Voyado Engage

Targeting criteria based on Voyado CID identification

This article provides an overview of the targeting criteria available in Voyado based on Voyado-CID identification. These criteria allow marketers to segment and engage customers efficiently across various channels, ensuring relevant and personalised experiences.

Overview of Voyado-CID

The Voyado-CID (Contact ID) is a unique identifier assigned to each customer or member within the Voyado Engage contact database. It serves as a key element for tracking and managing customer data, enabling targeted communication and personalized marketing campaigns. By using Voyado-CID, you can leverage specific targeting criteria to engage your audience based on various attributes and behaviours.

Voyado-CID (once recognized or created) is stored as a variable in local storage of the user’s browser. There are three different ways an anonymous visitor can be identified so the Voyado-CID:

  1. Interacting with an onsite message: The user identifies themselves manually by entering their contact details (email address, phone number or social security number) in an onsite message. If the contact already exists in Voyado Engage, their contact ID is fetched. If the contact does not exist, it is created as a new contact/member. The contact ID is then stored as Voyado-CID in local storage in the user’s browser.
  2. Identifiable information is passed to the OSM script: Identifiable information (email address, phone number or social security number) is included in the script call. This may typically be implemented on a login event or when the visitor has completed a purchase. The information is used to find the Contact ID in Voyado Engage and is then stored as Voyado-CID in local storage in the user’s browser.
  3. Identified by Soft ID: The user clicks a newsletter sendout sent from Voyado Engage and is identified using soft ID. The contact ID is decrypted using Soft ID and stored as Voyado-CID in local storage in the user’s browser.

In essence, all three ways of identifying an anonymous visitor lead to the same result, which is populating the Voyado-CID in local storage of the user’s browser. All targeting criteria described in this article will use the Voyado-CID variable to check whether or not the user fulfils the targeting criteria that have been specified for different onsite messages.

In order to optimize the identification rate of visitors of a website, it’s recommended to implement multiple (preferably all three) means of identification described above.

Targeting Criteria Based on Voyado-CID

The following targeting criteria can be used to refine customer segments, ensuring precise engagement with your contacts or members based on their behaviour, consent, and interactions.

1. Engage Contact/Member

This criterion targets customers based on their contact/member status within the Voyado system.

Use Case:

  • Target identified/unidentified visitors: Engage with visitors based on whether or not they are identified by Contact ID.
  • Target visitors that are reachable or unreachable via email, SMS or postal sendouts: Engage with visitors based on their current marketing preferences settings in Voyado Engage.
  • Target visitors that are or are not within a target audience: Engage with visitors based on whether or not they are included in a specific target audience defined in Voyado Engage.

How It Works:

  1. Select Engage contact/member in the visitor segmentation section of the Additional targeting and behaviour panel in your onsite message.
  2. Choose between the is/is not operator
  3. Select one of the criteria:
    • Identified by contact ID
    • Accepting emails
    • Accepting SMS
    • Accepting postal
    • In audience

Example:

We want to show a newsletter signup widget to visitors who are unidentified or who are identified, but currently not accepting email communication.

  1. Add the first criteria by choosing Engage contact/member | is not | identified by contact ID
  2. Add the second criteria by choosing Engage contact/member | is not | accepting emails
  3. Choose the Any operator (equivalent to an OR statement)

2. Engage Contact Card Field

This criterion allows targeting based on specific fields associated with the Contact Card.

Use Case:

  • Target visitors based on a specific contact card field being set or not: Engage with visitors based on information specified or missing in their contact card.
  • Target visitors based on a specific contact card field matching a specific value or not: Engage with visitors based on whether or not a specific contact card field matches/does not match a specific value.

How It Works:

  1. Select Engage contact card field.
  2. Select the contact card field you want to use for targeting.
  3. Select one of the criteria:
    • Is set
    • Is not set
    • Matches
    • Does not match
  4. If you’ve chosen “Matches” or “Does not match”, type the value to compare with the contact card.

Example:

We want to show an onsite message only to onsite visitors we know live in Stockholm.

  • Add the criteria by choosing Engage contact card field | City | Matches | Stockholm

The Engage Consent criterion enables you to target customers based on their custom consent preferences.

Use Case:

  • Target visitors based on the current status of consents: Engage with identified visitors who have given or are missing specific consents

How It Works:

  1. Select Engage consents
  2. Select the custom consent you want to use for targeting
  3. Select true or false

Example:

We want to show a specific onsite message only to visitors who have not accepted our member terms.

  • Add the criteria by choosing Engage consent | Accepted member terms | False

4. Engage Points

Targeting based on Engage Points allows you to create segments based on the customer’s accumulated loyalty points or rewards.

Use Case:

  • High-Value Customers: Target customers who have earned a high number of loyalty points
  • New Members: Engage with new members who have started earning points

How It Works:

  1. Select Engage points
  2. Select one of the following operators:
    • Exceeds
    • Less than
    • Between
    • Account exists
    • Account does not exist

Example:

We want to show an onsite message specifically targeting visitors who are close to reaching a new level (2000 points in total).

  • Add the criteria by choosing Engage points | between | 1500 | 2000

5. Engage Reward Voucher

The Engage Reward Voucher criterion is used to target customers based on whether they have an active reward voucher or not.

Use Case:

  • Target voucher recipients: Send follow-up messages to customers who have received a reward voucher but haven't yet redeemed it.
  • Target visitors that do not have an active voucher: Engage with visitors who do not currently have an active voucher

How It Works:

  1. Select Engage reward voucher
  2. Select one of the following operators:
    • Is available
    • Is not available

Example:

We want to create an onsite message reminding visitors who have an active reward voucher.

  • Add the criteria by choosing Engage reward voucher | is available

6. Engage Multichannel Promotion

The Engage Multichannel Promotion criterion helps target customers based on multichannel promotions.

Use Case:

  • Active multichannel promotions: Target contacts who have/do not have an active multichannel promotion.
  • Specific validity times: Target contacts that have a multichannel promotion with specific validity times.
  • Specific multichannel promotion: Target contacts that have/do not have a specific multichannel promotion assigned.

How It Works:

  1. Select Engage multichannel promotion
  2. Select one of the following operators:
    • Is available
    • Is not available
    • Validity time
    • Match
  3. If using validity time, select:
    • Exceeds
    • Less than
    • Specify number of days
  4. If using match, enter the promotion ID, then select:
    • Is assigned
    • Is not assigned
    • Is available
    • Is not available
    • Is used
    • Is not used
    • Validity time exceeds
    • Validity time is less than

Example:

We want to create an onsite message targeting onsite visitors who have an active multichannel promotion with less than 7 days of validity time remaining.

  • Add the criteria by choosing Engage multichannel promotion | validity time | less than | 7

Best Practices

  1. Segment Precisely: Use detailed criteria such as loyalty points, consent, and contact card fields for relevant campaigns.
  2. Respect User Preferences: Ensure compliance with consent regulations by respecting user preferences for tracking and communication.
  3. Track and Adjust: Continuously monitor engagement levels to adjust your targeting strategies based on behaviour.

Article last reviewed

Was this article helpful?

1 out of 1 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.