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Creating a Real Time Personalization With Audience Studio

When you create a real-time personalization in Audience Studio, the TD Console creates an object that you can configure to trigger a personalized response to a specific action.

Create a Real-time Personalization

To create a personalization configuration:

  1. Open TD Console.
  2. From TD Console (Legacy), select the diamond icon to display the TD console.
  3. From the left column, select the Audience Studio icon .
  4. From the drop-down select the real-time segment you want to use to create the personalization.
  5. Select Create new.
  6. Select Personalization.
  7. Enter a name and (optional) description for the personalization.

  1. Select Create.

The personalization is created and will be listed in the left-hand column under your parent segment. Personalizations can be identified in the list by the icon.

Configure a Personalization

Configuring a personalization consists of defining one or more "offers," or personalized responses, that your customers can receive when they take certain actions and meet specific criteria. For each personalized response, you can specify

  • Entry criteria — This is where you specify the key event that the offer, or personalization, has been created for, as well as adding event filters, rules, or behaviors that describe the customers who qualify for the offer.
  • Payload — This is where you define the text of the offer and identify any details about the customer that you want to be included in the personalized response.

To configure a personalization:

  1. From the list of objects under your parent segment, select the personalization you want to configure.
  2. Select Open personalization.
  3. Select Add description and enter a name for the offer.
  4. Select Click to define entry criteria and specify the criteria a customer must meet to qualify for the offer.
  5. Select Save entry criteria.
  6. Select Click to define payload and specify the text of the offer and any additional information about the customer you want included in the response.
  7. Select Save payload.
  8. Create additional offers by selecting Add a new section.
  9. Repeat steps 3-7 for each new section. (Note that there is a limit of 20 sections per personalization.)
  10. After all your offers have been defined, select Save and Launch.

Initially the personalization will be in an "in progress" state, and there will be a short delay before the personalization is active. Any API calls to the personalization before it is active will result in empty offers being returned.

More about Personalization Entry Criteria

To define entry criteria for the personalization:

  1. On the Personalization page, select Click to define entry criteria.
  2. On the Entry Criteria page, use the Select key event drop-down menu to select the event this offer will apply to.
  3. (Optional) Create filters to add limitations to the key event.

For example, for an "add to cart" event, you could add a filter that specifies "cart_amount > greater than 200."

  1. (Optional) You can drag attributes, behaviors, and rules to narrow the trigger criteria.

For example, you could drag a batch attribute called "age" to the trigger criteria window and set it to "age≥ at least 18."

  1. After you have added all your filters and criteria, select Save entry criteria.

More about Personalization Payloads

There are three sections on the Configure Payload page:

  • Attribute Payload
  • String Builder
  • Segment Payload

To define the payload for the personalization:

  1. On the Personalization page, select Click to define payload.

The Configure Payload page displays, which contains these sections:

  • Attribute Payload — This is where you specify the attributes of the customer that you want to be included in the payload of the response. You can select from imported attributes or real-time attributes, and you can specify the output column name for this attribute.

  • String Builder — This is where you create the static messages that will be included in the response. The maximum number of strings you can enter per payload is 200, and the maximum string length is 256 characters. You can also specify the output column name for each string.

  • Segment Payload — From the Segment drop-down menu select the existing segment that is relevant to your personalization criteria. The ID of the selected segment will be returned with the response.

  1. In the Attribute Payload section, select Add attribute.

Specify an attribute of eligible customers that you want to be returned in the payload. You can also specify the output column name in which this information will be returned. Continue to select Add attribute as many times as necessary.

  1. In the String Builder section, select Add string.

Enter the text for the offer that you want to be included in the response. You can also specify the output column name in which this text string will be returned. Continue to select Add string as many times as necessary.

  1. In the Segment Payload section, select Add Segment.

From the Segment drop-down menu, to select an existing segment that is relevant to your personalization. Continue to select Add string as many times as necessary.

  1. After your payload has been defined, selectSave payload.