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campaigns

Scope a behavioral email by event property (the advanced ‘scope by’ feature)

Vero’s scope by filter is an advanced feature of behavioral campaigns. The best way to illustrate the scope by feature is an example.

Imagine you are an eCommerce store, selling products A, B and C and that you track an event in Vero called Viewed product whenever a customer views any of your products, whenever a customer purchases a product, you also track an event called Purchased product.

An ordinary abandonment campaign

In this example, you would likely track the following event properties with your Viewed product and Purchased product events:

{
  sku: '1234',
  price: 20.00,
  name: 'Product A',
}

You setup a behavioral campaign that targets users that view a product but don’t purchase it. You might setup a campaign like this:

Triggered abandonment campaign

If a customer triggered Viewed product for products A, B and C, this campaign would be triggered for evaluation three times.

At run time, Vero will check the conditions. In the screenshot above, we can see that Vero will only send the email if the user has not triggered Purchased product. If you don’t use the scope by feature, then if a customer triggers Purchased product for any of the products A, B or C, this email will not be sent as they will not meet the conditions.

An abandonment campaign using ‘scope by’

If you want to ensure that customers get your follow up email for each of the products they don’t purchase independently, you can tell Vero to evaluate the conditions of the email scoping by an event property. For example, the property sku could be used to ensure the trigger event and any events in the conditions refer to the same product.

When evaluating the campaign, Vero will check that both the Viewed product and Purchased product events have the exact same sku value.

Here is an example of how you would configure this in Vero:

Scoped conditions triggered abandonment campaign

In this scenario, if a customer viewed products A, B and C and then purchased product A, they would not get a follow up email for product A, but they would still get a follow up email for products B and C.

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