79ea9-image-3

Optimizely Data Platform Visitor Groups

CMS
ODP
Optimizely
Personalisation

The Optimizely Data Platform (ODP) builds a picture of a customer, their interactions, and their behaviour in comparison to other customers on a site.

This module exposes these insights in the form of visitor groups, which can then be used to personalise content.

ODP Criterias
A list of all the different ODP criteria that can be used in a visitor group

Features

There are currently five different visitor groups available. These are accessed via the 'Data Platform' group.

Real-Time Segments

Real-Time segments are new and differ from the 'Calculated' segments currently available on the platform. Real-Time segments are based on the last 30 days of data, whereas 'Calculated' segments are based on all the stored customer data and are calculated at regular intervals. They are more suited to reporting and journey orchestration.

ODP - Custom Segment
Using a custom segment as a visitor criteria

Note: You need to contact Optimizely to get Real-Time Segments enabled on your instance, and there is currently no interface to create them.

Note 2: 'Calculated' Segments are not available via this visitor group criterion.

Engagement Rank

This metric enables you to build personalisation based on how engaged the customer/visitor is with your site/brand. This is biased toward more recent visits rather than historical visits.

ODP Revenue criteria example
ODP Revenue criteria example

This metric is calculated every 24 hrs.

Order Likelihood

As the name suggests, this criterion returns the likelihood that the customer will place an order. The possible values are:

  • Unlikely

  • Likely

  • Very Likely

  • Extremely Likely

This metric is calculated every 24 hrs.

Winback zone

Returns the 'Winback Zone' for the current customer. This can be used to identify when a customer is altering their standard interaction patterns with the site; for example, they are disengaging. The options are:

  • Churned Customers

  • Winback Customers

  • Engaged Customers

This metric is calculated every 24 hours.

Observation

This criterion can be used to build personalisation around three different customer order metrics.

  • Total Revenue

  • Order Count

  • Average Order Revenue

ODP Revenue criteria example
ODP Revenue criteria example

This metric is calculated every 24 hours.

Installation

Install the package directly from the Optimizely Nuget repository.

dotnet add package UNRVLD.ODP.VisitorGroups Install-Package UNRVLD.ODP.VisitorGroups

Configuration (.NET 5.0)

Startup.cs

1// Adds the registration for visitor groups
2services.AddODPVisitorGroups();

appsettings.json All settings are optional, apart from the PrivateApiKey

1{
2   "EPiServer": {
3      //Other config
4      "OdpVisitorGroupOptions": {
5         "OdpCookieName": "vuid",
6         "CacheTimeoutSeconds": 10,
7         "EndPoint": "https://api.zaius.com/v3/graphql",
8         "PrivateApiKey": "key-lives-here"
9       }
10   }
11}

Configuration (.Net Framework)

web.config All settings are optional, apart from the PrivateApiKey

1  <appSettings>
2    <add key="episerver:setoption:UNRVLD.ODP.OdpVisitorGroupOptions.OdpCookieName, UNRVLD.ODP.VisitorGroups" value="vuid" />
3    <add key="episerver:setoption:UNRVLD.ODP.OdpVisitorGroupOptions.CacheTimeoutSeconds, UNRVLD.ODP.VisitorGroups" value="1" />
4    <add key="episerver:setoption:UNRVLD.ODP.OdpVisitorGroupOptions.EndPoint, UNRVLD.ODP.VisitorGroups" value="https://api.zaius.com/v3/graphql" />
5    <add key="episerver:setoption:UNRVLD.ODP.OdpVisitorGroupOptions.PrivateApiKey, UNRVLD.ODP.VisitorGroups" value="key-lives-here" />
6  </appSettings>

Credits

I cannot take all the credit for this module, and it was co-developed with David Knipe. Thanks for all the help.