Page 1 of 1

Behaviour Driven Personalisation

Posted: Mon Mar 31, 2014 8:54 am
by csilk
Hi,

As a new feature, I think it would be really good to have a place where marketing / admins can build rules that change a users experience on the site e.g. if a user does X or has Y in their cart then they automatically get a discount or see some specific form of marketing that is targeted at them. To give a more concrete example:

- If a user has more than $40 in their cart, add free shipping
- A customer searches within the shoes category several times but never takes anything further than the basket page, the third time this happens in a month, offer the customer a 10% discount or free shipping if they buy today
- A customer adds 4 beers to their basket. A case of beers consists of 6 units, offer an upsell to the customer, present the case of 6 to them for only $2 extra. You've now sold an entire case (selling by the case is usually worth more to a retailer)
- If a user has order more than $500 worth of good in the last 4 weeks, add a 10% discount voucher to the basket
- If a user has a product from the shoes category, display marketing to the customer that cross sells socks and a 10% discount if they buy today

I'm sure someone a little more creative than me can come up with some good ones.

These rules can be configured in a nice user interface so non technical staff can create them. A number of rules can be available out of the box and clients can have custom rules which will need to be coded by their systems integrator.

These rules can also be based on more complex scenarios which involve collecting data from a user over a period of time.

This kind of advanced personalisation allows us to offer a better user experience and boost sales. Customer segmentation and personalisation are two big areas of interest for me and these areas are supported fairly well amongst the big three platforms; Hybris, IBM and Oracle.

Any thoughts?

Re: Behaviour Driven Personalisation

Posted: Mon Mar 31, 2014 11:21 am
by phillipuniverse
Your exact scenario is already available in our current offering.

This is achieved through 'Content Items' section in the admin. Structured content is the idea of banner ads and content that a user sees. You can create rules for when this structured content shows up (the 'where' currently is done in the template code):

Image

If you instantiated a private demo (http://www.broadleafcommerce.com/demo) then you can go into the admin and play with some of the content items in there. The big banner on the home page is the 'Shirt Special - 20% off all shirts' content item.

Offers work with rules as well. There can be automatically-added offers that are added to an order based on some rules, as well as code-entered (or both at the same time). For the scenarios that you described, you probably want to show the ad based on some rules which shows up a code. Then you could create an offer that is not automatically considered and has to be retrieved by a code, but still has to have a specific set of rules in the order for it to be applied.

Re: Behaviour Driven Personalisation

Posted: Mon Mar 31, 2014 11:40 pm
by csilk
This looks great!

Does this fit into customer segmentation?

OOTB, is it possible to segment customers based on a set of rules which derive from the customers orders, previous orders or cart details etc?