Cross-Device Behavioral Targets

Once you've set up a Customer View and enabled a Person ID for cross-device targeting and testing, you can use the following Behavior targets in the WHO settings of an experience to display relevant experiences to your customers across all their identified devices.

Experiences that you create use a Person ID only if Monetate recognizes a site visitor. When it doesn't recognize a site visitor, the platform assigns the site visitor a Monetate ID.

WHO Behavior Targets Using Cross-Device Data

The WHO options in this table use cross-device data for targeting.

Behavior exhibited on one device becomes available for cross-device targeting after 15 minutes. For example, if a customer views a specified product on their desktop, they are eligible for an experience targeting that product on their mobile device 15 minutes after they viewed it on the desktop.

TargetWhen It AppliesExample
Average order sizeWhen a customer's historical average order size from all associated devices is within the specified rangeCustomer's average order size across their laptop, desktop, and tablet falls between $50 and $100
Brand last purchasedWhen a customer's most recently purchased brand across any device matches the defined brandCustomer arrived on your site from a desktop after their most recent purchase was a lamp from the MyBrand brand
Brand purchasedWhen a customer purchased a product from a specified brand from any associated deviceCustomer arrived on your site from an iPhone after they purchased a bike from the MyBrand brand on an iPad
Brand viewedWhen a customer viewed a product on any associated device from one of the targeted brands

Note: The Brand viewed target doesn't follow the Monetate session and is displayed as long as the visitor hasn't cleared their browser cookies.
Customer arrived on your site from their laptop and previously viewed a product from the MyBrand brand on a desktop
Brand viewed last visitWhen a customer viewed any products from the defined brands during their last visit on any deviceCustomer arrives on your site from a laptop after they viewed products from the MyBrand brand during their last visit from a desktop
Category last purchasedWhen a customer last purchased a product on any device from a category that matches the specified categoryCustomer purchased from the Shoes category from their Android phone
Category purchasedWhen a customer's previous purchase from any device falls into a category that matches the defined categoryCustomer previously purchased from the Clothes category on their desktop
Category viewedWhen a customer viewed a product from a specified category from any device

Note: The Category viewed target doesn't follow the Monetate session and is displayed as long as a visitor hasn't cleared their browser cookies.
Customer viewed a chair from the Seating category on their iPad
Category viewed last visitWhen a customer viewed any of the defined categories from any device during their last visitCustomer viewed the Tents category during their last visit from a laptop
Days since last purchaseWhen a customer returns to your site within a defined number of days since their last purchase from any of their associated devicesCustomer returned to your site on their desktop within 5 days of the last purchase on their laptop
Days since last visitWhen a customer returns to your site within a defined number of days on any deviceCustomer returns to your site from their phone within 6 days of the last visit to the site from a tablet
Experience seen by userTargets users who viewed a specific experience within the last 30 days

Note: You can only select experiences in draft status or those active in the last 30 days.
Customer saw the Email Signup Lightbox experience that was activated on your site 10 days on their last visit
Last order sizeWhen a customer returns to your site from any device and their last order size was within a specific rangeCustomer arrived on your site from their desktop after placing an order on an iPad between $100 and $200
Product last purchasedWhen a customer's last purchased product from any associated device matches any defined productCustomer arrives on your site on their laptop after purchasing a glass on an iPhone
Product purchasedWhen a customer's previous purchases match any defined productsCustomer returned to your site from their Android phone after previously purchasing a book on an Android tablet
Product viewedWhen a customer views any of the specified products on any deviceCustomer arrives on your site from an Android tablet after they viewed a scooter on an iPhone
Product viewed last visitWhen a customer viewed any specified product during their last visit on any deviceCustomer arrives on your site from an iPhone after they viewed a stopwatch on an iPad during their last visit
Products purchased in past daysWhen a customer purchases any specified products within a defined number of days and then returns to the site from any deviceCustomer purchased a shirt within the past 7 days on an iPad and then returned to your site on a desktop
Purchase frequencyWhen a customer's purchase frequency falls within a certain range in the past month across all associated devicesCustomer's purchase frequency from their iPad, iPhone, and laptop falls between once per week and once per month
Purchased any productWhen a customer returns to your site and previously purchased any product on any deviceCustomer returns to your site from their desktop after purchasing a dresser on a tablet
Purchased on or after specified dateWhen a customer returns to your site and has made at least 1 purchase on any device on or after a specified dateCustomer returns to your site on their iPhone and purchased a scarf from a laptop on or after October 31st
Purchases in past daysWhen a customer returns to your site after making a defined number of purchases within a defined number of days on any associated devicesCustomer returned to your site after making 1 purchase on their iPad and 2 purchases on an Android phone in the past 7 days
Sessions in past daysWhen a customer visits your site within a range or in a specified number of times on any device during a defined number of daysCustomer arrived on your site between 5 and 10 times in the past 7 days from a laptop and desktop
Visited on or after a specific dateWhen a customer visits your site on or after a specified date on any associated deviceCustomer arrives on site via their iPhone after July 4th

Using a Cross-Device Behavior Target in an Experience

Follow these steps to add a cross-device Behavior target to an experience.

You must ensure the account's Customer View has cross-device testing enabled. See Cross-Device Testing Overview for the steps to enable that setting.

  1. Create a new Web experience, or navigate to the Web Experiences list page and identify an experience draft to which you want to add a cross-device Behavior target.
  2. If necessary, name the experience.
  3. Configure or modify the WHY settings.
  4. Click WHO and then click ADD TARGET.

    Callout of the WHO settings and the ADD TARGET button

  5. Click Behavior.

    Callout of the Behavior option on the Target Type panel

  6. Click the Behavior target option that uses cross-device data that you want to use in the experience. Each target that uses cross-device data is noted with an icon.

    Callout of the icon that denotes a Behavior target uses cross-device data

  7. Configure the target as with the necessary range, product IDs, or other information it requires. Ensure visitors matching this target is set to INCLUDE to target site visitors who meet the target configuration, or click to toggle it to EXCLUDE to prevent visitors who meet the target configuration from seeing the experience. Click SAVE.

    Callout of the 'visitors matching this target' toggle and the SAVE button on the 'Days since last purchase' target panel

  8. Configure the WHAT and WHEN settings, and then preview and activate the experience.