What to Expect From This Use Case

Multistep Zero-Party Data Banner allows you to ask your customers to share their information and subscribe to a newsletter through a short, multi-step banner. The gathered data enhances customer segmentation and fuels future personalized campaigns. Zero-party data collection is becoming crucial in the "cookie-less" world and remains the best way to collect information about your customers.

💡

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:

• Ready-to-use multistep zero-party data banner
• Pre-defined 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

Engage with customers in a multi-step banner that prompts preference indications and newsletter subscriptions. This banner aims to collect marketing consent and customer preferences regarding newsletter emailing.

The banner is displayed to customers who came to your website, have not given marketing consent yet, have viewed at least two products in one website session, and have not seen the banner more than five times in their lifetime. The banner is displayed to customers who have not closed it in the past three days and those who have not seen it in the past 15 minutes already.

After submitting the banner questions, the customer is shown a ‘Thank you’ message with a discount code to incentivize purchasing.

💡

Tip

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.

❗️

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.

👍

Congratulations!

If you got here, you have successfully deployed this use case.

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. Multistep Zero-Party Data Banner), set the attribution window for revenue in hours (e.g. 24) 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.

💡

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.