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Interaction Studio Classic Only

  • This use case is intended for customers using Interaction Studio (formerly Evergage Classic) ONLY. For customers using the Interaction Studio 'Campaigns and Templates' application, refer to the Use Case Library instead.
  • The Visual Editor Chrome Extension will no longer be available starting January 1, 2023. For more information, see this knowledge article.

For many retailers, email is a main driver of visitors to your site. These emails can be promotional or transactional such as a coupon that can be redeemed on a subsequent purchase. The goal is to get potential buyers to click the CTA that links them to a targeted part of your site and ultimately make a purchase after they arrive. However, it is easy for visitors to get distracted while on the site and forget about the offer or reason they visited the site in the first place like the coupon that was offered in the email.

Presenting a cohesive, personalized experience from email campaign through promotional messaging on your site that is specific and relevant to the individual shoppers’s journey can prompt these shoppers to become buyers sooner and make your marketing efforts more successful.

TopicPresent a cohesive personalized experience from email campaign through checkoutID #108
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With Interaction Studio’s real-time personalization platform, it is easy to identify visitors from various marketing channels based on the UTM parameter in the landing URL. This means that you can identify the visitor when they arrive on your site because the UTM parameter is still part of the URL. Interaction Studio stores this information on the visitor's profile so you can refer to it again. Using this feature, you can present the email promotion across various points in the visitor's shopping journey within current and subsequent shopping sessions.

For example, a visitor who is about to leave your site can be reminded of the promotional offer after exhibiting certain user behaviors.


Segments are variable based on the stage of the visitor's journey. For example, for browsing visitors, create a segment of those who have viewed at least a product, but not added to cart today.


This campaign’s effectiveness can ultimately be measured by tracking revenue per user, conversion rate and average order value. Comparing engagement of visitors exposed to these campaigns versus control will also be a valuable measure.



Here are the high-level process steps you should follow to execute on this play:

  • Create the segment of visitors who have viewed at least a product but not added to cart today
  • Create one campaign with one experience and a popup message
  • Add a campaign-level rule, qualifying visitors based on segment membership
  • Add an experience-level rule to display the campaign on all pages except cart or checkout pages
  • Add message-level rules to display the message based on user behavior - at least 5 seconds on the page; inactive for .05 seconds; and mouse location - within 20 px from top of screen

Reference Materials

The following articles from the Interaction Studio Knowledge Base will provide additional information about this play: