Elements in the Experience Builder are the building blocks needed to create the specific flow of events that occur as visitor progresses through a journey. Once a journey has been created, the elements panel allows you to easily drag and drop the components of your journey on to the canvas. Edit the properties of elements by clicking on them in the journey. This article walks through the elements used to create these journeys.
These elements can be used to build Inline Content or Popup experiences.
⚠️ The elements will vary by Experiece package. Please contact your Account team to discuss the available packages.
Trigger Targeting
Within the Trigger step of an experience you can set conditional targeting rules. Conditional Targeting is targeting based on information Listrak knows about the site visitor, such as if they are a previous subscriber or if they are visiting on a mobile device.
Conditional Targeting can be used to determine which popup experiences a contact sees on the site and if dynamic inline content is displayed (Experience Builder Premium only).
Content
The available content steps differ based on the type of experience you are creating and your Experience package. Explore the types of content you can create in Experience Builder below.
Actions
Actions allow the user to provide information to a contact as they progress through an Experience.
Coupons (optional): Allow you to assign a coupon from a coupon pool to a Popup or Inline Content step. Coupons from one experience can be referenced in another experience. Learn more about adding coupons in Experience Builder.
Set Cookie: Allows users to set a cookie value and a required expiration value. These cookies can be used to automate targeting or to integrate with 3rd party functions that run on the clients website.
💡 The is no cap on expiration duration.
Decisions
Decision splits allow you to change a contact's path through an Experience if they meet certain criteria, both types include up to 10 configurable paths, each containing its own set of criteria.
💡 You can nest up to 5 decision splits within a path to create an extremely personalized experience for your contacts.
Decision Split Types
Random Split: This split will send a percentage of the contacts in the Experience down each path randomly. A random split is ideal for testing and optimization. All paths must equal 100%.
Conditional Split: This split enables users to design paths using all available targeting criteria. Each path can have its own unique set of targeting criteria, allowing for customized outcomes for the website visitor's subsequent content.
Exit
Visitors will exit the Experience when completing the flow or closing the popup.
Conditional Targeting Appendix
Conditional Targeting Conditions
Use targeting rules to show and/or hide content on the site.
Device type: Checks if the device type Is Desktop and/or Mobile.
From Listrak message: Checks if the visitor Is coming from an email and/or SMS message sent from Listrak.
URL: Checks the browser's URL for the specific user provided value.
Coupon assigned: Checks if a selected coupon Is from the pool that has already been assigned to the user in the browser previously.
Subscribed Channel: Checks if the visitor Is or Is Not subscribed to the email and/or SMS channel.
Referrer: Checks if the visitor reached the popup organically or came through a paid search, which is identified by the Google parameter utm_source=Google.
Cookie Name: Checks if a browser cookie is present or if the cookie is set with a specific name/value on the domain. Evaluate if a cookie exists, is a specific value, or contains or does not contain a value.
Total Cart Value: Checks the total cart value when the page loads. This does not include additional costs from shipping or discounts applied in cart.
Example: Target customers who are below a free shipping threshold before exit.
Cart Items (Quantity): Checks the total quantity of items in the cart on page load.
Example: Target customers who are about to exit with items left in the cart.
SKU Value: Checks what SKU(s) are currently in the cart.
Example: Target customers who have a specific product in cart with a dedicated offer.
Experience History: This multi-select condition checks if user has seen, clicked or submitted another Experience. (Does not include Landing Pages)
Example: Popup A is an email opt-in for a welcome offer for signing up to the reward program. Popup B is hidden until Popup A has been submitted. Popup B is informational about deals for new rewards customers.
Country: This multi-select condition checks the geolocation of the user's country based on their IP address.
State/Region: This multi-select condition checks the geolocation of the user's state/region based on the country selected using their IP address.
Zip Code: This condition checks the geolocation of the user's numeric zip code based on their IP address.
💡 Helpful Tips
Enter up to 50 of zip codes. This can also be done by pasting in a coma delimited list.
If you have more than 50 codes, select the Zip Code rule again and add the remaining zip codes.
Previous Step: This condition checks how the user previously interacted with a step in an Experience (e.g. has clicked or has not clicked on the previous step). Uses the following conditions: value equals, value does not equal, contains, does not contain and present (any value was submitted).
💡 This rule is only available in Conditional Decision Splits.
Examples:
Conditional Offers - Use the value of a submitted form field or clicked buttons to alter the offer shown on the confirmation step and/or set by a coupon action step.
Age Gating Offers - If date is greater than or less than X date progress to Next Step with unique offer.
Follow-up SMS opt-in - Users signed up in step 1 to email but skipped optional SMS field. Show additional incentive for SMS opt-in on step 2. If they opt-ed into SMS in step 1 then show confirmation.
IP Address: Allows targeting of content based on the website visitors' IP address. Target using a single value, a comma delimited list, wildcard ranges or the beginning of an IP address to cover ranges.
To use wildcard ranges is it required to have a closing decimal followed by an asterisk. For example: 255.255.* or 255.255.255.*
Using the Conditional Targeting Builder
There are two different methods for apply conditional targeting: to the trigger step or to the decision split. The appearance of the builder will differ slightly to accommodate different use cases.
Conditional Targeting in the Trigger Step
You can add conditional targeting to the trigger step to determine which contacts are eligible to see an element onsite.
📌 Conditional Targeting is added in the targeting tab of the trigger step.
Contacts must meet the criteria in the Show section to see the element
Contacts who also meet the criteria in the Hide section will not see the element
Clicking on the AND/OR will switch the data connector. Contacts must meet both connected criteria if using the AND data connector.
Groups create another container that acts as a subgroup of the larger Show or Hide category.
All criteria in a group are evaluated before evaluating the other groups/
Conditional Targeting in Splits
In splits, you will focus on contacts who meet the specified criteria.
In a one path split, the path can function as a show path (show to those who meet the criteria) and the default can function as a hide path (everyone else who is not targeted).
You can add additional paths for more criteria by clicking +Path.
You can configure up to nine (9) unique paths.
The final path functions as a default for anyone who does not meet the other criteria.
A user will flow down the first path where they meet the criteria.
Coupon Appendix
Adding Coupons to an Experience
To add a coupon step, follow the steps below:
Make sure the coupon has been created in Listrak.
💡 You can utilize static coupon codes, or unique coupon codes within Experience Builder.
Navigate to the Experience the coupon step will be added into.
Drag the coupon action from the elements panel.
💡 The action element should be placed directly before the Popup in which the coupon appears.
Click the coupon step to edit the properties.
Give the coupon step a name.
Select the coupon pool from the drop-down.
Click Edit to figure the Coupon Settings' Attributes.
Coupon Code Tag*(required): The user generated tag value, used to display the coupon value in the content.
💡 Give your coupon code a name that can be easily identifiable.
Coupon Title: A simple line of text that introduces and summarizes the offer.
Coupon Title Tag: The user generated tag value, used to display the coupon title in the content.
Coupon Description: A line or paragraph of text that is used to describe the offer.
Coupon Description Tag: The user generated tag value, used to display the coupon description in the content.
Expiration Date: The expiration date of the coupon. Note Listrak does not control the actual expiration of the coupon.
Disclaimer: A line or paragraph of text that could include details about the offer, signing up, compliance, etc.
Disclaimer Tag: The user generated tag value, used to display the disclaimer copy in the content.
💡 Helpful Tips for Coupons in Experiences
The coupon code tag* is the only required field.
A coupon pool needs to be setup prior to adding the coupon step. Learn how to create a coupon pool.
The coupon action step must precede the content step when using tags.
Unique coupons added in Experience Builder can only be displayed in the Popup Experience and can not be carried into a message (e.g. in a Welcome Series).
When the optional coupon attribute fields are filled out a Experience tag will be created to use in any of the subsequent popups in the journey. Copy and paste the tag wherever you want the values to be displayed. Example below:
Example of using a tag to populate disclaimer copy in a popup.
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