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#CNX16
Anatomy of the Customer Affinity
Predictive Intelligence
Jessica Radloff
Global Practice Architect
Twitter: @jessica_radloff
Email: jradloff@salesforce.com
#CNX16
Predictive Intelligence
leverages customer behavior
with sophisticated algorithms to
automatically determine the
next interesting product or
piece of content for each
customer.
Predictive Intelligence Can Help You….
Personalize Each Customer JourneyUnderstand Customer Behavior Predict & Automate Decisions
Understanding Customer Behavior
•  Customer Behaviors
•  Items Viewed
•  Items in Cart
•  Conversions
•  Recency + Frequency of each
behavior
•  Item Attribution
(descriptive Tags)
•  Brand
•  Keywords
•  Color
•  Categories / Genres
•  Etc….
​ “Customer Affinity” = Customer Behaviors + Item Attribution
JavaScript tag
implemented to track
every desired behavior
Cookies are used to
identify users and
convert them from
unknown to known
Collects click/browse,
cart and conversion
behavior as well as
explicit data in real time
How do we capture "Customer Behaviors”?
​ Collect JavaScript
Rest APINightly Batch Upload
Real Time
Streaming Updates
via Collect
“Item Attribution” Where does that come from?
​ Product & Content data used to power affinities and recommendations.
#CNX16
See it in Action
Building a Customer Affinity
What can we do with this Customer Insight?
u 1-to-1 Recommendations
u Behavioral Triggers
u Personalized Customer Journeys
u Enhanced Conversion Reporting
Recommendations
​ Example Algorithm= Bought Bought
​ “Users who have bought this tent also bought these products”
BOUGHT BOUGHT
​ STEP 1: Algorithms are leveraged to automatically discover behavioral patterns
using aggregate customer insights
Base Algorithm List
Apply Customer Affinities = Backpacks, Blue, Male, Accessories
Recommendations
​ STEP 2: Then the customer affinity is applied to deliver personalized 1-to-1
recommendations
Apply Business Rule = Only Recommend NEW Items!
Recommendations
​ STEP 3:Apply business rules, based on your industry knowledge!
1. Abandon Cart 2. Browse Abandon 3. Post Purchase
Behavioral Triggers
​ Customer Favorites
Behavioral Trigger Creation
Personalized Customer Journeys
▪  Utilize Reference Items &
Recommendations in each touch-
point
▪  Segmentation based on Customer
Behavior and/or ItemAttributes
▪  Decision based on Customer Behavior
Conversion Reporting
▪  All Predictive Intelligence
recommendations are wrapped with URL
parameters to track every aspect of that
click.
▪  Collect can also capture Marketing Cloud
conversion parameters for all email links.
This allows Customer Behaviors and Item
Attributes captured within Predictive
Intelligence to be linked back to marketing
campaigns.
Recap
Personalize Each Customer Journey
Audience Segmentation
Conversion Reporting
Understand Customer Behavior:
Collect JavaScript + Item Attribution =
Customer Affinity
Predict & Automate Decisions
1-to-1 Recommendations
Behavioral Triggers
#CNX16
Questions?
Join Us For Dreamforce 2016
October 4-7, 2016 | San Francisco, CA

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CNX16 Predictive Intelligence: Anatomy of the Customer Affinity

  • 1. #CNX16 Anatomy of the Customer Affinity Predictive Intelligence Jessica Radloff Global Practice Architect Twitter: @jessica_radloff Email: jradloff@salesforce.com
  • 2. #CNX16 Predictive Intelligence leverages customer behavior with sophisticated algorithms to automatically determine the next interesting product or piece of content for each customer.
  • 3. Predictive Intelligence Can Help You…. Personalize Each Customer JourneyUnderstand Customer Behavior Predict & Automate Decisions
  • 4. Understanding Customer Behavior •  Customer Behaviors •  Items Viewed •  Items in Cart •  Conversions •  Recency + Frequency of each behavior •  Item Attribution (descriptive Tags) •  Brand •  Keywords •  Color •  Categories / Genres •  Etc…. ​ “Customer Affinity” = Customer Behaviors + Item Attribution
  • 5. JavaScript tag implemented to track every desired behavior Cookies are used to identify users and convert them from unknown to known Collects click/browse, cart and conversion behavior as well as explicit data in real time How do we capture "Customer Behaviors”? ​ Collect JavaScript
  • 6. Rest APINightly Batch Upload Real Time Streaming Updates via Collect “Item Attribution” Where does that come from? ​ Product & Content data used to power affinities and recommendations.
  • 7. #CNX16 See it in Action Building a Customer Affinity
  • 8. What can we do with this Customer Insight? u 1-to-1 Recommendations u Behavioral Triggers u Personalized Customer Journeys u Enhanced Conversion Reporting
  • 9. Recommendations ​ Example Algorithm= Bought Bought ​ “Users who have bought this tent also bought these products” BOUGHT BOUGHT ​ STEP 1: Algorithms are leveraged to automatically discover behavioral patterns using aggregate customer insights
  • 10. Base Algorithm List Apply Customer Affinities = Backpacks, Blue, Male, Accessories Recommendations ​ STEP 2: Then the customer affinity is applied to deliver personalized 1-to-1 recommendations
  • 11. Apply Business Rule = Only Recommend NEW Items! Recommendations ​ STEP 3:Apply business rules, based on your industry knowledge!
  • 12. 1. Abandon Cart 2. Browse Abandon 3. Post Purchase Behavioral Triggers ​ Customer Favorites
  • 14. Personalized Customer Journeys ▪  Utilize Reference Items & Recommendations in each touch- point ▪  Segmentation based on Customer Behavior and/or ItemAttributes ▪  Decision based on Customer Behavior
  • 15. Conversion Reporting ▪  All Predictive Intelligence recommendations are wrapped with URL parameters to track every aspect of that click. ▪  Collect can also capture Marketing Cloud conversion parameters for all email links. This allows Customer Behaviors and Item Attributes captured within Predictive Intelligence to be linked back to marketing campaigns.
  • 16. Recap Personalize Each Customer Journey Audience Segmentation Conversion Reporting Understand Customer Behavior: Collect JavaScript + Item Attribution = Customer Affinity Predict & Automate Decisions 1-to-1 Recommendations Behavioral Triggers
  • 18. Join Us For Dreamforce 2016 October 4-7, 2016 | San Francisco, CA