Stage Logic
When does the Welcome Stage fire?
Immediately after email sign up
Name one segment in the Predicted Segments?
- Ready to Buy
- At Risk
- Churned from your business
- High/low Future Value
- High/low Lifetime Value
Name two different ways to build a template.
- Template Builder from scratch
- Cloning a template
- Starter template
- HTML
Where in Cortex can you view a user’s profile (lifetime value, lifecycle stage, send time, etc.)?
Microscope
What is the only way to trigger off a Welcome Stage email?
What do these 3 stages have in common: Ready to Buy, At Risk, and Churned from your business?
All 3 stages require a customer to make at least 1 purchase
Name three segments in the Standard Segments.
- Reference Smart Segments page
What is the setting for limiting a template to send once for a user’s lifetime?
- Send only once
Name one stage that doesn’t allow for dynamic product recommendations.
- Welcome Stage
- Custom transactional stage
Name 2 actions that our Javascript tracks
- View
- Click
- Departure
- Cart abandon
- Checkout_success
How long can a user stay in cart and browse abandon (Tip: same for at risk and churned)?
14 Days
Name two use cases for Google and FB sync?
- Building look-a-like audiences
- Retargeting unsubscribed users
Name 2 merge tags that relate to a dynamic product recommendation.
- {{rs_rn#}}
- {{rs_riu#}}
- {{rs_rpu#}}
What metrics are our platform optimizing for, for each of these: subject lines, templates, incentive?
- Subject line = Open Rate
- Templates = CTOR
- Incentives = Conversion Rate
Name 2 ways data is transferred to ReSci
- Ecom integration (Shopify, Magento, BigCommerce)
- SFTP
- API
- List uploader
Name 2 differences between Promo and Smart Blast
- Smart Blast will send an email at a customer's predicted preferred time
- Smart Blast can be trumped by all stages except Churned and Needs Nurturing
-
Name 3 filter conditions when trying to build an engaged audience?
- Email Open
- Last action at
- Sign up date
- Last order date
Within a Welcome email template, what setting do you access if you’re trying to add segmentation.
- Transactional Rule
Name 3 factors that affect a user’s churn score.
- Email engagement
- On-site engagement
- Order history
- Demographic/Geographic data
Name 2 default and 2 potential custom user attributes.
Host to determine answers
Name 3 different groups/cohorts of users that could be inside Needs Nurturing
- New users without a purchases
- Old VIP customers
- Dormant users
- Engaged users who have never made a purchase
- Anyone who is not a part of any other stages
After manually uploading a list through list uploader, what filter feature is used if you want to include or exclude that list?
- Users in Segment
How do you show or hide specific elements in an email template based on dynamic variables?
- Display Conditions
Name the default Recommendation Scheme, plus one other Scheme for Ready to Buy (at risk, churned).
- Similarly viewed/purchased items (item2vec) - Default
- Recently Viewed
- Predicted user preferences
- Best Sellers
- Similar based on categories
Name 3 of the 5 data files that ReSci needs to ingest
Users
Items
Orders
Order Items
Categories