Triggered Messages

Triggered Messages are part of the Optimizely Digital Experience Platform. It requires a specific installation and license. Triggered Messages works with Email Product Recommendations and Optimizely Campaign only. The Optimizely Digital Experience Platform contains many features to support you in your daily work. Depending on how your solution is set up, some features described in this documentation may not be available to you. Contact your system administrator to find out more. See Optimizely World for technical information.

You can send automated personalized emails via an Email Service Provider (ESP Stands for "email service provider") that are triggered by the on-site actions of the email recipient. These emails typically alert the user of a price reduction or some form of abandonment. Because Optimizely captures user behavior, you also can use this behavior to include alternative recommendations to abandoned or browsed products.

You have the following preset triggers available:

Abandoned checkout
Abandoned basket
Abandoned browsed product
Targeted discounts
High product interest
Post purchase
Low-in-stock abandoned-basket.

See the In-session and daily triggers section for a list of available triggers and their descriptions. New options are frequently added, so contact your Optimizely Customer Success Manager about what is available and for any specific requirements you may have.

To enable Triggered Messages functionality, set up the configuration in the Optimizely Personalization Portal so that Optimizely and the ESP platform can communicate with each other to send the right message at the right time; see Setting up an ESP connection.

The configuration is different for each Email Service Provider. Optimizely Triggered Messages can work with any ESP, so you can migrate Triggered Messages and Email Recommendations to any provider that you might select.

By using Triggered Messages alone, you can add users automatically to an email list or group and further refine the recipient list using automation programs available in your ESP account, or you can trigger an email to be sent out by your ESP right away. When combined with Email Recommendations A personalization feature that incorporates personalized product or content recommendations into dynamically-generated email., you have the power to include specific products that are of interest to the user—their browsed and abandoned products and recommendations based on their on-site behavior.