Image: Episerver Personalization suite product iconIn-session and daily triggers

Triggered Messages distinguishes between In-session triggers and Daily triggers. In-session triggers fire during a visitor's session when a certain criteria is met. Daily triggers fire based on a daily analysis of visitor's behavior, for example when the visitor made a purchase.

In-session and daily triggers filter out products that are inactive, out-of-stock, and not recommendable. For example, an abandoned basket trigger will not fire when products in user basket are out-of-stock. Also, when a basket contains one in-stock product and one out-of-stock product, the trigger fires with only one product.

In-session triggers

In-session trigger campaigns analyze user behavior constantly (real-time) and fire actions immediately when trigger criteria are met. Each in-session trigger has a wait time, which specifies how much time the visitor must be inactive for before the trigger can fire.

In-session triggers Description
Abandoned checkout Fires when a visitor Someone who visits a website using a web browser. In most cases, a visitor can use public functions and services but cannot create content and has limited access to community content. In an SEO context, visitor means the number of visits to a URL through channels (external referrers), direct arrivals, and internal links. (See also visitor groups.) enters the checkout flow but does not complete the purchase.
Abandoned basket Fires when a visitor adds an item to the basket but does not purchase it.
Abandoned browsed product

Fires when a visitor visits a product page on the site but leaves the site without adding anything to the basket. Also, the visitor must have viewed at least one product during a session.

Additional trigger actions Fires when a visitor goes to a specific page (home, category, product, basket, order confirmation, or page URL that contains a specific phrase) a chosen number of times. For example, a visitor visits a particular section of the site and views more than 5 pages in a category but does not purchase. Use alone or combine it with another in-session trigger.

Daily triggers

The following table shows the daily triggers A product that lets you send automated personalized emails via an Email Service Provider (ESP), which are initiated by the the email recipient's on-site actions..

Daily triggers Description
Targeted discounts

Fires when a product Commerce: various forms of merchandise that you can display and purchase from the public site, including products, variations/SKUs, bundles, and packages. Also known as a catalog entry. the visitor Someone who visits a website using a web browser. In most cases, a visitor can use public functions and services but cannot create content and has limited access to community content. In an SEO context, visitor means the number of visits to a URL through channels (external referrers), direct arrivals, and internal links. (See also visitor groups.) has viewed but not purchased in the past 30 days has decreased in price.

High product interest

Fires when a visitor has visited the same product multiple times without purchasing it in the last 30 days.

Post-purchase

Fires a specified number of days after an order is placed.

  • Analysis runs at 09:00 UTC time by default, but you can configure this in the Personalization Portal.
  • Can be combined with an Email Product Recommendations campaign to show the purchased products in the email sent.
Low-in-stock abandoned-basket

Fires when a product is low in stock and the visitor added that product to their basket in the last 14 days, but did not purchase.

  • Analysis runs as soon as the product feed is imported.
  • The trigger looks at product's variant stock level if variants are tracked on basket pages. If variants are not tracked, the trigger looks at product stock level.
  • The basket is considered abandoned after 4 hours of inactivity.
  • Upper and lower thresholds of stock availability need to be specified. Lower and upper bounds are both inclusive.
  • Can be combined with an Email Product Recommendations campaign to show the relevant products in the email sent.
Repurchase

Fires when a visitor has not purchased a recurring product that was expected to be purchased by a given date, such as when paper supplies run out.

  • Analysis runs at 09:00 UTC time by default, but you can configure this in the Personalization Portal.
  • Can be combined with an Email Product Recommendations campaign to show the purchased products in the email sent.

Trigger action limits

To avoid sending too many emails to a visitor, Triggered Messages A product that lets you send automated personalized emails via an Email Service Provider (ESP), which are initiated by the the email recipient's on-site actions. implements limits for the number of emails that you can send.

Per-session limit

  • You can fire only one send-message action for a session. You cannot remove this limit.

Per-campaign limit

  • The limit applies only to send-message actions.
  • The limit can be configured in a Triggered Messages campaign edit form under Contact frequency.
  • The limit defined the following options:
    • Per day. 24 hours from the time a campaign is supposed to fire (not calendar day, from midnight to midnight).
    • Per week. 7 days from the time a campaign is supposed to fire.
    • Per month. 30 days from the time a campaign is supposed to fire.

    For example, if the limit is 1 per day and a campaign fired for a visitor at 2 PM, the same campaign can fire no sooner than at 2:01 PM the next day for the same visitor.

  • The following default limits apply when not configured: 5 per day, 20 per week, 50 per month.

Per-site limit

  • The limit applies only to send-message actions. It doesn't apply to add-to-group and remove-from-group actions.
  • The limit can be configured per site on Triggered Messages campaign list page.
  • The limit defined the following options:
    • Per day. 24 hours from the time a campaign is supposed to fire (not calendar day).
    • Per week. 7 days from the time a campaign is supposed to fire.
    • Per month. 30 days from the time a campaign is supposed to fire.

    For example, if the limit is 1 per day and any campaign fired for a visitor at 2 PM, any other campaign can fire no sooner than at 2.01 PM the next day for the same visitor.

  • The following default limits apply when not configured: 5 per day, 20 per week, 50 per month.

Filtering triggers with expressions

Expressions filter products that do not match the expression. For an example abandoned basket campaign, if an abandoned basket contains two products, one that match the expression and one that does not, the campaign still fires for this basket with a single product.

You can define additional expressions for in-session and daily triggers. Expressions specify which products should fire the trigger campaign. For example, if an expression is defined as (r.saleprice["GBP"]>"40"), only products that are more expensive than 40 pounds fire the campaign.

You can reference products that caused a campaign trigger to fire in an Email Product Recommendations campaign through strategies. That is, Products from in-session trigger campaign returns products that fired the campaign and Recommendations based on daily trigger campaign returns recommendations that are related to the product that fired the trigger campaign.

For further information on expressions, see Creating a new Triggered Messages campaign.

Prioritizing campaigns

Priorities apply only to situations where campaigns should fire at the same time. Lower priority campaigns with a shorter time to wait do not wait with firing for high priority campaigns with a longer time to wait.

You can prioritize triggered messages campaigns on the campaign list page in the Personalization Portal by dragging campaigns up or down on the list with the icon next to campaign name (first column on the list).

If two or more campaigns are supposed to fire at the exactly same time, the higher priority campaign fires first. Trigger action limits may prevent subsequent campaigns from firing.

For a sample scenario on prioritization of Triggered Messages campaigns, see Example of trigger priorities.