# Use Cases and Tutorials ### About this export | Field | Value | | --- | --- | | **content_type** | course | | **platform** | contentstack-academy | | **source_url** | https://www.contentstack.com/academy/courses/use-cases-and-tutorials | | **language** | en | | **product_area** | lytics | | **learning_path** | standalone | | **course_id** | use-cases-and-tutorials | | **slug** | use-cases-and-tutorials | | **version** | 2026-03-01 | | **last_updated** | 2026-04-28 | | **status** | published | | **keywords** | ["lytics"] | | **summary_one_line** | Learn how to leverage Lytics for your marketing use cases with step-by-step guidance. | | **total_duration_minutes** | 93 | | **lessons_count** | 13 | | **video_lessons_count** | 13 | | **text_lessons_count** | 0 | | **linked_learning_path** | standalone | | **linked_assessment_ref** | LMS_UNCONFIGURED_COURSE_ASSESSMENT | | **markdown_file_url** | /academy/md/courses/use-cases-and-tutorials.md | | **generated_at** | 2026-04-28T06:55:49.377Z | | **intended_audience** | [] | | **prerequisites** | [] | | **related_courses** | [] | > **Academy MD v3** — companion `.md` for Ask AI. Quizzes and graded assessments are **LMS-only**; this file never contains answer keys. ## Course Overview | Metadata | Value | | --- | --- | | Catalog duration | 1h 33m 18s | | Released (if known) | 2026-03-01 | | Product area | lytics | ### Description Learn how to leverage Lytics for your marketing use cases with step-by-step guidance. ### Learning objectives 1. Follow each lesson in order. 2. Practice in a training stack using placeholders **YOUR_STACK_API_KEY** and **YOUR_DELIVERY_TOKEN** in local `.env` files only. 3. Validate API responses against the official documentation. ### Topics covered lytics ## Course structure ```text use-cases-and-tutorials/ ├── 01-automated-email-newsletter · video · 1377s ├── 02-seed-audiences-on-facebook · video · 426s ├── 03-use-utm-parameters-for-attribution · video · 273s ├── 04-create-suppression-audiences · video · 275s ├── 05-use-lytics-for-a-b-testing · video · 381s ├── 06-build-personalized-experiences · video · 386s ├── 07-how-to-export-audiences · video · 208s ├── 08-high-value-audiences · video · 267s ├── 09-increase-online-conversion · video · 504s ├── 10-increase-upsells · video · 532s ├── 11-how-to-create-lytics-modals · video · 479s ├── 12-renew-customers-and-reduce-churn · video · 175s ├── 13-how-to-import-csv-files · video · 315s ``` ## Lessons ### Lesson 01 — Automated Email Newsletter #### Video details #### At a glance - **Title:** Automated Email Newsletter - **Duration:** 22m 57s - **Media link:** https://cdn.jwplayer.com/previews/Tg0Gj61Y - **Publish date (unix):** 1751877478 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113469 kbps - video/mp4 · 180p · 200p · 142620 kbps - video/mp4 · 270p · 300p · 161734 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/Tg0Gj61Y-120.vtt` #### Transcript Hi there, my name's Sarah, and today we're going to be talking about a new offering from Lytx called the Automated Newsletter with Content Recommendations. This offering unlocks a one-to-one personalized experience for your emails. So we're going to talk about why Lytx built this, why we think it's valuable for your team, and then we're also going to show a demo of the newsletter and a little bit of the setup process. Before we jump in here, let's talk about the three packages that Lytx offers today. We have a core CDP, which includes our user profiles, segmentation, and all of our integrations to import and export data. On top of that, we have a customer insights package, which includes more data science insights on how you can improve your campaigns, how your audiences are performing, etc. Lastly, we have our orchestrated activation package, which allows you to build cross-channel journeys and implement personalized experiences, and it also gives you the ability to gain some reporting back on those cross-channel experiences. Moving right along here, let's talk about some of the challenges that marketers face that led us to implement this solution. So a very common problem for marketers that are working with email, they set up month after month a newsletter feed that they hand select the content for, based off of what's recently published, that sort of a thing. And of course, that means that the content that's being served isn't necessarily the most relevant to customers, because you're just serving up what's new, what you think people might like on a general level. However, the solution that Lytx is presenting here allows for one-to-one content recommendations. So again, users here are receiving what they're interested in, based off of their past behaviors and affinities, and we're using data science to power this algorithm. So we're also seeing, based off of our customers that are already using the recommendation algorithm, that there's a huge boost in engagement. So this could really help the performance of your regular email campaign, if you do decide to implement it. So next up, we're going to talk about the new workflow that this offering unlocks and how it differs from what marketers are doing today. So again, as mentioned, if you're using a static template in your email tool, a lot of the times what this looks like is you're actually going in and authoring the content within your email tool, because while the content that you're linking to may live on your website, you're hand-selecting what content to show, you're formatting it in the template of your email tool, and then this new workflow changes that based off of an integration that we're going to talk about with the CMS. So the CMS that we've integrated with here is Contentful. This is our very first integration with the CMS, and again, I want to specify that this offering is not necessarily tied to you having Contentful as a service, but this is a potential add-on to the newsletter automation offering, and what it does is it extracts the authoring process out from your email tool, from where you're doing the templating, and you can actually author content for your website, your email, any sort of channel campaign that you want to within Contentful, as it is a headless CMS. In the future, Lytx is looking to integrate with other sorts of CMS, so if you work with WordPress, Drupal, it's definitely something that we're looking into as far as further in our pipeline for integrations. So if you have our JavaScript tag installed today, what we do is we scrape all of the pages that we see coming in through the JavaScript tag, and we do some natural language processing on the scraped content that we get on your website, and we extract topics from that, as well as, based on the users that are visiting those pages, we can build up content affinities, and those are just scores on the user profile that kind of indicate how interested a user is within a topic. So what changes about this integration, instead of relying just on content that's been scraped we're actually bringing in content directly from Contentful through a webhook, so when you're publishing content in Contentful, it can go directly to Lytx, whether or not it lives on the website, but I do want to specify again, this authoring is totally valid and available, even if you don't integrate with Contentful, you can use the content that we've collected from your website. So here's where Lytx comes in. Lytx acts as the decisioning layer in this workflow, and what that means is we're using our data science algorithm to help decide what content should be served in the email, and we can also use data science to help determine what the best time to send the email is to the user, when they're most likely to engage, based off of their past behavior. So for the templating step, this still happens in your email tool, and what changes here is instead of having to generate a new template every time you're sending out an email, you can just have one template, and then Lytx is controlling what content is surfaced in that based off of the dynamic payload that we're sending with the content recommendations. And so really it's a simple setup process here, because you're just going in and building the template out once, and then each time the email sends, you don't really have to go in and change anything, Lytx is just sending the trigger down to send at the optimal time for the user, and it's including the optimal content for the user based off of their affinities. Alright, so now I'm going to go ahead and trigger the demo, and we'll look at the actual email and trigger it up front, and then we'll talk about how easy it is to set this up, and what extra customization options are available. So I've set up my test website, which we'll go to now, and I have a slide out which is asking for my email address, and what this is actually doing is sending my email to Lytx, and then I've set up an experience within Lytx to trigger this email with content recommendations. So if I sign up here, what should happen is I will receive an email in my inbox, and this is the first email that we're going to be showing during this demo, which is the content recommendation newsletter. This is what we've been talking about thus far. We'll also later show in the demo another email type that you can do, more specific to the Contentful offering with Lytx, and the content authoring process which we talked about. Again, these are articles that are on my blog, and you'll see later in the demo that my blog on this website is actually powered by Lytx. So the list of articles here that I'm seeing are personalized for my user based off of my affinities on my user profile, so this is kind of what the offering might look like. Again, if I sent this to another user with different affinities, they could have a whole other set of blog posts in here while it's configured the same with a single email template in SendGrid. Let's take a look at how that's actually configured in Lytx, Contentful, and SendGrid. So I'm going to start out in Contentful first. If you're not familiar, there is this concept of a custom content model within Contentful. So in this particular account, I have built out two types, a blog post and a campaign, and if I click into blog post here, we should be able to see all of the fields that you would expect for a blog post, such as title, author, description, image, body, and then we've also added this Lytx topics tags here, which I'll cover when we see the content. So this is a totally customizable, flexible content type, and as part of the integration with Lytx, we can map these fields to the content fields on the document within Lytx. In addition, I have the campaign type here. It just has a title, description, image, and then again, the topics tags. So if I click into content here, we can see all of the content that I've created for my blog on my test website and a couple of the campaigns. The campaign piece will be showed in the other email, which we'll cover later in the demo. So if I click into a blog post here, we can see the process for authoring this content is super similar to any other sort of CMS, very easy to set up. And then I mentioned the topics tags. So this is a common thing that a lot of customers do today with our regular content scraping system. We support a meta tag for custom topics. If the customer has their own topic taxonomy that they'd like to apply to the Lytx content affinity system. So here you can apply those custom topics within your CMS. So the process of doing that is much easier. And so the way that this ends up getting to Lytx is through a webhook. So what happens is when I publish this blog post, the actual content gets sent to Lytx and then gets processed by our same natural language processing services. And then that becomes available for a content collection. So hopping over now to Lytx, let's take a look at how that content gets surfaced and how it's useful for you in your campaigns. So I'm going to click on collections here. And if you're not familiar with the idea of a content collection in Lytx, you can think of it as very similar to the idea of an audience in that we're segmenting users for activation. And then in this case, we're segmenting content to create a pool for our content recommendations in our campaign. So that's all currently that the collections are typically used for is just a source pool of content for those recommendations. And if I click into this Contentful blog post collection, what we'll see is all of the documents that existed in Contentful and on my blog are in this collection. And that means that they're available as a source of recommendation. So if I were to run a campaign with this collection, it could recommend from any of the articles that we see here, and it will do so again using the user affinity scores for the specific user. So if I go in to edit this, and then I'm going to further select the advanced editor here, we can see that the definition for this is content ID exists. And the content ID is the identifier that comes over from Contentful for that document. And then we have the type equal to blog post. So I'm going to further click into this so we can see the exact fields that are sent over for the content. And of course, we have that content ID, we have author, this is a plain text body. And you'll see we also support the rich text body as HTML tags. We sent over those custom topics that the user assigned. We have some additional meta information. And as I mentioned as well, we do do the natural language processing on the content received from Contentful in addition to those custom topics. So here we've enriched that with Diffbot and Google NLP. And yeah, here's the HTML body that could be used to render rich content in an email or potentially on the web, that sort of a thing. So next, let's take a look at how these content collections are actually used in the email campaign from the demo. So I've just clicked into Orchestrate here in the Lytx UI. And we can see all the experiences that are running for my account. The experience that's running the email here is this Contentful blog content recommendations that's running with the transactional email in SendGrid. We'll get to that. I also wanted to point out here that this sign up for recommendations experience that's run with Lytx web personalization is actually what we saw on my website that when I signed up for it helped trigger this email. So I'm going to click in here just so you can see that we're collecting metrics on this experience. We can see things like the potential reach, the number of users reached, which is the number of users who have opened that email, and then the number of people who have clicked on that email. To actually show you how this is configured, I'm going to go ahead and import a new experience of the same type from SendGrid. So if I click here on import, I'm presented with options for providers. So if I wanted to run, say, an ad, I would choose Facebook and I could import any of my Facebook ad sets that are running. But in this case, I'm going to choose SendGrid. I'm going to select my authorization here. And what should generate is a list of eligible experiences to import. So this is connected to a live SendGrid account. I'll show you actually that right here. In my SendGrid account, I have marketing emails and I have the email API, which includes transactional templates. So the experiences that we're running and that you saw here are all of this dynamic template or transactional email type. So I'm going to import this triggered welcome email, which is, again, just a template that we've set up in SendGrid. And once I import it, I can go ahead and configure it with the editor. So the configuration process, this part is super simple. I'm going to select a target audience here. So the target audience determines who is receiving the email. So if I were to select has email here, what this means is that anytime we see a user in Lytx that has a new email address, they'll receive this transactional email. This is not a super great use case for this, but you can imagine if you wanted to send a newsletter out after someone had taken an action, you can even add buffer times like seven days after a user has taken an action. You can get pretty specific with your audiences here. And the way that this works, again, for the transactional emails, users are only sent these emails once they enter the audience for the first time. So the configuration is super easy. We just select a from email address here. And then here is where you're selecting your content collection. So if I wanted to have my email include recommendations from my blog, I would select the Contentful blog post. And then there's further configuration options here as far as if you wanted to include custom fields. Like, say, for example, I wanted in my email to say, welcome back, Sarah. I could select the full name field and any fields on this column will be sent as part of the payload to that transactional email within SendGrid. So the last step here is delivery optimization. And if we opt to turn this on, what it does is it looks at the user's past activity and the times that they've engaged previously with the particular channel you're targeting, in this case, email. And it will buffer the sending time of the email to when they're most likely to respond. So in addition to optimizing and personalizing the content, we can also personalize the send time. For the purposes of the demo, I have this off, so just when the user submits their email through the website, they get the email right away. And so let me jump into SendGrid and show you how the transactional templates look, because this is also pretty useful and pretty intuitive to set up. So I'm going to click into my blog recommendation template, click edit. And we can see here there's the HTML template on the left side here, and then a quick preview version over here. The reason why we're seeing this content here is because I've included some JSON test data. And so this is essentially a sample payload that you would receive from the Lytx content recommendations that are sent along and triggered by the experience. So I've just created this mock data as a useful way to test and view the template. But you can see here in the code, we actually have this dynamic templating language in place. So this is pulling from the title, the author, and the description sent across in the payload. And so that's what's replacing the dynamic data that we receive, the content recommendations into this template at the one-to-one user level. So before we end the demo, I'd like to talk about one additional use case that's possible with the integration of these three tools, Contentful, Lytx, and SendGrid. So we talked about the automated newsletter, and again, I want to clarify that that use case can potentially be run out of the box with Lytx and SendGrid if you're just using the content that Lytx collects from your website. The Contentful portion of that just enhances the integration and makes the importing of content much easier. This next use case that we're going to show goes back to the campaign content in Contentful. And so this is more specifically tied to having the Contentful portion of this integration as it extracts this content authoring for email out to a CMS tool like Contentful. So the second email that we're going to show will use this campaign content, and it'll surface one of these campaigns within the email. And I also want to specify here, there's another unique thing about the Lytx topics tags here when we're talking about campaign content versus blogs, because you can specify these custom topics. You can start to think of topics not just as descriptions of the content itself, but also starting to describe what type of content or what type of campaign is being surfaced. So for example, here we have the promotion tag, whereas you may have another campaign of a different type, potentially an offer, a limited time offer. And so because these tags are sent over to Lytx, you can start to gain an affinity not only for topics from users, but based on their propensity to engage with the email, you can gain a sense of what types of campaigns they're most likely to respond to. So with all that in mind, let's take a look at what this email with campaigns is going to look like. Again, this email is not going to contain content that exists on my website, it's just directly from Contentful, and we're still using Lytx to determine what campaign to serve to the user here. The setup process for this email is going to be exactly the same as the first email, the only difference here that you'd select a different content collection and potentially of course a different template in SendGrid. I want to specify here that the setup process for these things in Lytx is super fast, minutes at most, as long as you have your authorization in place. The longest part of getting this going for the first time is definitely going to be setting up that creative template in your email tool, and potentially the first time setup if you're using Contentful with Lytx. So let's go ahead and see this email. I have this triggered to send to me if I click this, because of course we already have my email from the form that I submitted previously. So we can see that I received an email with the BlackBerry Froyo campaign content. So here it's offering me a discount. And again, this was selected for me based off of my affinities for the campaign type and for the topics. Alright, so now that we've seen both of the demo emails, I'd like to finish up here by just mentioning that we have several resources in place to help you should you want to implement any of the use cases that we talked about today. So we have documentation on how to set up SendGrid triggered emails, specifically with SendGrid experiences, versus how to do that in the data tab. And then of course we also have documentation on how to set up that webhook integration with Contentful so you can start collecting content. That's all for now. Thank you, and I hope this presentation has sparked some inspiration into trying out some of the use cases that this new offering supports. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:04.080 Hi there, my name's Sarah, and today we're going to be talking about a new offering from 2 00:00:04.080 --> 00:00:08.440 Lytx called the Automated Newsletter with Content Recommendations. 3 00:00:08.440 --> 00:00:13.180 This offering unlocks a one-to-one personalized experience for your emails. 4 00:00:13.180 --> 00:00:18.520 So we're going to talk about why Lytx built this, why we think it's valuable for your 5 00:00:18.520 --> 00:00:23.360 team, and then we're also going to show a demo of the newsletter and a little bit of 6 00:00:23.360 --> 00:00:26.120 the setup process. 7 00:00:26.120 --> 00:00:30.660 Before we jump in here, let's talk about the three packages that Lytx offers today. 8 00:00:30.660 --> 00:00:39.740 We have a core CDP, which includes our user profiles, segmentation, and all of our integrations 9 00:00:39.740 --> 00:00:42.000 to import and export data. 10 00:00:42.000 --> 00:00:47.040 On top of that, we have a customer insights package, which includes more data science 11 00:00:47.040 --> 00:00:53.240 insights on how you can improve your campaigns, how your audiences are performing, etc. 12 00:00:53.360 --> 00:00:58.560 Lastly, we have our orchestrated activation package, which allows you to build cross-channel 13 00:00:58.560 --> 00:01:06.040 journeys and implement personalized experiences, and it also gives you the ability to gain 14 00:01:06.040 --> 00:01:10.720 some reporting back on those cross-channel experiences. 15 00:01:10.720 --> 00:01:14.480 Moving right along here, let's talk about some of the challenges that marketers face 16 00:01:14.480 --> 00:01:17.080 that led us to implement this solution. 17 00:01:17.080 --> 00:01:22.840 So a very common problem for marketers that are working with email, they set up month 18 00:01:22.840 --> 00:01:29.720 after month a newsletter feed that they hand select the content for, based off of what's 19 00:01:29.720 --> 00:01:32.680 recently published, that sort of a thing. 20 00:01:32.680 --> 00:01:36.200 And of course, that means that the content that's being served isn't necessarily the 21 00:01:36.200 --> 00:01:41.900 most relevant to customers, because you're just serving up what's new, what you think 22 00:01:41.900 --> 00:01:44.200 people might like on a general level. 23 00:01:44.200 --> 00:01:50.560 However, the solution that Lytx is presenting here allows for one-to-one content recommendations. 24 00:01:50.560 --> 00:01:56.640 So again, users here are receiving what they're interested in, based off of their past behaviors 25 00:01:56.640 --> 00:02:01.480 and affinities, and we're using data science to power this algorithm. 26 00:02:01.480 --> 00:02:06.520 So we're also seeing, based off of our customers that are already using the recommendation 27 00:02:06.520 --> 00:02:11.040 algorithm, that there's a huge boost in engagement. 28 00:02:11.040 --> 00:02:16.600 So this could really help the performance of your regular email campaign, if you do 29 00:02:16.600 --> 00:02:18.800 decide to implement it. 30 00:02:18.800 --> 00:02:23.360 So next up, we're going to talk about the new workflow that this offering unlocks and 31 00:02:23.360 --> 00:02:26.660 how it differs from what marketers are doing today. 32 00:02:26.660 --> 00:02:31.720 So again, as mentioned, if you're using a static template in your email tool, a lot 33 00:02:31.720 --> 00:02:38.520 of the times what this looks like is you're actually going in and authoring the content 34 00:02:38.520 --> 00:02:44.060 within your email tool, because while the content that you're linking to may live on 35 00:02:44.060 --> 00:02:49.060 your website, you're hand-selecting what content to show, you're formatting it in 36 00:02:49.060 --> 00:02:55.420 the template of your email tool, and then this new workflow changes that based off of 37 00:02:55.420 --> 00:02:59.180 an integration that we're going to talk about with the CMS. 38 00:02:59.180 --> 00:03:02.540 So the CMS that we've integrated with here is Contentful. 39 00:03:02.540 --> 00:03:08.580 This is our very first integration with the CMS, and again, I want to specify that this 40 00:03:08.580 --> 00:03:16.860 offering is not necessarily tied to you having Contentful as a service, but this is a potential 41 00:03:16.860 --> 00:03:23.340 add-on to the newsletter automation offering, and what it does is it extracts the authoring 42 00:03:23.340 --> 00:03:29.580 process out from your email tool, from where you're doing the templating, and you can actually 43 00:03:29.580 --> 00:03:35.740 author content for your website, your email, any sort of channel campaign that you want 44 00:03:35.740 --> 00:03:39.480 to within Contentful, as it is a headless CMS. 45 00:03:39.480 --> 00:03:46.260 In the future, Lytx is looking to integrate with other sorts of CMS, so if you work with 46 00:03:46.260 --> 00:03:51.380 WordPress, Drupal, it's definitely something that we're looking into as far as further 47 00:03:51.380 --> 00:03:53.340 in our pipeline for integrations. 48 00:03:53.340 --> 00:03:58.100 So if you have our JavaScript tag installed today, what we do is we scrape all of the 49 00:03:58.100 --> 00:04:04.460 pages that we see coming in through the JavaScript tag, and we do some natural language processing 50 00:04:04.460 --> 00:04:11.940 on the scraped content that we get on your website, and we extract topics from that, 51 00:04:11.940 --> 00:04:18.820 as well as, based on the users that are visiting those pages, we can build up content affinities, 52 00:04:18.820 --> 00:04:24.940 and those are just scores on the user profile that kind of indicate how interested a user 53 00:04:24.940 --> 00:04:27.780 is within a topic. 54 00:04:27.780 --> 00:04:34.420 So what changes about this integration, instead of relying just on content that's been scraped 55 00:04:34.500 --> 00:04:40.660 we're actually bringing in content directly from Contentful through a webhook, so when 56 00:04:40.660 --> 00:04:44.660 you're publishing content in Contentful, it can go directly to Lytx, whether or not it 57 00:04:44.660 --> 00:04:51.180 lives on the website, but I do want to specify again, this authoring is totally valid and 58 00:04:51.180 --> 00:04:56.140 available, even if you don't integrate with Contentful, you can use the content that we've 59 00:04:56.140 --> 00:04:58.660 collected from your website. 60 00:04:58.660 --> 00:05:00.420 So here's where Lytx comes in. 61 00:05:00.420 --> 00:05:06.140 Lytx acts as the decisioning layer in this workflow, and what that means is we're using 62 00:05:06.140 --> 00:05:12.020 our data science algorithm to help decide what content should be served in the email, 63 00:05:12.020 --> 00:05:16.860 and we can also use data science to help determine what the best time to send the email is to 64 00:05:16.860 --> 00:05:21.380 the user, when they're most likely to engage, based off of their past behavior. 65 00:05:21.380 --> 00:05:27.100 So for the templating step, this still happens in your email tool, and what changes here 66 00:05:27.100 --> 00:05:32.340 is instead of having to generate a new template every time you're sending out an email, you 67 00:05:32.340 --> 00:05:37.340 can just have one template, and then Lytx is controlling what content is surfaced in 68 00:05:37.340 --> 00:05:42.260 that based off of the dynamic payload that we're sending with the content recommendations. 69 00:05:42.260 --> 00:05:47.040 And so really it's a simple setup process here, because you're just going in and building 70 00:05:47.040 --> 00:05:51.620 the template out once, and then each time the email sends, you don't really have to 71 00:05:51.620 --> 00:05:56.940 go in and change anything, Lytx is just sending the trigger down to send at the optimal time 72 00:05:56.940 --> 00:06:02.820 for the user, and it's including the optimal content for the user based off of their affinities. 73 00:06:02.820 --> 00:06:08.420 Alright, so now I'm going to go ahead and trigger the demo, and we'll look at the actual 74 00:06:08.420 --> 00:06:13.820 email and trigger it up front, and then we'll talk about how easy it is to set this up, 75 00:06:13.820 --> 00:06:17.660 and what extra customization options are available. 76 00:06:17.660 --> 00:06:27.020 So I've set up my test website, which we'll go to now, and I have a slide out which is 77 00:06:27.020 --> 00:06:32.620 asking for my email address, and what this is actually doing is sending my email to Lytx, 78 00:06:32.620 --> 00:06:43.500 and then I've set up an experience within Lytx to trigger this email with content recommendations. 79 00:06:43.500 --> 00:06:51.460 So if I sign up here, what should happen is I will receive an email in my inbox, and 80 00:06:51.460 --> 00:06:57.300 this is the first email that we're going to be showing during this demo, which is the 81 00:06:57.300 --> 00:06:59.260 content recommendation newsletter. 82 00:06:59.260 --> 00:07:02.220 This is what we've been talking about thus far. 83 00:07:02.220 --> 00:07:06.860 We'll also later show in the demo another email type that you can do, more specific 84 00:07:06.860 --> 00:07:13.300 to the Contentful offering with Lytx, and the content authoring process which we talked about. 85 00:07:14.100 --> 00:07:20.460 Again, these are articles that are on my blog, and you'll see later in the demo that my blog 86 00:07:20.460 --> 00:07:24.100 on this website is actually powered by Lytx. 87 00:07:24.100 --> 00:07:30.620 So the list of articles here that I'm seeing are personalized for my user based off of 88 00:07:30.620 --> 00:07:38.500 my affinities on my user profile, so this is kind of what the offering might look like. 89 00:07:38.700 --> 00:07:43.300 Again, if I sent this to another user with different affinities, they could have a whole 90 00:07:43.300 --> 00:07:50.220 other set of blog posts in here while it's configured the same with a single email template 91 00:07:50.220 --> 00:07:51.500 in SendGrid. 92 00:07:51.500 --> 00:07:58.100 Let's take a look at how that's actually configured in Lytx, Contentful, and SendGrid. 93 00:07:58.100 --> 00:08:00.600 So I'm going to start out in Contentful first. 94 00:08:00.600 --> 00:08:06.780 If you're not familiar, there is this concept of a custom content model within Contentful. 95 00:08:06.780 --> 00:08:12.380 So in this particular account, I have built out two types, a blog post and a campaign, 96 00:08:12.380 --> 00:08:16.660 and if I click into blog post here, we should be able to see all of the fields that you 97 00:08:16.660 --> 00:08:22.900 would expect for a blog post, such as title, author, description, image, body, and then 98 00:08:22.900 --> 00:08:28.980 we've also added this Lytx topics tags here, which I'll cover when we see the content. 99 00:08:28.980 --> 00:08:33.920 So this is a totally customizable, flexible content type, and as part of the integration 100 00:08:34.040 --> 00:08:43.540 with Lytx, we can map these fields to the content fields on the document within Lytx. 101 00:08:43.540 --> 00:08:48.240 In addition, I have the campaign type here. 102 00:08:48.240 --> 00:08:53.160 It just has a title, description, image, and then again, the topics tags. 103 00:08:53.160 --> 00:08:57.960 So if I click into content here, we can see all of the content that I've created for my 104 00:08:57.960 --> 00:09:01.840 blog on my test website and a couple of the campaigns. 105 00:09:01.840 --> 00:09:07.600 The campaign piece will be showed in the other email, which we'll cover later in the 106 00:09:07.600 --> 00:09:08.600 demo. 107 00:09:08.600 --> 00:09:15.080 So if I click into a blog post here, we can see the process for authoring this content 108 00:09:15.080 --> 00:09:21.480 is super similar to any other sort of CMS, very easy to set up. 109 00:09:21.480 --> 00:09:24.320 And then I mentioned the topics tags. 110 00:09:24.320 --> 00:09:31.100 So this is a common thing that a lot of customers do today with our regular content scraping 111 00:09:31.100 --> 00:09:32.100 system. 112 00:09:32.100 --> 00:09:35.300 We support a meta tag for custom topics. 113 00:09:35.300 --> 00:09:41.900 If the customer has their own topic taxonomy that they'd like to apply to the Lytx content 114 00:09:41.900 --> 00:09:43.300 affinity system. 115 00:09:43.300 --> 00:09:47.540 So here you can apply those custom topics within your CMS. 116 00:09:47.540 --> 00:09:51.960 So the process of doing that is much easier. 117 00:09:51.960 --> 00:09:58.760 And so the way that this ends up getting to Lytx is through a webhook. 118 00:09:58.760 --> 00:10:06.360 So what happens is when I publish this blog post, the actual content gets sent to Lytx 119 00:10:06.360 --> 00:10:12.060 and then gets processed by our same natural language processing services. 120 00:10:12.060 --> 00:10:16.840 And then that becomes available for a content collection. 121 00:10:16.840 --> 00:10:22.440 So hopping over now to Lytx, let's take a look at how that content gets surfaced and 122 00:10:22.440 --> 00:10:25.860 how it's useful for you in your campaigns. 123 00:10:25.860 --> 00:10:28.540 So I'm going to click on collections here. 124 00:10:28.540 --> 00:10:32.980 And if you're not familiar with the idea of a content collection in Lytx, you can think 125 00:10:32.980 --> 00:10:41.260 of it as very similar to the idea of an audience in that we're segmenting users for activation. 126 00:10:41.260 --> 00:10:48.220 And then in this case, we're segmenting content to create a pool for our content recommendations 127 00:10:48.220 --> 00:10:49.620 in our campaign. 128 00:10:49.620 --> 00:10:55.860 So that's all currently that the collections are typically used for is just a source pool 129 00:10:55.860 --> 00:10:59.380 of content for those recommendations. 130 00:10:59.380 --> 00:11:06.820 And if I click into this Contentful blog post collection, what we'll see is all of the documents 131 00:11:06.820 --> 00:11:12.820 that existed in Contentful and on my blog are in this collection. 132 00:11:12.820 --> 00:11:17.980 And that means that they're available as a source of recommendation. 133 00:11:17.980 --> 00:11:22.940 So if I were to run a campaign with this collection, it could recommend from any of 134 00:11:22.940 --> 00:11:29.140 the articles that we see here, and it will do so again using the user affinity scores 135 00:11:29.140 --> 00:11:31.340 for the specific user. 136 00:11:31.340 --> 00:11:38.060 So if I go in to edit this, and then I'm going to further select the advanced editor here, 137 00:11:38.060 --> 00:11:44.060 we can see that the definition for this is content ID exists. 138 00:11:44.060 --> 00:11:48.940 And the content ID is the identifier that comes over from Contentful for that document. 139 00:11:48.940 --> 00:11:54.240 And then we have the type equal to blog post. 140 00:11:54.240 --> 00:12:01.220 So I'm going to further click into this so we can see the exact fields that are sent 141 00:12:01.220 --> 00:12:05.100 over for the content. 142 00:12:05.100 --> 00:12:11.500 And of course, we have that content ID, we have author, this is a plain text body. 143 00:12:11.500 --> 00:12:18.300 And you'll see we also support the rich text body as HTML tags. 144 00:12:18.300 --> 00:12:22.860 We sent over those custom topics that the user assigned. 145 00:12:22.860 --> 00:12:26.420 We have some additional meta information. 146 00:12:26.420 --> 00:12:31.620 And as I mentioned as well, we do do the natural language processing on the content received 147 00:12:31.620 --> 00:12:34.580 from Contentful in addition to those custom topics. 148 00:12:34.580 --> 00:12:40.160 So here we've enriched that with Diffbot and Google NLP. 149 00:12:40.160 --> 00:12:48.320 And yeah, here's the HTML body that could be used to render rich content in an email 150 00:12:48.320 --> 00:12:58.840 or potentially on the web, that sort of a thing. 151 00:12:58.840 --> 00:13:03.200 So next, let's take a look at how these content collections are actually used in the email 152 00:13:03.200 --> 00:13:05.040 campaign from the demo. 153 00:13:05.040 --> 00:13:09.000 So I've just clicked into Orchestrate here in the Lytx UI. 154 00:13:09.000 --> 00:13:12.280 And we can see all the experiences that are running for my account. 155 00:13:12.280 --> 00:13:18.800 The experience that's running the email here is this Contentful blog content recommendations 156 00:13:18.800 --> 00:13:22.600 that's running with the transactional email in SendGrid. 157 00:13:22.600 --> 00:13:23.600 We'll get to that. 158 00:13:23.600 --> 00:13:28.560 I also wanted to point out here that this sign up for recommendations experience that's 159 00:13:28.560 --> 00:13:34.280 run with Lytx web personalization is actually what we saw on my website that when I signed 160 00:13:34.280 --> 00:13:37.040 up for it helped trigger this email. 161 00:13:37.040 --> 00:13:42.040 So I'm going to click in here just so you can see that we're collecting metrics on this 162 00:13:42.040 --> 00:13:43.040 experience. 163 00:13:43.040 --> 00:13:48.040 We can see things like the potential reach, the number of users reached, which is the 164 00:13:48.040 --> 00:13:52.320 number of users who have opened that email, and then the number of people who have clicked 165 00:13:52.320 --> 00:13:54.480 on that email. 166 00:13:54.480 --> 00:14:00.480 To actually show you how this is configured, I'm going to go ahead and import a new experience 167 00:14:00.480 --> 00:14:04.100 of the same type from SendGrid. 168 00:14:04.100 --> 00:14:10.540 So if I click here on import, I'm presented with options for providers. 169 00:14:10.540 --> 00:14:17.060 So if I wanted to run, say, an ad, I would choose Facebook and I could import any of 170 00:14:17.060 --> 00:14:19.000 my Facebook ad sets that are running. 171 00:14:19.000 --> 00:14:21.340 But in this case, I'm going to choose SendGrid. 172 00:14:21.340 --> 00:14:24.860 I'm going to select my authorization here. 173 00:14:24.860 --> 00:14:30.420 And what should generate is a list of eligible experiences to import. 174 00:14:30.420 --> 00:14:33.660 So this is connected to a live SendGrid account. 175 00:14:33.660 --> 00:14:37.220 I'll show you actually that right here. 176 00:14:37.220 --> 00:14:44.700 In my SendGrid account, I have marketing emails and I have the email API, which includes transactional 177 00:14:44.700 --> 00:14:45.820 templates. 178 00:14:45.820 --> 00:14:51.500 So the experiences that we're running and that you saw here are all of this dynamic 179 00:14:51.500 --> 00:14:55.500 template or transactional email type. 180 00:14:55.500 --> 00:15:00.820 So I'm going to import this triggered welcome email, which is, again, just a template that 181 00:15:00.820 --> 00:15:05.380 we've set up in SendGrid. 182 00:15:05.380 --> 00:15:11.580 And once I import it, I can go ahead and configure it with the editor. 183 00:15:11.580 --> 00:15:15.740 So the configuration process, this part is super simple. 184 00:15:15.740 --> 00:15:18.020 I'm going to select a target audience here. 185 00:15:18.020 --> 00:15:22.100 So the target audience determines who is receiving the email. 186 00:15:22.100 --> 00:15:28.980 So if I were to select has email here, what this means is that anytime we see a user in 187 00:15:28.980 --> 00:15:34.620 Lytx that has a new email address, they'll receive this transactional email. 188 00:15:34.620 --> 00:15:40.220 This is not a super great use case for this, but you can imagine if you wanted to send 189 00:15:40.220 --> 00:15:46.500 a newsletter out after someone had taken an action, you can even add buffer times like 190 00:15:46.500 --> 00:15:49.900 seven days after a user has taken an action. 191 00:15:49.900 --> 00:15:53.780 You can get pretty specific with your audiences here. 192 00:15:53.780 --> 00:15:59.700 And the way that this works, again, for the transactional emails, users are only sent 193 00:15:59.700 --> 00:16:05.780 these emails once they enter the audience for the first time. 194 00:16:05.780 --> 00:16:09.180 So the configuration is super easy. 195 00:16:09.180 --> 00:16:13.540 We just select a from email address here. 196 00:16:13.540 --> 00:16:18.100 And then here is where you're selecting your content collection. 197 00:16:18.100 --> 00:16:26.460 So if I wanted to have my email include recommendations from my blog, I would select the Contentful 198 00:16:26.460 --> 00:16:29.700 blog post. 199 00:16:29.700 --> 00:16:36.220 And then there's further configuration options here as far as if you wanted to include custom 200 00:16:36.220 --> 00:16:37.220 fields. 201 00:16:37.220 --> 00:16:41.020 Like, say, for example, I wanted in my email to say, welcome back, Sarah. 202 00:16:41.020 --> 00:16:47.980 I could select the full name field and any fields on this column will be sent as part 203 00:16:47.980 --> 00:16:54.420 of the payload to that transactional email within SendGrid. 204 00:16:54.420 --> 00:16:57.540 So the last step here is delivery optimization. 205 00:16:57.540 --> 00:17:04.140 And if we opt to turn this on, what it does is it looks at the user's past activity and 206 00:17:04.140 --> 00:17:10.700 the times that they've engaged previously with the particular channel you're targeting, 207 00:17:10.700 --> 00:17:12.420 in this case, email. 208 00:17:12.420 --> 00:17:19.100 And it will buffer the sending time of the email to when they're most likely to respond. 209 00:17:19.100 --> 00:17:24.980 So in addition to optimizing and personalizing the content, we can also personalize the send 210 00:17:24.980 --> 00:17:26.740 time. 211 00:17:26.740 --> 00:17:30.860 For the purposes of the demo, I have this off, so just when the user submits their email 212 00:17:30.860 --> 00:17:37.140 through the website, they get the email right away. 213 00:17:37.140 --> 00:17:42.900 And so let me jump into SendGrid and show you how the transactional templates look, 214 00:17:42.900 --> 00:17:47.580 because this is also pretty useful and pretty intuitive to set up. 215 00:17:47.580 --> 00:17:56.660 So I'm going to click into my blog recommendation template, click edit. 216 00:17:56.660 --> 00:18:02.140 And we can see here there's the HTML template on the left side here, and then a quick preview 217 00:18:02.140 --> 00:18:04.460 version over here. 218 00:18:04.460 --> 00:18:11.020 The reason why we're seeing this content here is because I've included some JSON test 219 00:18:11.020 --> 00:18:12.180 data. 220 00:18:12.180 --> 00:18:19.020 And so this is essentially a sample payload that you would receive from the Lytx content 221 00:18:19.020 --> 00:18:23.400 recommendations that are sent along and triggered by the experience. 222 00:18:23.400 --> 00:18:29.300 So I've just created this mock data as a useful way to test and view the template. 223 00:18:29.300 --> 00:18:35.900 But you can see here in the code, we actually have this dynamic templating language in place. 224 00:18:35.900 --> 00:18:42.740 So this is pulling from the title, the author, and the description sent across in the payload. 225 00:18:42.740 --> 00:18:49.820 And so that's what's replacing the dynamic data that we receive, the content recommendations 226 00:18:49.820 --> 00:18:56.100 into this template at the one-to-one user level. 227 00:18:56.100 --> 00:19:00.620 So before we end the demo, I'd like to talk about one additional use case that's possible 228 00:19:00.620 --> 00:19:06.540 with the integration of these three tools, Contentful, Lytx, and SendGrid. 229 00:19:06.540 --> 00:19:12.100 So we talked about the automated newsletter, and again, I want to clarify that that use 230 00:19:12.100 --> 00:19:17.660 case can potentially be run out of the box with Lytx and SendGrid if you're just using 231 00:19:17.660 --> 00:19:20.780 the content that Lytx collects from your website. 232 00:19:20.780 --> 00:19:25.900 The Contentful portion of that just enhances the integration and makes the importing of 233 00:19:25.900 --> 00:19:28.160 content much easier. 234 00:19:28.160 --> 00:19:33.340 This next use case that we're going to show goes back to the campaign content in Contentful. 235 00:19:33.340 --> 00:19:40.500 And so this is more specifically tied to having the Contentful portion of this integration 236 00:19:40.500 --> 00:19:48.300 as it extracts this content authoring for email out to a CMS tool like Contentful. 237 00:19:48.300 --> 00:19:53.180 So the second email that we're going to show will use this campaign content, and it'll 238 00:19:53.180 --> 00:19:58.700 surface one of these campaigns within the email. 239 00:19:58.700 --> 00:20:04.340 And I also want to specify here, there's another unique thing about the Lytx topics tags here 240 00:20:04.340 --> 00:20:11.340 when we're talking about campaign content versus blogs, because you can specify these 241 00:20:11.340 --> 00:20:13.140 custom topics. 242 00:20:13.140 --> 00:20:17.940 You can start to think of topics not just as descriptions of the content itself, but 243 00:20:17.940 --> 00:20:24.500 also starting to describe what type of content or what type of campaign is being surfaced. 244 00:20:24.500 --> 00:20:29.980 So for example, here we have the promotion tag, whereas you may have another campaign 245 00:20:29.980 --> 00:20:34.700 of a different type, potentially an offer, a limited time offer. 246 00:20:34.700 --> 00:20:39.660 And so because these tags are sent over to Lytx, you can start to gain an affinity not 247 00:20:39.660 --> 00:20:45.700 only for topics from users, but based on their propensity to engage with the email, you can 248 00:20:45.700 --> 00:20:51.580 gain a sense of what types of campaigns they're most likely to respond to. 249 00:20:51.580 --> 00:20:55.900 So with all that in mind, let's take a look at what this email with campaigns is going 250 00:20:55.900 --> 00:20:56.900 to look like. 251 00:20:56.900 --> 00:21:03.140 Again, this email is not going to contain content that exists on my website, it's just 252 00:21:03.140 --> 00:21:08.380 directly from Contentful, and we're still using Lytx to determine what campaign to serve 253 00:21:08.380 --> 00:21:09.780 to the user here. 254 00:21:09.780 --> 00:21:15.740 The setup process for this email is going to be exactly the same as the first email, 255 00:21:15.740 --> 00:21:20.080 the only difference here that you'd select a different content collection and potentially 256 00:21:20.080 --> 00:21:22.300 of course a different template in SendGrid. 257 00:21:22.300 --> 00:21:28.300 I want to specify here that the setup process for these things in Lytx is super fast, minutes 258 00:21:28.300 --> 00:21:31.420 at most, as long as you have your authorization in place. 259 00:21:31.420 --> 00:21:35.940 The longest part of getting this going for the first time is definitely going to be setting 260 00:21:35.980 --> 00:21:40.500 up that creative template in your email tool, and potentially the first time setup if you're 261 00:21:40.500 --> 00:21:43.480 using Contentful with Lytx. 262 00:21:43.480 --> 00:21:47.280 So let's go ahead and see this email. 263 00:21:47.280 --> 00:21:52.780 I have this triggered to send to me if I click this, because of course we already have my 264 00:21:52.780 --> 00:21:57.980 email from the form that I submitted previously. 265 00:21:57.980 --> 00:22:05.720 So we can see that I received an email with the BlackBerry Froyo campaign content. 266 00:22:05.720 --> 00:22:07.760 So here it's offering me a discount. 267 00:22:07.760 --> 00:22:13.440 And again, this was selected for me based off of my affinities for the campaign type 268 00:22:13.440 --> 00:22:15.440 and for the topics. 269 00:22:15.440 --> 00:22:20.360 Alright, so now that we've seen both of the demo emails, I'd like to finish up here by 270 00:22:20.360 --> 00:22:27.060 just mentioning that we have several resources in place to help you should you want to implement 271 00:22:27.060 --> 00:22:30.080 any of the use cases that we talked about today. 272 00:22:30.080 --> 00:22:36.120 So we have documentation on how to set up SendGrid triggered emails, specifically with 273 00:22:36.120 --> 00:22:40.760 SendGrid experiences, versus how to do that in the data tab. 274 00:22:40.760 --> 00:22:45.560 And then of course we also have documentation on how to set up that webhook integration 275 00:22:45.560 --> 00:22:49.440 with Contentful so you can start collecting content. 276 00:22:49.440 --> 00:22:50.440 That's all for now. 277 00:22:50.440 --> 00:22:54.560 Thank you, and I hope this presentation has sparked some inspiration into trying out some 278 00:22:54.560 --> 00:22:57.280 of the use cases that this new offering supports. ``` ```transcript [00:00] Hi there, my name's Sarah, and today we're going to be talking about a new offering from [00:04] Lytx called the Automated Newsletter with Content Recommendations. [00:08] This offering unlocks a one-to-one personalized experience for your emails. [00:13] So we're going to talk about why Lytx built this, why we think it's valuable for your [00:18] team, and then we're also going to show a demo of the newsletter and a little bit of [00:23] the setup process. [00:26] Before we jump in here, let's talk about the three packages that Lytx offers today. [00:30] We have a core CDP, which includes our user profiles, segmentation, and all of our integrations [00:39] to import and export data. [00:42] On top of that, we have a customer insights package, which includes more data science [00:47] insights on how you can improve your campaigns, how your audiences are performing, etc. [00:53] Lastly, we have our orchestrated activation package, which allows you to build cross-channel [00:58] journeys and implement personalized experiences, and it also gives you the ability to gain [01:06] some reporting back on those cross-channel experiences. [01:10] Moving right along here, let's talk about some of the challenges that marketers face [01:14] that led us to implement this solution. [01:17] So a very common problem for marketers that are working with email, they set up month [01:22] after month a newsletter feed that they hand select the content for, based off of what's [01:29] recently published, that sort of a thing. [01:32] And of course, that means that the content that's being served isn't necessarily the [01:36] most relevant to customers, because you're just serving up what's new, what you think [01:41] people might like on a general level. [01:44] However, the solution that Lytx is presenting here allows for one-to-one content recommendations. [01:50] So again, users here are receiving what they're interested in, based off of their past behaviors [01:56] and affinities, and we're using data science to power this algorithm. [02:01] So we're also seeing, based off of our customers that are already using the recommendation [02:06] algorithm, that there's a huge boost in engagement. [02:11] So this could really help the performance of your regular email campaign, if you do [02:16] decide to implement it. [02:18] So next up, we're going to talk about the new workflow that this offering unlocks and [02:23] how it differs from what marketers are doing today. [02:26] So again, as mentioned, if you're using a static template in your email tool, a lot [02:31] of the times what this looks like is you're actually going in and authoring the content [02:38] within your email tool, because while the content that you're linking to may live on [02:44] your website, you're hand-selecting what content to show, you're formatting it in [02:49] the template of your email tool, and then this new workflow changes that based off of [02:55] an integration that we're going to talk about with the CMS. [02:59] So the CMS that we've integrated with here is Contentful. [03:02] This is our very first integration with the CMS, and again, I want to specify that this [03:08] offering is not necessarily tied to you having Contentful as a service, but this is a potential [03:16] add-on to the newsletter automation offering, and what it does is it extracts the authoring [03:23] process out from your email tool, from where you're doing the templating, and you can actually [03:29] author content for your website, your email, any sort of channel campaign that you want [03:35] to within Contentful, as it is a headless CMS. [03:39] In the future, Lytx is looking to integrate with other sorts of CMS, so if you work with [03:46] WordPress, Drupal, it's definitely something that we're looking into as far as further [03:51] in our pipeline for integrations. [03:53] So if you have our JavaScript tag installed today, what we do is we scrape all of the [03:58] pages that we see coming in through the JavaScript tag, and we do some natural language processing [04:04] on the scraped content that we get on your website, and we extract topics from that, [04:11] as well as, based on the users that are visiting those pages, we can build up content affinities, [04:18] and those are just scores on the user profile that kind of indicate how interested a user [04:24] is within a topic. [04:27] So what changes about this integration, instead of relying just on content that's been scraped [04:34] we're actually bringing in content directly from Contentful through a webhook, so when [04:40] you're publishing content in Contentful, it can go directly to Lytx, whether or not it [04:44] lives on the website, but I do want to specify again, this authoring is totally valid and [04:51] available, even if you don't integrate with Contentful, you can use the content that we've [04:56] collected from your website. [04:58] So here's where Lytx comes in. ``` #### Lesson text Step-by-step demo on how to set up and execute automated, personalized email newsletter using Lytics, Contentful, and SendGrid. **Note:** On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable change is that the navigation menu has moved from the top of the app to the left side. We appreciate your patience as we work on updating our Academy. Learn how to build a personalized newsletter using content recommendations powered by Lytics. Set up your automated newsletter once with one template and deliver highly personalized content to every user, every time. The "Automated Email Newsletter" deep-dive tutorial video (23 mins) will show you the process step-by-step using these provider tools: * **Contentful** as the CMS * **SendGrid** as the ESP * **Lytics** as the Decision Engine **In what ways does Lytics help you build personalized emails? Select all that apply.** A. Manage your creative templates B. Determine what content is most relevant based on a user affinities C. Replace your CMS D. Optimize email send time based on a user engagement Answer: B, D **Lytics acts as the \_\_\_\_\_\_ to provide the best content for an individual user.** A. Content authoring tool B. Decisioning tool C. Templating tool Answer: B See our documentation for more details: * [Contentful Integration](https://learn.lytics.com/documentation/product/integrations/contentful/overview) * [SendGrid Integration](https://learn.lytics.com/documentation/product/integrations/sendgrid/overview) * [Content Recommendations](https://learn.lytics.com/documentation/product/features/content-affinity-engine/content-recommendation) #### Key takeaways - Connect **Automated Email Newsletter** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 02 — Seed Audiences on Facebook #### Video details #### At a glance - **Title:** Seed Audiences On Facebook - **Duration:** 7m 6s - **Media link:** https://cdn.jwplayer.com/previews/O6Kp0guL - **Publish date (unix):** 1751875159 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113579 kbps - video/mp4 · 180p · 200p · 145350 kbps - video/mp4 · 270p · 300p · 165763 kbps - video/mp4 · 406p · 450p · 198580 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/O6Kp0guL-120.vtt` #### Transcript Hi, everyone. Today, we're going to talk about creating seed audiences in Lytx and orchestrating those audiences to build book-alike models on Facebook and Google. One of the questions we get from customers quite often is, how can we expand our acquisition efforts to acquire more customers with Lytx? Are there easy ways to identify audiences and orchestrate them in our ad networks to run acquisition campaigns? In this video, you'll learn how to easily create seed audiences in Lytx, sync those audiences into Facebook ads, and create look-alike models to acquire new customers. One of the most effective ways to reach new customers using your first-party data in Lytx is to create seed audiences. Now, let's get started. In Lytx, you have a complete marketing profile, which contains all of the information that you need to create seed audiences. The data that you have inside of Lytx, your first-party data, is extremely valuable to use for acquisition use cases. When you have a robust marketing profile, all you need to do is decide what are the right types of audiences that we should create to use as seed audiences on our advertising channels like Google and Facebook and the Trade Desk and Amazon Advertising. You can use Lytx seed audiences to create look-alike models on Facebook and Google. And examples of Lytx seed audiences that other customers have created and gotten great results from are high-value customer segment, repeat customer segment, highly engaged customer segment, likely-to-return segment, and likely-to-purchase segment. All of these audiences are easily available inside of Lytx and ready to orchestrate and run great acquisition campaigns. Once you have Lytx open, it takes three easy steps to start creating and running highly effective look-alike model campaigns on Facebook or similar audience campaigns on Google. First, create your new seed audience. Second, orchestrate those seed audiences to Facebook and Google. And three, create your high-performance look-alike models on Facebook and Google, and you are ready to go. Now, let's take a look at how you would do that in Lytx. In Lytx, you have an Audience tab where you can create new audiences or segments. It's very easy to create a new audience, and let's name this audience Seed Audience, right? All Purchasers. And from that audience, you can build it with an existing audience, or what we call a building block audience, All Purchasers. So you have that audience. It has 1,838 people in it. You create that audience, and now you have an audience that is ready to sync or orchestrate into Facebook, Google, Amazon, TradeDesk, or any of your other ad networks. If you click the Export button, that will take you to your Sync page. If we look for Facebook, we click on the tile, and then we select Export Audiences, and then we select the authorization. Once we have that, it brings us to the Configure Job page. Within the Configure Job page, we can label this All Purchasers and enter a description. We have to select the Ad's Account ID. You can see here, we've selected Seed Audience, but you could pick from any of your audiences to sync those directly to Facebook. You select Email Field, and if you want a SHA-256 email field contain, if you have that, you can also use that so you don't share any PII with Facebook. And once you have made that selection, you click Start Export, and your job is now running, All Purchasers. If you then go over to Facebook Ad Manager, you'll be able to find All Purchasers. Or your All Purchaser, Seed Audience, now it's available right here. And in order to create, you can see right here at the top, and in order to create a lookalike audience, I select this drop-down menu, pick Lookalike Audience, and I pick another source, not the Lytx Pixel, but another source, and I can choose Lytx, Seed Audience, All Purchasers, pick my region, the number of lookalike audiences that I want to create, and then the audience size. Right, so it gives you a lot of flexibility, and then you're able to create your new lookalike audience here. Once you've done that, you now have an audience of people in Facebook who look like all of your purchasers. And for acquisition, you can target those people to convert them into customers or purchasers. This is a highly effective way for you to drive new acquisition campaigns using your first-party data. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:09.320 Hi, everyone. Today, we're going to talk about creating seed audiences in Lytx and orchestrating 2 00:00:09.320 --> 00:00:14.840 those audiences to build book-alike models on Facebook and Google. 3 00:00:14.840 --> 00:00:20.440 One of the questions we get from customers quite often is, how can we expand our acquisition 4 00:00:20.440 --> 00:00:26.560 efforts to acquire more customers with Lytx? Are there easy ways to identify audiences 5 00:00:26.560 --> 00:00:31.180 and orchestrate them in our ad networks to run acquisition campaigns? 6 00:00:31.180 --> 00:00:37.120 In this video, you'll learn how to easily create seed audiences in Lytx, sync those 7 00:00:37.120 --> 00:00:43.600 audiences into Facebook ads, and create look-alike models to acquire new customers. 8 00:00:43.600 --> 00:00:48.320 One of the most effective ways to reach new customers using your first-party data in Lytx 9 00:00:48.320 --> 00:00:56.280 is to create seed audiences. Now, let's get started. 10 00:00:56.280 --> 00:01:02.520 In Lytx, you have a complete marketing profile, which contains all of the information that 11 00:01:02.520 --> 00:01:08.080 you need to create seed audiences. The data that you have inside of Lytx, your first-party 12 00:01:08.080 --> 00:01:16.400 data, is extremely valuable to use for acquisition use cases. 13 00:01:16.400 --> 00:01:25.080 When you have a robust marketing profile, all you need to do is decide what are the 14 00:01:25.080 --> 00:01:32.480 right types of audiences that we should create to use as seed audiences on our advertising 15 00:01:32.480 --> 00:01:40.880 channels like Google and Facebook and the Trade Desk and Amazon Advertising. 16 00:01:40.880 --> 00:01:46.800 You can use Lytx seed audiences to create look-alike models on Facebook and Google. 17 00:01:46.800 --> 00:01:53.420 And examples of Lytx seed audiences that other customers have created and gotten great results 18 00:01:53.420 --> 00:02:00.380 from are high-value customer segment, repeat customer segment, highly engaged customer 19 00:02:00.380 --> 00:02:06.180 segment, likely-to-return segment, and likely-to-purchase segment. 20 00:02:06.180 --> 00:02:13.540 All of these audiences are easily available inside of Lytx and ready to orchestrate and 21 00:02:13.540 --> 00:02:18.980 run great acquisition campaigns. 22 00:02:18.980 --> 00:02:27.420 Once you have Lytx open, it takes three easy steps to start creating and running highly 23 00:02:27.420 --> 00:02:35.500 effective look-alike model campaigns on Facebook or similar audience campaigns on Google. 24 00:02:35.500 --> 00:02:42.140 First, create your new seed audience. Second, orchestrate those seed audiences to Facebook 25 00:02:42.140 --> 00:02:48.420 and Google. And three, create your high-performance look-alike models on Facebook and Google, 26 00:02:48.420 --> 00:02:50.660 and you are ready to go. 27 00:02:50.660 --> 00:02:57.220 Now, let's take a look at how you would do that in Lytx. 28 00:02:57.220 --> 00:03:04.580 In Lytx, you have an Audience tab where you can create new audiences or segments. 29 00:03:04.580 --> 00:03:13.700 It's very easy to create a new audience, and let's name this audience Seed Audience, right? 30 00:03:13.700 --> 00:03:22.500 All Purchasers. And from that audience, you can build it with an existing audience, or 31 00:03:22.500 --> 00:03:30.940 what we call a building block audience, All Purchasers. 32 00:03:30.940 --> 00:03:37.140 So you have that audience. It has 1,838 people in it. You create that audience, and now you 33 00:03:37.140 --> 00:03:45.740 have an audience that is ready to sync or orchestrate into Facebook, Google, Amazon, 34 00:03:45.740 --> 00:03:49.780 TradeDesk, or any of your other ad networks. 35 00:03:49.780 --> 00:03:56.660 If you click the Export button, that will take you to your Sync page. 36 00:03:57.660 --> 00:04:07.820 If we look for Facebook, we click on the tile, and then we select Export Audiences, 37 00:04:07.820 --> 00:04:16.300 and then we select the authorization. Once we have that, it brings us to the Configure Job page. 38 00:04:16.340 --> 00:04:26.980 Within the Configure Job page, we can label this All Purchasers and enter a description. 39 00:04:26.980 --> 00:04:33.380 We have to select the Ad's Account ID. You can see here, we've selected Seed Audience, 40 00:04:33.380 --> 00:04:38.700 but you could pick from any of your audiences to sync those directly to Facebook. 41 00:04:38.740 --> 00:04:49.300 You select Email Field, and if you want a SHA-256 email field contain, if you have that, 42 00:04:49.300 --> 00:04:54.940 you can also use that so you don't share any PII with Facebook. 43 00:04:54.940 --> 00:05:07.540 And once you have made that selection, you click Start Export, and your job is now running, 44 00:05:07.540 --> 00:05:10.860 All Purchasers. 45 00:05:10.860 --> 00:05:17.860 If you then go over to Facebook Ad Manager, you'll be able to find All Purchasers. 46 00:05:37.540 --> 00:05:45.060 Or your All Purchaser, Seed Audience, now it's available right here. 47 00:05:45.060 --> 00:05:54.060 And in order to create, you can see right here at the top, and in order to create a lookalike audience, 48 00:05:54.060 --> 00:06:02.860 I select this drop-down menu, pick Lookalike Audience, and I pick another source, 49 00:06:02.980 --> 00:06:12.420 not the Lytx Pixel, but another source, and I can choose Lytx, Seed Audience, All Purchasers, 50 00:06:12.420 --> 00:06:22.340 pick my region, the number of lookalike audiences that I want to create, and then the audience size. 51 00:06:22.380 --> 00:06:27.860 Right, so it gives you a lot of flexibility, and then you're able to 52 00:06:35.100 --> 00:06:39.300 create your new lookalike audience here. 53 00:06:39.300 --> 00:06:48.460 Once you've done that, you now have an audience of people in Facebook who look like all of your purchasers. 54 00:06:48.460 --> 00:06:56.820 And for acquisition, you can target those people to convert them into customers or purchasers. 55 00:06:56.820 --> 00:07:06.660 This is a highly effective way for you to drive new acquisition campaigns using your first-party data. ``` ```transcript [00:00] Hi, everyone. Today, we're going to talk about creating seed audiences in Lytx and orchestrating [00:09] those audiences to build book-alike models on Facebook and Google. [00:14] One of the questions we get from customers quite often is, how can we expand our acquisition [00:20] efforts to acquire more customers with Lytx? Are there easy ways to identify audiences [00:26] and orchestrate them in our ad networks to run acquisition campaigns? [00:31] In this video, you'll learn how to easily create seed audiences in Lytx, sync those [00:37] audiences into Facebook ads, and create look-alike models to acquire new customers. [00:43] One of the most effective ways to reach new customers using your first-party data in Lytx [00:48] is to create seed audiences. Now, let's get started. [00:56] In Lytx, you have a complete marketing profile, which contains all of the information that [01:02] you need to create seed audiences. The data that you have inside of Lytx, your first-party [01:08] data, is extremely valuable to use for acquisition use cases. [01:16] When you have a robust marketing profile, all you need to do is decide what are the [01:25] right types of audiences that we should create to use as seed audiences on our advertising [01:32] channels like Google and Facebook and the Trade Desk and Amazon Advertising. [01:40] You can use Lytx seed audiences to create look-alike models on Facebook and Google. [01:46] And examples of Lytx seed audiences that other customers have created and gotten great results [01:53] from are high-value customer segment, repeat customer segment, highly engaged customer [02:00] segment, likely-to-return segment, and likely-to-purchase segment. [02:06] All of these audiences are easily available inside of Lytx and ready to orchestrate and [02:13] run great acquisition campaigns. [02:18] Once you have Lytx open, it takes three easy steps to start creating and running highly [02:27] effective look-alike model campaigns on Facebook or similar audience campaigns on Google. [02:35] First, create your new seed audience. Second, orchestrate those seed audiences to Facebook [02:42] and Google. And three, create your high-performance look-alike models on Facebook and Google, [02:48] and you are ready to go. [02:50] Now, let's take a look at how you would do that in Lytx. [02:57] In Lytx, you have an Audience tab where you can create new audiences or segments. [03:04] It's very easy to create a new audience, and let's name this audience Seed Audience, right? [03:13] All Purchasers. And from that audience, you can build it with an existing audience, or [03:22] what we call a building block audience, All Purchasers. [03:30] So you have that audience. It has 1,838 people in it. You create that audience, and now you [03:37] have an audience that is ready to sync or orchestrate into Facebook, Google, Amazon, [03:45] TradeDesk, or any of your other ad networks. [03:49] If you click the Export button, that will take you to your Sync page. [03:57] If we look for Facebook, we click on the tile, and then we select Export Audiences, [04:07] and then we select the authorization. Once we have that, it brings us to the Configure Job page. [04:16] Within the Configure Job page, we can label this All Purchasers and enter a description. [04:26] We have to select the Ad's Account ID. You can see here, we've selected Seed Audience, [04:33] but you could pick from any of your audiences to sync those directly to Facebook. [04:38] You select Email Field, and if you want a SHA-256 email field contain, if you have that, [04:49] you can also use that so you don't share any PII with Facebook. [04:54] And once you have made that selection, you click Start Export, and your job is now running, [05:07] All Purchasers. [05:10] If you then go over to Facebook Ad Manager, you'll be able to find All Purchasers. [05:37] Or your All Purchaser, Seed Audience, now it's available right here. [05:45] And in order to create, you can see right here at the top, and in order to create a lookalike audience, [05:54] I select this drop-down menu, pick Lookalike Audience, and I pick another source, [06:02] not the Lytx Pixel, but another source, and I can choose Lytx, Seed Audience, All Purchasers, [06:12] pick my region, the number of lookalike audiences that I want to create, and then the audience size. [06:22] Right, so it gives you a lot of flexibility, and then you're able to [06:35] create your new lookalike audience here. [06:39] Once you've done that, you now have an audience of people in Facebook who look like all of your purchasers. [06:48] And for acquisition, you can target those people to convert them into customers or purchasers. [06:56] This is a highly effective way for you to drive new acquisition campaigns using your first-party data. ``` #### Lesson text Acquire new customers using Lytics seed audiences to create lookalikes in Facebook, Google, or other ad networks. **Note:** On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable change is that the navigation menu has moved from the top of the app to the left side. We appreciate your patience as we work on updating our Academy. Lytics makes it easy to create "seed audiences" which can be orchestrated and synced to Facebook to use as "seeds" to create Lookalike Audiences for acquisition campaigns. Lytics seed audiences can include segments such as: * High Value Customer * Highly Engaged Customer * Repeat Purchaser * Likely to Engage Lytics seed audiences are highly effective in creating new Lookalike Audiences on Facebook, Google (as Similar Audiences), TradeDesk, Amazon Ads, etc. ## Want to learn more? Here are recommended resources to continue learning how you can leverage Lytics for your acquisition use cases across ad networks. * Blog post: [Optimizing ad spend with Lytics audiences](https://www.lytics.com/blog/ad-network-integrations/) * Playbook: [Acquire New Customers With Lytics](https://learn.lytics.com/use-cases/acquire-new-customers) * Use Case: [Increase Conversions with Lytics and Facebook Lookalike](https://learn.lytics.com/use-cases/increase-conversions-with-lytics-and-facebook-lookalike) #### Key takeaways - Connect **Seed Audiences on Facebook** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 03 — Use UTM Parameters for Attribution #### Video details #### At a glance - **Title:** Use UTM Parameters For Attribution - **Duration:** 4m 33s - **Media link:** https://cdn.jwplayer.com/previews/LVUk4NOv - **Publish date (unix):** 1751860652 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113608 kbps - video/mp4 · 180p · 182p · 144587 kbps - video/mp4 · 270p · 274p · 165447 kbps - video/mp4 · 360p · 366p · 188139 kbps - video/mp4 · 406p · 412p · 200861 kbps - video/mp4 · 540p · 548p · 243211 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/LVUk4NOv-120.vtt` #### Transcript create audiences out of profiles who have clicked on campaigns. Lytx can track campaign clicks on any type of digital campaign, whether it's social, programmatic, email, paid search, etc., as long as its URL is tracked with a UTM parameter. Click on the URL in the video description for detailed documentation on how to set up UTM parameters. An additional detail on using Lytx to capture those UTM events. By default, Lytx collects the following UTM parameters as segmentable user fields, campaigns, contents, mediums, and sources. You can easily create audiences of individuals who have associated UTM parameter events that have occurred since the Lytx tag has been installed to your site. This is a default mapping that requires no development and no extra steps on your side, aside from using the audience builder. Let's take a look at an example UTM event on a newsletter. I'm going to click on a URL in last month's Lytx e-news, which contains a UTM parameter. Click on watch demo, open a new tab, and you'll see there's a number of UTM attributes, including April newsletter. Lytx will capture the parameters, such as April newsletter, as segmentable attributes, so you can create an audience out of these profiles. Let's go to the audience builder, click audiences, then create a new audience, go to custom role. The best way to get there is to start typing UTM. You'll see we have last UTM referred by, these top four, and then UTM campaigns, contents, mediums, and sources referred by. Last will be the most recent, so if you want recent activity, these bottom four is what we're looking for here. So click on UTM campaigns referred by, and you'll see there's a number of campaigns that you can type in here. I'm going to look for the April newsletter. Great, here it is. Looks like we have 47 individuals at this point associated with that UTM event. Go ahead and add that condition. So you have UTM campaigns referred by, contain one of, April newsletter. You could actually add additional rule sets if you wanted additional campaigns or mediums. You could also add maybe people who clicked on display ads. You can add that condition. Remember, this is going to include people who have clicked on display as well as April newsletter, so if you want or you can bundle that group. In this case, we only want the folks with the April newsletter activity. Let's make sure we have them in there. Great, and you'll see there's more than one, so if someone programs one with a space or without, just add them both. Add the condition, and there you go. You can save the audience. Let's say it has clicked on April e-news. In this case, we're going to whitelist API so we can target it on Facebook. Let's say UTM April NL. Go ahead and save that audience. You can then retarget these users by passing the audience to Facebook for messaging that builds upon the newsletter link that they clicked on, now that you know they're interested in it. You could also create a unique modal experience which builds on the campaign journey which was started by them clicking on the April newsletter. You could also suppress audiences who have already clicked on the UTM campaign from receiving future messaging on this topic so that you don't wear them out with the messaging. Thanks for listening. More videos coming soon. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:04.640 create audiences out of profiles who have clicked on campaigns. 2 00:00:04.640 --> 00:00:09.200 Lytx can track campaign clicks on any type of digital campaign, 3 00:00:09.200 --> 00:00:12.400 whether it's social, programmatic, email, 4 00:00:12.400 --> 00:00:19.280 paid search, etc., as long as its URL is tracked with a UTM parameter. 5 00:00:19.280 --> 00:00:24.000 Click on the URL in the video description for detailed documentation 6 00:00:24.000 --> 00:00:28.720 on how to set up UTM parameters. An additional detail on using Lytx to 7 00:00:28.720 --> 00:00:34.240 capture those UTM events. By default, Lytx collects the following 8 00:00:34.240 --> 00:00:37.760 UTM parameters as segmentable user fields, 9 00:00:37.760 --> 00:00:44.160 campaigns, contents, mediums, and sources. You can easily create audiences of 10 00:00:44.160 --> 00:00:49.280 individuals who have associated UTM parameter events that have occurred 11 00:00:49.280 --> 00:00:52.800 since the Lytx tag has been installed to your site. 12 00:00:52.800 --> 00:00:57.040 This is a default mapping that requires no development 13 00:00:57.040 --> 00:01:03.440 and no extra steps on your side, aside from using the audience builder. 14 00:01:03.440 --> 00:01:08.160 Let's take a look at an example UTM event on a newsletter. 15 00:01:08.160 --> 00:01:13.200 I'm going to click on a URL in last month's Lytx e-news, 16 00:01:13.200 --> 00:01:17.200 which contains a UTM parameter. 17 00:01:17.760 --> 00:01:24.000 Click on watch demo, open a new tab, and you'll see there's a number of 18 00:01:24.000 --> 00:01:28.960 UTM attributes, including 19 00:01:28.960 --> 00:01:32.000 April newsletter. 20 00:01:36.080 --> 00:01:40.080 Lytx will capture the parameters, such as April newsletter, 21 00:01:40.080 --> 00:01:45.520 as segmentable attributes, so you can create an audience out of these profiles. 22 00:01:45.520 --> 00:01:49.760 Let's go to the audience builder, click audiences, 23 00:01:49.760 --> 00:01:54.720 then create a new audience, go to custom role. 24 00:01:54.720 --> 00:01:58.640 The best way to get there is to start typing UTM. 25 00:01:58.640 --> 00:02:02.320 You'll see we have last UTM referred by, 26 00:02:02.320 --> 00:02:08.160 these top four, and then UTM campaigns, contents, mediums, and sources 27 00:02:08.160 --> 00:02:12.960 referred by. Last will be the most recent, so if you want recent activity, 28 00:02:12.960 --> 00:02:16.800 these bottom four is what we're looking for here. So click on 29 00:02:16.800 --> 00:02:21.120 UTM campaigns referred by, and you'll see there's a number of 30 00:02:21.120 --> 00:02:26.640 campaigns that you can type in here. I'm going to look for the April 31 00:02:26.640 --> 00:02:31.200 newsletter. Great, here it is. 32 00:02:31.200 --> 00:02:35.280 Looks like we have 47 individuals at this point 33 00:02:35.280 --> 00:02:38.880 associated with that UTM event. Go ahead and 34 00:02:38.880 --> 00:02:42.960 add that condition. So you have UTM campaigns referred by, 35 00:02:42.960 --> 00:02:50.160 contain one of, April newsletter. You could actually add additional rule sets 36 00:02:50.160 --> 00:02:54.000 if you wanted additional campaigns or mediums. 37 00:02:54.000 --> 00:02:58.480 You could also add maybe people who clicked on display ads. 38 00:02:58.480 --> 00:03:03.600 You can add that condition. Remember, this is going to include people 39 00:03:03.600 --> 00:03:08.960 who have clicked on display as well as April newsletter, so if you want 40 00:03:08.960 --> 00:03:12.720 or you can bundle that group. In this case, 41 00:03:12.720 --> 00:03:18.640 we only want the folks with the April newsletter activity. 42 00:03:18.640 --> 00:03:23.680 Let's make sure we have them in there. Great, and you'll see there's more than 43 00:03:23.680 --> 00:03:27.760 one, so if someone programs one with a space 44 00:03:27.760 --> 00:03:32.480 or without, just add them both. Add the condition, 45 00:03:32.480 --> 00:03:36.160 and there you go. You can save the audience. Let's say 46 00:03:36.160 --> 00:03:43.120 it has clicked on April e-news. In this case, we're going to 47 00:03:43.120 --> 00:03:46.720 whitelist API so we can target it on Facebook. 48 00:03:46.720 --> 00:03:54.080 Let's say UTM April NL. 49 00:03:54.080 --> 00:04:00.320 Go ahead and save that audience. You can then retarget these users by 50 00:04:00.320 --> 00:04:03.760 passing the audience to Facebook for messaging that builds upon the 51 00:04:03.760 --> 00:04:06.800 newsletter link that they clicked on, now that you know they're interested in 52 00:04:06.800 --> 00:04:10.800 it. You could also create a unique modal 53 00:04:10.800 --> 00:04:13.760 experience which builds on the campaign journey 54 00:04:13.760 --> 00:04:17.520 which was started by them clicking on the April newsletter. 55 00:04:17.520 --> 00:04:22.000 You could also suppress audiences who have already clicked on the UTM 56 00:04:22.000 --> 00:04:26.240 campaign from receiving future messaging on this topic 57 00:04:26.240 --> 00:04:30.080 so that you don't wear them out with the messaging. 58 00:04:30.080 --> 00:04:35.280 Thanks for listening. More videos coming soon. ``` ```transcript [00:00] create audiences out of profiles who have clicked on campaigns. [00:04] Lytx can track campaign clicks on any type of digital campaign, [00:09] whether it's social, programmatic, email, [00:12] paid search, etc., as long as its URL is tracked with a UTM parameter. [00:19] Click on the URL in the video description for detailed documentation [00:24] on how to set up UTM parameters. An additional detail on using Lytx to [00:28] capture those UTM events. By default, Lytx collects the following [00:34] UTM parameters as segmentable user fields, [00:37] campaigns, contents, mediums, and sources. You can easily create audiences of [00:44] individuals who have associated UTM parameter events that have occurred [00:49] since the Lytx tag has been installed to your site. [00:52] This is a default mapping that requires no development [00:57] and no extra steps on your side, aside from using the audience builder. [01:03] Let's take a look at an example UTM event on a newsletter. [01:08] I'm going to click on a URL in last month's Lytx e-news, [01:13] which contains a UTM parameter. [01:17] Click on watch demo, open a new tab, and you'll see there's a number of [01:24] UTM attributes, including [01:28] April newsletter. [01:36] Lytx will capture the parameters, such as April newsletter, [01:40] as segmentable attributes, so you can create an audience out of these profiles. [01:45] Let's go to the audience builder, click audiences, [01:49] then create a new audience, go to custom role. [01:54] The best way to get there is to start typing UTM. [01:58] You'll see we have last UTM referred by, [02:02] these top four, and then UTM campaigns, contents, mediums, and sources [02:08] referred by. Last will be the most recent, so if you want recent activity, [02:12] these bottom four is what we're looking for here. So click on [02:16] UTM campaigns referred by, and you'll see there's a number of [02:21] campaigns that you can type in here. I'm going to look for the April [02:26] newsletter. Great, here it is. [02:31] Looks like we have 47 individuals at this point [02:35] associated with that UTM event. Go ahead and [02:38] add that condition. So you have UTM campaigns referred by, [02:42] contain one of, April newsletter. You could actually add additional rule sets [02:50] if you wanted additional campaigns or mediums. [02:54] You could also add maybe people who clicked on display ads. [02:58] You can add that condition. Remember, this is going to include people [03:03] who have clicked on display as well as April newsletter, so if you want [03:08] or you can bundle that group. In this case, [03:12] we only want the folks with the April newsletter activity. [03:18] Let's make sure we have them in there. Great, and you'll see there's more than [03:23] one, so if someone programs one with a space [03:27] or without, just add them both. Add the condition, [03:32] and there you go. You can save the audience. Let's say [03:36] it has clicked on April e-news. In this case, we're going to [03:43] whitelist API so we can target it on Facebook. [03:46] Let's say UTM April NL. [03:54] Go ahead and save that audience. You can then retarget these users by [04:00] passing the audience to Facebook for messaging that builds upon the [04:03] newsletter link that they clicked on, now that you know they're interested in [04:06] it. You could also create a unique modal [04:10] experience which builds on the campaign journey [04:13] which was started by them clicking on the April newsletter. [04:17] You could also suppress audiences who have already clicked on the UTM [04:22] campaign from receiving future messaging on this topic [04:26] so that you don't wear them out with the messaging. [04:30] Thanks for listening. More videos coming soon. ``` #### Lesson text ## Video Tutorial **Note:** On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable change is that the navigation menu has moved from the top of the app to the left side. We appreciate your patience as we work on updating our Academy. Google UTM parameters offer a simple method for tracking campaign results in both outbound and inbound campaigns. UTM parameters are a set of query parameters that can be added to any URL. When a user visits a URL with UTM parameters, the tags are automatically sent back to both Google Analytics for tracking and to your Lytics account for audience building or campaign reporting. Watch the "Use UTM Parameters for Attribution" video (~4.5 min) to learn how to use UTMs for audience building in Lytics. ## Knowledge Check **Audiences can be created in Lytics to target consumers who have interacted with specific UTM parameters.** A. True B. False Answer: A **Where can UTMs be located?** A. In a URL in your browser B. Under The Moon Answer: A **Which campaigns can be tracked by Lytics when using UTMs? Select any that apply.** A. Social B. Paid Search C. Programmatic D. Email E. Dungeons and Dragons Answer: A, B, C, D ## More Resources ### Academy Courses * How to Export Audiences ### Documentation * [UTM Parameters for attribution and audience building](https://learn.lytics.com/use-cases/use-utm-parameters-for-attribution-and-audience-building)  * [UTM Tracking for Experiences](https://learn.lytics.com/documentation/product/features/experiences/utm-tracking-for-experiences) #### Key takeaways - Connect **Use UTM Parameters for Attribution** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 04 — Create Suppression Audiences #### Video details #### At a glance - **Title:** Create Suppression Audiences - **Duration:** 4m 35s - **Media link:** https://cdn.jwplayer.com/previews/7UQfUead - **Publish date (unix):** 1751858376 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113595 kbps - video/mp4 · 180p · 176p · 143568 kbps - video/mp4 · 270p · 264p · 165612 kbps - video/mp4 · 360p · 352p · 183426 kbps - video/mp4 · 406p · 396p · 197910 kbps - video/mp4 · 540p · 528p · 237255 kbps - video/mp4 · 720p · 704p · 297661 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/7UQfUead-120.vtt` #### Transcript audiences for suppression. Audience suppression entails removing specific people or groups from an advertising campaign based on their status and activity. Preventing recurring ads or messaging from reaching that user can greatly improve your ROI. If you strategically suppress select groups from advertising, you can use that ad spend in a more effective way. Audience suppression or exclusion is a strategic way to avoid over messaging to prospects or customers, stop paying to advertise to existing customers, remove people who you know aren't interested in a product, and also be more selective to customers that are in different phases of their life cycle. For example, if you have a first-time customer who just made a purchase, it's a great opportunity to suppress them from acquisition lists and instead carefully time a future message to them for a retargeting or upsell campaign. The results of successful suppression efforts are better performing campaigns. For example, reduce cost per click or cost per acquisition. Also, a better experience for your customers. You can reduce annoying or underperforming ads by not serving ads for products that a user just purchased or is not interested in. Visit learn.lytics to learn more about suppressing users from ad campaigns. With Lytics, you can create suppression audiences which work across platforms and devices for omni-channel suppression. Lytics makes it easy to create suppression audiences using custom rules. Let's look at an example of how to suppress customers who have made a purchase in the last few months. Go to the audience builder, then create a new audience. Go to custom rule and search for purchase date. Your account may title this something different based on your business and customer data, but the idea will be the same. Select purchase date. Select after eight months in the past. You could also select a more recent purchase date like seven days in the past for those who have purchased in the last week. Keep in mind that this date range will always extend a rolling date exactly eight months in the past. Go ahead and add condition. Toggle included to excluded. This is the step that will suppress or remove everyone who purchased in the last eight months, leaving everyone else in the audience. A good way to think about creating suppression rule sets in Lytics is to add the attribute that you don't want and then exclude that attribute. First the affirmative of adding the rule set, then the negative of excluding it. Then when you use this audience for experiences or in other tools, you will not have to set up a suppression in that tool for this list. Name the audience, then check whitelist API if you want to use this audience and other tools, then create. Keep in mind that you can also combine other suppression rules like excluding customers who use a rewards program. For example, if we want to add that criteria to this audience, you can go ahead and edit, add a new rule set, search under custom rule for active rewards user. Active rewards user. This will tell you of the group of folks who, yes, do have active rewards. You can add that condition and then suppress them or exclude them from the list. You can then use this audience for a promotion to new customers to sign up for a rewards program. Thanks for listening and good luck with your suppression strategy. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:04.880 audiences for suppression. Audience suppression entails removing specific 2 00:00:04.880 --> 00:00:08.940 people or groups from an advertising campaign based on their status and 3 00:00:08.940 --> 00:00:14.580 activity. Preventing recurring ads or messaging from reaching that user can 4 00:00:14.580 --> 00:00:18.980 greatly improve your ROI. If you strategically suppress select groups 5 00:00:18.980 --> 00:00:23.940 from advertising, you can use that ad spend in a more effective way. Audience 6 00:00:23.940 --> 00:00:29.980 suppression or exclusion is a strategic way to avoid over messaging to prospects 7 00:00:29.980 --> 00:00:36.840 or customers, stop paying to advertise to existing customers, remove people who 8 00:00:36.840 --> 00:00:42.800 you know aren't interested in a product, and also be more selective to customers 9 00:00:42.800 --> 00:00:47.120 that are in different phases of their life cycle. For example, if you have a 10 00:00:47.120 --> 00:00:51.700 first-time customer who just made a purchase, it's a great opportunity to 11 00:00:51.700 --> 00:00:57.560 suppress them from acquisition lists and instead carefully time a future message 12 00:00:57.560 --> 00:01:03.200 to them for a retargeting or upsell campaign. The results of successful 13 00:01:03.200 --> 00:01:07.860 suppression efforts are better performing campaigns. For example, reduce 14 00:01:07.860 --> 00:01:13.560 cost per click or cost per acquisition. Also, a better experience for your 15 00:01:13.560 --> 00:01:18.440 customers. You can reduce annoying or underperforming ads by not serving ads 16 00:01:18.440 --> 00:01:24.200 for products that a user just purchased or is not interested in. Visit learn.lytics 17 00:01:24.360 --> 00:01:31.480 to learn more about suppressing users from ad campaigns. With 18 00:01:31.480 --> 00:01:35.920 Lytics, you can create suppression audiences which work across platforms 19 00:01:35.920 --> 00:01:41.120 and devices for omni-channel suppression. Lytics makes it easy to create 20 00:01:41.120 --> 00:01:46.320 suppression audiences using custom rules. Let's look at an example of how to 21 00:01:46.320 --> 00:01:51.920 suppress customers who have made a purchase in the last few months. Go to 22 00:01:51.920 --> 00:01:57.840 the audience builder, then create a new audience. Go to custom rule and search 23 00:01:57.840 --> 00:02:04.720 for purchase date. Your account may title this something different based on your 24 00:02:04.720 --> 00:02:10.360 business and customer data, but the idea will be the same. Select purchase date. 25 00:02:10.360 --> 00:02:22.520 Select after eight months in the past. You could also select a more recent 26 00:02:22.520 --> 00:02:27.160 purchase date like seven days in the past for those who have purchased in the 27 00:02:27.160 --> 00:02:33.520 last week. Keep in mind that this date range will always extend a rolling date 28 00:02:33.520 --> 00:02:41.760 exactly eight months in the past. Go ahead and add condition. Toggle included 29 00:02:41.760 --> 00:02:48.360 to excluded. This is the step that will suppress or remove everyone who 30 00:02:48.360 --> 00:02:52.560 purchased in the last eight months, leaving everyone else in the audience. A 31 00:02:52.560 --> 00:02:57.480 good way to think about creating suppression rule sets in Lytics is to 32 00:02:57.480 --> 00:03:03.840 add the attribute that you don't want and then exclude that attribute. First 33 00:03:03.840 --> 00:03:09.480 the affirmative of adding the rule set, then the negative of excluding it. Then 34 00:03:09.480 --> 00:03:14.360 when you use this audience for experiences or in other tools, you will 35 00:03:14.360 --> 00:03:19.800 not have to set up a suppression in that tool for this list. Name the 36 00:03:19.800 --> 00:03:32.000 audience, then check whitelist API if you want to use this audience and other 37 00:03:32.000 --> 00:03:40.840 tools, then create. Keep in mind that you can also combine other suppression rules 38 00:03:40.840 --> 00:03:47.520 like excluding customers who use a rewards program. For 39 00:03:47.520 --> 00:03:52.520 example, if we want to add that criteria to this audience, you can go ahead and 40 00:03:52.520 --> 00:04:05.280 edit, add a new rule set, search under custom rule for active rewards user. 41 00:04:05.800 --> 00:04:13.880 Active rewards user. This will tell you of the group of folks who, yes, do have 42 00:04:13.880 --> 00:04:21.280 active rewards. You can add that condition and then suppress them or 43 00:04:21.280 --> 00:04:27.840 exclude them from the list. You can then use this audience for a promotion to new 44 00:04:27.840 --> 00:04:33.200 customers to sign up for a rewards program. Thanks for listening and good 45 00:04:33.200 --> 00:04:36.880 luck with your suppression strategy. ``` ```transcript [00:00] audiences for suppression. Audience suppression entails removing specific [00:04] people or groups from an advertising campaign based on their status and [00:08] activity. Preventing recurring ads or messaging from reaching that user can [00:14] greatly improve your ROI. If you strategically suppress select groups [00:18] from advertising, you can use that ad spend in a more effective way. Audience [00:23] suppression or exclusion is a strategic way to avoid over messaging to prospects [00:29] or customers, stop paying to advertise to existing customers, remove people who [00:36] you know aren't interested in a product, and also be more selective to customers [00:42] that are in different phases of their life cycle. For example, if you have a [00:47] first-time customer who just made a purchase, it's a great opportunity to [00:51] suppress them from acquisition lists and instead carefully time a future message [00:57] to them for a retargeting or upsell campaign. The results of successful [01:03] suppression efforts are better performing campaigns. For example, reduce [01:07] cost per click or cost per acquisition. Also, a better experience for your [01:13] customers. You can reduce annoying or underperforming ads by not serving ads [01:18] for products that a user just purchased or is not interested in. Visit learn.lytics [01:24] to learn more about suppressing users from ad campaigns. With [01:31] Lytics, you can create suppression audiences which work across platforms [01:35] and devices for omni-channel suppression. Lytics makes it easy to create [01:41] suppression audiences using custom rules. Let's look at an example of how to [01:46] suppress customers who have made a purchase in the last few months. Go to [01:51] the audience builder, then create a new audience. Go to custom rule and search [01:57] for purchase date. Your account may title this something different based on your [02:04] business and customer data, but the idea will be the same. Select purchase date. [02:10] Select after eight months in the past. You could also select a more recent [02:22] purchase date like seven days in the past for those who have purchased in the [02:27] last week. Keep in mind that this date range will always extend a rolling date [02:33] exactly eight months in the past. Go ahead and add condition. Toggle included [02:41] to excluded. This is the step that will suppress or remove everyone who [02:48] purchased in the last eight months, leaving everyone else in the audience. A [02:52] good way to think about creating suppression rule sets in Lytics is to [02:57] add the attribute that you don't want and then exclude that attribute. First [03:03] the affirmative of adding the rule set, then the negative of excluding it. Then [03:09] when you use this audience for experiences or in other tools, you will [03:14] not have to set up a suppression in that tool for this list. Name the [03:19] audience, then check whitelist API if you want to use this audience and other [03:32] tools, then create. Keep in mind that you can also combine other suppression rules [03:40] like excluding customers who use a rewards program. For [03:47] example, if we want to add that criteria to this audience, you can go ahead and [03:52] edit, add a new rule set, search under custom rule for active rewards user. [04:05] Active rewards user. This will tell you of the group of folks who, yes, do have [04:13] active rewards. You can add that condition and then suppress them or [04:21] exclude them from the list. You can then use this audience for a promotion to new [04:27] customers to sign up for a rewards program. Thanks for listening and good [04:33] luck with your suppression strategy. ``` #### Lesson text ## Video Tutorial **Note:** On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable change is that the navigation menu has moved from the top of the app to the left side. We appreciate your patience as we work on updating our Academy. Suppressing or excluding users from an ad campaign is equally as important as the defining the audience you do want to show ads to. By narrowing your targetable audience in intelligent ways, you can: * Avoid over-messaging to prospects or customers * Stop paying to advertise to existing customers * Remove users who you know aren't interested in a product * Be more selective messaging users in different stages of their lifecycle You can easily create suppression audiences in Lytics to **reduce your overall ad spend** by removing wasted ad impressions from users least likely to convert. In turn, this reduces your overall cost per acquisition (CPA) for campaigns and **improves conversion rates**. Watch the "Create Suppression Audiences" video (4.5 mins) to learn how to create a suppression audience in Lytics. ## Knowledge Check **Can you combine more than one suppression rule in a Lytics audience?** A. Yes B. No Answer: A - Yes, you can combine multiple suppression rules. The example in the video excluded users who've made a purchase AND are active rewards users. **Let's say you want to exclude users who've made a purchase in the last 7 days. Defining this rule in the audience builder, is the date range fixed or rolling?** A. Fixed. Only includes the last 7 days from when the audience was created. B. Rolling. Always extends 7 days in the past. Answer: B ## More Resources ### Academy Courses * How to Export Audiences * Use UTM Parameters for Attribution  ### Use Case Documentation * [Suppress users from ad campaigns](https://learn.lytics.com/use-cases/suppress-users-from-advertising-campaigns) * [Conserve marketing spend on engaged users](https://learn.lytics.com/use-cases/lookalike-models-conserve-marketing-spend-on-engaged-users) #### Key takeaways - Connect **Create Suppression Audiences** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 05 — Use Lytics for A/B Testing #### Video details #### At a glance - **Title:** Use Lytics For A-B Testing - **Duration:** 6m 21s - **Media link:** https://cdn.jwplayer.com/previews/LtAolduP - **Publish date (unix):** 1751855423 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113595 kbps - video/mp4 · 180p · 156p · 135849 kbps - video/mp4 · 270p · 236p · 148098 kbps - video/mp4 · 360p · 314p · 159491 kbps - video/mp4 · 406p · 354p · 167569 kbps - video/mp4 · 540p · 470p · 188222 kbps - video/mp4 · 720p · 628p · 224555 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/LtAolduP-120.vtt` #### Transcript of your audiences. This video will show you how to use out-of-the-box custom rules to split up your audiences into random partitions. You may use A-B testing and some of your marketing tools to compare the performance of a campaign or to create a holdout audience which does not receive marketing messages. You can easily set up these audiences in Lytx, but with the added benefit of being able to use these same audiences in multiple tools. First, we'll look at using custom rules to create two distinct audiences with identical attributes for A-B testing. Go ahead and navigate to the Audience tab and create a new audience. Go to Definition, Custom Rule. In the search field, start typing random. This will pull up a custom rule called Random Uniform Partition of Users. This is a default mapping in your account, does not require any additional development. The Random Uniform Partition of Users attribute randomly assigns a numerical value between 1 and 100 to all of your profiles. In order to create an A and B audience, you would divide the audience between those equal to or less than 49 and equal to or greater than 50. In the syntax of the rule builder, that looks like selecting a value to be at least 50. Add that condition. Note that the percentage of the total audience is very close to 50%. Go ahead and save that audience using your organization's naming conventions, noting that this is audience labeled as A. Split test A. Check Whitelist API if you want to pass this to other tools. It's also a good idea to put in a description. Split about random test B at least 50. Go ahead and create this audience. Now to create audience B. Go back to the Audience Builder and create a new audience. Go to Custom Rule and select Random again. And what we'll do here is select the other half of your universe. To collect the other half, you're going to want to select Random Uniform Partition. And this time, be at most 49. This is the other half. Add that condition. Note that this percentage of the total audience is the remaining percentage that is excluded from audience A that we just created. Let's save this one. Split test B. And put in a description. Partition B at most 49. Save it. Great. Go back to the Audience Builder if you want to see the list. So you now have two audiences which are arbitrarily divided into two different groups. You can use these to compare different campaigns. For example, serving different imagery in a Facebook or programmatic ad to see which performs better. Or use a different call to action for a modal experience. You can also create any number of split tests, A, B, C, D, et cetera, by subdividing the audience into thirds, fourths, or more by subdividing the audience by 100. You can also use the random uniform partition of users to create a holdout audience. For example, if you want to reserve and suppress an arbitrary 10% of your audience from marketing messages, you can do that by creating an audience using random and uniform of be at most 9. Random be at most 9. You'll see this is 10% of your audience. Let's save it. Add condition. Save holdout 10%. And create that one. You can use this holdout audience or both or one of the A or B audiences as building block audiences to make other new audiences. This means that you can add them as an existing audience combined with other audience attributes. For example, let's create a new audience that takes users with any affinity for apparel and divides it in half. So let's go ahead and grab that audience. And when it loads, we will duplicate it and create a new one that is just half of it combined with list A. So go ahead and duplicate. Let's call it list A. Go ahead and add a new rule set, existing audience, and let's say split test A. If you add that, combine it with an and, and you'll see that the previous version is 6,000, and this one cuts it in half down to 3%. So this is a list A split test of users with any affinity for apparel. Go ahead and create that audience and use it as you will. Thanks for listening, and good luck with your campaigns. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:02.080 of your audiences. 2 00:00:02.080 --> 00:00:06.080 This video will show you how to use out-of-the-box custom rules 3 00:00:06.080 --> 00:00:10.040 to split up your audiences into random partitions. 4 00:00:10.040 --> 00:00:13.280 You may use A-B testing and some of your marketing tools 5 00:00:13.280 --> 00:00:16.040 to compare the performance of a campaign 6 00:00:16.040 --> 00:00:18.240 or to create a holdout audience which does not 7 00:00:18.240 --> 00:00:20.320 receive marketing messages. 8 00:00:20.320 --> 00:00:23.720 You can easily set up these audiences in Lytx, 9 00:00:23.720 --> 00:00:25.480 but with the added benefit of being 10 00:00:25.480 --> 00:00:30.000 able to use these same audiences in multiple tools. 11 00:00:30.000 --> 00:00:33.200 First, we'll look at using custom rules 12 00:00:33.200 --> 00:00:38.080 to create two distinct audiences with identical attributes 13 00:00:38.080 --> 00:00:40.600 for A-B testing. 14 00:00:40.600 --> 00:00:44.320 Go ahead and navigate to the Audience tab 15 00:00:44.320 --> 00:00:47.480 and create a new audience. 16 00:00:47.480 --> 00:00:51.120 Go to Definition, Custom Rule. 17 00:00:51.120 --> 00:00:54.320 In the search field, start typing random. 18 00:00:57.120 --> 00:01:01.000 This will pull up a custom rule called Random Uniform 19 00:01:01.000 --> 00:01:02.840 Partition of Users. 20 00:01:02.840 --> 00:01:05.400 This is a default mapping in your account, 21 00:01:05.400 --> 00:01:09.800 does not require any additional development. 22 00:01:09.800 --> 00:01:12.640 The Random Uniform Partition of Users attribute 23 00:01:12.640 --> 00:01:16.680 randomly assigns a numerical value between 1 and 100 24 00:01:16.680 --> 00:01:18.980 to all of your profiles. 25 00:01:18.980 --> 00:01:22.660 In order to create an A and B audience, 26 00:01:22.660 --> 00:01:24.900 you would divide the audience between those 27 00:01:24.900 --> 00:01:31.340 equal to or less than 49 and equal to or greater than 50. 28 00:01:31.340 --> 00:01:33.900 In the syntax of the rule builder, 29 00:01:33.900 --> 00:01:39.380 that looks like selecting a value to be at least 50. 30 00:01:43.980 --> 00:01:45.820 Add that condition. 31 00:01:45.820 --> 00:01:48.500 Note that the percentage of the total audience 32 00:01:48.500 --> 00:01:52.980 is very close to 50%. 33 00:01:52.980 --> 00:01:57.940 Go ahead and save that audience using your organization's 34 00:01:57.940 --> 00:02:04.340 naming conventions, noting that this is audience labeled as A. 35 00:02:04.340 --> 00:02:08.420 Split test A. 36 00:02:08.420 --> 00:02:14.020 Check Whitelist API if you want to pass this to other tools. 37 00:02:14.020 --> 00:02:16.860 It's also a good idea to put in a description. 38 00:02:16.860 --> 00:02:26.340 Split about random test B at least 50. 39 00:02:26.340 --> 00:02:28.300 Go ahead and create this audience. 40 00:02:31.540 --> 00:02:37.500 Now to create audience B. Go back to the Audience Builder 41 00:02:37.500 --> 00:02:41.260 and create a new audience. 42 00:02:41.260 --> 00:02:46.180 Go to Custom Rule and select Random again. 43 00:02:46.180 --> 00:02:49.900 And what we'll do here is select the other half 44 00:02:49.900 --> 00:02:52.500 of your universe. 45 00:02:52.500 --> 00:02:55.060 To collect the other half, you're 46 00:02:55.060 --> 00:02:59.100 going to want to select Random Uniform Partition. 47 00:02:59.100 --> 00:03:03.780 And this time, be at most 49. 48 00:03:03.780 --> 00:03:05.980 This is the other half. 49 00:03:05.980 --> 00:03:08.060 Add that condition. 50 00:03:08.060 --> 00:03:11.420 Note that this percentage of the total audience 51 00:03:11.420 --> 00:03:15.620 is the remaining percentage that is excluded from audience A 52 00:03:15.620 --> 00:03:17.260 that we just created. 53 00:03:17.260 --> 00:03:19.100 Let's save this one. 54 00:03:19.100 --> 00:03:24.420 Split test B. And put in a description. 55 00:03:24.420 --> 00:03:31.460 Partition B at most 49. 56 00:03:31.460 --> 00:03:34.300 Save it. 57 00:03:34.300 --> 00:03:36.140 Great. 58 00:03:36.140 --> 00:03:39.740 Go back to the Audience Builder if you want to see the list. 59 00:03:39.740 --> 00:03:42.780 So you now have two audiences which 60 00:03:42.820 --> 00:03:46.820 are arbitrarily divided into two different groups. 61 00:03:46.820 --> 00:03:49.260 You can use these to compare different campaigns. 62 00:03:49.260 --> 00:03:52.260 For example, serving different imagery 63 00:03:52.260 --> 00:03:56.460 in a Facebook or programmatic ad to see which performs better. 64 00:03:56.460 --> 00:04:00.660 Or use a different call to action for a modal experience. 65 00:04:00.660 --> 00:04:05.700 You can also create any number of split tests, A, B, C, D, 66 00:04:05.700 --> 00:04:09.940 et cetera, by subdividing the audience into thirds, fourths, 67 00:04:09.940 --> 00:04:14.300 or more by subdividing the audience by 100. 68 00:04:14.300 --> 00:04:17.500 You can also use the random uniform partition of users 69 00:04:17.500 --> 00:04:19.900 to create a holdout audience. 70 00:04:19.900 --> 00:04:26.300 For example, if you want to reserve and suppress 71 00:04:26.300 --> 00:04:28.580 an arbitrary 10% of your audience 72 00:04:28.580 --> 00:04:30.820 from marketing messages, you can do 73 00:04:30.820 --> 00:04:36.020 that by creating an audience using random and uniform 74 00:04:36.020 --> 00:04:38.140 of be at most 9. 75 00:04:40.580 --> 00:04:44.820 Random be at most 9. 76 00:04:44.820 --> 00:04:49.460 You'll see this is 10% of your audience. 77 00:04:49.460 --> 00:04:51.220 Let's save it. 78 00:04:51.220 --> 00:04:52.180 Add condition. 79 00:04:52.180 --> 00:04:56.980 Save holdout 10%. 80 00:04:56.980 --> 00:04:58.060 And create that one. 81 00:05:01.060 --> 00:05:04.540 You can use this holdout audience or both 82 00:05:04.540 --> 00:05:09.100 or one of the A or B audiences as building block audiences 83 00:05:09.100 --> 00:05:12.100 to make other new audiences. 84 00:05:12.100 --> 00:05:16.300 This means that you can add them as an existing audience combined 85 00:05:16.300 --> 00:05:18.180 with other audience attributes. 86 00:05:18.180 --> 00:05:23.300 For example, let's create a new audience 87 00:05:23.300 --> 00:05:26.940 that takes users with any affinity for apparel 88 00:05:26.940 --> 00:05:29.340 and divides it in half. 89 00:05:29.340 --> 00:05:31.500 So let's go ahead and grab that audience. 90 00:05:34.180 --> 00:05:37.900 And when it loads, we will duplicate it and create 91 00:05:37.900 --> 00:05:42.660 a new one that is just half of it combined with list A. 92 00:05:42.660 --> 00:05:45.460 So go ahead and duplicate. 93 00:05:45.460 --> 00:05:50.940 Let's call it list A. Go ahead and add a new rule set, 94 00:05:50.940 --> 00:05:55.900 existing audience, and let's say split test A. 95 00:05:55.900 --> 00:05:58.820 If you add that, combine it with an and, 96 00:05:58.820 --> 00:06:03.300 and you'll see that the previous version is 6,000, 97 00:06:03.300 --> 00:06:06.740 and this one cuts it in half down to 3%. 98 00:06:06.740 --> 00:06:10.820 So this is a list A split test of users 99 00:06:10.820 --> 00:06:13.340 with any affinity for apparel. 100 00:06:13.340 --> 00:06:15.300 Go ahead and create that audience 101 00:06:15.300 --> 00:06:18.380 and use it as you will. 102 00:06:18.380 --> 00:06:22.180 Thanks for listening, and good luck with your campaigns. ``` ```transcript [00:00] of your audiences. [00:02] This video will show you how to use out-of-the-box custom rules [00:06] to split up your audiences into random partitions. [00:10] You may use A-B testing and some of your marketing tools [00:13] to compare the performance of a campaign [00:16] or to create a holdout audience which does not [00:18] receive marketing messages. [00:20] You can easily set up these audiences in Lytx, [00:23] but with the added benefit of being [00:25] able to use these same audiences in multiple tools. [00:30] First, we'll look at using custom rules [00:33] to create two distinct audiences with identical attributes [00:38] for A-B testing. [00:40] Go ahead and navigate to the Audience tab [00:44] and create a new audience. [00:47] Go to Definition, Custom Rule. [00:51] In the search field, start typing random. [00:57] This will pull up a custom rule called Random Uniform [01:01] Partition of Users. [01:02] This is a default mapping in your account, [01:05] does not require any additional development. [01:09] The Random Uniform Partition of Users attribute [01:12] randomly assigns a numerical value between 1 and 100 [01:16] to all of your profiles. [01:18] In order to create an A and B audience, [01:22] you would divide the audience between those [01:24] equal to or less than 49 and equal to or greater than 50. [01:31] In the syntax of the rule builder, [01:33] that looks like selecting a value to be at least 50. [01:43] Add that condition. [01:45] Note that the percentage of the total audience [01:48] is very close to 50%. [01:52] Go ahead and save that audience using your organization's [01:57] naming conventions, noting that this is audience labeled as A. [02:04] Split test A. [02:08] Check Whitelist API if you want to pass this to other tools. [02:14] It's also a good idea to put in a description. [02:16] Split about random test B at least 50. [02:26] Go ahead and create this audience. [02:31] Now to create audience B. Go back to the Audience Builder [02:37] and create a new audience. [02:41] Go to Custom Rule and select Random again. [02:46] And what we'll do here is select the other half [02:49] of your universe. [02:52] To collect the other half, you're [02:55] going to want to select Random Uniform Partition. [02:59] And this time, be at most 49. [03:03] This is the other half. [03:05] Add that condition. [03:08] Note that this percentage of the total audience [03:11] is the remaining percentage that is excluded from audience A [03:15] that we just created. [03:17] Let's save this one. [03:19] Split test B. And put in a description. [03:24] Partition B at most 49. [03:31] Save it. [03:34] Great. [03:36] Go back to the Audience Builder if you want to see the list. [03:39] So you now have two audiences which [03:42] are arbitrarily divided into two different groups. ``` #### Lesson text How to use default settings in Lytics to create A/B audiences that can be used across channels. ## Tutorial: A/B Testing ### Introduction **Note:** On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable change is that the navigation menu has moved from the top of the app to the left side. We appreciate your patience as we work on updating our Academy. In this tutorial, we will show how to split up your Lytics audiences into random partitions for A/B testing. A/B testing is often used to: * Compare the performance of campaigns in your marketing tools * Create a holdout audience that does not receive marketing messages Lytics provides an **out-of-the-box custom rule** so you can easily perform A/B testing without any additional development. **What are examples of how to use A/B testing to improve conversions?** Test different imagery or messaging on ads Test different CTAs on modals. ### Video Tutorial In the "Use Lytics for A-B Testing" video (6.5 mins), we will show how to: 1. Use custom rules to create 2 distinct audiences with identical attributes for A/B testing 2. Build a holdout audience of 10% of users If video learning is not your style, feel free to skip and continue reading on. Each step in the video is covered in the following sections. When creating your audiences, make sure you check the **API Accessible** option to make it available to the Lytics personalization API and other tools. Please note the Audience Configuration Options in the Lytics UI are updated as shown below: ![api-accessible-configuration-audiences.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt6cf7f9d1860cce2e/686b3168966f792f48008450/api-accessible-configuration-audiences.png) **Note:** Use your A/B Audiences across Tools - Once you have set up A/B audiences in Lytics, you can use these audiences in multiple marketing tools downstream. ### Creating A and B Audiences This section and the next will walk through each step in the process so you can follow along as you make your own A/B Audiences. 1. In the Lytics UI, go to the Audiences tab and click **Create New Audience**.![IIn Audiences click Create New Audience.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltef36ff0afe0d0d51/686b339a177f446f4263fee9/IIn_Audiences_click_Create_New_Audience.png) 2. Go to definition section and click on **Custom Rule.**![click on Custom Rule.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltf9f8f49bbc549805/686b339a47548fd11d5694a8/click_on_Custom_Rule.png) 3. In the search field start typing "**random"**. This will pull up a custom rule called, "**random, uniform partition of users"**.![Type random and select random uniform partition of users.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blte324dabc36d5f81f/686b339a4e3255e3515681f8/Type_random_and_select_random_uniform_partition_of_users.png)This is a default mapping in every account. The rule randomly assigns a numerical value between 1 and 100 to all of your user profiles. ![numerical value between 1 and 100 assigned to user profiles.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt100f56b51416ae04/686b339a7c2fb5695288e5bf/numerical_value_between_1_and_100_assigned_to_user_profiles.png) 4. Make your first audience with the “random, uniform partition of users” field, using the logic “**be at least 50**”.  Set this: Title - “Split Test A” Description - “Random partition be at least 50”![Assign title Split test A.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt1edc28fa50cccfcc/686b339a77a15536de4c0e37/Assign_title_Split_test_A.png) Remember to check the **API Accessible** configuration option to make your audiences available to the Lytics personalization API and other tools. 5. Make your second audience with the “random, uniform partition of users” field, using the logic “**be at most 49**”. Set this: Title - “Split Test B” Description - “Random partition be at most 49” ![second audience be at most 49”.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt51d772095b377ce0/686b339a8d0d022efe95e1ad/second_audience_be_at_most_49”.png) **Note:** You can add other field rules in the audiences to customize the A/B test. Make sure that what ever supplemental logic you add to one it is mirrored in the other audience. 6. Now that there are 2 groups we can use this for all sorts of split campaigns. If you need more split tests on the audience, all you would have to do is augment the random partition number further. For example, make 4 audiences called A, B, C and D, and subdivide the random partition into fourths using the audience logic. ### Building Holdout Audiences You can also use the “random, uniform partition of users” of user to create a holdout audience. For example, if you want to reserve and suppress an arbitrary 10% of your audience from marketing messages, you can do that by creating an audience with the logic of “random, uniform partition of users” be at most 9. ![Building Holdout Audience.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blta2d8437df08fdb05/686b384028e2717d2aa3b13d/Building_Holdout_Audience.png) You can use holdout audiences and A/ B audiences as **building block audiences** to make other, new audiences. This means you can add them to an existing audience, combined with other audience attributes. ![Building Holdout Audience 2.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltd514d72425d4fa28/686b3840321163542c005273/Building_Holdout_Audience_2.png) ### Knowledge Check Before we wrap up, here is a quick quiz to make sure you learned the key points. **Which custom rule will you use to create A/B Audiences in Lytics?** A. custom user attributes B. random, uniform partition of users C. origin of user Answer: B **You can add other user field rules to customize A/B audiences.** A. True B. False Answer: A **Which configuration option is required to make an audience available to other tools?** A. Custom Description B. API Accessible C. Generate Insights Answer: B #### Key takeaways - Connect **Use Lytics for A/B Testing** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 06 — Build Personalized Experiences #### Video details #### At a glance - **Title:** Build Personalized Experiences - **Duration:** 6m 26s - **Media link:** https://cdn.jwplayer.com/previews/LT4UJrkM - **Publish date (unix):** 1751803725 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113699 kbps - video/mp4 · 180p · 180p · 134428 kbps - video/mp4 · 270p · 270p · 144628 kbps - video/mp4 · 360p · 360p · 157494 kbps - video/mp4 · 406p · 406p · 164951 kbps - video/mp4 · 540p · 540p · 183338 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/LT4UJrkM-120.vtt` #### Transcript Welcome to the Lytx Experiences overview, how to build and host campaign experiences within Lytx. What you will learn in this video training, what is an experience, how to build and host a basic modal campaign experience within Lytx. Also, what other experiences are available? Let's go into the Lytx UI. If you click on experiences, you'll go to the experiences main page. Each marketing initiative within Lytx is called an experience. Experiences can be executed within different channels, depending on the provider and tactic. If you are familiar with Lytx Personalize, you will recognize that a Lytx web personalized experience in the journey canvas is roughly equivalent to a personalized campaign. Let's look at how to build and host a simple modal, also known as interstitial or slide-in. In the experiences main page, we'll see a list of all previously created experiences that have been built in your account. To create a new one, click add experiences. For this one, we will create a new experience. We'll start with the top one listed here, which is the Lytx modal campaign builder. In this case, we are going to create a modal to share a promo code for a subscription coupon. Let's click present a message. The other options can drive traffic, capture leads into Lytx, or even recommend content in order to retain site visitors. Be sure to title your experience, or you'll have a whole list of them called untitled. Here's a title here. Go ahead and add your headline body copy to the modal. There's an optional image URL, which you can put here. No smaller than 150 by 150. Now, this is going to appear in the default WYSIWYG template. You do have a few options for the layout. This one on the right, modal, is going to be kind of an interstitial in the bulk of the page. You'll see moving to the right here, there is a slide out, which you can position bottom left or bottom right, which is great depending on how your site is set up. You can also do a bar, which is a persisting bar at the top of your site, or sticky bar, which will follow the user throughout the page. There's also options to select different colors. You can use your hex codes in here. You can also point to your own CSS. You'll have to host it and point to the CSS class here. But if you want, you could create a simple modal just with the default colors here, or you can change maybe the action text or the button text. In this case, there's no button since it's just a present a message. Once you're satisfied with your body text and headline and your title, you can keep going in the modal builder. Click Next Step. This is where the magic of Lytx comes in. So this modal will only appear for the audience that you select here. In this case, if we want new subscribers, we probably want unknown users, or lapsed subscribers, or brand new people who have never subscribed. So let's just say unknown users for now. Select them. This will give you an idea of how many people in that audience can be reached with this modal. Keep going with Next Step. In this case, you can select what exact page on your website you want this modal to appear on. Or maybe you want to hide it just on your home page. If you leave this blank, the modal will appear on every page. There's also further controls here under Advanced Display Options, where you can control your display triggers, display frequency, what happens if a user clicks, what happens if a user clicks Cancel or Close. I like to always hide permanently on these bottom two for a good user experience. You can also set an expiration date. You can leave it blank, and it will appear forever. Or you can select a date, which is always a good idea, even if it's in the far future. You can select that, go to Next Step, and you'll see a summary of your page. Let's go ahead and save this one. Keep in mind, if this is a modal in your account, you can hit Preview and then indicate the page where you want it to appear. And then you will get a staged version of the modal. For now, let's just go ahead and save the modal. Let's save it and close it, go back to Experiences. Keep in mind that in terms of adding new experiences, you can also import campaigns from other tools, like Facebook, Google Ads, Iterable, or Salesforce Marketing Cloud. Keep in mind that you will have to have authorized that channel provider, which is covered in another module, but it's under Data and Integrations if you want to hook that up. And then you will have to have built a campaign in that channel provider that you want to bring into Lytx. For more information on importing external experiences, we have excellent documentation on learn.lytx. Thanks for listening. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:03.320 Welcome to the Lytx Experiences overview, 2 00:00:03.320 --> 00:00:08.620 how to build and host campaign experiences within Lytx. 3 00:00:08.620 --> 00:00:11.960 What you will learn in this video training, 4 00:00:11.960 --> 00:00:14.680 what is an experience, 5 00:00:14.680 --> 00:00:20.560 how to build and host a basic modal campaign experience within Lytx. 6 00:00:20.560 --> 00:00:25.480 Also, what other experiences are available? 7 00:00:25.480 --> 00:00:28.480 Let's go into the Lytx UI. 8 00:00:28.880 --> 00:00:32.160 If you click on experiences, 9 00:00:32.160 --> 00:00:35.600 you'll go to the experiences main page. 10 00:00:35.600 --> 00:00:39.840 Each marketing initiative within Lytx is called an experience. 11 00:00:39.840 --> 00:00:42.800 Experiences can be executed within different channels, 12 00:00:42.800 --> 00:00:45.480 depending on the provider and tactic. 13 00:00:45.480 --> 00:00:48.240 If you are familiar with Lytx Personalize, 14 00:00:48.240 --> 00:00:51.800 you will recognize that a Lytx web personalized experience 15 00:00:51.800 --> 00:00:55.160 in the journey canvas is roughly equivalent 16 00:00:55.160 --> 00:00:58.400 to a personalized campaign. 17 00:00:58.400 --> 00:01:01.880 Let's look at how to build and host a simple modal, 18 00:01:01.880 --> 00:01:06.160 also known as interstitial or slide-in. 19 00:01:06.160 --> 00:01:08.400 In the experiences main page, 20 00:01:08.400 --> 00:01:11.960 we'll see a list of all previously created experiences 21 00:01:11.960 --> 00:01:14.400 that have been built in your account. 22 00:01:14.400 --> 00:01:18.840 To create a new one, click add experiences. 23 00:01:18.840 --> 00:01:23.400 For this one, we will create a new experience. 24 00:01:23.400 --> 00:01:26.120 We'll start with the top one listed here, 25 00:01:26.120 --> 00:01:31.360 which is the Lytx modal campaign builder. 26 00:01:31.360 --> 00:01:35.200 In this case, we are going to create a modal 27 00:01:35.200 --> 00:01:39.160 to share a promo code for a subscription coupon. 28 00:01:39.160 --> 00:01:42.880 Let's click present a message. 29 00:01:42.880 --> 00:01:45.760 The other options can drive traffic, 30 00:01:45.760 --> 00:01:49.040 capture leads into Lytx, or even recommend content 31 00:01:49.040 --> 00:01:52.440 in order to retain site visitors. 32 00:01:52.440 --> 00:01:54.640 Be sure to title your experience, 33 00:01:54.640 --> 00:01:58.920 or you'll have a whole list of them called untitled. 34 00:01:58.920 --> 00:02:01.600 Here's a title here. 35 00:02:01.600 --> 00:02:07.640 Go ahead and add your headline body copy to the modal. 36 00:02:07.640 --> 00:02:29.400 There's an optional image URL, which you can put here. 37 00:02:29.400 --> 00:02:31.960 No smaller than 150 by 150. 38 00:02:31.960 --> 00:02:36.320 Now, this is going to appear in the default WYSIWYG template. 39 00:02:36.320 --> 00:02:39.000 You do have a few options for the layout. 40 00:02:39.000 --> 00:02:41.200 This one on the right, modal, is going 41 00:02:41.200 --> 00:02:45.800 to be kind of an interstitial in the bulk of the page. 42 00:02:45.800 --> 00:02:47.640 You'll see moving to the right here, 43 00:02:47.640 --> 00:02:51.960 there is a slide out, which you can position bottom left 44 00:02:51.960 --> 00:02:55.080 or bottom right, which is great depending 45 00:02:55.080 --> 00:02:57.040 on how your site is set up. 46 00:02:57.040 --> 00:03:00.840 You can also do a bar, which is a persisting bar 47 00:03:00.840 --> 00:03:04.320 at the top of your site, or sticky bar, which 48 00:03:04.320 --> 00:03:08.720 will follow the user throughout the page. 49 00:03:08.720 --> 00:03:13.440 There's also options to select different colors. 50 00:03:13.440 --> 00:03:16.720 You can use your hex codes in here. 51 00:03:16.720 --> 00:03:19.400 You can also point to your own CSS. 52 00:03:19.400 --> 00:03:24.000 You'll have to host it and point to the CSS class here. 53 00:03:24.000 --> 00:03:26.960 But if you want, you could create a simple modal just 54 00:03:26.960 --> 00:03:28.840 with the default colors here, or you 55 00:03:28.840 --> 00:03:33.160 can change maybe the action text or the button text. 56 00:03:33.160 --> 00:03:35.520 In this case, there's no button since it's just 57 00:03:35.520 --> 00:03:37.760 a present a message. 58 00:03:37.760 --> 00:03:42.640 Once you're satisfied with your body text and headline 59 00:03:42.640 --> 00:03:46.320 and your title, you can keep going in the modal builder. 60 00:03:46.320 --> 00:03:48.080 Click Next Step. 61 00:03:48.080 --> 00:03:50.880 This is where the magic of Lytx comes in. 62 00:03:50.880 --> 00:03:53.920 So this modal will only appear for the audience 63 00:03:53.920 --> 00:03:55.660 that you select here. 64 00:03:55.660 --> 00:03:58.480 In this case, if we want new subscribers, 65 00:03:58.520 --> 00:04:03.720 we probably want unknown users, or lapsed subscribers, 66 00:04:03.720 --> 00:04:05.800 or brand new people who have never subscribed. 67 00:04:05.800 --> 00:04:08.640 So let's just say unknown users for now. 68 00:04:08.640 --> 00:04:09.920 Select them. 69 00:04:09.920 --> 00:04:13.200 This will give you an idea of how many people 70 00:04:13.200 --> 00:04:16.600 in that audience can be reached with this modal. 71 00:04:16.600 --> 00:04:19.280 Keep going with Next Step. 72 00:04:19.280 --> 00:04:22.200 In this case, you can select what exact page 73 00:04:22.200 --> 00:04:25.520 on your website you want this modal to appear on. 74 00:04:25.520 --> 00:04:30.680 Or maybe you want to hide it just on your home page. 75 00:04:30.680 --> 00:04:32.560 If you leave this blank, the modal 76 00:04:32.560 --> 00:04:35.000 will appear on every page. 77 00:04:35.000 --> 00:04:37.600 There's also further controls here 78 00:04:37.600 --> 00:04:40.280 under Advanced Display Options, where 79 00:04:40.280 --> 00:04:45.240 you can control your display triggers, display frequency, 80 00:04:45.240 --> 00:04:48.000 what happens if a user clicks, what 81 00:04:48.000 --> 00:04:51.680 happens if a user clicks Cancel or Close. 82 00:04:51.680 --> 00:04:53.240 I like to always hide permanently 83 00:04:53.240 --> 00:04:56.560 on these bottom two for a good user experience. 84 00:04:56.560 --> 00:04:58.760 You can also set an expiration date. 85 00:04:58.760 --> 00:05:01.640 You can leave it blank, and it will appear forever. 86 00:05:01.640 --> 00:05:04.880 Or you can select a date, which is always a good idea, 87 00:05:04.880 --> 00:05:06.840 even if it's in the far future. 88 00:05:06.840 --> 00:05:09.840 You can select that, go to Next Step, 89 00:05:09.840 --> 00:05:13.360 and you'll see a summary of your page. 90 00:05:13.360 --> 00:05:15.400 Let's go ahead and save this one. 91 00:05:15.400 --> 00:05:18.040 Keep in mind, if this is a modal in your account, 92 00:05:18.040 --> 00:05:21.840 you can hit Preview and then indicate the page 93 00:05:21.840 --> 00:05:23.560 where you want it to appear. 94 00:05:23.560 --> 00:05:27.160 And then you will get a staged version of the modal. 95 00:05:27.160 --> 00:05:30.320 For now, let's just go ahead and save the modal. 96 00:05:33.600 --> 00:05:37.080 Let's save it and close it, go back to Experiences. 97 00:05:39.800 --> 00:05:44.400 Keep in mind that in terms of adding new experiences, 98 00:05:44.400 --> 00:05:48.480 you can also import campaigns from other tools, 99 00:05:48.480 --> 00:05:52.240 like Facebook, Google Ads, Iterable, 100 00:05:52.240 --> 00:05:54.200 or Salesforce Marketing Cloud. 101 00:05:54.200 --> 00:05:56.840 Keep in mind that you will have to have authorized 102 00:05:56.840 --> 00:06:00.240 that channel provider, which is covered in another module, 103 00:06:00.240 --> 00:06:04.120 but it's under Data and Integrations 104 00:06:04.120 --> 00:06:05.960 if you want to hook that up. 105 00:06:05.960 --> 00:06:08.720 And then you will have to have built a campaign 106 00:06:08.720 --> 00:06:13.000 in that channel provider that you want to bring into Lytx. 107 00:06:13.000 --> 00:06:17.520 For more information on importing external experiences, 108 00:06:17.520 --> 00:06:22.040 we have excellent documentation on learn.lytx. 109 00:06:23.880 --> 00:06:25.040 Thanks for listening. ``` ```transcript [00:00] Welcome to the Lytx Experiences overview, [00:03] how to build and host campaign experiences within Lytx. [00:08] What you will learn in this video training, [00:11] what is an experience, [00:14] how to build and host a basic modal campaign experience within Lytx. [00:20] Also, what other experiences are available? [00:25] Let's go into the Lytx UI. [00:28] If you click on experiences, [00:32] you'll go to the experiences main page. [00:35] Each marketing initiative within Lytx is called an experience. [00:39] Experiences can be executed within different channels, [00:42] depending on the provider and tactic. [00:45] If you are familiar with Lytx Personalize, [00:48] you will recognize that a Lytx web personalized experience [00:51] in the journey canvas is roughly equivalent [00:55] to a personalized campaign. [00:58] Let's look at how to build and host a simple modal, [01:01] also known as interstitial or slide-in. [01:06] In the experiences main page, [01:08] we'll see a list of all previously created experiences [01:11] that have been built in your account. [01:14] To create a new one, click add experiences. [01:18] For this one, we will create a new experience. [01:23] We'll start with the top one listed here, [01:26] which is the Lytx modal campaign builder. [01:31] In this case, we are going to create a modal [01:35] to share a promo code for a subscription coupon. [01:39] Let's click present a message. [01:42] The other options can drive traffic, [01:45] capture leads into Lytx, or even recommend content [01:49] in order to retain site visitors. [01:52] Be sure to title your experience, [01:54] or you'll have a whole list of them called untitled. [01:58] Here's a title here. [02:01] Go ahead and add your headline body copy to the modal. [02:07] There's an optional image URL, which you can put here. [02:29] No smaller than 150 by 150. [02:31] Now, this is going to appear in the default WYSIWYG template. [02:36] You do have a few options for the layout. [02:39] This one on the right, modal, is going [02:41] to be kind of an interstitial in the bulk of the page. [02:45] You'll see moving to the right here, [02:47] there is a slide out, which you can position bottom left [02:51] or bottom right, which is great depending [02:55] on how your site is set up. [02:57] You can also do a bar, which is a persisting bar [03:00] at the top of your site, or sticky bar, which [03:04] will follow the user throughout the page. [03:08] There's also options to select different colors. [03:13] You can use your hex codes in here. [03:16] You can also point to your own CSS. [03:19] You'll have to host it and point to the CSS class here. [03:24] But if you want, you could create a simple modal just [03:26] with the default colors here, or you [03:28] can change maybe the action text or the button text. [03:33] In this case, there's no button since it's just [03:35] a present a message. [03:37] Once you're satisfied with your body text and headline [03:42] and your title, you can keep going in the modal builder. [03:46] Click Next Step. ``` #### Lesson text Take a deeper dive into building and hosting Personalized Experiences in Lytics. ## Introduction ### Overview **Note:** On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable change is that the navigation menu has moved from the top of the app to the left side. We appreciate your patience as we work on updating our Academy. In this training, we will walk you through how to build out-of-the-box Modals (also known as Interstitials, pop-ups, slide-ins, or welcome ads) using the Experience Editor in Lytics. We will cover:  * How to successfully build and host Experiences within Lytics * Share best practices and nuances to consider when creating an Experience * Introduce the other Experience types that are available in Lytics  * Social, ads, email ![build personalized experiences.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt3d0533c35b133a06/686a97f43211630b540050bd/build_personalized_experiences.png) **What is the difference between a Modal and a Personalize Experience?** Nothing, in Lytics these two terms are interchangeable! By the end of this training, you will have learned - What is an "Experience" in Lytics - How to build and host a basic Experience - What other Experiences are available ### Key Terminology Before you get started, here are some key terms that are useful to understand when creating Experiences in Lytics. ## Key Terms: * **Experience:** Marketing tactics that can be executed in different channels depending on the provider, allowing you to present tailored messaging to specific audiences. * **Personalize:** Personalize is very similar to “Experiences”. Personalize enables you to host simple modals and interstitial campaigns. This tab is a **legacy function** which will eventually be deprecated in favor of “Experiences”. * **Goal:** high-level objectives that measure marketing success, such as improving conversion rates, decreasing churn, and increasing customer lifetime value (LTV). * **Canvas:** The UI view of Lytics Goals that allows users to manage Stages and Experiences all from one place. For more information, see: * [Lytics Glossary](https://learn.lytics.com/content/lytics-glossary) [](https://learn.lytics.com/documentation/product/features/experiences/overview) * [Experiences Overview](https://learn.lytics.com/documentation/product/features/experiences/overview) **Which channel can you activate an Experience on?** A. Website B. Social (Ex. Facebook) C. Ads (Ex. Google Ads) D. Email (Ex. Mailchimp) E. All of the above F. None of the above Answer: E ### Getting Started #### What do I need to create a Personalize Experience? Here are some questions you might want to ask yourself prior to setting up an Experience: 1. What is the goal of this experience? 1. Drive Traffic 2. Capture Leads 3. Present a Message 4. Recommend Content 2. Do I have all the necessary creative to set up my campaign? For example: Custom CSS, images, etc.  3. What audience is this campaign targeting? Does it already exist in Lytics? If not, we recommend first creating your target audiences in Lytics. 4. Is my "URL allow list for Orchestrate" up to date? For directions on how to set this up, check out our [FAQ](https://learn.lytics.com/documentation/product/faq#my-previewed-experience-worked-why-doesnt-it-display-once-started). During this training, we will only cover Lytics out-of-the-box functionality. Here is how you get started creating a Personalize Experience in the UI:  ![Click Experiences > Add Experiences.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt19e5851ff5515c38/686a64c9c3d87b0283b6e7cc/Click_Experiences_Add_Experiences.png) Once you click "Add Experience" you would have the option to either import an existing experience or create a new experience. During today's training, we will choose "New" to create a new experience. ![Add a new Experience.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt299bf6a2c3740c59/686a64c928e271d73da3af54/Add_a_new_Experience.png) Next we will build out a Personalize Experience for "Present a message." ## Design ### Video Tutorial If you're interested in watching this process in real time, see the step-by-step video tutorial titled "Build Personalized Experiences" (~6.5 mins). If video learning is not your style, feel free to skip and continue reading on. Each step in the video is covered in more detail in the following sections, including best practices and key takeaways to help you successfully deliver Personalized Experiences using Lytics. ### Designing an Experience #### Designing a Campaign Here we'll review the out-of-the-box design functionality that Lytics provides. ![Experience Design.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt8a5bed62c7520aee/686a6abc47548f4b7456930a/Experience_Design.png) First add the Headline & Body of your experience. You also have the option to add an image URL (no smaller than 150 X 150 pixels). Next choose your Layout from the follow options: * **Modal:** A full screen takeover experience that can be closed by clicking outside the modal, clicking the close button of the modal, or taking the intended call to action. * **Slideout:** A small widget that occupies a corner of the screen. It does not interrupt the user's current task. * **Bar:** A short widget that takes the full width of the screen and sits at the top of the page. * **Sticky-bar:**  A bar that scrolls with the page. Once you choose your layout, choose the positioning of your experience. It's worth noting that Lytics campaigns can show up in various positions on a web page depending on the layout of the widget. The allowed positions will always show up as a dark gray color while the unallowed positions will be light gray. The active position is blue. To learn more about Campaign types & Compatibility check out our [Compatibility Matrix](https://learn.lytics.com/documentation/product/features/web-personalization/editor/design-step#campaign-type-layout-compatability-matrix). #### Campaign Theme  There are three ways to theme a campaign: 1. **Choose a theme**: Lytics provides a Light and Dark theme out of the box. 2. **Build a custom theme**: There are eight color options (described below) available to build a theme in the campaign editor. 3. **Use Custom CSS**: By using your own custom CSS, Lytics provides no theme information, relying on CSS to style all campaign widget elements. \***CSS must be hosted by customer**\* #### Custom Theme Color Options 1. **Background**: The color of the background color of the widget. 2. **Headline**: The text color of the headline message. 3. **Body Text**: The text color of the body text. 4. **Close Button**: The color of the '×' shape used as a close button. 5. **Submit Button Text**: The color of the text in the call-to-action (or submit) button. 6. **Submit Button**: The background color of the call-to-action (or submit) button. 7. **Cancel Button Text**: The color of the text in the cancel (or dismiss) button. 8. **Cancel Button**: The background color of the cancel (or dismiss) button. To learn more about all of the custom theming options Lytics has available check out our Pathfora SDK Custom CSS doc. **If you use your own Custom CSS:** We recommend adding all custom CSS files to one global style sheet as Lytics will not support numerous independent CSS files. The workaround here in ensuring all CSS files reside in the same style sheet. **When using custom CSS for Lytics Experiences, the style sheet must be hosted by the customer.** A. True B. False Answer: A Once all of the design elements are complete you can click "Next step". In the next section we will decide which audience this campaign is going to target. ## Target ### Select An Audience to Target #### Target Choose the audience you'd like to target with this experience or if the audience doesn't exist click "New audience." ![select\_audience.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt82802a86c167ef24/686a727b177f44d44c63fd3c/select_audience.png) #### Additional Considerations Lytics encourages users to add additional data-driven elements into the targeting strategy. Here's one example: Let's say you're presenting a message to offer a 20% discount code to users who aren't currently a paid subscriber. First you want to make sure you exclude any active subscribers in your audience. ![exclude active subscribers in audience.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltc44a504f1cd0efe6/686a727b8f61ad1b71dc5e34/exclude_active_subscribers_in_audience.png) Now that you've ensured a good user experience by excluding all active subscribers, we recommend layering in Lytics out-of-the-box **behavioral audiences** to help improve targeting. In this instance adding "Frequent Users" is a good option. ![Add Frequent Users.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt6d351a8cc313a161/686a727ab831ee876b272962/Add_Frequent_Users.png) If you're curious what variables go in our behavioral audiences, check out our [Out-of-the-box Behavioral Audiences](https://learn.lytics.com/documentation/product/features/descriptive-and-predictive-modeling/behavioral-audiences#the-full-set-of-out-of-the-box-behavioral-audiences) docs. Now that you have a hyper-targeted audience of "Frequent non-subscribers" to activate against you can see your potential campaign reach (outlined with a green box). ![potential\_reach.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blta23846ac803ad2f9/686a727b19cab2a80acec3ad/potential_reach.png) Next, let's set up display options! ## Display ### Set up Display Rules With our basic display options, you will decide which URL's you would like to either show or hide your experience on and how long you would like it to run. If is an evergreen campaign, you can leave the end date blank and it will run indefinitely. If you'd like to add additional display settings, check out our "Advanced Display Options" In the advanced display options you can add additional customization to your experience, such as: Display Trigger and Display Frequency: ![Advanced Display Options.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt8bd82933096cb3e2/686ab60303043f39bbfbfe18/Advanced_Display_Options.png) You can also set what happens when a user clicks the call to action or cancel/close ![Advanced Display Options 2.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt3ce0945738539310/686ab6035d66fe0ad20f5cb7/Advanced_Display_Options_2.png) **We recommend leveraging the advanced display options to create a more pleasant user experience!** A couple display options that we've seen success with are: * "Show after % of page scroll"  * "Show after X page views"  This way, you are certain the user has shown intent and is ready for the experience!  Now that the experience is complete, it's time to review and preview the campaign.  ## Review ### Preview In the final step you can confirm everything is set up correctly for your experience and preview it on site: ![Enter preview URL.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt3916a4a259b36045/686ab77adf067ef9b2fb9490/Enter_preview_URL.png) If you're running into trouble previewing your experience, here are a few "gotchas" that are worth noting: 1. Check that the Lytics JavaScript tag installed on that page of your website. Lytics experiences require the JavaScript tag to be installed. 2.  Check your display conditions. You may have a display trigger that is preventing the campaign from being shown right away. Try scrolling down the page, or refreshing the preview page to the appropriate number if you are using one of these display conditions. 3. If the preview was working previously and is no longer showing, check if you have any of the "Display Frequency", "When the user clicks CTA...", or "When user clicks cancel or close..." options enabled. If so, try clearing any items in your cookies and session storage that are prefixed with "Pathfora".  **Best Practice: Testing Process** - We encourage users to implement a repeatable process when previewing/testing campaigns that can be adopted across all Lytics users. This helps eliminate confusion and is considered a best practice when leveraging a CDP. **Which of the following are required to have Lytics Experiences display on your website? Select all that apply.** A. Lytics JavaScript tag is installed B. Display URL is included in your URL Allowlist account settings C. Advanced Display Options are configured Answer: A, B (Advanced Display Options are not required, but recommended to create a better user experience) Now that we've reviewed and previewed the campaign, it's ready to go live! In this next section, we will share a high level overview of the additional experiences we have available in Lytics. ### Third-Party Experience Providers Now that you know how to create a Personalized Experience, you can start leveraging the additional channels we have available in Lytics! We're continuing to build out our integrations to support more third-party tools for Experiences. As of right now, here is a list of the supported experience providers available in Lytics: * [Facebook](https://learn.lytics.com/documentation/product/integrations/facebook/experiences) * [Google Ads](https://learn.lytics.com/documentation/product/integrations/google/google-adwords/experiences) * [Iterable](https://learn.lytics.com/documentation/product/integrations/iterable/experiences) * [Mailchimp](https://learn.lytics.com/documentation/product/integrations/mailchimp/experiences) * [Salesforce Marketing Cloud](https://learn.lytics.com/documentation/product/integrations/salesforce-integrations/salesforce-marketing-cloud/experiences) * [SendGrid](https://learn.lytics.com/documentation/product/integrations/salesforce-integrations/salesforce-marketing-cloud/experiences) * [The Trade Desk](https://learn.lytics.com/documentation/product/integrations/the-trade-desk/experiences) To learn more, check out [Experiences: Providers & Tactics](https://learn.lytics.com/documentation/product/features/experiences/experience-editor/providers-and-tactics#experience-editor:-providers-and-tactics) We also have additional intelligence around experience performance. We will dig into this in our guide on the Goal Canvas. But for now, here is a high level overview of what you can expect: [Experience Intelligence](https://learn.lytics.com/documentation/product/features/lytics-view/experience-intelligence). ![30 days insights and intelligence preview.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt0165e901a70d88bd/686ab7c86521fc42676d6fd4/30_days_insights_and_intelligence_preview.png) ## Recap ### More Resources #### Recommended Resources See our Experiences documentation for more information. * [Lytics Experiences Overview](https://learn.lytics.com/documentation/product/features/experiences/overview) * [Managing Experiences](https://learn.lytics.com/documentation/product/features/experiences/managing-experiences) * [Experience Editor](https://learn.lytics.com/documentation/product/features/experiences/experience-editor/experience-editor) Ready to dive deeper and customize your Lytics Experiences? Check out our use case documentation. * [Style your Lytics Web Experiences to Fit Your Brand Guidelines](https://learn.lytics.com/use-cases/style-your-lytics-web-experiences-to-fit-your-brand-guidelines) * [Enhance Personalized Messaging with User Profile Fields](https://learn.lytics.com/use-cases/enhance-personalized-messaging-with-user-profile-fields) * [Tracking Lytics Web Personalize Experiences in Third Party Tools](https://learn.lytics.com/use-cases/tracking-web-personalize-experiences-in-third-party-tools) #### Key takeaways - Connect **Build Personalized Experiences** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 07 — How to Export Audiences #### Video details #### At a glance - **Title:** How To Export Audiences - **Duration:** 3m 28s - **Media link:** https://cdn.jwplayer.com/previews/ZGeJlubB - **Publish date (unix):** 1751779823 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113595 kbps - video/mp4 · 180p · 200p · 154498 kbps - video/mp4 · 270p · 300p · 185183 kbps - video/mp4 · 360p · 400p · 211364 kbps - video/mp4 · 406p · 450p · 226698 kbps - video/mp4 · 540p · 600p · 286968 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/ZGeJlubB-120.vtt` #### Transcript Hello, today we will export an audience as a CSV file via SFTP. The first step in this process is to go to the Audience tab, select an audience you would like to export, and then on the right-hand side, there's a green Export button, which you can click. To export an audience via SFTP, you need to use the custom integration style, and you will see the Export CSV via SFTP option here. Select an authorization you would like to use, I already have one set up, and you can add a label, which will be the title of the job, and a description for more details. We already have the audience name set up. You have the option to compress the file, and there are some more configurations. Here, you can select specific fields to export. If none are selected, then every single user field will be included in that export. Next you can choose how many users you want to see in the exported CSV for that audience. If you leave it blank, everyone will export. You have the option to change the custom delimiter, and many other options to choose from. Should you need more information about any of these configurations, you can go to Learn Analytics, search for Custom Integrations, and find the CSV export option, and all the details can be found here. I'm going to leave everything with the default settings, and click on Start Export. As soon as you see this green box in the left-hand corner, Successfully Started the Job, you know that the job is now started and running. You're able to look into the details of your export. This is a way to review which configurations you selected, including the audience you selected. There's also a Logs tab that will let you know how that export is processing. And that is one way to export an audience via SFTP in Lytx. Thank you, and I hope you enjoyed this recording. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:08.160 Hello, today we will export an audience as a CSV file via SFTP. 2 00:00:08.160 --> 00:00:14.600 The first step in this process is to go to the Audience tab, select an audience you would 3 00:00:14.600 --> 00:00:20.380 like to export, and then on the right-hand side, there's a green Export button, which 4 00:00:20.380 --> 00:00:25.320 you can click. 5 00:00:25.320 --> 00:00:32.480 To export an audience via SFTP, you need to use the custom integration style, and you 6 00:00:32.480 --> 00:00:39.240 will see the Export CSV via SFTP option here. 7 00:00:39.240 --> 00:00:47.480 Select an authorization you would like to use, I already have one set up, and you can 8 00:00:47.840 --> 00:00:54.840 add a label, which will be the title of the job, and a description for more details. 9 00:00:54.840 --> 00:01:01.840 We already have the audience name set up. 10 00:01:16.120 --> 00:01:23.120 You have the option to compress the file, and there are some more configurations. 11 00:01:23.440 --> 00:01:28.240 Here, you can select specific fields to export. 12 00:01:28.240 --> 00:01:35.240 If none are selected, then every single user field will be included in that export. 13 00:01:37.760 --> 00:01:44.760 Next you can choose how many users you want to see in the exported CSV for that audience. 14 00:01:44.760 --> 00:01:51.100 If you leave it blank, everyone will export. 15 00:01:51.100 --> 00:01:57.380 You have the option to change the custom delimiter, and many other options to choose 16 00:01:57.380 --> 00:01:58.700 from. 17 00:01:58.700 --> 00:02:02.580 Should you need more information about any of these configurations, you can go to Learn 18 00:02:02.580 --> 00:02:09.580 Analytics, search for Custom Integrations, and find the CSV export option, and all the 19 00:02:14.740 --> 00:02:20.780 details can be found here. 20 00:02:20.820 --> 00:02:27.820 I'm going to leave everything with the default settings, and click on Start Export. 21 00:02:31.780 --> 00:02:37.140 As soon as you see this green box in the left-hand corner, Successfully Started the Job, you 22 00:02:37.140 --> 00:02:44.140 know that the job is now started and running. 23 00:02:45.140 --> 00:02:52.140 You're able to look into the details of your export. 24 00:02:54.900 --> 00:03:01.900 This is a way to review which configurations you selected, including the audience you selected. 25 00:03:02.900 --> 00:03:09.900 There's also a Logs tab that will let you know how that export is processing. 26 00:03:13.900 --> 00:03:20.900 And that is one way to export an audience via SFTP in Lytx. 27 00:03:21.900 --> 00:03:26.900 Thank you, and I hope you enjoyed this recording. ``` ```transcript [00:00] Hello, today we will export an audience as a CSV file via SFTP. [00:08] The first step in this process is to go to the Audience tab, select an audience you would [00:14] like to export, and then on the right-hand side, there's a green Export button, which [00:20] you can click. [00:25] To export an audience via SFTP, you need to use the custom integration style, and you [00:32] will see the Export CSV via SFTP option here. [00:39] Select an authorization you would like to use, I already have one set up, and you can [00:47] add a label, which will be the title of the job, and a description for more details. [00:54] We already have the audience name set up. [01:16] You have the option to compress the file, and there are some more configurations. [01:23] Here, you can select specific fields to export. [01:28] If none are selected, then every single user field will be included in that export. [01:37] Next you can choose how many users you want to see in the exported CSV for that audience. [01:44] If you leave it blank, everyone will export. [01:51] You have the option to change the custom delimiter, and many other options to choose [01:57] from. [01:58] Should you need more information about any of these configurations, you can go to Learn [02:02] Analytics, search for Custom Integrations, and find the CSV export option, and all the [02:14] details can be found here. [02:20] I'm going to leave everything with the default settings, and click on Start Export. [02:31] As soon as you see this green box in the left-hand corner, Successfully Started the Job, you [02:37] know that the job is now started and running. [02:45] You're able to look into the details of your export. [02:54] This is a way to review which configurations you selected, including the audience you selected. [03:02] There's also a Logs tab that will let you know how that export is processing. [03:13] And that is one way to export an audience via SFTP in Lytx. [03:21] Thank you, and I hope you enjoyed this recording. ``` #### Lesson text Learn how to export audiences as a CSV for custom integrations. ## Exporting Audiences via CSV ### Introduction **Note:** On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable change is that the navigation menu has moved from the top of the app to the left side. We appreciate your patience as we work on updating our Academy. In this tutorial, we'll introduce how to export audiences from Lytics to external sources, using the Lytics **Custom Integration** for **SFTP** and **Email exports**.  * How to export a CSV from the Audiences section of the UI * How to export a CSV from the Jobs section of the UI This option is recommended when debugging or exporting to third-party systems that do not have a direct integration with Lytics. Custom exports can be made via **CSV**. There are many **out-of-the-box integrations** to run export jobs from Lytics to external sources, this is just one. The basic principles described in the following sections are standard when using any one of our integrations. Find the full list of supported integrations on [Learn Lytics](https://learn.lytics.com/documentation/product/integrations). ### Video Tutorial Watch the "How to Export Audiences" video (3.5 mins) for a walk through of how to export an audience as a CSV from the audiences tab in Lytics. **If no fields are selected to export in the configuration, then ALL user fields will be included.** A. True B. False Answer: True **Which of the following are configuration options?** A. User limit B. File compression C. Custom delimiter D. All of the above E. None of the above Answer: D ### Start a New Export Now we'll show another way you can export audiences via CSV starting from the Jobs section of the Lytics UI. 1. In your Lytics account, navigate to [Data > Jobs](https://app.lytics.com/data/jobs) and click the **Create New Job** button in the upper right corner. ![Create-new-job.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt4aedb5737bafb9a1/686a16b3177f44139363fcd6/Create-new-job.png) 2. Select the integration tile (use the search bar at the top for faster results). In this example we will select **Custom Integrations,** which will export CSV data to either an email address or to a SFTP account. ![select-Custom-Integrations.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt611e835ffd27eb10/686a16b3177f4405a263fcd2/select-Custom-Integrations.png) ### Authorize Custom Export 1. Under the Export options select **CSV via SFTP**. ![Select Export > CSV via SFTP.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blte5cba6c590c0ad1b/686a5299966f7996ca008274/Select_Export_CSV_via_SFTP.png) 2. If an authorization for an SFTP account has not been established or you do not have access to the SFTP authorizations listed to extract the file, click the **Create New Authorization** button.  3. When setting up a new authorization there are several options. In this case we will create a **Lytics Managed SFTP Server Authorization** which will generate an SFTP account you can access via an external SFTP tool. ![create-authorization-sftp-csv-export.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt6a91170481357b06/686a5348a795875647f50cf8/create-authorization-sftp-csv-export.png) 4. Fill out the label and Description with meaningful detail and create a username and password. Remember the username and password since you will need this to access the SFTP account via FTP client. **Do you need to have an authorization setup for a Custom Export to a SFTP instance?** A. Yes B. No Answer: A ### Configure Export 1. After a SFTP Server Authorization has been created, you can use this for more exports as needed. 2. The last step is to configure the job to export an audience. Depending on the needs such as a **one-time export** or **continuous export,** the job will have to be set up differently. Please see our [Custom Integrations: CSV Export](https://learn.lytics.com/documentation/product/integrations/custom-integrations/csv-export#custom-integrations:-csv-export) documentation for all configuration options. ![configure job to export an audience.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltc790d335291fe6ca/686a595d03043fdbd4fbfd66/configure_job_to_export_an_audience.png) If you select the **continuous export** option, you have three options for how often to export the file: **daily, weekly, or monthly.**![continuous-export-option.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltfb2b21793bc05ad6/686a595dc3d87be192b6e7b8/continuous-export-option.png) **You can export new files continuously on a \_\_\_\_\_ basis. Select all that apply.** A. Hourly B. Daily C. Weekly D. Monthly Answer: B, C, D ### Export Results 1. Once the export has been completed, it will sit in the job queue list under **Data > Jobs**, where you can see its current status. ![Export in job queue under Data > Jobs.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt1cad04a237d1e8b1/686a5b8e4b4fe90a835c4a04/Export_in_job_queue_under_Data_Jobs.png) 2. Once the audience export is ready the status will be **Completed** in the Jobs section and you can go to an FTP client and access the data.  Simply add the host name (**sftp.lytics.io**),  port number (**22**), user name , and password . ![Audience Export Demo modal.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt994233a2b08b96b4/686a5b8ec4493caa75a97885/Audience_Export_Demo_modal.png) Thanks for completing this tutorial on how to export audiences as a CSV. Below are recommended resources to continue learning. ### Academy Courses * Connecting Integrations * Jobs and Authorizations ### Documentation * [CSV Export documentation](https://learn.lytics.com/documentation/product/integrations/custom-integrations/csv-export) #### Key takeaways - Connect **How to Export Audiences** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 08 — High Value Audiences #### Video details #### At a glance - **Title:** High Value Audiences - **Duration:** 4m 27s - **Media link:** https://cdn.jwplayer.com/previews/cVv5XRhs - **Publish date (unix):** 1751770933 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113613 kbps - video/mp4 · 180p · 180p · 134478 kbps - video/mp4 · 270p · 270p · 145097 kbps - video/mp4 · 360p · 360p · 159303 kbps - video/mp4 · 406p · 406p · 167201 kbps - video/mp4 · 540p · 540p · 185942 kbps - video/mp4 · 720p · 720p · 212176 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/cVv5XRhs-120.vtt` #### Transcript In this video, I will take you through how you can identify and create high-value segments using the Lytx platform. Since I will touch upon multiple topics at a high level, it is recommended that you also review the prerequisite Lytx Academy modules listed in this section. These additional modules will help you gain a more in-depth understanding of the topics this video touches upon. Thanks to the suite of data science techniques built into the platform, Lytx is able to use your data to generate additional data and associate it to your users. This data, powered by artificial intelligence and machine learning, allows you to easily identify many of your high-value users and quickly create targetable segments for your downstream tools. Ultimately, high-value audiences are based on behaviors. Lytx data science analyzes what your users are doing and predicts what they will do next. Using past and current behavior to determine what each user is likely to do in the future allows you to better align your marketing initiatives to the right audience for your goal. Having the right audience for your goal is what makes an audience high-value. To make finding your high-value audiences easier, Lytx has built multiple features fueled by data science right into the platform. These features include behavioral audiences. These are out-of-the-box audiences that have been created automatically and are based on each user's engagement level with your site and marketing campaigns. Behavioral scores. These scores are used to power the behavioral audiences, but can also be used to fine-tune customized audiences to the desired type and level of engagement your campaign requires. Content affinities. Affinities allow you to align initiatives to users based on their engagement level with particular content. And lookalike models. Lookalike models allow you to create segments of users who look like other users who haven't taken a desired action, essentially allowing you to target a segment of users who are likely to perform the desired behavior but have yet to do so. All of these features are updated in real-time to keep any segments that utilize these features as fresh as possible. All options are able to be used to create standalone audiences, or they can be used as building blocks to fine-tune the targets of your campaigns. Behavioral audiences and behavioral scores are ready to be used once behavioral data is flowing regularly into your account and can be found simply by going into the audience builder in the audience tab. Content affinities and lookalike models do require some additional setup, but once the prep work has been done, they too can be found in the audience builder. Behavioral audiences that are out-of-the-box can be found under the existing audience tab within the audience builder. Behavioral scores and any lookalike models you create will be found in the custom rule tab. And content affinities that you've created will be found in the content affinity tab. Before building your audiences, it is important to map out the customer journey and the goal you are targeting with your marketing efforts. By planning out the steps that a customer takes to move towards the goal you've set can help you define what audiences are going to be most relevant for the campaign. In this example, let's say our business has done a great job supplying our funnel with leads and have been successfully driving them to our site where they begin their research. However, our company typically sees a long path to purchase and is looking to shorten the window by qualifying leads based on their site behavior. We'd like to focus our efforts on users who are currently active and are also showing deep engagement with our site. We can use two of the out-of-the-box audiences to create such an audience. First, we'll use the currently engaged audience. And then we're going to add in the deeply engaged users. Keep in mind that there may be other parameters that you will want to consider adding in service of your downstream tools, like including only users who have supplied their email or you may want to exclude certain users like those who have already made a purchase. Simply build in the additional logic to get to your desired audience. This is just one example of how you can customize an audience to target the most relevant users for a desired stage and goal. By using the data science tools within Linux to define the building blocks of your audience, you can create bespoke, high-value segments that align directly with any of your goals. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:07.000 In this video, I will take you through how you can identify and create high-value segments using the Lytx platform. 2 00:00:07.000 --> 00:00:17.000 Since I will touch upon multiple topics at a high level, it is recommended that you also review the prerequisite Lytx Academy modules listed in this section. 3 00:00:17.000 --> 00:00:23.000 These additional modules will help you gain a more in-depth understanding of the topics this video touches upon. 4 00:00:23.000 --> 00:00:32.000 Thanks to the suite of data science techniques built into the platform, Lytx is able to use your data to generate additional data and associate it to your users. 5 00:00:32.000 --> 00:00:43.000 This data, powered by artificial intelligence and machine learning, allows you to easily identify many of your high-value users and quickly create targetable segments for your downstream tools. 6 00:00:44.000 --> 00:00:47.000 Ultimately, high-value audiences are based on behaviors. 7 00:00:47.000 --> 00:00:53.000 Lytx data science analyzes what your users are doing and predicts what they will do next. 8 00:00:53.000 --> 00:01:02.000 Using past and current behavior to determine what each user is likely to do in the future allows you to better align your marketing initiatives to the right audience for your goal. 9 00:01:02.000 --> 00:01:07.000 Having the right audience for your goal is what makes an audience high-value. 10 00:01:07.000 --> 00:01:15.000 To make finding your high-value audiences easier, Lytx has built multiple features fueled by data science right into the platform. 11 00:01:15.000 --> 00:01:18.000 These features include behavioral audiences. 12 00:01:18.000 --> 00:01:26.000 These are out-of-the-box audiences that have been created automatically and are based on each user's engagement level with your site and marketing campaigns. 13 00:01:26.000 --> 00:01:28.000 Behavioral scores. 14 00:01:28.000 --> 00:01:38.000 These scores are used to power the behavioral audiences, but can also be used to fine-tune customized audiences to the desired type and level of engagement your campaign requires. 15 00:01:38.000 --> 00:01:40.000 Content affinities. 16 00:01:40.000 --> 00:01:46.000 Affinities allow you to align initiatives to users based on their engagement level with particular content. 17 00:01:46.000 --> 00:01:48.000 And lookalike models. 18 00:01:48.000 --> 00:01:54.000 Lookalike models allow you to create segments of users who look like other users who haven't taken a desired action, 19 00:01:54.000 --> 00:02:01.000 essentially allowing you to target a segment of users who are likely to perform the desired behavior but have yet to do so. 20 00:02:01.000 --> 00:02:08.000 All of these features are updated in real-time to keep any segments that utilize these features as fresh as possible. 21 00:02:08.000 --> 00:02:16.000 All options are able to be used to create standalone audiences, or they can be used as building blocks to fine-tune the targets of your campaigns. 22 00:02:16.000 --> 00:02:27.000 Behavioral audiences and behavioral scores are ready to be used once behavioral data is flowing regularly into your account and can be found simply by going into the audience builder in the audience tab. 23 00:02:27.000 --> 00:02:35.000 Content affinities and lookalike models do require some additional setup, but once the prep work has been done, they too can be found in the audience builder. 24 00:02:35.000 --> 00:02:41.000 Behavioral audiences that are out-of-the-box can be found under the existing audience tab within the audience builder. 25 00:02:41.000 --> 00:02:47.000 Behavioral scores and any lookalike models you create will be found in the custom rule tab. 26 00:02:47.000 --> 00:02:52.000 And content affinities that you've created will be found in the content affinity tab. 27 00:02:52.000 --> 00:02:59.000 Before building your audiences, it is important to map out the customer journey and the goal you are targeting with your marketing efforts. 28 00:02:59.000 --> 00:03:08.000 By planning out the steps that a customer takes to move towards the goal you've set can help you define what audiences are going to be most relevant for the campaign. 29 00:03:09.000 --> 00:03:18.000 In this example, let's say our business has done a great job supplying our funnel with leads and have been successfully driving them to our site where they begin their research. 30 00:03:18.000 --> 00:03:26.000 However, our company typically sees a long path to purchase and is looking to shorten the window by qualifying leads based on their site behavior. 31 00:03:26.000 --> 00:03:34.000 We'd like to focus our efforts on users who are currently active and are also showing deep engagement with our site. 32 00:03:34.000 --> 00:03:39.000 We can use two of the out-of-the-box audiences to create such an audience. 33 00:03:39.000 --> 00:03:44.000 First, we'll use the currently engaged audience. 34 00:03:44.000 --> 00:03:50.000 And then we're going to add in the deeply engaged users. 35 00:03:50.000 --> 00:03:56.000 Keep in mind that there may be other parameters that you will want to consider adding in service of your downstream tools, 36 00:03:56.000 --> 00:04:03.000 like including only users who have supplied their email or you may want to exclude certain users like those who have already made a purchase. 37 00:04:03.000 --> 00:04:07.000 Simply build in the additional logic to get to your desired audience. 38 00:04:07.000 --> 00:04:15.000 This is just one example of how you can customize an audience to target the most relevant users for a desired stage and goal. 39 00:04:15.000 --> 00:04:20.000 By using the data science tools within Linux to define the building blocks of your audience, 40 00:04:20.000 --> 00:04:26.000 you can create bespoke, high-value segments that align directly with any of your goals. ``` ```transcript [00:00] In this video, I will take you through how you can identify and create high-value segments using the Lytx platform. [00:07] Since I will touch upon multiple topics at a high level, it is recommended that you also review the prerequisite Lytx Academy modules listed in this section. [00:17] These additional modules will help you gain a more in-depth understanding of the topics this video touches upon. [00:23] Thanks to the suite of data science techniques built into the platform, Lytx is able to use your data to generate additional data and associate it to your users. [00:32] This data, powered by artificial intelligence and machine learning, allows you to easily identify many of your high-value users and quickly create targetable segments for your downstream tools. [00:44] Ultimately, high-value audiences are based on behaviors. [00:47] Lytx data science analyzes what your users are doing and predicts what they will do next. [00:53] Using past and current behavior to determine what each user is likely to do in the future allows you to better align your marketing initiatives to the right audience for your goal. [01:02] Having the right audience for your goal is what makes an audience high-value. [01:07] To make finding your high-value audiences easier, Lytx has built multiple features fueled by data science right into the platform. [01:15] These features include behavioral audiences. [01:18] These are out-of-the-box audiences that have been created automatically and are based on each user's engagement level with your site and marketing campaigns. [01:26] Behavioral scores. [01:28] These scores are used to power the behavioral audiences, but can also be used to fine-tune customized audiences to the desired type and level of engagement your campaign requires. [01:38] Content affinities. [01:40] Affinities allow you to align initiatives to users based on their engagement level with particular content. [01:46] And lookalike models. [01:48] Lookalike models allow you to create segments of users who look like other users who haven't taken a desired action, [01:54] essentially allowing you to target a segment of users who are likely to perform the desired behavior but have yet to do so. [02:01] All of these features are updated in real-time to keep any segments that utilize these features as fresh as possible. [02:08] All options are able to be used to create standalone audiences, or they can be used as building blocks to fine-tune the targets of your campaigns. [02:16] Behavioral audiences and behavioral scores are ready to be used once behavioral data is flowing regularly into your account and can be found simply by going into the audience builder in the audience tab. [02:27] Content affinities and lookalike models do require some additional setup, but once the prep work has been done, they too can be found in the audience builder. [02:35] Behavioral audiences that are out-of-the-box can be found under the existing audience tab within the audience builder. [02:41] Behavioral scores and any lookalike models you create will be found in the custom rule tab. [02:47] And content affinities that you've created will be found in the content affinity tab. [02:52] Before building your audiences, it is important to map out the customer journey and the goal you are targeting with your marketing efforts. [02:59] By planning out the steps that a customer takes to move towards the goal you've set can help you define what audiences are going to be most relevant for the campaign. [03:09] In this example, let's say our business has done a great job supplying our funnel with leads and have been successfully driving them to our site where they begin their research. [03:18] However, our company typically sees a long path to purchase and is looking to shorten the window by qualifying leads based on their site behavior. [03:26] We'd like to focus our efforts on users who are currently active and are also showing deep engagement with our site. [03:34] We can use two of the out-of-the-box audiences to create such an audience. [03:39] First, we'll use the currently engaged audience. [03:44] And then we're going to add in the deeply engaged users. [03:50] Keep in mind that there may be other parameters that you will want to consider adding in service of your downstream tools, [03:56] like including only users who have supplied their email or you may want to exclude certain users like those who have already made a purchase. [04:03] Simply build in the additional logic to get to your desired audience. [04:07] This is just one example of how you can customize an audience to target the most relevant users for a desired stage and goal. [04:15] By using the data science tools within Linux to define the building blocks of your audience, [04:20] you can create bespoke, high-value segments that align directly with any of your goals. ``` #### Lesson text Learn how to identify and activate high value behavioral audiences in Lytics. **Note:** On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable changes are that the navigation menu has moved from the top of the app to the left side and the "Next Steps" button in the Experience Editor has moved. We appreciate your patience as we work on updating our Academy. In the "High Value Audiences" video (5 mins), we will share how you can find and activate high value audiences in Lytics. Lytics provides a variety of out-of-the-box **behavioral audiences** that make it easy to target customers based what they want and what they will do next to provide better customer experiences and drive business outcomes. To continue learning about building and leveraging Behavioral Audiences, we recommend the following. ### Academy Courses * Audience Building ### Documentation * [Behavioral Audiences](https://learn.lytics.com/documentation/product/features/descriptive-and-predictive-modeling/behavioral-audiences) #### Key takeaways - Connect **High Value Audiences** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 09 — Increase Online Conversion #### Video details #### At a glance - **Title:** Increase Online Conversion - **Duration:** 8m 24s - **Media link:** https://cdn.jwplayer.com/previews/S1xaxbEf - **Publish date (unix):** 1751770555 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113589 kbps - video/mp4 · 180p · 178p · 131818 kbps - video/mp4 · 270p · 268p · 139829 kbps - video/mp4 · 360p · 356p · 150938 kbps - video/mp4 · 406p · 400p · 155076 kbps - video/mp4 · 540p · 534p · 171226 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/S1xaxbEf-120.vtt` #### Transcript Welcome to increasing online conversion. There are many ways one can increase online conversion through the Lytx platform to help guide consumers down the purchase funnel from awareness all the way through to loyalty. These examples include the following, among others. Targeting anonymous prospects via lookalike modeling on Facebook, Google, the Trade Desk, etc. Targeting anonymous users to opt in for email communication via a custom modal. Targeting known users who have never purchased with a special promotion via a custom modal. And targeting known users with one purchase to become repeat purchasers via lookalike modeling with focused email content. This specific video will walk you through the third example. Targeting known users who have never purchased with a special promotion via a custom modal to drive more revenue from your website. The first step is to build your audience. And the second step is to build the experience. So I will switch over here to our user interface. And the first step is to go to audiences. Here we want to create new audience. First we will name it. I'm going to name it converting known never bought to buy. You can add in a description. And also a slug for APIs or SDKs. And then I will go to custom rule in this case. And I am going to type in here. Filtering for email address. Email address exists. And we will add that as a condition. Because when an email address exists, that means that that is a known user for most of our clients. Then I will add another rule to this. And that will be has past purchases. Here I'm going to click on false. Because that will mean that those people have never purchased before. And I will add that condition. And hit create. And now I've created my audience. You can see here that it's 1600 records. And now we can go over to our experiences tab. And at this point we want to add an experience. And we're going to create a new one here. We're going to choose Lytics at this point. Because we are wanting to personalize the website. And for this model we're going to click on present a message. Here we want to enter our headline. So I'm going to type in here. Actually, first it's really good to click on the title. Because if you don't, you'll end up with a bunch of experiences called untitled experience. So I'm going to click on that and call it 20% off modal. And then for our headline, which is what the consumers will see, I'm going to type in 20% off your first purchase. And for the body copy, it will be a little bit smaller in the widget. And it will want it to read type in code save 20 at checkout. Note here you may add an image URL if your graphics team has built you an image. Just know that we recommend using a square image and no smaller than 150 by 150 pixels. And this is the time too where you want to decide about the placement of your promotion. Either with a traditional modal, a slide out, a bar, or a sticky bar. I'm going to opt for the modal. And then this is also the time to decide on the colors of your graphic. You see here for background, headline, text, et cetera. You can click on these and click on here or add your hex code. Or you can also click on I have my own CSS. Note that if you do that, that will be something that you will be hosting. And you can click on next step. And it's time to select our audience. So I'm going to start typing in that audience we just created. Inverting no, never bought to buy. There it is. Click on that. And next step. So here you want to add in if you want to show or hide on your particular website URL. Which particular pages. And then we recommend definitely going into these advanced display options as well. And for purposes of our demonstration, I'm going to click on the fact that I only want this modal to show up to one time per user per session. And when the user clicks on it, I want to hide permanently. And if the user clicks cancel or close, I also want to hide permanently. The length of this experience to run, you can choose indefinite or you can choose a specific end date. I'm going to go with the end of next month. And now to the next step. And so this is your review page, basically where it goes through all the details that you've input. And you also have a chance to preview the experience here. And then save and exit. Your third step really is to analyze the road, analyze the results after launching your modal and letting it run for a bit. This is an example of results from another modal that we've used. And you can see how many users in your audience have been reached, along with all of the relevant activity details. We hope you'll give this a test on your own platform and share the results with us. One client recently shared about a look-alike model they created through our UI, which is targeting an unknown-to-known conversion. And that is achieving a 16% click-through and a 29% conversion rate. Another client shared recently that they are getting a 3.5% click-through on a content recommendation modal that they are testing upon exit intent, thus extending the time on site for those users. Thanks for watching, and we hope this helps you convert browsers on your site to purchasers. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:03.000 Welcome to increasing online conversion. 2 00:00:03.000 --> 00:00:07.000 There are many ways one can increase online conversion through the Lytx platform 3 00:00:07.000 --> 00:00:12.000 to help guide consumers down the purchase funnel from awareness all the way through to loyalty. 4 00:00:12.000 --> 00:00:15.000 These examples include the following, among others. 5 00:00:15.000 --> 00:00:21.000 Targeting anonymous prospects via lookalike modeling on Facebook, Google, the Trade Desk, etc. 6 00:00:21.000 --> 00:00:28.000 Targeting anonymous users to opt in for email communication via a custom modal. 7 00:00:28.000 --> 00:00:33.000 Targeting known users who have never purchased with a special promotion via a custom modal. 8 00:00:33.000 --> 00:00:42.000 And targeting known users with one purchase to become repeat purchasers via lookalike modeling with focused email content. 9 00:00:42.000 --> 00:00:45.000 This specific video will walk you through the third example. 10 00:00:45.000 --> 00:00:54.000 Targeting known users who have never purchased with a special promotion via a custom modal to drive more revenue from your website. 11 00:00:54.000 --> 00:00:57.000 The first step is to build your audience. 12 00:00:57.000 --> 00:01:01.000 And the second step is to build the experience. 13 00:01:01.000 --> 00:01:06.000 So I will switch over here to our user interface. 14 00:01:06.000 --> 00:01:09.000 And the first step is to go to audiences. 15 00:01:09.000 --> 00:01:14.000 Here we want to create new audience. 16 00:01:14.000 --> 00:01:16.000 First we will name it. 17 00:01:16.000 --> 00:01:21.000 I'm going to name it converting known never bought to buy. 18 00:01:21.000 --> 00:01:24.000 You can add in a description. 19 00:01:24.000 --> 00:01:29.000 And also a slug for APIs or SDKs. 20 00:01:29.000 --> 00:01:36.000 And then I will go to custom rule in this case. 21 00:01:36.000 --> 00:01:43.000 And I am going to type in here. 22 00:01:43.000 --> 00:01:48.000 Filtering for email address. 23 00:01:48.000 --> 00:01:56.000 Email address exists. 24 00:01:56.000 --> 00:01:59.000 And we will add that as a condition. 25 00:01:59.000 --> 00:02:08.000 Because when an email address exists, that means that that is a known user for most of our clients. 26 00:02:08.000 --> 00:02:14.000 Then I will add another rule to this. 27 00:02:14.000 --> 00:02:22.000 And that will be has past purchases. 28 00:02:22.000 --> 00:02:27.000 Here I'm going to click on false. 29 00:02:27.000 --> 00:02:33.000 Because that will mean that those people have never purchased before. 30 00:02:33.000 --> 00:02:36.000 And I will add that condition. 31 00:02:36.000 --> 00:02:41.000 And hit create. 32 00:02:41.000 --> 00:02:43.000 And now I've created my audience. 33 00:02:43.000 --> 00:02:49.000 You can see here that it's 1600 records. 34 00:02:49.000 --> 00:02:54.000 And now we can go over to our experiences tab. 35 00:02:54.000 --> 00:02:57.000 And at this point we want to add an experience. 36 00:02:57.000 --> 00:03:01.000 And we're going to create a new one here. 37 00:03:01.000 --> 00:03:04.000 We're going to choose Lytics at this point. 38 00:03:04.000 --> 00:03:09.000 Because we are wanting to personalize the website. 39 00:03:09.000 --> 00:03:18.000 And for this model we're going to click on present a message. 40 00:03:18.000 --> 00:03:20.000 Here we want to enter our headline. 41 00:03:20.000 --> 00:03:26.000 So I'm going to type in here. 42 00:03:26.000 --> 00:03:33.000 Actually, first it's really good to click on the title. 43 00:03:34.000 --> 00:03:39.000 Because if you don't, you'll end up with a bunch of experiences called untitled experience. 44 00:03:39.000 --> 00:03:49.000 So I'm going to click on that and call it 20% off modal. 45 00:03:50.000 --> 00:03:55.000 And then for our headline, which is what the consumers will see, 46 00:03:55.000 --> 00:04:09.000 I'm going to type in 20% off your first purchase. 47 00:04:09.000 --> 00:04:14.000 And for the body copy, it will be a little bit smaller in the widget. 48 00:04:14.000 --> 00:04:30.000 And it will want it to read type in code save 20 at checkout. 49 00:04:30.000 --> 00:04:36.000 Note here you may add an image URL if your graphics team has built you an image. 50 00:04:36.000 --> 00:04:43.000 Just know that we recommend using a square image and no smaller than 150 by 150 pixels. 51 00:04:43.000 --> 00:04:49.000 And this is the time too where you want to decide about the placement of your promotion. 52 00:04:49.000 --> 00:04:57.000 Either with a traditional modal, a slide out, a bar, or a sticky bar. 53 00:04:57.000 --> 00:05:03.000 I'm going to opt for the modal. 54 00:05:03.000 --> 00:05:07.000 And then this is also the time to decide on the colors of your graphic. 55 00:05:07.000 --> 00:05:11.000 You see here for background, headline, text, et cetera. 56 00:05:11.000 --> 00:05:19.000 You can click on these and click on here or add your hex code. 57 00:05:19.000 --> 00:05:23.000 Or you can also click on I have my own CSS. 58 00:05:23.000 --> 00:05:28.000 Note that if you do that, that will be something that you will be hosting. 59 00:05:28.000 --> 00:05:32.000 And you can click on next step. 60 00:05:32.000 --> 00:05:35.000 And it's time to select our audience. 61 00:05:35.000 --> 00:05:41.000 So I'm going to start typing in that audience we just created. 62 00:05:41.000 --> 00:05:43.000 Inverting no, never bought to buy. 63 00:05:43.000 --> 00:05:45.000 There it is. 64 00:05:45.000 --> 00:05:48.000 Click on that. 65 00:05:48.000 --> 00:05:51.000 And next step. 66 00:05:51.000 --> 00:06:03.000 So here you want to add in if you want to show or hide on your particular website URL. 67 00:06:03.000 --> 00:06:06.000 Which particular pages. 68 00:06:06.000 --> 00:06:12.000 And then we recommend definitely going into these advanced display options as well. 69 00:06:13.000 --> 00:06:27.000 And for purposes of our demonstration, I'm going to click on the fact that I only want this modal to show up to one time per user per session. 70 00:06:27.000 --> 00:06:32.000 And when the user clicks on it, I want to hide permanently. 71 00:06:32.000 --> 00:06:39.000 And if the user clicks cancel or close, I also want to hide permanently. 72 00:06:39.000 --> 00:06:48.000 The length of this experience to run, you can choose indefinite or you can choose a specific end date. 73 00:06:48.000 --> 00:06:54.000 I'm going to go with the end of next month. 74 00:06:54.000 --> 00:06:58.000 And now to the next step. 75 00:06:58.000 --> 00:07:06.000 And so this is your review page, basically where it goes through all the details that you've input. 76 00:07:06.000 --> 00:07:12.000 And you also have a chance to preview the experience here. 77 00:07:12.000 --> 00:07:22.000 And then save and exit. 78 00:07:22.000 --> 00:07:33.000 Your third step really is to analyze the road, analyze the results after launching your modal and letting it run for a bit. 79 00:07:33.000 --> 00:07:40.000 This is an example of results from another modal that we've used. 80 00:07:40.000 --> 00:07:47.000 And you can see how many users in your audience have been reached, along with all of the relevant activity details. 81 00:07:47.000 --> 00:07:52.000 We hope you'll give this a test on your own platform and share the results with us. 82 00:07:53.000 --> 00:08:00.000 One client recently shared about a look-alike model they created through our UI, which is targeting an unknown-to-known conversion. 83 00:08:00.000 --> 00:08:05.000 And that is achieving a 16% click-through and a 29% conversion rate. 84 00:08:05.000 --> 00:08:18.000 Another client shared recently that they are getting a 3.5% click-through on a content recommendation modal that they are testing upon exit intent, thus extending the time on site for those users. 85 00:08:18.000 --> 00:08:24.000 Thanks for watching, and we hope this helps you convert browsers on your site to purchasers. ``` ```transcript [00:00] Welcome to increasing online conversion. [00:03] There are many ways one can increase online conversion through the Lytx platform [00:07] to help guide consumers down the purchase funnel from awareness all the way through to loyalty. [00:12] These examples include the following, among others. [00:15] Targeting anonymous prospects via lookalike modeling on Facebook, Google, the Trade Desk, etc. [00:21] Targeting anonymous users to opt in for email communication via a custom modal. [00:28] Targeting known users who have never purchased with a special promotion via a custom modal. [00:33] And targeting known users with one purchase to become repeat purchasers via lookalike modeling with focused email content. [00:42] This specific video will walk you through the third example. [00:45] Targeting known users who have never purchased with a special promotion via a custom modal to drive more revenue from your website. [00:54] The first step is to build your audience. [00:57] And the second step is to build the experience. [01:01] So I will switch over here to our user interface. [01:06] And the first step is to go to audiences. [01:09] Here we want to create new audience. [01:14] First we will name it. [01:16] I'm going to name it converting known never bought to buy. [01:21] You can add in a description. [01:24] And also a slug for APIs or SDKs. [01:29] And then I will go to custom rule in this case. [01:36] And I am going to type in here. [01:43] Filtering for email address. [01:48] Email address exists. [01:56] And we will add that as a condition. [01:59] Because when an email address exists, that means that that is a known user for most of our clients. [02:08] Then I will add another rule to this. [02:14] And that will be has past purchases. [02:22] Here I'm going to click on false. [02:27] Because that will mean that those people have never purchased before. [02:33] And I will add that condition. [02:36] And hit create. [02:41] And now I've created my audience. [02:43] You can see here that it's 1600 records. [02:49] And now we can go over to our experiences tab. [02:54] And at this point we want to add an experience. [02:57] And we're going to create a new one here. [03:01] We're going to choose Lytics at this point. [03:04] Because we are wanting to personalize the website. [03:09] And for this model we're going to click on present a message. [03:18] Here we want to enter our headline. [03:20] So I'm going to type in here. [03:26] Actually, first it's really good to click on the title. [03:34] Because if you don't, you'll end up with a bunch of experiences called untitled experience. [03:39] So I'm going to click on that and call it 20% off modal. [03:50] And then for our headline, which is what the consumers will see, [03:55] I'm going to type in 20% off your first purchase. [04:09] And for the body copy, it will be a little bit smaller in the widget. [04:14] And it will want it to read type in code save 20 at checkout. [04:30] Note here you may add an image URL if your graphics team has built you an image. [04:36] Just know that we recommend using a square image and no smaller than 150 by 150 pixels. [04:43] And this is the time too where you want to decide about the placement of your promotion. [04:49] Either with a traditional modal, a slide out, a bar, or a sticky bar. [04:57] I'm going to opt for the modal. [05:03] And then this is also the time to decide on the colors of your graphic. [05:07] You see here for background, headline, text, et cetera. [05:11] You can click on these and click on here or add your hex code. [05:19] Or you can also click on I have my own CSS. [05:23] Note that if you do that, that will be something that you will be hosting. [05:28] And you can click on next step. [05:32] And it's time to select our audience. ``` #### Lesson text Learn how to increase conversions by offering a special promotion to known users who haven't made a purchase yet. **Note:** On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable changes are that the navigation menu has moved from the top of the app to the left side and the "Next Steps" button in the Experience Editor has moved. We appreciate your patience as we work on updating our Academy. In the "Increase Online Conversion" video (8 mins), we'll demonstrate how you can increase online conversion by targeting known users who have never purchased by offering a special promotion with a custom modal. Here's the diagramatic representation of the conversion funnel: ![Increasing Online Conversion.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt8eec8f3fdfc34cb4/6869e5ec177f44401463fc94/Increasing_Online_Conversion.png) To continue learning about creating Experiences, we recommend the following. ### Academy Courses * Create Personalized Experiences ### Documentation * [Experiences Overview](https://learn.lytics.com/documentation/product/features/experiences/overview) * [Use Case Library](https://learn.lytics.com/use-cases) #### Key takeaways - Connect **Increase Online Conversion** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 10 — Increase Upsells #### Video details #### At a glance - **Title:** Increase Upsells - **Duration:** 8m 52s - **Media link:** https://cdn.jwplayer.com/previews/KSxZC82d - **Publish date (unix):** 1751774112 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113446 kbps - video/mp4 · 180p · 200p · 139334 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/KSxZC82d-120.vtt` #### Transcript Hello and welcome. In this Linux Academy training video, you will learn to use lookalike models to increase upsells. We will cover the basics on using a lookalike model to identify highly engaged users that will populate a predictive audience, which can then be targeted for upsell. By using a lookalike model and the predictive audience, you will have a better idea of which free users are most likely to convert, allowing you to cut costs and increase return on investment. Through this demonstration, we'll cover how to create a target and source audience to use in your model, how to configure and run your model, which will generate a predictive audience based on your model's outcomes. We'll begin by creating our target and source audiences. In the Linux UI, click Audiences in the top bar menu. This will present a list of all known audiences. Now click the Create New Audience button in the upper right to open the audience creation page. For the purpose of this demonstration, we'll use existing pre-staged segments to populate the audiences for our demo. Our target audience will be our paid subscribers, while our source audience will be our free trial users that have not yet converted. To learn more about audience creation, please check out the audience building training in the Linux Essentials course at Linux Academy. First, we'll create our source audience. Let's name it DemoFreeSubscribers and give it an appropriate description as our source audience. Now we'll enter a slug, which is optional. This will be filled out for you based on the audience's name, but we're going to enter one here as DemoFreeSubscribers. There are many ways that you can customize your audience based on custom rules, associated campaigns, content affinity. We are going to choose an existing audience using test data that's going to give us the numbers that we're looking for. Once this is created, let's go back out to Audiences, click Create New Audience again. This time we will be building our target audience. We'll name it DemoPremiumSubscribers. Then we'll be LytxDemoTargetAudience and our slug will be DemoPremiumSubscribers. Again, we will be going with our pre-built target audience to populate. Let's create that. Now that we have our starting audiences, click Laboratory in the top menu bar, then click Create New Model button in the upper right corner. This brings us to the lookalike model builder page. Here we'll choose our source audience and our target audience and we have the option of creating a name. If no name is created, one will be auto-generated for you. Choosing our audiences, we will go with FreeSubscribers as our source audience and PremiumSubscribers as our target audience. Then we will name our model FreeToPremiumSubscribers. And lastly, we will select the auto-tune option and leave all of the advanced options on their defaults. For a deeper dive into lookalike models, see our lookalike models training at Lytx Academy or search our product documentation at learn.lytx.com. Now in the lower right, click Create Model. Now we can see our newly created model in the models list. And as you can see by looking at the status column, it's currently building. Depending on how much data you're working with and how you have your model configured, this build process can take some time. In the meantime, we can look at a model I created earlier using the same data. This is the model summary page. Here you can see your accuracy and reach scores. Accuracy describes the precision of the model's prediction, while reach describes the relative size of the model's addressable audience. You can think of a high reach and low accuracy score as being at the top of the sales funnel, while low reach and high accuracy represent the bottom of the funnel. Our results are mid-funnel. Now let's create our predictive audience, which can then be used to target specific free trial users for conversion to paid subscription users. Before we can generate a predictive audience, we'll need to activate our model. You would normally click Activate in the upper right, but this is a model that I had pre-staged for this demonstration, and it's already been activated. What we'll do is scroll down and click Create Predictive Audience. You'll see that our predictive audience has been defined, but can still be further customized depending on your marketing strategy. For this demo, we'll just give it a name. Demo Subscription Upsell. We will give it a description of Lytics Demo Predictive Audience. For this case, we will allow our slug to just auto-create. We will now create our audience, and this is now an audience that we can use in our upsell campaign. Thank you for watching this demo. To learn more, please visit Lytics Academy for all of our available courses. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:09.000 Hello and welcome. In this Linux Academy training video, you will learn to use lookalike models 2 00:00:09.000 --> 00:00:15.140 to increase upsells. We will cover the basics on using a lookalike model to identify highly 3 00:00:15.140 --> 00:00:22.360 engaged users that will populate a predictive audience, which can then be targeted for upsell. 4 00:00:22.360 --> 00:00:27.840 By using a lookalike model and the predictive audience, you will have a better idea of which 5 00:00:27.840 --> 00:00:36.760 free users are most likely to convert, allowing you to cut costs and increase return on investment. 6 00:00:36.760 --> 00:00:41.240 Through this demonstration, we'll cover how to create a target and source audience to 7 00:00:41.240 --> 00:00:47.760 use in your model, how to configure and run your model, which will generate a predictive 8 00:00:47.760 --> 00:00:56.860 audience based on your model's outcomes. We'll begin by creating our target and source audiences. 9 00:00:56.860 --> 00:01:08.880 In the Linux UI, click Audiences in the top bar menu. 10 00:01:08.880 --> 00:01:14.880 This will present a list of all known audiences. Now click the Create New Audience button in 11 00:01:14.880 --> 00:01:21.740 the upper right to open the audience creation page. 12 00:01:21.740 --> 00:01:27.020 For the purpose of this demonstration, we'll use existing pre-staged segments to populate 13 00:01:27.020 --> 00:01:34.120 the audiences for our demo. Our target audience will be our paid subscribers, while our source 14 00:01:34.120 --> 00:01:40.200 audience will be our free trial users that have not yet converted. To learn more about 15 00:01:40.200 --> 00:01:45.460 audience creation, please check out the audience building training in the Linux Essentials 16 00:01:45.460 --> 00:02:05.340 course at Linux Academy. First, we'll create our source audience. Let's name it DemoFreeSubscribers 17 00:02:05.340 --> 00:02:23.620 and give it an appropriate description as our source audience. Now we'll enter a slug, 18 00:02:23.620 --> 00:02:30.940 which is optional. This will be filled out for you based on the audience's name, but 19 00:02:30.940 --> 00:02:47.880 we're going to enter one here as DemoFreeSubscribers. There are many ways that you can customize 20 00:02:47.880 --> 00:02:56.260 your audience based on custom rules, associated campaigns, content affinity. We are going 21 00:02:56.260 --> 00:03:03.220 to choose an existing audience using test data that's going to give us the numbers that 22 00:03:03.220 --> 00:03:17.020 we're looking for. Once this is created, let's go back out to Audiences, click Create New 23 00:03:17.020 --> 00:03:41.300 Audience again. This time we will be building our target audience. We'll name it DemoPremiumSubscribers. 24 00:03:41.300 --> 00:04:06.140 Then we'll be LytxDemoTargetAudience and our slug will be DemoPremiumSubscribers. Again, 25 00:04:06.140 --> 00:04:16.940 we will be going with our pre-built target audience to populate. Let's create that. Now 26 00:04:16.940 --> 00:04:23.580 that we have our starting audiences, click Laboratory in the top menu bar, then click 27 00:04:23.580 --> 00:04:35.100 Create New Model button in the upper right corner. This brings us to the lookalike model 28 00:04:35.100 --> 00:04:44.340 builder page. Here we'll choose our source audience and our target audience and we have 29 00:04:44.340 --> 00:04:50.980 the option of creating a name. If no name is created, one will be auto-generated for 30 00:04:50.980 --> 00:05:01.180 you. Choosing our audiences, we will go with FreeSubscribers as our source audience and 31 00:05:01.180 --> 00:05:20.620 PremiumSubscribers as our target audience. Then we will name our model FreeToPremiumSubscribers. 32 00:05:20.620 --> 00:05:32.140 And lastly, we will select the auto-tune option and leave all of the advanced options 33 00:05:32.140 --> 00:05:38.760 on their defaults. For a deeper dive into lookalike models, see our lookalike models 34 00:05:38.760 --> 00:05:47.980 training at Lytx Academy or search our product documentation at learn.lytx.com. Now in the 35 00:05:47.980 --> 00:06:01.260 lower right, click Create Model. Now we can see our newly created model in the models 36 00:06:01.260 --> 00:06:10.080 list. And as you can see by looking at the status column, it's currently building. Depending 37 00:06:10.080 --> 00:06:15.620 on how much data you're working with and how you have your model configured, this build 38 00:06:15.620 --> 00:06:23.060 process can take some time. In the meantime, we can look at a model I created earlier using 39 00:06:23.060 --> 00:06:34.240 the same data. This is the model summary page. Here you can see your accuracy and reach scores. 40 00:06:34.240 --> 00:06:40.200 Accuracy describes the precision of the model's prediction, while reach describes the relative 41 00:06:40.200 --> 00:06:46.040 size of the model's addressable audience. You can think of a high reach and low accuracy 42 00:06:46.040 --> 00:06:54.040 score as being at the top of the sales funnel, while low reach and high accuracy represent 43 00:06:54.040 --> 00:07:00.940 the bottom of the funnel. Our results are mid-funnel. Now let's create our predictive 44 00:07:00.940 --> 00:07:06.840 audience, which can then be used to target specific free trial users for conversion to 45 00:07:06.840 --> 00:07:13.280 paid subscription users. Before we can generate a predictive audience, we'll need to activate 46 00:07:13.280 --> 00:07:20.360 our model. You would normally click Activate in the upper right, but this is a model that 47 00:07:20.360 --> 00:07:28.080 I had pre-staged for this demonstration, and it's already been activated. What we'll do 48 00:07:28.080 --> 00:07:40.360 is scroll down and click Create Predictive Audience. You'll see that our predictive audience 49 00:07:40.360 --> 00:07:49.540 has been defined, but can still be further customized depending on your marketing strategy. 50 00:07:49.540 --> 00:08:09.140 For this demo, we'll just give it a name. Demo Subscription Upsell. We will give it 51 00:08:09.140 --> 00:08:28.320 a description of Lytics Demo Predictive Audience. For this case, we will allow our slug to just 52 00:08:28.320 --> 00:08:40.400 auto-create. We will now create our audience, and this is now an audience that we can use 53 00:08:40.400 --> 00:08:49.480 in our upsell campaign. Thank you for watching this demo. To learn more, please visit Lytics 54 00:08:49.480 --> 00:08:52.040 Academy for all of our available courses. ``` ```transcript [00:00] Hello and welcome. In this Linux Academy training video, you will learn to use lookalike models [00:09] to increase upsells. We will cover the basics on using a lookalike model to identify highly [00:15] engaged users that will populate a predictive audience, which can then be targeted for upsell. [00:22] By using a lookalike model and the predictive audience, you will have a better idea of which [00:27] free users are most likely to convert, allowing you to cut costs and increase return on investment. [00:36] Through this demonstration, we'll cover how to create a target and source audience to [00:41] use in your model, how to configure and run your model, which will generate a predictive [00:47] audience based on your model's outcomes. We'll begin by creating our target and source audiences. [00:56] In the Linux UI, click Audiences in the top bar menu. [01:08] This will present a list of all known audiences. Now click the Create New Audience button in [01:14] the upper right to open the audience creation page. [01:21] For the purpose of this demonstration, we'll use existing pre-staged segments to populate [01:27] the audiences for our demo. Our target audience will be our paid subscribers, while our source [01:34] audience will be our free trial users that have not yet converted. To learn more about [01:40] audience creation, please check out the audience building training in the Linux Essentials [01:45] course at Linux Academy. First, we'll create our source audience. Let's name it DemoFreeSubscribers [02:05] and give it an appropriate description as our source audience. Now we'll enter a slug, [02:23] which is optional. This will be filled out for you based on the audience's name, but [02:30] we're going to enter one here as DemoFreeSubscribers. There are many ways that you can customize [02:47] your audience based on custom rules, associated campaigns, content affinity. We are going [02:56] to choose an existing audience using test data that's going to give us the numbers that [03:03] we're looking for. Once this is created, let's go back out to Audiences, click Create New [03:17] Audience again. This time we will be building our target audience. We'll name it DemoPremiumSubscribers. [03:41] Then we'll be LytxDemoTargetAudience and our slug will be DemoPremiumSubscribers. Again, [04:06] we will be going with our pre-built target audience to populate. Let's create that. Now [04:16] that we have our starting audiences, click Laboratory in the top menu bar, then click [04:23] Create New Model button in the upper right corner. This brings us to the lookalike model [04:35] builder page. Here we'll choose our source audience and our target audience and we have [04:44] the option of creating a name. If no name is created, one will be auto-generated for [04:50] you. Choosing our audiences, we will go with FreeSubscribers as our source audience and [05:01] PremiumSubscribers as our target audience. Then we will name our model FreeToPremiumSubscribers. [05:20] And lastly, we will select the auto-tune option and leave all of the advanced options [05:32] on their defaults. For a deeper dive into lookalike models, see our lookalike models [05:38] training at Lytx Academy or search our product documentation at learn.lytx.com. Now in the [05:47] lower right, click Create Model. Now we can see our newly created model in the models [06:01] list. And as you can see by looking at the status column, it's currently building. Depending [06:10] on how much data you're working with and how you have your model configured, this build [06:15] process can take some time. In the meantime, we can look at a model I created earlier using [06:23] the same data. This is the model summary page. Here you can see your accuracy and reach scores. [06:34] Accuracy describes the precision of the model's prediction, while reach describes the relative [06:40] size of the model's addressable audience. You can think of a high reach and low accuracy [06:46] score as being at the top of the sales funnel, while low reach and high accuracy represent [06:54] the bottom of the funnel. Our results are mid-funnel. Now let's create our predictive [07:00] audience, which can then be used to target specific free trial users for conversion to [07:06] paid subscription users. Before we can generate a predictive audience, we'll need to activate [07:13] our model. You would normally click Activate in the upper right, but this is a model that [07:20] I had pre-staged for this demonstration, and it's already been activated. What we'll do [07:28] is scroll down and click Create Predictive Audience. You'll see that our predictive audience [07:40] has been defined, but can still be further customized depending on your marketing strategy. [07:49] For this demo, we'll just give it a name. Demo Subscription Upsell. We will give it [08:09] a description of Lytics Demo Predictive Audience. For this case, we will allow our slug to just [08:28] auto-create. We will now create our audience, and this is now an audience that we can use [08:40] in our upsell campaign. Thank you for watching this demo. To learn more, please visit Lytics [08:49] Academy for all of our available courses. ``` #### Lesson text Find out how to increase upsells to a targeted audience using Lookalike Models and Predictive Audiences. **Note:** On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable change is that the navigation menu has moved from the top of the app to the left side. We appreciate your patience as we work on updating our Academy. In the "Increase Upsells" video (9 mins), we'll demonstrate how you can upsell with Lytics, converting free trial users to paid subscribers using Lookalike Models and Predictive Audiences. To continue learning about leveraging Lookalike Models, we recommend you check out the following. ### Academy Courses * Lookalike Models ### Documentation * [Lytics Laboratory Introduction](https://learn.lytics.com/documentation/product/features/laboratory/introduction) * [Lookalike Model Builder](https://learn.lytics.com/documentation/product/features/laboratory/lookalike-models/model-builder) * [Leverage Lookalike Models and Predictive Audiences](https://learn.lytics.com/use-cases/leverage-lookalike-models-and-predictive-audiences) #### Key takeaways - Connect **Increase Upsells** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 11 — How to Create Lytics Modals #### Video details #### At a glance - **Title:** How To Create Lytics Modals - **Duration:** 7m 59s - **Media link:** https://cdn.jwplayer.com/previews/1ErLD9K4 - **Publish date (unix):** 1751775947 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113627 kbps - video/mp4 · 180p · 124p · 127669 kbps - video/mp4 · 270p · 186p · 132445 kbps - video/mp4 · 360p · 248p · 139841 kbps - video/mp4 · 406p · 280p · 143340 kbps - video/mp4 · 540p · 372p · 153007 kbps - video/mp4 · 720p · 496p · 167720 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/1ErLD9K4-120.vtt` #### Transcript Today we're going to overview Lytx experiences, how to create them, and any additional caveats that may be present that would be helpful when you're trying to activate on a campaign. So the first place we're going to start here is just clicking on the Add Experiences button. You're going to notice there are two different options, Import or Create a New Experience. If you select Import, it's going to direct you to a couple tools that we work with that will allow you to import experiences from those tools directly into the Lytx UI. The next option is going to be Creating Net New Experiences, which is where we're going to spend most of our time today. So as you can see here, we're going to select the Lytx Personalize Your Websites, and there are four different options. There's going to be Drive Traffic, Capture Leads, Present a Message, and Recommend Content. All four of these have some very similar steps in them, so there might be a little bit of repetitiveness, repetitive steps here, but I do want to make sure you understand that there is some uniqueness to these as well. So that's the goal of today is to cover that. So when you start with Drive Traffic, you're going to see that there's a place that you're going to need to enter the URL, and your experience will feature a call to action that links to this URL. So you want to make sure this is the one the modal should point to or direct users to. In this case, I'm just going to create Test URL, and then move to the next step. This is a forced step process, and what I mean by that is you have to fill this out before you can go to the next step. If it's not filled out, you will not be able to move on. The next place you're going to go is the Design section of the modal making experience. So in this case, you're going to design a widget and customize the look and feel of your widget to match your website. Depending on the layout or the position that you put the modal, you're going to notice that the left side of the screen does change a little bit, and that's just because some fields will be required in some layouts, and some fields will be required for others. You'll notice that if I use this, the first layout available, the center, middle center position, that if I try to go to the next step, it's actually going to stop me because I need to fill out the headline in the bottom first. So right here, I'm just going to fill out this is a test headline, and that this is the body of the modal itself. If you have a call-to-action list that you want to put here, Word, whatever your descriptor you want to send on, I'd start here. If you have an image URL that you want on modal 2.2 to bring in, this is going to be a great place for that URL. Additionally, on the right side of the screen, you're going to see that we do have some CSS options. There are different background, headline, and text colors that you can use. Additionally, if that's not something that you're interested in, you can create a class name assigned to this modal and put that in your own custom CSS file that then this modal can specifically reference. For more information, you're welcome to click this link here. It will direct you on the CSS styling of modals themselves. The next step is going to be to select an audience to target. I'm going to select anonymous profile. This is going to be where you select the audience that you want the modal to service to. The next step here is going to be the display options and where the modal displays and how often it displays. The first step here is you're going to put that your URL contains something. In this case, I'm just going to put test.com again. This is a list where you can either show on or hide on, contains, simple match, exact match, or regular expression regex. As soon as you're done, you're going to add the role. It will show up here if it's been added correctly. This is going to give you some advanced display options. There are a lot more options listed below this view, but they're just a couple that I wanted to do a high level overview on. Display trigger, as it sounds, show after one page views, including the current page view, show after seconds, show after 30% or 5% or 10% of your page scroll, and then show on exit intent, so the hover over the exit button. The display frequency is an important one to cover. It's one of the most commonly used within Linux. It's important to understand that show up up to times per user ever is focused on local storage of your web browser. So if the local storage is cleared, this will reset. The show up to number of times per session focuses on session storage. So whenever your session is cleared in session storage, this will show up. The most common way to clear session storage is opening up a new tab. These are important concepts to understand and carry through when you're standing up your modal. So the next, the final step in this process is the review step. So we're going to, you can preview, if you'd like, by clicking on the preview experience to start here just to make sure, and then you can save your experience by saving it here. Once your experience is saved, you can go to the next step and view the display, the overall settings of this experience before you save and finally exit. So this will just be a high-level view as you see the experience, the target, the display, and the design. If you need to edit any one of these sections, once you're done, you can select these or save and exit and then edit the experience. As soon as you create your modal, you're going to see here that we we have our drive traffic experience and it's set up and as soon as you stand up the modal and activate it, these metrics will kick in and you'll start to see the experience take into action. So let's go back. Now that you can see here that we've created experience, you can browse your experiences. We're going to go and create a new experience again and as you can see, the options were still the same, the UI is just a little different. So you have an option here of capturing leads as your next. So the UI is going to be a little bit different and that here you can list the fields that you want to show up on the modal for capturing the lead and you'll see here that the design, target, and display steps are going to be all the same. The only differentiation between capture leads and drive traffic is going to be this UI experience here. So we're not going to dive any further. Finally, we're going to step into the content recommendation modal or experience. So the present a message, the reason we're not going to cover that in this video is that it's going to be the exact same as capture leads and drive traffic. It's just going to be the design, the target, and the display step. So once you're going to recommend contact, as you can see, right, all these steps are the same. The only difference here is going to be this choose content. So you're going to create a content collection and recommend content based on either highest affinity, freshness, or last interaction and then you can only recommend content the user has not seen or shuffle content on each payload. Either one of these are an option. Once again, we're not going to go through the entire experience steps. We've already done that. Everything is the same for most of these different types of experiences. The only difference is going to be on this main page. So there you have it. We've walked through the Linux experiences at a high level. Now you should be able to create the different types of experiences and then also have a high-level understanding of any caveats that may happen when you're creating or wanting to create the experience, design the CSS, or update the experience itself. I hope this has helped and we will talk to you soon. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:05.640 Today we're going to overview Lytx experiences, how to create them, and any 2 00:00:05.640 --> 00:00:09.640 additional caveats that may be present that would be helpful when you're trying 3 00:00:09.640 --> 00:00:13.560 to activate on a campaign. So the first place we're going to start here is just 4 00:00:13.560 --> 00:00:16.680 clicking on the Add Experiences button. You're going to notice there are two 5 00:00:16.680 --> 00:00:21.600 different options, Import or Create a New Experience. If you select Import, it's 6 00:00:21.600 --> 00:00:25.440 going to direct you to a couple tools that we work with that will allow you to 7 00:00:25.440 --> 00:00:32.120 import experiences from those tools directly into the Lytx UI. The next 8 00:00:32.120 --> 00:00:35.760 option is going to be Creating Net New Experiences, which is where we're 9 00:00:35.760 --> 00:00:39.840 going to spend most of our time today. So as you can see here, we're going to 10 00:00:39.840 --> 00:00:44.120 select the Lytx Personalize Your Websites, and there are four different 11 00:00:44.120 --> 00:00:48.280 options. There's going to be Drive Traffic, Capture Leads, Present a Message, 12 00:00:48.280 --> 00:00:53.840 and Recommend Content. All four of these have some very similar steps in them, so 13 00:00:53.840 --> 00:00:57.280 there might be a little bit of repetitiveness, repetitive steps here, but 14 00:00:57.280 --> 00:01:00.800 I do want to make sure you understand that there is some uniqueness to these 15 00:01:00.800 --> 00:01:05.280 as well. So that's the goal of today is to cover that. So when you start with 16 00:01:05.280 --> 00:01:08.760 Drive Traffic, you're going to see that there's a place that you're going to 17 00:01:08.760 --> 00:01:12.680 need to enter the URL, and your experience will feature a call to action 18 00:01:12.680 --> 00:01:17.080 that links to this URL. So you want to make sure this is the one the modal 19 00:01:17.080 --> 00:01:22.320 should point to or direct users to. In this case, I'm just going to create Test 20 00:01:22.320 --> 00:01:28.560 URL, and then move to the next step. This is a forced step process, and what I mean 21 00:01:28.560 --> 00:01:33.040 by that is you have to fill this out before you can go to the next step. If 22 00:01:33.040 --> 00:01:36.920 it's not filled out, you will not be able to move on. The next place you're going 23 00:01:36.920 --> 00:01:42.880 to go is the Design section of the modal making experience. So in this case, you're 24 00:01:42.880 --> 00:01:46.000 going to design a widget and customize the look and feel of your widget to 25 00:01:46.000 --> 00:01:51.480 match your website. Depending on the layout or the position that you put the 26 00:01:51.480 --> 00:01:55.160 modal, you're going to notice that the left side of the screen does change a 27 00:01:55.160 --> 00:01:59.560 little bit, and that's just because some fields will be required in some layouts, 28 00:01:59.560 --> 00:02:04.440 and some fields will be required for others. You'll notice that if I use this, the 29 00:02:04.440 --> 00:02:09.440 first layout available, the center, middle center position, that if I try to go to 30 00:02:09.440 --> 00:02:12.200 the next step, it's actually going to stop me because I need to fill out the 31 00:02:12.200 --> 00:02:17.000 headline in the bottom first. So right here, I'm just going to fill out this is 32 00:02:17.000 --> 00:02:22.480 a test headline, and that this is the body of the modal itself. If you have a 33 00:02:22.480 --> 00:02:28.200 call-to-action list that you want to put here, Word, whatever your descriptor you 34 00:02:28.200 --> 00:02:32.680 want to send on, I'd start here. If you have an image URL that you want on 35 00:02:32.680 --> 00:02:38.440 modal 2.2 to bring in, this is going to be a great place for that URL. 36 00:02:38.440 --> 00:02:41.920 Additionally, on the right side of the screen, you're going to see that we do have 37 00:02:41.920 --> 00:02:46.120 some CSS options. There are different background, headline, and text colors that 38 00:02:46.120 --> 00:02:50.280 you can use. Additionally, if that's not something that you're interested in, you 39 00:02:50.280 --> 00:02:54.960 can create a class name assigned to this modal and put that in your own custom 40 00:02:54.960 --> 00:02:59.560 CSS file that then this modal can specifically reference. For more 41 00:02:59.560 --> 00:03:03.560 information, you're welcome to click this link here. It will direct you on the CSS 42 00:03:03.560 --> 00:03:07.720 styling of modals themselves. The next step is going to be to select an 43 00:03:07.720 --> 00:03:12.920 audience to target. I'm going to select anonymous profile. This is going to be 44 00:03:12.960 --> 00:03:17.920 where you select the audience that you want the modal to service to. The next step 45 00:03:17.920 --> 00:03:23.680 here is going to be the display options and where the modal displays and how 46 00:03:23.680 --> 00:03:28.480 often it displays. The first step here is you're going to put that your URL 47 00:03:28.480 --> 00:03:32.200 contains something. In this case, I'm just going to put test.com again. 48 00:03:32.200 --> 00:03:38.400 This is a list where you can either show on or hide on, contains, simple match, 49 00:03:38.400 --> 00:03:43.680 exact match, or regular expression regex. As soon as you're done, you're going to 50 00:03:43.680 --> 00:03:48.480 add the role. It will show up here if it's been added correctly. This is going 51 00:03:48.480 --> 00:03:52.760 to give you some advanced display options. There are a lot more options 52 00:03:52.760 --> 00:03:57.080 listed below this view, but they're just a couple that I wanted to do a high 53 00:03:57.080 --> 00:04:02.600 level overview on. Display trigger, as it sounds, show after one page views, including 54 00:04:02.600 --> 00:04:09.280 the current page view, show after seconds, show after 30% or 5% or 10% of 55 00:04:09.280 --> 00:04:13.600 your page scroll, and then show on exit intent, so the hover over the exit button. 56 00:04:13.600 --> 00:04:17.920 The display frequency is an important one to cover. It's one of the most 57 00:04:17.920 --> 00:04:21.640 commonly used within Linux. It's important to understand that show up up 58 00:04:21.640 --> 00:04:27.740 to times per user ever is focused on local storage of your web browser. So if 59 00:04:27.740 --> 00:04:32.400 the local storage is cleared, this will reset. The show up to number of times per 60 00:04:32.400 --> 00:04:36.920 session focuses on session storage. So whenever your session is cleared in 61 00:04:36.920 --> 00:04:41.360 session storage, this will show up. The most common way to clear session storage 62 00:04:41.360 --> 00:04:45.680 is opening up a new tab. These are important concepts to understand and 63 00:04:45.680 --> 00:04:51.800 carry through when you're standing up your modal. So the next, the final step in 64 00:04:51.800 --> 00:04:59.040 this process is the review step. So we're going to, you can preview, if you'd like, 65 00:04:59.040 --> 00:05:03.800 by clicking on the preview experience to start here just to make sure, and then 66 00:05:03.800 --> 00:05:10.840 you can save your experience by saving it here. Once your experience is saved, you 67 00:05:10.840 --> 00:05:17.400 can go to the next step and view the display, the overall settings of this 68 00:05:17.400 --> 00:05:22.640 experience before you save and finally exit. So this will just be a high-level 69 00:05:22.640 --> 00:05:26.680 view as you see the experience, the target, the display, and the design. If you 70 00:05:26.680 --> 00:05:30.800 need to edit any one of these sections, once you're done, you can select these or 71 00:05:30.800 --> 00:05:36.320 save and exit and then edit the experience. As soon as you create your 72 00:05:36.320 --> 00:05:41.960 modal, you're going to see here that we we have our drive traffic experience and 73 00:05:41.960 --> 00:05:47.880 it's set up and as soon as you stand up the modal and activate it, these metrics 74 00:05:47.880 --> 00:05:55.280 will kick in and you'll start to see the experience take into action. So let's go 75 00:05:55.280 --> 00:05:58.560 back. Now that you can see here that we've created experience, you can browse 76 00:05:58.560 --> 00:06:03.920 your experiences. We're going to go and create a new experience again and as you 77 00:06:03.920 --> 00:06:08.760 can see, the options were still the same, the UI is just a little different. So you 78 00:06:08.760 --> 00:06:13.360 have an option here of capturing leads as your next. So the UI is going to be a 79 00:06:13.360 --> 00:06:17.400 little bit different and that here you can list the fields that you want to 80 00:06:17.400 --> 00:06:22.080 show up on the modal for capturing the lead and you'll see here that the design, 81 00:06:22.200 --> 00:06:26.600 target, and display steps are going to be all the same. The only differentiation 82 00:06:26.600 --> 00:06:31.560 between capture leads and drive traffic is going to be this UI experience here. 83 00:06:31.560 --> 00:06:38.960 So we're not going to dive any further. Finally, we're going to step into the 84 00:06:38.960 --> 00:06:46.320 content recommendation modal or experience. So the present a message, the 85 00:06:46.320 --> 00:06:50.200 reason we're not going to cover that in this video is that it's going to be the 86 00:06:50.200 --> 00:06:53.640 exact same as capture leads and drive traffic. It's just going to be the design, 87 00:06:53.640 --> 00:06:57.880 the target, and the display step. So once you're going to recommend contact, as you 88 00:06:57.880 --> 00:07:01.000 can see, right, all these steps are the same. The only difference here is going 89 00:07:01.000 --> 00:07:06.040 to be this choose content. So you're going to create a content collection and 90 00:07:06.040 --> 00:07:13.640 recommend content based on either highest affinity, freshness, or last 91 00:07:13.640 --> 00:07:17.680 interaction and then you can only recommend content the user has not seen 92 00:07:17.680 --> 00:07:22.840 or shuffle content on each payload. Either one of these are an option. Once 93 00:07:22.840 --> 00:07:26.440 again, we're not going to go through the entire experience steps. We've already 94 00:07:26.440 --> 00:07:31.360 done that. Everything is the same for most of these different types of 95 00:07:31.360 --> 00:07:37.080 experiences. The only difference is going to be on this main page. So there you 96 00:07:37.080 --> 00:07:41.640 have it. We've walked through the Linux experiences at a high level. Now you 97 00:07:41.640 --> 00:07:46.000 should be able to create the different types of experiences and then also have 98 00:07:46.000 --> 00:07:49.600 a high-level understanding of any caveats that may happen when you're 99 00:07:49.600 --> 00:07:55.080 creating or wanting to create the experience, design the CSS, or update the 100 00:07:55.080 --> 00:08:00.560 experience itself. I hope this has helped and we will talk to you soon. ``` ```transcript [00:00] Today we're going to overview Lytx experiences, how to create them, and any [00:05] additional caveats that may be present that would be helpful when you're trying [00:09] to activate on a campaign. So the first place we're going to start here is just [00:13] clicking on the Add Experiences button. You're going to notice there are two [00:16] different options, Import or Create a New Experience. If you select Import, it's [00:21] going to direct you to a couple tools that we work with that will allow you to [00:25] import experiences from those tools directly into the Lytx UI. The next [00:32] option is going to be Creating Net New Experiences, which is where we're [00:35] going to spend most of our time today. So as you can see here, we're going to [00:39] select the Lytx Personalize Your Websites, and there are four different [00:44] options. There's going to be Drive Traffic, Capture Leads, Present a Message, [00:48] and Recommend Content. All four of these have some very similar steps in them, so [00:53] there might be a little bit of repetitiveness, repetitive steps here, but [00:57] I do want to make sure you understand that there is some uniqueness to these [01:00] as well. So that's the goal of today is to cover that. So when you start with [01:05] Drive Traffic, you're going to see that there's a place that you're going to [01:08] need to enter the URL, and your experience will feature a call to action [01:12] that links to this URL. So you want to make sure this is the one the modal [01:17] should point to or direct users to. In this case, I'm just going to create Test [01:22] URL, and then move to the next step. This is a forced step process, and what I mean [01:28] by that is you have to fill this out before you can go to the next step. If [01:33] it's not filled out, you will not be able to move on. The next place you're going [01:36] to go is the Design section of the modal making experience. So in this case, you're [01:42] going to design a widget and customize the look and feel of your widget to [01:46] match your website. Depending on the layout or the position that you put the [01:51] modal, you're going to notice that the left side of the screen does change a [01:55] little bit, and that's just because some fields will be required in some layouts, [01:59] and some fields will be required for others. You'll notice that if I use this, the [02:04] first layout available, the center, middle center position, that if I try to go to [02:09] the next step, it's actually going to stop me because I need to fill out the [02:12] headline in the bottom first. So right here, I'm just going to fill out this is [02:17] a test headline, and that this is the body of the modal itself. If you have a [02:22] call-to-action list that you want to put here, Word, whatever your descriptor you [02:28] want to send on, I'd start here. If you have an image URL that you want on [02:32] modal 2.2 to bring in, this is going to be a great place for that URL. [02:38] Additionally, on the right side of the screen, you're going to see that we do have [02:41] some CSS options. There are different background, headline, and text colors that [02:46] you can use. Additionally, if that's not something that you're interested in, you [02:50] can create a class name assigned to this modal and put that in your own custom [02:54] CSS file that then this modal can specifically reference. For more [02:59] information, you're welcome to click this link here. It will direct you on the CSS [03:03] styling of modals themselves. The next step is going to be to select an [03:07] audience to target. I'm going to select anonymous profile. This is going to be [03:12] where you select the audience that you want the modal to service to. The next step [03:17] here is going to be the display options and where the modal displays and how [03:23] often it displays. The first step here is you're going to put that your URL [03:28] contains something. In this case, I'm just going to put test.com again. [03:32] This is a list where you can either show on or hide on, contains, simple match, [03:38] exact match, or regular expression regex. As soon as you're done, you're going to [03:43] add the role. It will show up here if it's been added correctly. This is going [03:48] to give you some advanced display options. There are a lot more options [03:52] listed below this view, but they're just a couple that I wanted to do a high [03:57] level overview on. Display trigger, as it sounds, show after one page views, including [04:02] the current page view, show after seconds, show after 30% or 5% or 10% of [04:09] your page scroll, and then show on exit intent, so the hover over the exit button. [04:13] The display frequency is an important one to cover. It's one of the most [04:17] commonly used within Linux. It's important to understand that show up up [04:21] to times per user ever is focused on local storage of your web browser. So if [04:27] the local storage is cleared, this will reset. The show up to number of times per [04:32] session focuses on session storage. So whenever your session is cleared in ``` #### Lesson text Learn how to create modals in Lytics to personalize web experiences for your customers. **Note:** On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable change is that the navigation menu has moved from the top of the app to the left side. We appreciate your patience as we work on updating our Academy. In the "How to Create Lytics Modals" video (8 mins), we'll give a high level overview of how to create Lytics Experiences (often referred to as "modals"). Lytics provides 4 out-of-the-box modals to quickly begin personalizing the web experience for your customers. * Drive Traffic * Capture Leads * Present a Message * Recommend Content To continue learning about Lytics Experiences, we recommend you check out the following. ### Academy Courses * Intro to Experiences * Create Personalized Experiences ### Documentation * [Experience Editor](https://learn.lytics.com/documentation/product/features/experiences/experience-editor/experience-editor) * [Experiences Overview](https://learn.lytics.com/documentation/product/features/experiences/overview) #### Key takeaways - Connect **How to Create Lytics Modals** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 12 — Renew Customers and Reduce Churn #### Video details #### At a glance - **Title:** Renew Customers And Reduce Churn - **Duration:** 2m 55s - **Media link:** https://cdn.jwplayer.com/previews/RyQXVp8d - **Publish date (unix):** 1751776209 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113832 kbps - video/mp4 · 180p · 180p · 139879 kbps - video/mp4 · 270p · 270p · 155011 kbps - video/mp4 · 360p · 360p · 169975 kbps - video/mp4 · 406p · 406p · 177742 kbps - video/mp4 · 540p · 540p · 200629 kbps - video/mp4 · 720p · 720p · 235315 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/RyQXVp8d-120.vtt` #### Transcript How to Use Lytx to Renew Customers and Reduce Churn. In this video, I will show you how Lytx helps you renew, win back customers, and reduce churn, how to create an audience to identify individual users who have upcoming renewals, or to identify users at risk. Lytx helps you renew and win back customers in multiple ways, identifying individual users who have upcoming renewals, scoring the likelihood of renewal or churn, triggering cross-channel messaging to encourage renewal, executing targeted promotions and discounts, recognizing a user whose renewal date has passed or subscription has expired, driving personalized win-back communications across channels. Things to consider is you'll likely have several renewal audience, essentially one per subscription. Now I'll show you how to create a new audience for renewals. Consider the fields available for renewal in your audiences. Common ones might include the time of last purchase, subscription start date, and subscription end date. You might add additional criteria, such as filters excluding complementary subscriptions. So we will create a new audience, and I will name it Renewal Audience Example. And then I will go down, and the first thing I will look for is Has Past Purchases. Select Exist. Add Condition. In my next rule, I am looking for a Subscription End Date. Again, I'm going to want it to exist, and add Condition. And then I will add one more rule, Subscription Start Date. And again, I'll select Exist, add Condition, and then click Create. Once you have your renewal audiences created, you can then look at modals and email. The most common renewal tactic is to deliver on-site modals to users with an upcoming renewal. The email inbox is also one of the most powerful places to reach your users coming up for renewal. For more information on these, including why and how to use these, see the documentation link below. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:07.000 How to Use Lytx to Renew Customers and Reduce Churn. 2 00:00:07.000 --> 00:00:11.520 In this video, I will show you how Lytx helps you renew, win back customers, and reduce 3 00:00:11.520 --> 00:00:17.680 churn, how to create an audience to identify individual users who have upcoming renewals, 4 00:00:17.680 --> 00:00:22.000 or to identify users at risk. 5 00:00:22.000 --> 00:00:27.480 Lytx helps you renew and win back customers in multiple ways, identifying individual users 6 00:00:27.480 --> 00:00:33.880 who have upcoming renewals, scoring the likelihood of renewal or churn, triggering cross-channel 7 00:00:33.880 --> 00:00:40.840 messaging to encourage renewal, executing targeted promotions and discounts, recognizing 8 00:00:40.840 --> 00:00:47.960 a user whose renewal date has passed or subscription has expired, driving personalized win-back 9 00:00:47.960 --> 00:00:50.920 communications across channels. 10 00:00:50.920 --> 00:00:56.560 Things to consider is you'll likely have several renewal audience, essentially one 11 00:00:56.560 --> 00:01:00.640 per subscription. 12 00:01:00.640 --> 00:01:05.760 Now I'll show you how to create a new audience for renewals. 13 00:01:05.760 --> 00:01:08.840 Consider the fields available for renewal in your audiences. 14 00:01:08.840 --> 00:01:14.000 Common ones might include the time of last purchase, subscription start date, and subscription 15 00:01:14.000 --> 00:01:15.680 end date. 16 00:01:15.680 --> 00:01:23.920 You might add additional criteria, such as filters excluding complementary subscriptions. 17 00:01:23.920 --> 00:01:32.840 So we will create a new audience, and I will name it Renewal Audience Example. 18 00:01:32.840 --> 00:01:41.800 And then I will go down, and the first thing I will look for is Has Past Purchases. 19 00:01:41.800 --> 00:01:43.240 Select Exist. 20 00:01:43.240 --> 00:01:44.800 Add Condition. 21 00:01:44.800 --> 00:01:54.800 In my next rule, I am looking for a Subscription End Date. 22 00:01:54.800 --> 00:02:00.840 Again, I'm going to want it to exist, and add Condition. 23 00:02:00.840 --> 00:02:13.280 And then I will add one more rule, Subscription Start Date. 24 00:02:13.280 --> 00:02:25.480 And again, I'll select Exist, add Condition, and then click Create. 25 00:02:25.480 --> 00:02:32.480 Once you have your renewal audiences created, you can then look at modals and email. 26 00:02:32.480 --> 00:02:38.440 The most common renewal tactic is to deliver on-site modals to users with an upcoming renewal. 27 00:02:38.440 --> 00:02:43.200 The email inbox is also one of the most powerful places to reach your users coming up for 28 00:02:43.200 --> 00:02:44.560 renewal. 29 00:02:44.560 --> 00:02:52.300 For more information on these, including why and how to use these, see the documentation 30 00:02:52.300 --> 00:02:53.080 link below. ``` ```transcript [00:00] How to Use Lytx to Renew Customers and Reduce Churn. [00:07] In this video, I will show you how Lytx helps you renew, win back customers, and reduce [00:11] churn, how to create an audience to identify individual users who have upcoming renewals, [00:17] or to identify users at risk. [00:22] Lytx helps you renew and win back customers in multiple ways, identifying individual users [00:27] who have upcoming renewals, scoring the likelihood of renewal or churn, triggering cross-channel [00:33] messaging to encourage renewal, executing targeted promotions and discounts, recognizing [00:40] a user whose renewal date has passed or subscription has expired, driving personalized win-back [00:47] communications across channels. [00:50] Things to consider is you'll likely have several renewal audience, essentially one [00:56] per subscription. [01:00] Now I'll show you how to create a new audience for renewals. [01:05] Consider the fields available for renewal in your audiences. [01:08] Common ones might include the time of last purchase, subscription start date, and subscription [01:14] end date. [01:15] You might add additional criteria, such as filters excluding complementary subscriptions. [01:23] So we will create a new audience, and I will name it Renewal Audience Example. [01:32] And then I will go down, and the first thing I will look for is Has Past Purchases. [01:41] Select Exist. [01:43] Add Condition. [01:44] In my next rule, I am looking for a Subscription End Date. [01:54] Again, I'm going to want it to exist, and add Condition. [02:00] And then I will add one more rule, Subscription Start Date. [02:13] And again, I'll select Exist, add Condition, and then click Create. [02:25] Once you have your renewal audiences created, you can then look at modals and email. [02:32] The most common renewal tactic is to deliver on-site modals to users with an upcoming renewal. [02:38] The email inbox is also one of the most powerful places to reach your users coming up for [02:43] renewal. [02:44] For more information on these, including why and how to use these, see the documentation [02:52] link below. ``` #### Lesson text Learn tactics you can execute with Lytics to renew customers and reduce churn. **Note:** On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable change is that the navigation menu has moved from the top of the app to the left side. We appreciate your patience as we work on updating our Academy. In the "Renew Customers and Reduce Churn" video (3 mins), we will introduce several tactics on how to renew customers and reduce churn using Lytics. To learn more, see the documentation on how to [Retain Existing Customers with Lytics](https://learn.lytics.com/use-cases/retain-existing-customers). #### Key takeaways - Connect **Renew Customers and Reduce Churn** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 13 — How to Import CSV Files #### Video details #### At a glance - **Title:** How To Import CSV Files - **Duration:** 5m 15s - **Media link:** https://cdn.jwplayer.com/previews/SODo168W - **Publish date (unix):** 1751777052 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113670 kbps - video/mp4 · 180p · 316p · 155585 kbps - video/mp4 · 270p · 476p · 186145 kbps - video/mp4 · 360p · 634p · 211750 kbps - video/mp4 · 406p · 712p · 225927 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/SODo168W-120.vtt` #### Transcript We'll discuss how to import CSV files into Lytx. This is one of the many common workflows for importing user information from various sources, and can be particularly helpful for unique datasets, or for systems that don't yet have a built-in integration into Lytx. This can be useful for bringing in offline data from sources like trade show visits, for campaign lists for targeting known consumers, uploading enrichment information about existing users, or for historical data during migrations away from existing CRMs, CMSs, or other marketing systems. Our system can connect to your existing data storage locations, including your SFTP file server, AWS S3 buckets, Google Cloud Storage, or a Lytx-managed SFTP directory. The import workflow can be configured to import files with custom delimiters, and PGP encryption can be used to ensure privacy-compliant data transfers. CSV imports can be set up in two ways depending on your needs, either as a one-time import or as an automated continuous import. There will be a couple requirements that we have for any data import. First, we must have a unique identifier for the user, like an email, a cookie, or a Salesforce ID, so that we can merge these user attributes to the right profile. This is covered in more detail in our videos on Identity Resolution. A second requirement is that any user attributes you import must be mapped in the Lytx query language files on your account. LQL field mapping is covered in more detail in another video, but the quick rule of thumb is that if no users have already had the attribute mapped, and it doesn't show up in the schema audit page, then we will need to map it before importing the file. The schema audit page provides a full listing of the mapped fields on your account. The last requirement for our file to import is that it must have a header that labels which fields are which. So I'm going to show you how to import a CSV file from an Amazon AWS S3 bucket. While logged into the account, I'm going to navigate to Data, and then to the Integrations tab. From there, I'm going to select the Amazon AWS tile, and we'll see that I have four previously run workflows. If you have not run any workflows on the account yet, the first thing you may need to do is add an authorization. There are several different ways you can authorize your Amazon account, including AWS keys, delegating access using AWS IAM management, or adding AWS keys with an additional PGP key to encrypt or decrypt data transfers. I already have an authorization on this account, so I'm going to go back to the workflows. Now I'm going to configure the workflow. By selecting New Workflow, I get a list of all the different options we can use for importing or exporting data from Lytx. I'm going to use the Import CSV workflow here. We'll select the authorization that has been added to the account, and then we have a couple options that we need to choose. First, we need to choose a stream that this data will be imported to. The fields that I am importing are mapped on the default stream, so I'm going to select the default stream here. Next, we can choose which bucket we're importing from. I'm going to use the Lytx CSV demo bucket. And then the last option that we're required to choose is the file. I only have one file in my bucket, so I'm going to select the only one there. Now from here, we could click Start Import, and it will run and start processing that. However, there are a few other options we could configure if needed. If you were using a pipe delimited or tab delimited file, we could change that option here. A date or datetime field can be selected if the records that we're importing need to be tied back to when the event occurred. We don't need to configure that for this file, but it is an option if you wanted it. You can select which fields to import or which ones to exclude if needed, but by default all will be included. And then there are also options for continuous imports, where you can import multiple files across many different days. These advanced options are discussed in more detail in the documentation on the left-hand side of the screen. So I'm going to click Start Import, and we can see that the workflow has been successfully started in the screen dialog box on the bottom left-hand side of the screen. We can click on the active workflow now and check the status of it. Once it loads, we can see that this workflow has synced and added three user profiles to our account. It has successfully completed. That's how you import a CSV file into Linux from your S3 bucket. Thanks for watching! #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:04.700 We'll discuss how to import CSV files into Lytx. 2 00:00:04.700 --> 00:00:08.680 This is one of the many common workflows for importing user information from various sources, 3 00:00:08.680 --> 00:00:13.360 and can be particularly helpful for unique datasets, or for systems that don't yet have 4 00:00:13.360 --> 00:00:15.840 a built-in integration into Lytx. 5 00:00:15.840 --> 00:00:19.640 This can be useful for bringing in offline data from sources like trade show visits, 6 00:00:19.640 --> 00:00:24.040 for campaign lists for targeting known consumers, uploading enrichment information about existing 7 00:00:24.040 --> 00:00:30.880 users, or for historical data during migrations away from existing CRMs, CMSs, or other marketing 8 00:00:30.880 --> 00:00:33.120 systems. 9 00:00:33.120 --> 00:00:39.400 Our system can connect to your existing data storage locations, including your SFTP file 10 00:00:39.400 --> 00:00:48.180 server, AWS S3 buckets, Google Cloud Storage, or a Lytx-managed SFTP directory. 11 00:00:48.180 --> 00:00:52.280 The import workflow can be configured to import files with custom delimiters, and PGP encryption 12 00:00:52.280 --> 00:00:56.060 can be used to ensure privacy-compliant data transfers. 13 00:00:56.060 --> 00:01:02.540 CSV imports can be set up in two ways depending on your needs, either as a one-time import 14 00:01:02.540 --> 00:01:06.300 or as an automated continuous import. 15 00:01:06.300 --> 00:01:09.860 There will be a couple requirements that we have for any data import. 16 00:01:09.860 --> 00:01:16.500 First, we must have a unique identifier for the user, like an email, a cookie, or a Salesforce 17 00:01:16.500 --> 00:01:21.060 ID, so that we can merge these user attributes to the right profile. 18 00:01:21.060 --> 00:01:24.560 This is covered in more detail in our videos on Identity Resolution. 19 00:01:24.560 --> 00:01:31.240 A second requirement is that any user attributes you import must be mapped in the Lytx query 20 00:01:31.240 --> 00:01:33.280 language files on your account. 21 00:01:33.280 --> 00:01:37.720 LQL field mapping is covered in more detail in another video, but the quick rule of thumb 22 00:01:37.720 --> 00:01:42.040 is that if no users have already had the attribute mapped, and it doesn't show up in the schema 23 00:01:42.040 --> 00:01:47.320 audit page, then we will need to map it before importing the file. 24 00:01:47.320 --> 00:01:54.100 The schema audit page provides a full listing of the mapped fields on your account. 25 00:01:54.100 --> 00:01:57.900 The last requirement for our file to import is that it must have a header that labels 26 00:01:57.900 --> 00:02:01.560 which fields are which. 27 00:02:01.560 --> 00:02:08.020 So I'm going to show you how to import a CSV file from an Amazon AWS S3 bucket. 28 00:02:08.020 --> 00:02:12.180 While logged into the account, I'm going to navigate to Data, and then to the Integrations 29 00:02:12.180 --> 00:02:13.580 tab. 30 00:02:13.580 --> 00:02:20.280 From there, I'm going to select the Amazon AWS tile, and we'll see that I have four previously 31 00:02:20.280 --> 00:02:23.660 run workflows. 32 00:02:23.660 --> 00:02:28.160 If you have not run any workflows on the account yet, the first thing you may need to do is 33 00:02:28.160 --> 00:02:30.480 add an authorization. 34 00:02:30.480 --> 00:02:36.440 There are several different ways you can authorize your Amazon account, including AWS keys, delegating 35 00:02:36.460 --> 00:02:45.460 access using AWS IAM management, or adding AWS keys with an additional PGP key to encrypt 36 00:02:45.460 --> 00:02:51.140 or decrypt data transfers. 37 00:02:51.140 --> 00:02:54.940 I already have an authorization on this account, so I'm going to go back to the workflows. 38 00:02:54.940 --> 00:02:58.800 Now I'm going to configure the workflow. 39 00:02:58.800 --> 00:03:04.100 By selecting New Workflow, I get a list of all the different options we can use for importing 40 00:03:04.100 --> 00:03:07.080 or exporting data from Lytx. 41 00:03:07.080 --> 00:03:10.840 I'm going to use the Import CSV workflow here. 42 00:03:10.840 --> 00:03:16.280 We'll select the authorization that has been added to the account, and then we have a couple 43 00:03:16.280 --> 00:03:18.040 options that we need to choose. 44 00:03:18.040 --> 00:03:22.200 First, we need to choose a stream that this data will be imported to. 45 00:03:22.200 --> 00:03:27.280 The fields that I am importing are mapped on the default stream, so I'm going to select 46 00:03:27.280 --> 00:03:29.480 the default stream here. 47 00:03:29.480 --> 00:03:33.000 Next, we can choose which bucket we're importing from. 48 00:03:33.000 --> 00:03:36.820 I'm going to use the Lytx CSV demo bucket. 49 00:03:36.820 --> 00:03:42.460 And then the last option that we're required to choose is the file. 50 00:03:42.460 --> 00:03:47.980 I only have one file in my bucket, so I'm going to select the only one there. 51 00:03:47.980 --> 00:03:52.380 Now from here, we could click Start Import, and it will run and start processing that. 52 00:03:52.380 --> 00:03:57.020 However, there are a few other options we could configure if needed. 53 00:03:57.020 --> 00:04:01.640 If you were using a pipe delimited or tab delimited file, we could change that option 54 00:04:01.640 --> 00:04:02.640 here. 55 00:04:02.640 --> 00:04:06.400 A date or datetime field can be selected if the records that we're importing need to be 56 00:04:06.400 --> 00:04:09.120 tied back to when the event occurred. 57 00:04:09.120 --> 00:04:15.220 We don't need to configure that for this file, but it is an option if you wanted it. 58 00:04:15.220 --> 00:04:20.240 You can select which fields to import or which ones to exclude if needed, but by default 59 00:04:20.240 --> 00:04:21.240 all will be included. 60 00:04:22.220 --> 00:04:27.900 And then there are also options for continuous imports, where you can import multiple files 61 00:04:27.900 --> 00:04:30.740 across many different days. 62 00:04:30.740 --> 00:04:36.980 These advanced options are discussed in more detail in the documentation on the left-hand 63 00:04:36.980 --> 00:04:39.940 side of the screen. 64 00:04:39.940 --> 00:04:45.420 So I'm going to click Start Import, and we can see that the workflow has been successfully 65 00:04:45.420 --> 00:04:50.620 started in the screen dialog box on the bottom left-hand side of the screen. 66 00:04:50.620 --> 00:04:57.540 We can click on the active workflow now and check the status of it. 67 00:04:57.540 --> 00:05:04.180 Once it loads, we can see that this workflow has synced and added three user profiles to 68 00:05:04.180 --> 00:05:05.180 our account. 69 00:05:05.180 --> 00:05:10.740 It has successfully completed. 70 00:05:10.740 --> 00:05:14.840 That's how you import a CSV file into Linux from your S3 bucket. 71 00:05:14.840 --> 00:05:15.520 Thanks for watching! ``` ```transcript [00:00] We'll discuss how to import CSV files into Lytx. [00:04] This is one of the many common workflows for importing user information from various sources, [00:08] and can be particularly helpful for unique datasets, or for systems that don't yet have [00:13] a built-in integration into Lytx. [00:15] This can be useful for bringing in offline data from sources like trade show visits, [00:19] for campaign lists for targeting known consumers, uploading enrichment information about existing [00:24] users, or for historical data during migrations away from existing CRMs, CMSs, or other marketing [00:30] systems. [00:33] Our system can connect to your existing data storage locations, including your SFTP file [00:39] server, AWS S3 buckets, Google Cloud Storage, or a Lytx-managed SFTP directory. [00:48] The import workflow can be configured to import files with custom delimiters, and PGP encryption [00:52] can be used to ensure privacy-compliant data transfers. [00:56] CSV imports can be set up in two ways depending on your needs, either as a one-time import [01:02] or as an automated continuous import. [01:06] There will be a couple requirements that we have for any data import. [01:09] First, we must have a unique identifier for the user, like an email, a cookie, or a Salesforce [01:16] ID, so that we can merge these user attributes to the right profile. [01:21] This is covered in more detail in our videos on Identity Resolution. [01:24] A second requirement is that any user attributes you import must be mapped in the Lytx query [01:31] language files on your account. [01:33] LQL field mapping is covered in more detail in another video, but the quick rule of thumb [01:37] is that if no users have already had the attribute mapped, and it doesn't show up in the schema [01:42] audit page, then we will need to map it before importing the file. [01:47] The schema audit page provides a full listing of the mapped fields on your account. [01:54] The last requirement for our file to import is that it must have a header that labels [01:57] which fields are which. [02:01] So I'm going to show you how to import a CSV file from an Amazon AWS S3 bucket. [02:08] While logged into the account, I'm going to navigate to Data, and then to the Integrations [02:12] tab. [02:13] From there, I'm going to select the Amazon AWS tile, and we'll see that I have four previously [02:20] run workflows. [02:23] If you have not run any workflows on the account yet, the first thing you may need to do is [02:28] add an authorization. [02:30] There are several different ways you can authorize your Amazon account, including AWS keys, delegating [02:36] access using AWS IAM management, or adding AWS keys with an additional PGP key to encrypt [02:45] or decrypt data transfers. [02:51] I already have an authorization on this account, so I'm going to go back to the workflows. [02:54] Now I'm going to configure the workflow. [02:58] By selecting New Workflow, I get a list of all the different options we can use for importing [03:04] or exporting data from Lytx. [03:07] I'm going to use the Import CSV workflow here. [03:10] We'll select the authorization that has been added to the account, and then we have a couple [03:16] options that we need to choose. [03:18] First, we need to choose a stream that this data will be imported to. [03:22] The fields that I am importing are mapped on the default stream, so I'm going to select [03:27] the default stream here. [03:29] Next, we can choose which bucket we're importing from. [03:33] I'm going to use the Lytx CSV demo bucket. [03:36] And then the last option that we're required to choose is the file. [03:42] I only have one file in my bucket, so I'm going to select the only one there. [03:47] Now from here, we could click Start Import, and it will run and start processing that. [03:52] However, there are a few other options we could configure if needed. [03:57] If you were using a pipe delimited or tab delimited file, we could change that option [04:01] here. [04:02] A date or datetime field can be selected if the records that we're importing need to be [04:06] tied back to when the event occurred. [04:09] We don't need to configure that for this file, but it is an option if you wanted it. [04:15] You can select which fields to import or which ones to exclude if needed, but by default [04:20] all will be included. [04:22] And then there are also options for continuous imports, where you can import multiple files ``` #### Lesson text Quick tutorial on how to import user data into Lytics via CSV upload. ## Importing Custom Data ### Video Tutorial **Note:** On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable change is that the navigation menu has moved from the top of the app to the left side. We appreciate your patience as we work on updating our Academy. In this tutorial, we'll show you how to import CSV files into Lytics. This is a common workflow to import user data from various sources, and it's particularly useful for uploading unique datasets or connecting to providers that don't have a pre-built integration in Lytics. Watch the "How to Import CSV Files" video (5 mins) for a walk through of setting up a one-time or recurring CSV upload from SFTP or other secure locations. **Note:** The integrations list now lives in the **Jobs** section of the Lytics UI (formerly the "Integrations" tab). Navigate to **Data > Jobs > New Job** to find the list of integrations in your account. ### Knowledge Check **Custom delimiters can be selected for CSV file imports.** A. True B. False Answer: A - This is true. Custom delimiters can be chosen for imports, including commonly used delimiters like tabs and pipes. **Which systems Lytics can import CSV files from? Select all that apply.** A. Amazon Web Services (AWS) S3 buckets B. Google Cloud Storage C. SFTP servers D. A collection of floppy disks in my basement Answer: A, B, C **PGP encryption is required for all data imports.** A. True B. False Answer: B - This is false. Importing PGP encrypted files is supported, but not required. **Can files be automatically imported on an ongoing or recurring basis?** A. Yes, this can be configured by selecting "Keep Updated". B. No, you must import each file manually. Answer: A - Yes, file import workflows can be scheduled for recurring imports. ### Next Steps Here are recommended resources to continue learning about importing custom data into Lytics. #### Academy Courses * Connecting Integrations * Jobs and Authorizations #### Documentation * [Custom Integrations](https://learn.lytics.com/documentation/product/integrations/custom-integrations/overview) (for more information on using CSV or JSON imports) * [Custom Data Sources](https://learn.lytics.com/documentation/product/features/data-onboarding-and-management/custom-data-sources) #### Key takeaways - Connect **How to Import CSV Files** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ## Resources & references | Page | Companion Markdown | | --- | --- | | /courses/use-cases-and-tutorials/automated-email-newsletter | /academy/md/courses/use-cases-and-tutorials/automated-email-newsletter.md | | /courses/use-cases-and-tutorials/seed-audiences-on-facebook | /academy/md/courses/use-cases-and-tutorials/seed-audiences-on-facebook.md | | /courses/use-cases-and-tutorials/use-utm-parameters-for-attribution | /academy/md/courses/use-cases-and-tutorials/use-utm-parameters-for-attribution.md | | /courses/use-cases-and-tutorials/create-suppression-audiences | /academy/md/courses/use-cases-and-tutorials/create-suppression-audiences.md | | /courses/use-cases-and-tutorials/use-lytics-for-a-b-testing | /academy/md/courses/use-cases-and-tutorials/use-lytics-for-a-b-testing.md | | /courses/use-cases-and-tutorials/build-personalized-experiences | /academy/md/courses/use-cases-and-tutorials/build-personalized-experiences.md | | /courses/use-cases-and-tutorials/how-to-export-audiences | /academy/md/courses/use-cases-and-tutorials/how-to-export-audiences.md | | /courses/use-cases-and-tutorials/high-value-audiences | /academy/md/courses/use-cases-and-tutorials/high-value-audiences.md | | /courses/use-cases-and-tutorials/increase-online-conversion | /academy/md/courses/use-cases-and-tutorials/increase-online-conversion.md | | /courses/use-cases-and-tutorials/increase-upsells | /academy/md/courses/use-cases-and-tutorials/increase-upsells.md | | /courses/use-cases-and-tutorials/how-to-create-lytics-modals | /academy/md/courses/use-cases-and-tutorials/how-to-create-lytics-modals.md | | /courses/use-cases-and-tutorials/renew-customers-and-reduce-churn | /academy/md/courses/use-cases-and-tutorials/renew-customers-and-reduce-churn.md | | /courses/use-cases-and-tutorials/how-to-import-csv-files | /academy/md/courses/use-cases-and-tutorials/how-to-import-csv-files.md | ## Supplement for indexing ### Content summary Learn how to leverage Lytics for your marketing use cases with step-by-step guidance. Learn how to leverage Lytics for your marketing use cases with step-by-step guidance. ### Retrieval tags - lytics - use-cases-and-tutorials - Automated - Email - Newsletter - Seed - Audiences - Facebook - Use - UTM - Parameters - for - Attribution - Create ### Indexing notes Chunk at each "### Lesson NN — Title" heading; copy lesson_id and topics from the preceding HTML comment into chunk metadata for RAG filters. Course slug: use-cases-and-tutorials. Union of lesson topic tokens: Automated, Email, Newsletter, Seed, Audiences, Facebook, Use, UTM, Parameters, for, Attribution, Create, Suppression, Lytics, Testing, Build, Personalized, Experiences, How, Export, High, Value, Increase, Online, Conversion, Upsells, Modals, Renew, Customers, and, Reduce, Churn, Import, CSV, Files. Do not embed or retrieve LMS-only quiz items or mastery exam answer keys from this export. ### Asset references | Label | URL | | --- | --- | | Video thumbnail: Automated Email Newsletter | `https://cdn.jwplayer.com/v2/media/Tg0Gj61Y/poster.jpg?width=720` | | Video thumbnail: Seed Audiences on Facebook | `https://cdn.jwplayer.com/v2/media/O6Kp0guL/poster.jpg?width=720` | | Video thumbnail: Use UTM Parameters for Attribution | `https://cdn.jwplayer.com/v2/media/LVUk4NOv/poster.jpg?width=720` | | Video thumbnail: Create Suppression Audiences | `https://cdn.jwplayer.com/v2/media/7UQfUead/poster.jpg?width=720` | | Video thumbnail: Use Lytics for A/B Testing | `https://cdn.jwplayer.com/v2/media/LtAolduP/poster.jpg?width=720` | | api-accessible-configuration-audiences.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt6cf7f9d1860cce2e/686b3168966f792f48008450/api-accessible-configuration-audiences.png` | | IIn Audiences click Create New Audience.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltef36ff0afe0d0d51/686b339a177f446f4263fee9/IIn_Audiences_click_Create_New_Audience.png` | | click on Custom Rule.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltf9f8f49bbc549805/686b339a47548fd11d5694a8/click_on_Custom_Rule.png` | | Type random and select random uniform partition of users.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blte324dabc36d5f81f/686b339a4e3255e3515681f8/Type_random_and_select_random_uniform_partition_of_users.png` | | numerical value between 1 and 100 assigned to user profiles.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt100f56b51416ae04/686b339a7c2fb5695288e5bf/numerical_value_between_1_and_100_assigned_to_user_profiles.png` | | Assign title Split test A.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt1edc28fa50cccfcc/686b339a77a15536de4c0e37/Assign_title_Split_test_A.png` | | second audience be at most 49”.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt51d772095b377ce0/686b339a8d0d022efe95e1ad/second_audience_be_at_most_49”.png` | | Building Holdout Audience.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blta2d8437df08fdb05/686b384028e2717d2aa3b13d/Building_Holdout_Audience.png` | | Building Holdout Audience 2.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltd514d72425d4fa28/686b3840321163542c005273/Building_Holdout_Audience_2.png` | | Video thumbnail: Build Personalized Experiences | `https://cdn.jwplayer.com/v2/media/LT4UJrkM/poster.jpg?width=720` | | build personalized experiences.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt3d0533c35b133a06/686a97f43211630b540050bd/build_personalized_experiences.png` | | Click Experiences > Add Experiences.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt19e5851ff5515c38/686a64c9c3d87b0283b6e7cc/Click_Experiences_Add_Experiences.png` | | Add a new Experience.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt299bf6a2c3740c59/686a64c928e271d73da3af54/Add_a_new_Experience.png` | | Experience Design.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt8a5bed62c7520aee/686a6abc47548f4b7456930a/Experience_Design.png` | | select\_audience.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt82802a86c167ef24/686a727b177f44d44c63fd3c/select_audience.png` | | exclude active subscribers in audience.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltc44a504f1cd0efe6/686a727b8f61ad1b71dc5e34/exclude_active_subscribers_in_audience.png` | | Add Frequent Users.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt6d351a8cc313a161/686a727ab831ee876b272962/Add_Frequent_Users.png` | | potential\_reach.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blta23846ac803ad2f9/686a727b19cab2a80acec3ad/potential_reach.png` | | Advanced Display Options.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt8bd82933096cb3e2/686ab60303043f39bbfbfe18/Advanced_Display_Options.png` | | Advanced Display Options 2.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt3ce0945738539310/686ab6035d66fe0ad20f5cb7/Advanced_Display_Options_2.png` | | Enter preview URL.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt3916a4a259b36045/686ab77adf067ef9b2fb9490/Enter_preview_URL.png` | | 30 days insights and intelligence preview.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt0165e901a70d88bd/686ab7c86521fc42676d6fd4/30_days_insights_and_intelligence_preview.png` | | Video thumbnail: How to Export Audiences | `https://cdn.jwplayer.com/v2/media/ZGeJlubB/poster.jpg?width=720` | | Create-new-job.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt4aedb5737bafb9a1/686a16b3177f44139363fcd6/Create-new-job.png` | | select-Custom-Integrations.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt611e835ffd27eb10/686a16b3177f4405a263fcd2/select-Custom-Integrations.png` | | Select Export > CSV via SFTP.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blte5cba6c590c0ad1b/686a5299966f7996ca008274/Select_Export_CSV_via_SFTP.png` | | create-authorization-sftp-csv-export.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt6a91170481357b06/686a5348a795875647f50cf8/create-authorization-sftp-csv-export.png` | | configure job to export an audience.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltc790d335291fe6ca/686a595d03043fdbd4fbfd66/configure_job_to_export_an_audience.png` | | continuous-export-option.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltfb2b21793bc05ad6/686a595dc3d87be192b6e7b8/continuous-export-option.png` | | Export in job queue under Data > Jobs.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt1cad04a237d1e8b1/686a5b8e4b4fe90a835c4a04/Export_in_job_queue_under_Data_Jobs.png` | | Audience Export Demo modal.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt994233a2b08b96b4/686a5b8ec4493caa75a97885/Audience_Export_Demo_modal.png` | | Video thumbnail: High Value Audiences | `https://cdn.jwplayer.com/v2/media/cVv5XRhs/poster.jpg?width=720` | | Video thumbnail: Increase Online Conversion | `https://cdn.jwplayer.com/v2/media/S1xaxbEf/poster.jpg?width=720` | | Increasing Online Conversion.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt8eec8f3fdfc34cb4/6869e5ec177f44401463fc94/Increasing_Online_Conversion.png` | | Video thumbnail: Increase Upsells | `https://cdn.jwplayer.com/v2/media/KSxZC82d/poster.jpg?width=720` | | Video thumbnail: How to Create Lytics Modals | `https://cdn.jwplayer.com/v2/media/1ErLD9K4/poster.jpg?width=720` | | Video thumbnail: Renew Customers and Reduce Churn | `https://cdn.jwplayer.com/v2/media/RyQXVp8d/poster.jpg?width=720` | | Video thumbnail: How to Import CSV Files | `https://cdn.jwplayer.com/v2/media/SODo168W/poster.jpg?width=720` | ### External links | Label | URL | | --- | --- | | Contentstack Academy home | `https://www.contentstack.com/academy/` | | Training instance setup | `https://www.contentstack.com/academy/training-instance` | | Academy playground (GitHub) | `https://github.com/contentstack/contentstack-academy-playground` | | Contentstack documentation | `https://www.contentstack.com/docs/` | | Contentful Integration | `https://learn.lytics.com/documentation/product/integrations/contentful/overview` | | SendGrid Integration | `https://learn.lytics.com/documentation/product/integrations/sendgrid/overview` | | Content Recommendations | `https://learn.lytics.com/documentation/product/features/content-affinity-engine/content-recommendation` | | Optimizing ad spend with Lytics audiences | `https://www.lytics.com/blog/ad-network-integrations/` | | Acquire New Customers With Lytics | `https://learn.lytics.com/use-cases/acquire-new-customers` | | Increase Conversions with Lytics and Facebook Lookalike | `https://learn.lytics.com/use-cases/increase-conversions-with-lytics-and-facebook-lookalike` | | UTM Parameters for attribution and audience building | `https://learn.lytics.com/use-cases/use-utm-parameters-for-attribution-and-audience-building` | | UTM Tracking for Experiences | `https://learn.lytics.com/documentation/product/features/experiences/utm-tracking-for-experiences` | | Suppress users from ad campaigns | `https://learn.lytics.com/use-cases/suppress-users-from-advertising-campaigns` | | Conserve marketing spend on engaged users | `https://learn.lytics.com/use-cases/lookalike-models-conserve-marketing-spend-on-engaged-users` | | api-accessible-configuration-audiences.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt6cf7f9d1860cce2e/686b3168966f792f48008450/api-accessible-configuration-audiences.png` | | IIn Audiences click Create New Audience.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltef36ff0afe0d0d51/686b339a177f446f4263fee9/IIn_Audiences_click_Create_New_Audience.png` | | click on Custom Rule.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltf9f8f49bbc549805/686b339a47548fd11d5694a8/click_on_Custom_Rule.png` | | Type random and select random uniform partition of users.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blte324dabc36d5f81f/686b339a4e3255e3515681f8/Type_random_and_select_random_uniform_partition_of_users.png` | | numerical value between 1 and 100 assigned to user profiles.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt100f56b51416ae04/686b339a7c2fb5695288e5bf/numerical_value_between_1_and_100_assigned_to_user_profiles.png` | | Assign title Split test A.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt1edc28fa50cccfcc/686b339a77a15536de4c0e37/Assign_title_Split_test_A.png` | | second audience be at most 49”.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt51d772095b377ce0/686b339a8d0d022efe95e1ad/second_audience_be_at_most_49”.png` | | Building Holdout Audience.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blta2d8437df08fdb05/686b384028e2717d2aa3b13d/Building_Holdout_Audience.png` | | Building Holdout Audience 2.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltd514d72425d4fa28/686b3840321163542c005273/Building_Holdout_Audience_2.png` | | build personalized experiences.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt3d0533c35b133a06/686a97f43211630b540050bd/build_personalized_experiences.png` | | Lytics Glossary | `https://learn.lytics.com/content/lytics-glossary` |