What is a behavior in a SessionM campaign?

A behavior refers to the actions that you want members to perform. Behaviors can be simple (buy a coffee) or more complex (buy a coffee and a scone, muffin or bagel during the morning hours at a new store in Boise).

Behaviors are powered by the SessionM rules engine, which evaluates member engagement and purchase-related events. For each campaign, you can model sophisticated combinations of member behaviors that the SessionM rules engine evaluates in real-time and then awards outcomes to members when they complete designated behaviors.

Behaviors are used in both promotional and messaging campaigns:

  • In messaging campaigns, behaviors are actions performed by a member that trigger the delivery of the campaign's message.

  • In a promotional campaign, behaviors are actions performed by a member that trigger the presentation of an offer or an award to a member.

Components of a behavior

Let's take a closer look at the components of a behavior. A behavior has a name and one or more rules (or groups of rules).

Rule

A rule consists of one or more events and any restrictions applied to those events. A single behavior can have one or more rules.

Event

An event is an action that a member performs. An example of an event in the SessionM platform is a completing a purchase.

Events can be recorded from a variety of sources (for example, point-of-sale, website or mobile app) and sent through methods such as the SessionM Events API, mobile app SDKs, integrated client CRM/point-of-sale systems or flat files. Once ingested, events are processed in real time by the SessionM Rules Engine.

Available events are defined during integration and can include purchases and engagements implemented in your mobile and desktop apps. You can also define a behavior from a custom-named event, which is an brand-specific event that has been integrated into your app.

Event types

A SessionM campaign supports the following event types:

  • Purchase

  • Engagement

  • Campaign

Purchase Event Triggered when a customer ....
Purchase: Product Pairing Purchases a pair of defined items.

When a customer makes a purchase, it is captured as a purchase event. There are different types of purchase events, such as online or in store.

Purchase: Any Item Purchases any defined number of items.
Purchase: Specific Items

Purchases designated items.

Purchase: Minimum Item Value

 Purchases an item meeting the condition of minimum item value.

Purchase: Minimum Item Count

 Purchases a defined minimum amount of items.

Reloads Card

Reloads their stored value card. The “reloads card” event describes a customer making a purchase by reloading a card with more credit with parameters on how many times the event can occur.

Purchase: Using Promo Code

Uses a promo code with their purchase
Spends Spends a defined amount of money. The “Spends” event describes a customer making a purchase either of a total amount or minimum transaction value amount.
Interacts with Product Content Triggers a defined event and purchases product from a defined list.

The “interacts with product content” event describes a customer browsing content for one or more specified SKUs.

If you have selected Interacts with Product Content from the Purchase Events option and expanded the Restrictions option, you can define which events get submitted to the Events API in addition to the SKU. The format for the SKU follows:

{name: "sku_name/event_name" }

Points per Visit Spent

Purchases from a defined list.
Visits Visits a defined number of times. The “visits” event rewards customers for visiting a store and making a purchase.
Engagement Event Triggered when a customer ...
Refers a Friend to Sign Up Customer’s RAF code is associated with another customer sign up.
Receives a Referral from a Friend to Sign Up . Signs up using another customer’s RAF code.
Refers a Friend to Sign Up and Make a Purchase Customer’s RAF code is associated with another customer sign up and the customer completes their first purchase.
Receives a Referral from a Friend to Sign Up and Make a Purchase Signs up using another customer’s RAF code and completes their first purchase.
Campaign Event Triggered when a customer...
Opts-In Indicates that she want to participate in the campaign.
Views Graphic Display Views a graphic display associated with campaign.
Clicks Graphic Display Clicks a graphic display associated with campaign.
Views Video Views the video associated with campaign.
Clicks Video Clicks the end page of the video associated with campaign.

Restriction

A restriction qualifies the action indicated by the event. For example, a restriction can specify the timeframe in which the event must be completed once started, or the max number of times the behavior can be completed within the timeframe and still earn an award.

Restrictions exist at two levels in a SessionM campaign:

  • A behavior-wide restriction applies to all the rules and events in a behavior. Think of it as a global restriction.

  • An event-wide restriction applies to an event. It can be specific to a particular event (for example, the SKU number for a qualifying purchase), or generic in that it can be applied to any event (for example, the timeframe in which the event must be completed).

SessionM supports the following restrictions on events:

Restriction Description
Max Times Behavior Qualifies Towards Outcome Total number of times thecustomer can complete this behavior to earn the outcome.
Uses Same Timeframe All rules must be completed in the same timeframe.
Restriction Description
Total Number of Times Total number of times the user must complete the event before earning the outcome.
Restriction Description

Any Item - Multiplier

Rate at which spend amount (in cents) is converted to points.

This type of restriction defines transaction rules that support customers purchasing any item to participate in a campaign.

Any Items - Total Number of Times / Minimum Item Count Total number of times the user must complete the event before earning the outcome. / Minimum number of items in the transaction (when transaction variety set to single transaction)
Any Items - Item Variety Determines if the user must purchase the same or unique items.
Any Items - Transaction Variety Determines if the purchase must be completed all at once or if they can complete across multiple transactions.
Any Store - Total Number of Times Total number of times the user must complete the event before earning the outcome.
Any Store - Store Variety Determines if the user must visit the same or different locations.
Minimum Item Value - Minimum Item Count Minimum number of items in the transaction.

Minimum Item Value - Total Number of Times

Total number of times the user must complete the event before earning the outcome.

Minimum Item Count - Minimum Item Count

Minimum number of items in the transaction. This type of restriction defines transaction rules that support customers purchasing items of some minimum value to participate in a campaign.
Minimum Item Count - Total Number of Times Total number of times the user must complete the event before earning the outcome.

Minimum Item Value - Minimum Item Value

Minimum value the item must be worth.

This type of restriction defines transaction rules that require customers purchase some minimum number of items in a single transaction to participate in a campaign.

Minimum Reloaded Amount Minimum reload value required.

Product Pairing - Qualifying Items

Defined list of SKUs eligible to earn the outcome.

This type of restriction defines transaction rules that support customers purchasing pairs of specific items (identified by SKUs) to participate in a campaign.

Product Pairing - Total Number of Times Total number of times the user must complete the event before earning the outcome.

Specific Items - Qualifying Items

Defined list of SKUs eligible to earn the outcome.

This type of restriction defines transaction rules that support customers purchasing specific items (identified by SKUs) to participate in a campaign.

Specific Items - Qualifying Items Defined list of SKUs eligible to earn the outcome.
Specific Items - Total Number of Times . Total number of times the user must complete the event before earning the outcome.
Specific Items - Item Variety Determines if the user must purchase the same or unique items.
Specific Items - Transaction Variety Determines if the purchase must be completed all at once or if they can complete across multiple transactions.
Total Amount - Minimum Spend Amount Minimum amount the user must spend.
Total Number of Times Total number of times the user must complete the event before earning the outcome.
Using Promo Code - Qualifying Promo Codes Selecting the promo code list eligible to earn the outcome.

Using Promo Code - Total Number of Times

Total number of times the user must complete the event before earning the outcome.

Using Promo Code - Qualifying Items

Defined list of SKUs eligible to earn the outcome.

This type of restriction defines transaction rules that support customers purchasing specific items - identified by SKUs and discounted by promo codes - to participate in a campaign.

With Transaction Value - Minimum Transaction Value

 Minimum value the transaction must be worth.

This type of restriction defines rules that support customers spending some minimum amount in a single transaction to participate in a campaign.
With Transaction Value - Total Number of Times Total number of times the user must complete the event before earning the outcome.
Restriction Description
Qualifying Locations Locations that count towards earning the outcome.
Qualifying Latitude and Longitude Locations that count towards earning the outcome.
Qualifying Payment Types Payment types eligible to earn the outcome.
Qualifying Channels Channels eligible to earn the outcome.
Qualifying Day of the Week Days of the week eligible to earn the outcome.
Qualifying Time of Day Time of the day eligible to earn the outcome.

Qualifying Discount Code

Indicates whether a purchase was made with a discount code.
Restriction Description
Total Number of Times Total number of times the user must complete the event before earning the outcome.