What to Expect From this Use Case

This use case collects zero-party data and email/SMS consent from first-time website visitors by offering discounts. This approach enhances your understanding of your customer base and enables more personalized future interactions.

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Tip

Visit our microsite to read more about this and other use cases developed by a team of Bloomreach experts.

Use Case Items

With this use case, you’ll get a:

• 4 Interactive banner templates
• Evaluation Dashboard

How to deploy the Use Case

After downloading the use case, follow these steps:

Step 1: Meet the Requirements

Verify if the data in your project meets the requirements. Follow this step-by-step setup guide in case of problems.

Step 2: Understand the Use Case Logic

The banner is displayed to customers who trigger the session_start event for the first time. Its primary goal is to collect consent in exchange for a discount voucher, presented after the customer provides their email or SMS details. The banner appears automatically 100 milliseconds after the website starts loading.

The use case includes four banners. Each banner consists of multiple questions with these types of answers:

• Single choice with number selection
• Multiple choice
• Multiple choice with cards and images
• Single choice with images

The banners differ in the order of questions and answers. You can set up the content of the questions and answers but not the order of the questions.

The answers to the questions are tracked in the customer events.

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Information

The logic of this use case is built on best practices and only requires adjustments if you want to further customize the use case. Get instant value by launching this campaign in just a few clicks.

However, we highly recommend you adjust the use case design and copy to fit your business needs.

Step 3: Adjust the Use Case

Now that you understand the use case logic, you can set up the use case according to your preference.

3.1 Banner Settings

If you decide to customize the banner logic, follow this detailed guide to make the adjustments.

3.2 Design & Copy

Customize the banner visuals and copy to align with your company's brand identity. See banner tooltips ℹ️ in case of uncertainty.

Otherwise, you can go through this guide for more information.

Step 4: Test and Run the Use Case

When you are done adjusting the use case, we recommend to always test the use case before deployment. When testing, double-check if the use case design, copy, and settings work as preferred.

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Warning

You should only deploy a use case after testing. Testing prevents sending unfinished or imperfect campaigns to your customer base.

Run the use case once the testing is over. When you open the banner, click the Start button in the upper right corner to launch the campaign.

Step 5: Evaluate the Results

Remember to run the use case for a few days to see the impact.

After this initial period, use the prebuilt and ready-to-use evaluation dashboard specifically included in this use case to measure and analyze relevant data.

To evaluate, open the evaluation dashboard, enter the banner's name (e.g. Interactive Subscriber Banner), insert email and sms consent category (e.g. Newsletter) and click the Refresh button in the upper right corner to see the results.

If you encounter any problems, read this article for insights on evaluating your campaign.

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Tip

Don’t forget to regularly check campaign results so you can optimize the use case for better performance.

Additional Resources

Learn how to enhance and optimize the banner performance with different tips and tricks from Bloomreach experts.

For Advanced users

To modify the sequence of the steps or duplicate any, you can edit the code. The code is clear and detailed enough to allow these changes. Remember to create a backup by copying the banner before making any adjustments.