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Note

This example assumes that your site has a basic feature setup in place.

This use case example shows you how to target a recommendation to a specific group of visitors.

In this example, you:

  • Create a segment for the group of visitors you want to target. The Frosmo Platform will display the recommendation only to visitors in this segment.
  • Assign a non-segmented recommendation modification to the new segment. The modification displays the recommendation on the new page.

You work on the placement and modification in the Frosmo Control Panel.

Note

Consider the assumptions and screenshots in this example as just that: examples. In working through the example, feel free to adjust the assumptions to fit your site and needs.


Tip

If you do not want this example to interfere with the live content on your site, duplicate the existing recommendation modification, and use either test mode or a workspace. You can also safely preview the modification from the Control Panel.

Choose the correct example for your site:

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Retail

For example purposes, let's assume the following:

  • You want to segment the Home page - Recommendation 3 modification on a retail site.
  • You want to target visitors who have viewed more than 10 products and purchased at least 2 products in the past 7 days. You create a single segment for these visitors.

To work through the example:

  1. Create the segment.
  2. Assign the recommendation modification to the segment.

Creating the segment

To create the segment:

  1. Log in to the Frosmo Control Panel.
  2. In the main menu, select Data Management > Segmentation > Segments.
  3. Click Create segment.
  4. Define the rules for the segment:

    1. In the Rules section, click Add new rule, select Trigger, and set the segmentation rule to:

      Divbox
      classfrosmo-rule-container

      The visitor has triggered [Tracking] Product view more than 10 times, with each trigger event counted.

      This means that visitors who view any product page more than 10 times get segmented. Each page view is counted. Every time a visitor loads or reloads a product page in their browser, the platform fires the [Tracking] Product view trigger.


    2. Click Add new condition, select AND, select Custom action, and set the segmentation rule to:

      Divbox
      classfrosmo-rule-container

      The visitor has completed the Buy Product custom action with any value(s) more than or equal to 2 times, with each event counted.

      This means that visitors who purchase at least 2 products get segmented. Each product is counted. Every time a visitor completes a transaction, the platform sends a Buy Product custom action event for each product included in the transaction. (Multiple copies of the same product in the same transaction count as 1 product.)


    3. In the Time limit field, select 7.

    The following figure shows the complete segment rule settings in the Control Panel.

    Segment rule settingsImage Added

    For more information about the rules, see the segmentation user guide.

  5. Define a name for the segment:

    1. Select Description.
    2. In the Name field, enter "Viewed more than 10 products and bought at least 2 products in the past 7 days".

    Segment description settingsImage Added

  6. Click Save.
  7. Optionally, move the segment to an existing segment group:

    1. In the segments list, find the segment, click the quick menu button for the segment, and select Move to.

      Moving the segment to an existing segment groupImage Added

    2. Select To existing group, and select Site activity as the existing group.

      Moving the segment to an existing segment groupImage Added

    3. Click Move.

    For more information about segment groups, see the segmentation user guide.

You have created the segment. The platform now automatically places applicable visitors in the segment, and you can now assign modifications to the segment.

Assigning the recommendation modification to the segment

To assign the recommendation modification to the segment:

  1. In the Control Panel, select Modifications > Overview.
  2. In the modifications list, find the modification you want to assign to the segment, and click the modification name. In this example, the modification is Home page - Recommendation 3.
  3. Define the target audience for the modification:

    1. In the Basic settings view, in the Segments section, click Define segments.

      Defining the target audience for the modificationImage Added

    2. Click Select segments.

      Defining the target audience for the modificationImage Added

    3. Select the segment you created.

      Defining the target audience for the modificationImage Added

    4. Click Select.
    5. Make sure the segment is included the target audience.

      Defining the target audience for the modificationImage Added

    6. Click Save.

    For more information about the settings, see the modification user guide.

  4. To exit the modification settings, click Close.

You have assigned the recommendation modification to the segment. The platform now displays the modification only to visitors who are in the segment.

You're all done with this example!