Create a Behavioral Triggers Extract

A behavioral triggers extract contains information about customers who abandoned sessions and about the products that they either viewed before leaving your site or added to the cart but then abandoned so that you can send them marketing emails to draw them back to your site to make purchases.

Contact your dedicated Customer Success Manager (CSM) if you want to add the behavioral triggers extract feature to your account.

Not only can you configure this dataset type to capture specific customer behavior, but you can also determine how much time must pass after a customer abandons a session for them to be eligible to receive follow-up emails, how often Monetate should generate an extract, and more.

Creating a Behavioral Triggers Extract Dataset

Follow these steps to create a behavioral triggers extract dataset.

  1. Click DATASETS in the top navigation bar, and then, if necessary, select Product Data.
  2. Click CREATE DATASET.

    Callout of the 'CREATE DATASET' button on the Datasets list page

  3. Select Behavioral Triggers Extract and then click NEXT.

    Step 1 of the Create Dataset Schema wizard, with 'Behavioral Triggers Extract' selected for the dataset type and a callout of the NEXT button

  4. Name the dataset and then click NEXT.

    Step 2 of the Create Dataset Schema wizard, with a dataset name entered into the field and a callout of the NEXT button

  5. Configure the dataset.
    1. Optionally, input a description of the dataset.

      Step 3 of the Create Dataset Schema wizard, with a callout of the Description field

    2. Select a product catalog.

      Step 3 of the Create Dataset Schema wizard, with a callout of the 'Select Catalog' selector

    3. Select the type of customer behavior to capture:
      • Carting one or more products but then abandoning a session
      • Viewing one or more products but then abandoning a session

      Step 3 of the Create Dataset Schema wizard, with a callout of the 'Select Behavioral Triggers Type' selector

    4. Select the minimum number of products the customer must have either abandoned in the cart or viewed to qualify the customer's session to be captured. Select either a number between 2 and 6, or select No Minimum.

      Step 3 of the Create Dataset Schema wizard, with a callout of the 'Minimum Number of Products' selector

    5. Select how much time must pass after the qualifying abandoned session for a customer to be eligible for behavioral triggers.

      Step 3 of the Create Dataset Schema wizard, with a callout of the 'Customer Eligibility Window' selector

    6. Select how much time must pass before a customer ID captured in an extract can again be captured in another one.

      Step 3 of the Create Dataset Schema wizard, with a callout of the 'Exclude Recurring Customer IDs' selector

    7. Click NEXT.

      Step 3 of the Create Dataset Schema wizard, with a callout of the NEXT button

  6. Configure the report period.
    1. Select the maximum number of products per customer ID captured in an extract.

      Step 4 of the Create Dataset Schema wizard, with a callout of the 'Maximum Number of Viewed or Carted Products Returned' selector

    2. Select how often Monetate generates a new extract.

      The latest extract becomes available an hour and a half after it's generated.

      Step 4 of the Create Dataset Schema wizard, with a callout of the 'Frequency / Time Block Size' selector

    3. Set a start date and time for the reporting period. Optionally, set an end date and time for the reporting period.

      Step 4 of the Create Dataset Schema wizard, with a callout of the 'Start Date and Time UTC' field and the 'End Date and Time UTC' field

  7. Click CONFIRM AND CREATE.

    Callout of the 'CONFIRM AND CREATE' button in the Create Dataset Schema wizard

Each extract is saved as a CSV file that you can download from the dataset's details page.

Downloading an Extract

Follow these steps to download a behavioral triggers extract.

  1. Click DATASETS in the top navigation bar, and then, if necessary, select Product Data.
  2. Select Behavioral Triggers Extracts from View on the Datasets list page.

    Callout of the View selector on the Datasets list page. One of the options is Behavioral Triggers Extracts.

  3. Click the name of the dataset that you want to download.
  4. Click the filename of the extract that you want to download.

    The Update History table on a Behavioral Triggers Extract dataset details page, with a callout of the filename for one of the extracts available for download

You can download extracts from the previous 90 days.

Editing a Behavioral Triggers Extract Dataset

Follow these steps to edit a behavioral triggers extract dataset.

  1. Click DATASETS in the top navigation bar, and then, if necessary, select Product Data.
  2. Select Behavioral Triggers Extracts from View on the Datasets list page.

    Callout of the View selector on the Datasets list page. One of the options is Behavioral Triggers Extracts.

  3. Find the extract that you want to download, click the additional options menu (...) that appears at the right end of its row, and then select Edit.

    Callout of the Edit option in the additional options menu for a Behavioral Triggers Extract dataset on the Behavioral Triggers Extracts list page

  4. As necessary, click to expand the Email Dataset Configuration section of the Edit Behavioral Triggers Extract modal, and then revise the settings in that section.

    Callout of the 'Email Dataset Configuration' section of the 'Edit Behavioral Triggers Extract' modal

  5. As necessary, click to expand the Report Period and Schedule section of the Edit Behavioral Triggers Extract modal, and then change the settings in that section.

    Callout of the 'Report Period and Schedule' section of the 'Edit Behavioral Triggers Extract' modal

  6. Click SAVE.

    Callout of the SAVE button of the 'Edit Behavioral Triggers Extract' modal

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