigns. This parameter provides more information to the Zaius user resolution process, ensuring that Zaius is capturing information across devices, browsers, and sessions.
When creating an email, you have the option to add a particular parameter called zm64_id to a specific link or all links in your touchpoint. This setting is disabled by default.
Before
https://example.com/products/123
After
https://example.com/products/123?zm64_id=dHlsZXJAemFpdXMuY29
Considerations
When click-through stitching is enabled, email engagements and subsequent website traffic will be linked to the original recipient.Avoid using this feature in campaigns that are frequently shared, such as those related to coupon codes or sales. This will help ensure that you have the most accurate insight into the engagement and subsequent behavior of the campaign's recipients.
Enable click-through stitching
Click-through stitching can be enabled on an individual link or in an email.
Individual link
To enable click-through stitching for a single link:
Edit a touchpoint in the campaign.
Select or add a link to the campaign content.
In the link settings prompt, switch the Click-Through Stitching setting to Forced On.
Click the Save button on the prompt and save the email as usual.
All links in an email
To enable click-through stitching for all links:
Edit a touchpoint in the campaign.
Click the Container option in the breadcrumb menu at the top left.
Ensure the Details pane is open in the sidebar.
Enable the Click-Through Stitching setting in the Defaults section.
Save the email as usual.
View ArticleOpen in new tab Web PushAPI
Overview
Zaius can be used to push real-time messaging to your web and mobile customers, even if they are not currently on your site.
Desktop example:
Mobile example:
Prerequisites
HTTPS: Your website must be using HTTPS. Without HTTPS, your customers cannot subscribe to web push notifications. This is a limitation imposed by web browsers.
Zaius Integration: Your website must already be using a Zaius integration such as the Javascript Web SDK, Shopify Integration, Magento Integration, Google Tag Manager Integration, or Tealium Integration.
Google Developer Account for Firebase: For Google Chrome web push, you must register for a free Google Developer Account in order to request the web push Sender ID and Server Key used to allow Zaius to send notifications on your behalf.
Installation: If your website is not a Shopify site, you will need to be able to install two files in the root of your website in order to enable web push. These files are required by Google Chrome. If your website is a Shopify site, you will need permission to install a Zaius App instead.
Configuration
Google Chrome Authorization
Create a Firebase project in the Google Firebase console. Once the project is created, go straight to the Settings > Cloud Messaging tab to get your Server Key and Sender IDfor later.
Creating a Web Push Integration
The configure the Web Push integration:
In your Zaius account, select the Account Settingsicon from the main navigation bar.
In the sidebar, selectIntegrationsunder theData Managementsection.
Locate and select the Web Pushcard to reveal its details.
SelectNew Web Push Siteand provide the requested information outlined in more detail below.
Step 1 - Website Setup
All fields on this step are required:
Name:The display name for this integration. You will see this name any time you are selecting your integration for use in Zaius.
Short Identifier: An identifier used primarily for internal reference and event generation. It cannot be changed once saved.
External Name: The website name displayed to end-users (e.g. Customers). This may be shown in notification settings depending on the browser and operating system. This should match your brand, not necessarily your URL.
Website URL: The base URL of the website. For example, if your website address is https://example.website/home/, your base URL is https://example.website.
Notification Icon URL: The URL of the default icon for all push notifications sent from this integration. Either click the upload button to have Zaius host the image or manually specify the URL of an existing image (Must be HTTPS).
ClickNext Stepto continue.
Step 2 - Configure Google Chrome
Click the switch to enable Google Chrome, then enter the Sender ID and Server Key from your Firebase Project:
Sender ID: The unique number assigned to your Firebase project. This can be found in the Cloud Messaging tab of the Firebase console Settings pane.
Server Key: The server key that authorizes Zaius to send Chrome push messages on your behalf. This can be found in the Cloud Messaging tab of the Firebase console Settings pane.
Read more about the Sender ID and Server Key in the Firebase documentation.
ClickSave & Continueto validate your configuration and continue to the next step.
Step 3 - Customize the Experience
Customize the customer's opt-in experience. Click through the tabs to configure the panel that will be displayed to individuals who haven't subscribed to web push notifications.
Under the gear tab, you have the following options:
Position:The location of the panel on the screen.
Show Delay:The amount of time to wait before showing the panel.
Popup Frequency:The minimum time between automatic popups of the panel. This is specific to the subscription panel and controls how often it will ask for permission to send notifications to the customer if they don't interact with it.
Minimize Delay:The amount of time to wait before automatically minimizing the panel.
Cancel Duration:The minimum time to wait before showing the panel after it has been canceled.
Return to this step at any time to customize the panel.
ClickSave & Continuewhen you are finished.
Step 4 - Install & Verify
Make sure the JavaScript Tag is implemented on all pages of the website, preferably in the header section. Find this tag by going to Settings > Integrations > JavaScript Tag.
If you're configuring web push for your Shopify site, click Shopify and follow the instructions to authorize the Zaius App to serve the required files on your site.
If your website is not using Shopify, download the files and upload them to the ROOT of the website. For example, if your website is https://example.website/, then the manifest and notification service files should be available at https://example.website/manifest.json and https://example.website/zaius-notification-service.js respectively.
Once the files are in place on your website or Zaius is authorized in Shopify, clickVerify & Continue. The Zaius App will check for the files on your website and let you know if they are installed correctly.
Step 5 - Go Live
If you are ready to enable web push now, toggle the Automatically initialize web push on this siteto the "On" position and clickFinish. If you are performing a manual web push integration or wish to enable web push at a later time, you can click finish without enabling the automatic integration. Return to this step at any time to change your website's behavior.
Note: Any time you change your web push configuration, please allow a few minutes for your changes to take effect.
Custom Subscribe Experience
To customize the web push subscription experience beyond the default options, please check out theintegration resources.
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Overview
With the Mobile SDK, if you have an iOS or Android application, you can push notifications to your customers.
Prerequisites
Subscription: Your Zaius account must have access to the marketing package and have the App Push feature enabled.
Mobile SDK: You must properly configure your Mobile SDK settings by navigating toAccount Settings> Integrations > Mobile Appsin your account.
Configuration
Collect app push subscribers
To communicate with customers via app push notifications, you will need to start collecting opt-in events. Similar to email opt-ins, a customer's consent is what determines your reachable audience via the channel. Opt-in consent varies by platform:
iOS uses an opt-in model. iOS devices don’t allow apps to send notifications to their users until those users affirmatively agree to receive them.
Android uses an opt-out model. Android devices inform users that an app's permissions automatically allow push notifications. If users don’t want to receive push notifications, they can opt-out; however, doing so is a manual process, cutting down on the number of people who will choose to carry it out.
Opting in to push notifications on iOS (left) and opting out of push notification on Android (right).
Confirm opt-in events
Customer opt-ins will send an event to Zaius. The included information confirms the customer's app push subscription and consists of analytics and app push values. To see an example event of this come in, you can refer to the event inspector within your Zaius Account.Values to look for in the event inspector:
Event Type = push
Action = add_push_token
User Agent Information (UA) is included
A token for iOS and/or Android will live on the customer profile once a customer opts-in. The icon will appear next to the app's name as determined in your Mobile SDK settings. If you click on the iOS or Android icons, you will be able to see the token value for that customer.
Additionally, you will be able to see the app push events in the Activity feed of the customer profile.
Include in a campaign
Now that you have customers opted into the app push communication channel, you can include app push touchpoints in your campaigns and send messages to customers.
Review app push audience
After creating or adding a segment to a campaign, the reachable app push audience can be reviewed next to the Mobileicon in the segment card.
A customer is reachable if their app push token value is known.When a customer opts out of the app push channel, the token will be removed from their customer profile, and a “remove token” event will be captured. This behavior means you can segment based on push token attributes if you'd like to specifically target app push customers or create a campaign that only uses app push messages. For example:
Create app push touchpoint
With your campaign audience determined, you are ready to create an app push touchpoint.
To create an app push touchpoint:
Navigate toCampaigns.
Select or create aOne-TimeorBehavioralcampaign.
Click on theEditicon of a campaign touchpoint to access the editor.
If this is a new campaign or touchpoint, select the app push channel from the prompt. If this is an omnichannel campaign, check out this resource to add additional channels to an existing touchpoint.
Expand thePush Deliverymenu accordion and select the display name of your app from the Deliver Push To dropdown menu.The platforms associated with the app will auto-populate with iOS Sandbox, iOS, or Android, depending on what has been set up for your integration; however, you can manually disable individuals platforms if desired.
Review the following options:
Add Variation: Allows the push notification to be A/B tested.
Load Template: Use a previously created message as the basis for this touchpoint.
Name: Determine how you will be able to identify your content within Zaius.
Variables: Add liquid or custom HTML to customize the push notification further. Please reach out to your Customer Success Manager (CSM) if you need assistance with that.
Input the message you'd like customers to receive in the text area below the message's name and content ID. Brevity is key here and the message should be no more than 40 characters long.
Depending on the platforms selected, additional options will also need to be reviewed by scrolling to the bottom of the editor and clicking +iOS Options or +Android Options.
iOS options
More information on these options and iOS app development can be found here.Recommended minimum options are underlined.
Alert Title:The headline used when displaying the alert.A dictionary is recommended. If you specify a string, the alert displays your string as the body text for example, title, subtitle, launch image, etc.
Key/Value Pairs:These two fields allow you to call specific values in your application if you have a dictionary. Please reach out to your developer to understand what options you have.
Custom Sound:The name of a sound file in your app’s main bundle or the library/sounds folder of your app’s container directory. Specify the string "default" to play the system sound. Use this key for regular notifications.
Badge Number: The number to display in a badge on your app’s icon. Specify 0 to remove the current badge, if any.
Mutable Content: When checked, the system passes the notification to your notification service app extension before delivery.
Launch Image: The name of the launch image file you'd like to display. If the user chooses to launch your app, the contents of the specified image are displayed instead of your app's typical launch image.
Action Loc-key: The key to a localized action. Please reach out to your developer to understand what options you have.
Loc-key: The key for a localized message string. Use this key, instead of the body key, to retrieve the message text from your app's Localizable.strings file. The value must contain the name of a key in your strings file.
Loc-args: An array of strings containing replacement values for variables in your message text.
Title Loc-key: The key for a localized title string.
Title Loc-args: An array of strings containing replacement values for variables in your title string.
Android options
More information on these options and Android app development can be found here.Recommended minimum options are underlined.
Key/Value Pairs:These two fields allow you to call specific values in your application if you have a dictionary. A title and associated title value are recommended to accompany the body of your message. Please reach out to your developer to understand what options you have.
Preview and test your touchpoint. The Preview function allows you to review the touchpoint on-screen, while the Test function will enable you to send a test through the touchpoint channel instead. Both options are available in the upper-right when viewing a touchpoint within the editor.
Select the campaign's name from the breadcrumb menu, then theSaveoption at the top-right.
Select theGo Liveoption at the top-right when the campaign is customer-ready.
Review performance
To review the performance metrics associated with an app push touchpoint:
Navigate toCampaigns.
Locate and click on the campaign containing the desired touchpoint.
Locate the campaign touchpoint containing the app push and click on the Eyeicon to expand the performance metrics view. Review each metric in more detail .
View ArticleOpen in new tab customizing your attribution settings
Overview
A series of messages is a great way to move customers towards a specific goal such as a purchase, sign-up, or reengagement. If the customer achieves the goal, you will want the messages to stop sending, especially if there are further incentives like more substantial discounts.
What is an exit
An exit facilitates the removal of a customer from a campaign. An exit happens when a customer is no longer reachable (e.g., Unsubscribed), no longer meets the campaign criteria (e.g., Enrollment segment), or has achieved a specific exit goal.These goals can be anything that you can define with a filter.
Add an exit
Adding an exit is only available once you have multiple touchpoints.If you want to measure the performance of a campaign with a single touchpoint against a specific goal, you can do that by instead.
To add an exit:
Navigate to Campaigns.
Click the name of the campaign that requires an exit.
If there's only a single touchpoint, add another by selecting the Add a touchpoint option.
Click the Exit Rules accordion menu to reveal its options.
Enable the Customers who match option and select a filter from the drop-down menu.
In the upper-right, click the Save option.
View ArticleOpen in new tab filtering campaigns
Overview
Zaius uses distinct statuses to indicate where each campaign is within the deployment process. A user or system action determines each status. Familiarity with the meaning of each can make executing and spot-checking your campaigns easier.
Status states
There are currently seven different campaign statuses available:
Draft: A campaign that was created but is not yet set to run.
Scheduled: A campaign that is scheduled to send, but has never previously sent. If a one-time campaign is reset after already sending, it will still return to Scheduled status.
Preparing: A campaign that has reached its next send time and is in the queue.
Running: A campaign that is currently sending emails to recipients.
Ongoing: A campaign that has run before and is scheduled to run again.
This status does not apply to one-time campaigns that are rescheduled to run again.
This status does apply to recurring/continuous campaigns, as well as one-time campaigns sending in recipient time zone and/or performing A/B testing.
Completed: A campaign that has run before and is not scheduled to run again.
Paused: A campaign that a user has paused.
Locate a campaign's status
The status of a campaign is reviewable below its name and target segment.
Filter by campaign status
All campaigns are filterable by their status on the dashboard.The Preparing, Running, and Ongoing statuses are all part of the Active filter. Learn more about .
User actions by status
Each campaign status influences which actions are available to the user:
Draft
The "Go Live" button will change the status to Scheduled.
Scheduled
The "Unschedule" button is available if the campaign has never sent before. Clicking the button will change the status to Draft.
The "Pause" button is available if the campaign has sent before. Clicking the button will change the status to Paused. If there's no intention to resume the campaign, there's an option to change the status to Completed instead.
Preparing
The "Unschedule" button is available if the campaign has never sent before. Clicking the button will change the status to Draft. Please note: This does not apply to one-time campaigns, which cannot be unscheduled in the Preparing state.
The "Pause" button is available if the campaign has sent before. Clicking the button will change the status to Paused.If there's no intention to resume the campaign, there's an option to change the status to Completed instead. Please note:This does not apply to one-time campaigns, which cannot be paused or marked completed while in the Preparing state.
Running
Campaigns with the Running status have no available user actions. Messages are going out and cannot be paused or unscheduled.
Ongoing
The "Pause" button will change the status to Paused. If there's no intention to resume the campaign, there's an option to change the status to Completed instead.
Completed
The "Restart" button will change the status to Scheduled.
Paused
The "Restart" button is available when the schedule is changed to make the campaign run in the future. Clicking the button will change the status to Scheduled.
The "Resume" button is available when the schedule is not changed. Clicking the button will change the status to Scheduled.
System actions
Zaius will automatically change the status of campaigns that meet the necessary qualifications:
Scheduled will transition to Preparing when the campaign reaches the start time, and the campaign moves to the sending queue.
Preparing will transition to Running when the campaign reaches the top of the sending queue and begins sending.
Running will transition to Ongoing if the campaign has more scheduled runs (e.g., is recurring/continuous, uses recipient time zone sending, or is A/B testing for one-time campaigns). Running will transition to Completed when no scheduled runs are available.
Ongoing will transition to Preparing when the campaign reaches its next scheduled run time, and the campaign moves to the sending queue.
View ArticleOpen in new tab
Overview
Enrollment rules can be applied to segment-targeted and behaviorally-triggered campaigns to further refine the campaign's audience. If the campaign is a series of touchpoints, enrollment rules are reapplied after every touchpoint based on the current status of the enrollment rule. For example, if a list is used as an enrollment rule, the list membership is checked before each touchpoint is sent.
Segment-targeted rules
Activity: Allows inclusion based on whether a customer has/has not had activity in a defined timeframe.
Ex. Send a browse abandonment campaign to customers who have not been active in the last hour.
Campaigns: Allows inclusion based on whether a customer has/has not received campaign(s) in the defined timeframe.
Ex. Send a promo email to customers who haven't heard from you in the last week.
Lists:Limits the campaign to customers on a specific list.
Ex. Send a product announcement to customers who are signed up for your Product News list.
Event-triggered rules
Frequency:The frequency constraint limits how often the customer can qualify for the campaign within an hour.
Ex. If a customer subscribes twice in succession, only send one welcome email.
Latency:The latency constraint allows a campaign to be suppressed if the trigger event is delayed.
Ex. Do not send a confirmation email for events older than 1 hour.
Volume: The volume constraint allows for the pacing of the campaign based on the total number of messages sent in an hour.
Ex. Send only 1000 messages per hour for a promo, to avoid overwhelming your website.
Reachability: Typically a campaign is not sent to customers who have historically been unreachable. The reachability constraint allows for an override of reachability for key communication.
Ex. Always send an order confirmation, even if the email might not be reachable.
View ArticleOpen in new tab Support Team
Overview
The campaigns tool allows you to engage with your customers through multiple channels.To create a campaign:
Navigate toCampaigns.
In the upper left clickCreate New Campaign.
Campaign options
Type
There are currently three types when creating a campaign from scratch.
One-Time: Send personalized messaging to a segment of your customers. The campaign's content is sent a single time.
Automated: Contact customers when they trigger a particular event. The campaign's content can be sent in a recurring (e.g., Every Monday) or continuous (e.g., Every time a specific form is submitted) fashion.
Web: Display a message to customers that visit your website.
Name
Naming conventions are important when managing campaigns. Be as specific as possible so that campaigns can be recognized in other areas of the app, such as reporting. After selecting a campaign,click into the Untitled Campaign field in the upper left to set a campaign name.
Tags
Tags allow for even more specifics when identifying campaigns. To add a tag, click the Add Tags button in the upper left next to the campaign's name. You will be able to select existing tags or have the option to create new ones. To create a new tag:
Type the desired name into the Type or select tag field.
Hit the enter key.
Click the Save button in the upper right. The tag will not be created until you save.
Enrollment
There are currently three ways to target customers for enrollment into a campaign.
Match a segment: Target customers that match a predefined segment or create a new segment as the campaign is being configured. When defining a new segment, click Apply to add the segment to the campaign.
Match an event(Automated Campaigns Only): Target customers based on events and reach them almost immediately following an interaction with your brand. For example, when a customer matches the event “Sign Up”, send an email welcoming them to the site.
API: Programmatically send customers app push notifications by issuing HTTP requests containing your credentials, campaign identification, message, and customer ID to a Zaius endpoint.
Enrollment Rules
When segmentation is not enough, and there is a need to be more granular or strategic in the approach, add enrollment rules tobe more specific about who receives the campaign's content. When applying an enrollment rule, be sure to review the reachable audience, as it may change.
Schedule
Schedule the campaign to be one-time, recurring, or continuous.
Note:Scheduling is only available when targeting a segment. Additionally, a customer's time zone is not collected by default. It must be provided to Zaius via the API or a third-party integration and placed in the customertimezone field using the IANA format.
One-Time
Send the communication exactly once.
Send Date: Date to send.
Send Time: Time to send.
Time Zone: Time zone to start the send in.
Use recipient's time zone when available: If this is selected, the touchpoint will send at the specified time in each customer's time zone. The very first time zone to send will be the time zone selected in the Date & Time account setting, followed by all remaining time zones in order. Any customers for whom a time zone is unknown will receive the communication in the time zone specified in settings.
Recurring
Send the communication in a repeating fashion.Only available in the Automated campaign type.
Start Date: Date to start the campaign.
Ends:When the campaign will stop.
Never: Never stop sending.
After [#] occurrences: The last send will be the #th occurrence.
On: The date entered here will be the last date that sends. If "use recipient's time zone when available" is selected, the last time zone to send will be the last time zone of the last day of sends; this last day of sends will begin on the selected date in the selected time zone. If Timing is specified as 3:00 PM US/Eastern and the last date is set to 2019-01-01, then the last day of sends will begin at the 3:00 PM US/Eastern on 2019-01-01. The very last time zone to send will send around 24 hours later on 2019-01-02.
Repeats:Depending on the selection made here, different fields will become available. These are marked below as Daily (D), Weekly (W), and Monthly (M) accordingly.
Timing:Time to send.
Time Zone: Time zone to start the send in.
Use recipient's time zone when available: If this is selected, the touchpoint will send at the specified time in each customer's time zone. The very first time zone to send will be the time zone selected in the Date & Time account setting, followed by all remaining time zones in order. Any customers for whom a time zone is unknown will receive the communication in the time zone specified in settings.
Continuous
Send the communication as customers qualify for the segment. Only available in the Automated campaign type.
Start Date:Date to start the campaign.
Timing: Time to send.
Time Zone: Time zone to start the send in.
Ends:When the campaign will stop.
Never: Never stop sending.
On: The date entered here will be the last date that sends. If "use recipient's time zone when available" is selected, the last time zone to send will be the last time zone of the last day of sends; this last day of sends will begin on the selected date in the selected time zone. If Timing is specified as 3:00 PM US/Eastern and the last date is set to 2019-01-01, then the last day of sends will begin at the 3:00 PM US/Eastern on 2019-01-01. The very last time zone to send will send around 24 hours later on 2019-01-02.
Touchpoints
Use touchpoints to select a channel and add content.
Name
Be specific when naming a touchpoint to help identify the touchpoint in the future.
Channels
Zaius offers three channels to target your customers (Email, Web Push, and App Push). Only one channel can be active at a time. After selecting your channel and adding content, save your touchpoint.
Emulate
The emulate mode is used for testing to help determine which customers would receive which campaign communications on which days without actually sending any live communications. The emulated campaign runs per the schedule set to allow an understanding of campaign delivery but does not actually deliver anything.
Note: The emulate mode requires an opt-in. If you'd like to use this functionality, please contact your Customer Success Manager or the .
Activate & pause campaigns
Preview & Test
The preview function allows you to review the touchpoint on-screen, while the test function allows you to send a test through the touchpoint channel instead. Both options are available in the upper-right when viewing a touchpoint within the editor.
Go Live
To make the campaign's content available to your customers.
In the upper-left, select the campaign's name from the breadcrumb menu.
In the upper-right, click Save to ensure all touchpoints are up-to-date.
In the upper-right, click Go Live.
Pause
When a campaign is live, touchpoints will begin sending. If a campaign needs to stop, return to the campaign and click the pause button at the top.
View ArticleOpen in new tab Support Team
Overview
Campaign groups are typically used toorganize campaigns by theme or purpose. They can also be used to prioritize content from one campaign over another. This prioritization is particularly useful when multiple campaigns are being run at the same time.
Create a group
To create a campaign group:
Navigate to Campaigns via the main navigation.
Select the New Group option at the upper left.
Provide a name for the group in the Group Name field.
Determine the group's type by selecting either Normal Group or Priority Group. A normal group requires no additional information; however, a priority group does. See if a priority group is appropriate for your situation below.
Select the Save option.
Create a campaign for the group
Once a group is created it will appear in the sidebar on the campaign's page. To create and associate a campaign with this group:
Select the desired group via the sidebar by enabling the checkbox next to its name.
Select the Create New Campaign option at the upper left.
The group will now be associated with the campaign and can be edited, saved, and pushed live similar to all other campaigns. This association will be seen in the breadcrumb menu at the top of the editor (e.g. Campaigns > Group Name > Campaign Name).
Prioritize a group
To enable prioritization, select the Priority Group option when creating a new campaign group. You will then be required to choose which campaign type will be applied to all campaigns in the group. The options are:
Continuous:A campaign's content is sent each time a customer meets the campaign's enrollment segment and rules.
One-time:A campaign's content is sent a single time.
Recurring: A campaign's content is sent to all customers that meet the campaign's enrollment segment and rules on a daily, weekly, or monthly basis.
Once an option is selected, additional scheduling information will also be required.
Prioritization in action
When creating campaigns within the priority group, they will appear in priority order:
In the example above, all three campaigns in the group will send at the same time. Anyone who qualifies for Campaign P1 will receive it, anyone who qualifies for Campaign P2 will receive it unless they qualified for Campaign P1 and anyone who qualifies for Campaign P3 will receive it unless they qualified for either Campaign P1 or Campaign P2. Please keep in mind that every time the campaign group sends, each customer can only receive one message.
To change the order of priority, hover the campaign you want to move and drag the campaign up or down using the drag icon on the left side of the tile.
A good real-life use case for this would be grouping a browse abandon and a cart abandon campaign so that someone doesn't receive both.
Edit, move and delete groups
Edit a group's details
A group's name, type, and scheduling information can be updated. To edit this information:
Navigate to Campaigns via the main navigation.
Hover over the desired group in the sidebar.
Click the three-doticon that appears upon hover and select Settings.
Make the desired changes and select Save.
Move campaigns between groups
Campaigns cannot be moved into or out of groups at this time. Any campaign created within a group will stay there, and any campaign created outside a group cannot be moved into one. You can, however, clone a campaign and place the copy in a different group. To clone a campaign:
Navigate to Campaigns via the main navigation.
Hover over the desired campaign and click the three-doticon that appears at the top-right corner of the campaign card.
Select the Copy option from the dropdown menu and provide the required information, including a new group.
Click the Copy button to confirm the creation of the clone.
Delete a group
Campaign groups cannot be deleted at this time. An existing group can be repurposed by editing its details, but if deletion is required, a ticket will need to be opened with the .
View ArticleOpen in new tab CAN-SPAM
Overview
The transactional email add-on enables an account to send emails for order receipts, account updates, shipping confirmations, and other essential business transactions. Transactional emails are for relationship-based interactions, unlike marketing emails, which are typically used for promotion.
Note: Transactional email is an optional platform add-on. If you're interested in the functionality, please contact your Customer Success Manager for additional details.
Marketing vs. Transactional
Marketing email is any email that primarily contains a commercial message or content with commercial intent. This type of email is usually sent in a targeted fashion to a group of recipients. If you're attempting to nurture a lead down your funnel, then you’re most likely sending marketing emails. If this is the case, you should use an unsubscribe link, so your emails don’t end up in the junk folder, and you ensure compliance with common privacy laws such as .A few examples of marketing emails include:
Newsletters
Welcome series
Seasonal promotions
Transactional email isan email that is triggered through an event that happened within an application or website. This type of email is usually sent to individual recipients andcompletes a transaction or process the recipient has started with you.Think of transactional email as time-sensitive emails that recipients are waiting to receive. If this is the case, you do not need to include an unsubscribe link as a recipient should always receive the information contained in these messages.A few examples of transactional emails include:
Order confirmation and receipt
Shipping information
Password reset
Transactional best practices
The differences between marketing and transactional email aren't always obvious. The rules and regulations can vary by region.The takeaway know the laws of the regions in which you operate. If there are doubts, avoid including additional unnecessary information in your transactional emails and keep these best practices in mind:
Use an easy to understand “From Address”
Communicate all of the critical information in the subject line
Align the design of your transactional emails with your brand
Identify the reason the recipient is receiving the email
Ensure that the content of your email is informational and not promotional
Create a transactional email
To create and send a transactional email:
Navigate toCampaigns.
In the upper left, clickCreate New Campaign.
Select the Transactional option from the prompt. This option will not appear if you do not have the transactional email add-on.
Select a transactional email recipe if integrated with a compatible third-party app. Alternatively, elect to Create From Scratch.
Configure the email's event-basedEnrollment settings and single touchpoint.
Save the changes and Go Live when ready.
View ArticleOpen in new tab Learn more
Overview
Use web embeds to gather valuable information about your visitors and customers. To include a web embed in your site content:
The Zaius JavaScript tag must be installed on the targeted pages.
The sub-domain for the targeted pages must match the Cookie Domain set in the JavaScript tag's advanced options.
Create
To create a web embed:
Navigate toCampaigns.
In the upper left, clickCreate New Campaign.
Selectthe Web option from the prompt.
In the upper left, click into the Untitled Campaign field to set a campaign name.
On the touchpoint tile, click into the Touchpoint 1 field to customize the name of the touchpoint.
Select the Edit iconto access the touchpoint editor.
In the editor, select the Web Embed tab.
Select the Save option at the upper right.
Settings
Now that the campaign's necessary information and type have been saved, the content can be built out.
Targets
In the Targets accordion,select where you want the content to appear.
The targeted location can be based on a page URL, UTM parameter, or custom query parameter.
The targeted location can contain, equal, not contain, or not be equal to the provided URL, snippet, or path.
In addition to the original target, more pages or parameters can be targeted via an OR operator.
In addition to the original target, more pages or parameters can be targeted via an AND operator.
The selector determines where on the targeted page the web embed will appear. You can locate the necessary selector for your content by following these steps.
The web embed can be placed after, inside, or before the specified selector.
Locate a selector
To display a web embed after, inside, or before a specific section of your site content, a selector associated with the section must be identified. To locate the selector:
Navigate to the target page.
Locate the section you want to place the web embed after, inside, or before.
Right-click the section and select the Inspect option from the menu.
In the panel that opens, locate the highlighted section in the code.
Copy and paste the identified class or ID name into the selector name field in Zaius.
Classes should be entered with a period (.) before the name (e.g., .section-one).
IDs should be entered with a pound symbol (#) before the name (e.g., #section-one).
Constraints
In theConstraintsaccordion, choose how often you want this content to appear.
Show up to X times every (time range) per visitor:Limit customers from seeing too much content in a single period (e.g., once per week).
Show up to X times total per visitor:Limit customers from seeing the content more than X number of times in total (e.g., 3 times in total).
If both settings are left disabled, the web embed will be available to all customers at all times.
Design
Before jumping into a new design, you can use the Load Template dropdown menu to check for premade web embeds. These options, created by your team with the templates tool, can be further customized and renamed. If no premade design is selected, clickinto the Namefield to customize the name of your new content instead.
Elements
Layout
Your web content needs a structure, and this structure is composed of sections. Once a layout section is placed, click it to reveal the Details tab. This tab allows you to modify the formatting and basic design settings for the section.
Section: This element allows you to place content inside. Typically if you are placing a new type of content (e.g., a header or text), then you should be placing a new section. All columns and grids are made of individual sections.
Responsive Column: A column that "responds" or wraps on a mobile device. You can choose which way the columns respond (e.g., left to right) from within the details.
Grouped Column: A set of columns that do not wrap on mobile. Typically used for text-based columns that you want to scale down instead of wrapping.
Grid: Adds a number of columns and rows to the content.
Navigation: Adds a number of editable links that can be used to direct customers to additional content.
Basic Content
These elements are what you use to put content into the structure of your web embed. Click and drag the elements to put them in the desired location. Once an element is placed, click it to reveal the Details tab. This tab allows you to modify the format, spacing, links, and other element-specific settings.
Header:Adds an h1 header area, which is considered the most important type of header and should be used sparingly (e.g., title only) within web embeds.
Text: Adds a rich text area to the content.
Image: Adds an image area to the content.
Button: Adds a button to the content. A hyperlink can be added to create a call-to-action and direct the customer to another action or additional content.
Divider:Adds a dividing line between the sections of the content.
Spacer: Adds space between the sections of the content.
Social: Adds social icons to the content.
Raw HTML: Adds an HTML area to the content. This element allows very granular control of its content; however, its use may result in drastic differences between the preview and the web content that will eventually be displayed to customers. The element is only recommended for those familiar with the HTML markup language.
Forms
These elements allow your web embed to capture information and are the fundamental difference between a web embed that serves as a call-to-action and a web embed that acts as a form. Click and drag the elements to put them in the desired location. Once an element is placed, click it to reveal the Details tab. This tab allows you to modify the format, spacing, links, and other element-specific settings. These options are particularly important for form elements as you can make specific fields required and can select what profile attribute the field will update when it is included in the form submission.
Text Box: Adds a single-line text field to the form. This allows the form to capture customer information, such as their email address and name.
Checkbox: Adds a checkbox field to the form. This allows the form to opt customers into mailing lists or to update individual profile attributes. Multiple values can be selected by the customer when submitting the form.
Submit Button: Adds a unique button that allows the form to be submitted. Only one submit button can be added to a form.
Radio Button: Adds a radio button field to the form. This allows the form to present a group of options and update the associated profile attribute. Only one value can be selected by the customer when submitting the form.
Dropdown: Adds a dropdown field to the form. This allows the form to present a group of options and update the associated profile attribute. Only one value can be selected by the customer when submitting the form.
Note: Zaius will automatically validate the email, opt-in, and submit button fields when yourweb content contains form elements. If these fields haven't been added, you will be unable to make the form available on your website..
Details
In addition to the element-specific detail options that can be accessed by clicking an individual element, there are also details that affect the entire piece of web content. These can be accessed by clicking theContaineroption in the breadcrumb menu above the editing area or by clicking on the background of the web content.
Container Properties
Background Color:Determines the color of the web embed.
Content Width:Determines the width in pixels of the web embed.
Content Height:Determines the height of the web embed. This is set to auto by default; however, a specific height in pixels can be set by enabling the switch next to the setting.
Modal Properties
Backdrop Color: The color of your web page behind the web content.
Close Buttons: Provides the customer with a specific button (e.g., X) to dismiss the content.Close buttons are not required. If you disable the close button, your modal can be closed by clicking outside of the container instead.
Close Button Position: The location of the close button when it is enabled.
Close Button Background Color: The color behind the button. Using a contrasting color can bring more attention to the button.
Close Button Icon Color: The color of the close button icon.
Defaults
Font Family: The font that will be used by theweb embed.
Font Weight:The font-weight that will be used by the web embed.
Font Color: The color of the font used by the web embed.
Font Size: The size of the font used by the web embed.
Link Color: The color of links included in the web embed.
Link Underline: Determines whether or not a link will be styled with an underline.
Padding
Determines how much padding in pixels is applied to the content in the web embed. When padding is increased, the content will move towards the center of the web embed area. When padding is reduced, the content will move towards the edges of the web embed area.
Enabling theMore Optionsswitch allows padding to be applied from specific directions.
Border
Determines how much of a border in pixels is applied to the content in the web embed. When the border is increased, the line will thicken.When the border is reduced, the line will become thinner.
Enabling theMore Optionsswitch allows the border size and style to be determined for each side of the web embed separately.
Border Radius
Determines how rounded the borders of the web embed are. When this figure is 0, the border will have sharp edges like a square. When this figure is increased, the border will become rounder.
Enabling theMore Optionsswitch allows the border-radius to be determined for each side of the web embed separately.
Main vs. Confirmation Design
When your content contains a form, and the form doesn't redirect to another page via theSubmit Button'ssuccess action, you will have the ability to toggle betweenMainandConfirmationdesigns. The main design is what your customers will see when the content is first displayed. The confirmation design is what they will see once they successfully submit the form.
Preview
In addition to theDesktopandMobileviews available within the editor, you can preview the web embed on one of your website pages. All constraints will be ignored.To preview the content before going live:
In the upper right of the editor, click Preview.
Enter a page URL to use for the preview.Zaius will check the page you've selected against the rules you've set up in the Targets accordion, so please ensure it is a valid page.
Select Generate Preview.
Go Live
To make the web embed available to your website visitors:
In the upper-right, click Save.
In the upper-left, select the campaign's name from the breadcrumb menu.
In the upper-right, click Go Live.
View ArticleOpen in new tab enrollment rule
Overview
Lists allow you to organize your customers and make targeted communication easier.
Note: If you'd like to import the historical email engagement information of your customers (e.g., Previous sends, opens, and clicks), please check out this article instead.
Create a list
To create a customer list:
Navigate toCustomers > Lists.
In the upper left clickNew List.
In the upper left click into the Untitled List field, set a name, and select Save.
Add customers to the list via an import, manually, or a web modal form.
Import customers to a list
After creating a list, you can upload a CSV file to add customers in bulk. Simply, drag and drop a CSV file onto the Drag & Drop area or select thebrowseoption to locate the file elsewhere. To ensure the information is imported correctly, please follow the file formatting guidelines outlined below.
Format your data correctly
The file's name should begin with zaius_list and use theCSV UTF-8 format, with a header row of field names. An identifier field, such as email, is required to import a list. An action field is also recommended, which can have values subscribe or unsubscribe. If the action field is omitted, asubscribevalue is assumed. Optionally, customer_id can be provided.
Note:The optional customer_id field is only available in some accounts. If your account does not have this field, then it should not be included in your import file. Additionally, if an emailvalue is available, the optional customer_id field should not be used. A customer_id value should only be provided when an email is not available. This scenario can be observed below.
Importing custom information
You will need to create custom fields if your import contains information that does not align with existing Zaius fields. Once a suitable field has been created, you can import the associated information by including the field name as a header in your import.
Manually add customers to a list
After creating a list, you can manually add customers via its subscription form.To add a customer to a list via this form:
Navigate toCustomers > Lists.
Create a new list or locate the desired existing list and view it by clicking its name.
Scroll down and locate theManually add a customer to this listsection.
Input the customer's information and select Subscribe.
Add customers to a list via a form
After creating a list, you can use a web modal form to collect email addresses and add those customers to a list(s). The default Email Modal Collection campaign is a good place to start; however, you can specify a list subscription in any form that contains the email field.
Export a customer list
To export a list:
Navigate toCustomers > Lists.
Locate the desired list and view it by clicking its name.
Scroll down and locate thesection labeled with the list's name.
Select the Export option at the upper-right of this section.
Select the information you'd like to include in the export via the prompt.
Select the Export option to confirm your selection and download the file.
Using a list in a campaign
To contact all members of a list, select it as a segment for a campaign via the Are in a segment or a list filter.
To contact members of a list from a specific segment, select the list after enabling the Must be subscribed to . This will only send the campaign to customers that are included in the segment and the list.
View ArticleOverview
Before sending emails, it's important that your users' global subscription and list subscriptions are setup correctly. If you have one of the integrations listed below this should be a quick task; if you do not have one of the integrations below don't worry, we will help walk you through it.
Importing Your Lists
If you have one of these integrations please visit the associated guides.
Mailchimp (Expect ~15 mins to complete)
Salesforce Marketing Cloud (Expect ~30 mins to complete)
Oracle Marketing Cloud
IBM Marketing Cloud
If you do not have one of these integrations, or you want to add in additional data, you can follow these step-by-step guides
Upload Global Subscription Status
Upload Email List
What's the Difference Between Global Unsubscribe, List Unsubscribe, and GDPR opt-out?
These three concepts are all different ways of knowing when/if you are allowed to contact a customer or collect data on a customer.
Global Unsubscribe: This is information attached to the user (not the email address) that says if this user does not allow communication. Even if they are subscribed to a list, they will not be Reachable in campaign execution.
List Unsubscribe:This information is attached to a list a determines if a user is reachable when sending to a specific list.
GDPR opt-out: If you have processed a GDPR opt-out request for a user, this means that Zaius will not retain or communicate to any identifier associated with that user. This is equivalent to an opt-out of all future communication and data collection, as well as removal of past data.
View ArticleOpen in new tab variation slider
Overview
Maximize engagement by testing multiple versions of content against the campaign target.
What to test
Test any aspect of the content with up to fivedifferent email variations supported. However, to encourage more conclusive results, it's recommended that only two or three versions are used. Things that you might consider changing in the variants include:
Subject line:Consider changing the length, tone, or level of personalization.
Sending profile:Consider sending the email from an employee email address instead of a generic company or department address.
Offer:Consider leveraging different offer types, such as a whitepaper versus a video.
Format:Experiment with the content's formatting, such as paragraphs versus bullet points.
Image:Try using different pictures or graphics to see if they have any effect on your engagement.
Configure an A/B test
To initiate an A/B test for a campaign touchpoint:
Navigate toCampaigns.
Select or create a One-Time, Behavioral, or Transactional campaign.
Select a campaign touchpoint to access the editor.
Click the + Add Variation tab in the editor.
The A/B testing panel will appear below Sender Profile after adding a variation:
The configurable options for the test are:
Test type
There are currently two testing methods available:
Automatic: During an automated A/B test, Zaius sends different versions of content to a small sample of the campaign's segment. Following a testing period, a winner is automatically determined based on preselected criteria. The winning content sends to all remaining customers.
Note: This two-phased approach means that some customers will receive content before others. A time-sensitive campaign is not a good fit for this testing method.
Manual: In a manual test, the content sends to the percentages of the segment specified with the total adding up to 100\%. The touchpoints send as a single phase with no secondary winner phase. A comparison of the two versions following the single send determines the winner. If this option is selected, only the option will be configurable. All other options are only applicable to automatic tests.
Test Duration
Only available for automatic tests - This setting determines the length of the testing period. The percentages assigned to each variant will determine the share of emails sent at the campaign start time. Then, after the test duration, the winner is determined, and the remainder of the segment receives the winning content.
It is essential to allowenough time for your customers to act on the campaign (e.g., open and click emails) so that a clear winner can be determined. A duration of at least 4 hours is recommended.
When testing recurring campaigns, all emails sentfrom the start time through the duration of the test are A/B tested, and then the winning content is determined and used for subsequent campaign runs.
Win Criteria
Only available for automatic tests - The test will be evaluated based on the winning criteria selection. The options are:
Opens: The count of unique recipients who've opened the email, divided by total sends.
Clicks: Thecount of unique recipients who've clicked in the email, divided by total sends.
Click Rate of Opens: Thecount of unique recipients who've clicked in the email, divided by the count of unique recipients who've opened the email.
Depending on your content changes, one metric might be more relevant than another. For example, opens might be the preferred metric for modifications to the subject line and preheader. In contrast, the click rate of opens might be more appropriate for changes to the email's body or offer.
Default Winner
Only available for automatic tests - A variation can only be the winner if the difference in winning criteria values for the changes is statistically significant. If the difference is statistically insignificant or if the winning amounts are equal, the test is deemed inconclusive. When a test is inconclusive, the default winner is sent to the remainder of the segment instead.
For a test between two pieces of content, statistical significance is determined by calculating a Z-score of the two proportions of the test group that match the winning criteria. More specifically, Message A is sent to na recipients in the testing period with the fraction pamatching the win criteria, and Message B is sent to nb recipients in the testing period with the fraction pb matching the win criterion. The Z-score calculates the confidence thatpa andpb represent the true difference in outcomes matching the winning criteria, within some margin of error, as opposed to representing a chance outcome. To be considered a statistically significant win, a Z-value of 1, or a 68\% confidence level, is used.
If a test has more than two variants, the results from each piece of content are compared against each other. The winner is statistically significant if it is pairwise statistically significant against all other content tested.
Variation Slider
For automatic tests - The slider indicates the percentages of the campaign segment to send each variation during the testing period. For a one-time automatic test, 10\% is recommended for each variant to increase the likelihood of the test result being statistically significant. For a small segment (below 100k), consider increasing this percentage to 20-25\%.Equal percentages for each piece of content is generally recommended.
In the case of an automatic test on a recurring campaign, email sends during your testing period are tested at 100\%, with the ability to shift what percentage of enrolled customers receives each variation.
For manual tests - 100\% of your segment is targeted, and you can change the breakdown within.Equal percentages for each piece of content is generally recommended.
Considerations
A/B testing isn't available in every situation:
A/B testing is not available for API triggered push campaigns.
Only manual testing is available for event-triggered campaigns.
The campaign audience is calculated differently based on the type of A/B test:
The campaign segment is determined at the campaign start time (when the testing period starts), and again at the time of the winning phase. For example, if customer A is not in the campaign segment at the campaign start time, but is in the segment at the time of the winning phase, they will be targeted in the winning phase.
Review results
To review the results of an A/B test:
Navigate toCampaigns.
Select the A/B tested campaign you'd like to review.
Select a campaign touchpoint that has been tested to access it's performance metrics.
For automatic tests -If an automatic test was performed, you will be able to compare the results side by side. There will be a label specifying whether or a winner was determined during the testing period. If a statistically significant winner was determined, then a Winner label will be applied to one of the variants.
If a clear winner couldn't be determined during the testing period, then a Default Winner label will be applied to a variant instead.
For manual tests - If a manual test was performed, you will be able to compare the results side by side. No winner label will be applied as a winner was not selected on your behalf. Instead, the relative performance of the variants will determine your winner and any takeaways that may be applied to future campaigns.
View ArticleOpen in new tab priority group
Overview
The emulate mode is for testing campaigns in their entirety. It helps determine which customers would receive which campaign communications on which days without actually sending live notifications.
Use case
Emulation is useful when attempting to understand the frequency of campaigns based on unusual behaviors or when a campaign is part of a .
Note:This feature is not available by default. If you are interested in this functionality, please contact your Customer Success Manager for more details.
How it works
To set a campaign to emulate:
Navigate toCampaigns.
Locate the campaign you'd like to test and click it to access the overview.
Under Touchpoints, toggle the Emulate button to the "ON" position.
Once this option is enabled, selecting the Go Live option at the top-right will emulate the campaign. In this simulated campaign,messages will not be delivered to customers. Instead, the campaign's statistics will update to show what delivery would look like if the campaign were to go live without emulation enabled.
View ArticleOpen in new tab
Overview
Quickly review and edit your content in both mobile and desktop views.
Use case
With half of all emails opened on mobile andmany recipients opening emails in both locations, it is essential to be mindful of how your content will appear beyond the desktop.
How it works
Select theDesktop orMobileoption from the toggle at the top of the editor to quickly switch between these views when editing content.
Normal use of the editor, such as adding or editing content, is possible in either view.
View ArticleOpen in new tab
Overview
If there's no reachable audience for a campaign preview or test, Zaius can expand the audience to allow for the preview or test to proceed. This expansion of the audience only pertains to the previews and tests, not to the campaign's final delivery. Some scenarios that expanded audiences can address:
A continuous cart abandonment campaign, with only a few cart abandoners per day.
Campaign constraints restricting sends to recipients to a maximum of once per week.
How it works
If there's no reachable audience, the expansion will be attempted automatically. When this happens, a warning icon will show in the top-left corner of the preview.
The audience will only be modified in specific ways, to respect the general definition of the targeted audience segment. The feature will:
Ignore other campaign activity requirements such as matched, opened, or clicked specific campaigns.
Expand timeframes for required behaviors (e.g., when targeting customers who abandoned their cart in the last hour, the timeframe will expand to include cart abandoners from all-time).
Ignore list subscription requirements.
Ignore campaign constraints.
Ignore activity timeframes.
Note: If there are no audience members following the expansion, an error will be presented instead.
When an information icon is shown instead of a warning icon, the audience is not being expanded. However, expansion can be manually toggled on in order to review more samples.
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