Advanced Engagement Analytics

NOTE

You need to have the Advanced Delivery Management Console to be able to use this product. Please contact Aurea Support for more information.

The Aurea Campaign Manager Advanced Engagement Analytics attributes enable you to more effectively segment and communicate with your customers. This feature provides information on which device, operating system and email client is being used, as well as location. This enables you to target segments of your mailing list more precisely. For example, you may want to send a mailing to customers who live in San Francisco, who are accessing their email primarily on an Android tablet. This can easily be done by using just two attributes.

For more information on segmenting, see Segment Overview.

The Advanced Engagement Analytics attributes are available in your attribute list and then used in conditions to create segments that filter on open device actions, device types, preferred equipment, and multiple locations. The segments created are dynamic as they automatically keep up-to-date with any changes that end up affecting the conditions.

Enabling the Advanced Engagement Analytics Attributes

If the Aurea Campaign Manager Advanced Engagement Analytics feature is turned ON, the AEA attributes will be available to enable or disable for any list that you create. You can then use the AEA attributes in conditions to create a segment off of your mailing list.

NOTE

You must have an agreement signed with Aurea Campaign Manager to have this feature turned ON.

The following table shows a list of the AEA attributes with their stored values. Use this reference to define a condition, with and without using wild cards, to create a segment.

Advanced Engagement Analytics Attributes and Stored Values

Attributes Stored Value Definition
Device Used to Open Email  

AEA_OpenMac

AEA_Open Windows

AEA_OpenLinux

AEA OpeniPhone

AEA_OpeniPad

AEA_OpenAndroid

AEA_OpenAndroidTablet

AEA_OpenUnknown

AEA_OpenOther

The Stored Value for all of the Device Used to Open Email attributes is No value or string yes

Example: In case of AEA_OpenMac, if no value is returned, then the customer did not open an email on an Apple Macintosh. If yes is returned, then they did.

Derived Equipment

AEA_PreferredDevice1

AEA_PreferredDevice2

AEA_PreferredDevice3

The Stored Value for all AEA_PreferredDevice attributes is <general device type>/<os family>

Example: The customer has a number one preferred device that they use. For example, "Smartphone/Android".

AEA_PreferredEmailClient1 AEA_PreferredEmailClient2

AEA_PreferredEmailClient3

The Stored Value for all AEA_PreferredEmailClient attributes is

<general device type>/<os family>/<email client program>

Example: The customer has a number one preferred email client that they use. For example, "PC /Windows/Outlook".

Derived Data on Multiple Locations  

AEA_TopCity1

AEA_TopCity2

AEA_TopCity3

The Stored Value for all AEA_TopCity attributes is

<City>/<Region>/<Country> ; Region = State in US and Canada, full name elsewhere; Country = 3 letter code

Example: The number one top city where the customer is located when accessing their email. For example, "Berkeley/CA/USA".

AEA_TopCountry1

AEA_TopCountry2

AEA_TopCountry3

The Stored Value for all AEA_TopCountry attributes is 3 letter code

Example: The three letter country code used to identify the number one top country that the customer is located, would be "FRA".

AEA_TopZIP1

AEA_TopZIP2

AEA_TopZIP3

The Stored Value for all AEA_TopZip attributes is

<Country> <ZIP> (separated by space)

Example: The three letter country code and zip code used to identify the top location of the customer. For example, "USA 94707".

Condition Values

The following table contains the values that you can use when creating conditions. They are divided into three main categories of Device Types, OS families and Email Clients. For example, some of the combinations of values you type in to get the following results are:

  • Smartphone/iOS = iPhone
  • Personal computer /Windows = Windows computer
  • Tablet/Android = Android

Condition Values

Device Types OS families Email Clients
Game console AIX AirMail
Other Android Apple Mail
PDA BeOS Barca
Personal computer Firefox OS Eudora
Smart TV HP-UX GcMail
Smartphone iOS Outlook 2007
Smartphone IRIX Outlook 2010
Wearable computer Linux Outlook 2013
  Mac OS Postbox
  MeeGo Sparrow
  MINIX Thunderbird
  MorphOS Windows Live Mail
  Nintendo  
  Nintendo Wii  
  OpenVMS  
  OS X  
  OS/2  
  Palm OS  
  RIM OS  
  Solaris  
  unknown  
  Windows  
  XrossMediaBar (XMB)  

Examples

Following are examples of how to create different kinds of conditions using the Advanced Engagement Analytics attributes.

Device Used to Open Email

A device to open an email is tracked using any of the Device Used to Open Email Advanced Engagements Analytics attributes. The conditions that can be created must follow the Stored Value rule No value or string "yes"

For example:

To see whether a customer has opened an email on an iPad, do the following:

  1. Navigate to Email Marketing > Segments.
  2. Click on Add Segment or Edit an existing one.
  3. Click on Add Condition > Attribute and select AEA_OpeniPad.
  4. Select is equal to and type in Yes for the this value text box.
  5. Click OK.

The only other choice is to select none as the this value, to show none of the customers who opened emails on an iPad. You can also add other conditions and combine them with "AND" or "OR". These rules apply to all of the attributes listed under Device Used to Open Email.

Derived Equipment

The Derived Equipment category covers both preferred devices and preferred email clients. There are three versions of Preferred Device (1, 2, and 3) and Preferred EmailClient (1, 2, and 3).

The concept of three levels is that AEA_PreferredDevice1 is the device that users are using to open emails on. AEA_PreferredDevice2 is the device users used to open emails less frequently, and some users may be opening them on a third device least frequently. If a user uses only one single device to open emails on, then AEA_PreferredDevice2 and AEA_PreferredDevice3 have no value. This applies to both sections: PreferredDevice (1, 2 or 3) and Preferred Email Client (1, 2 or 3).

Preferred Device (1, 2 or 3)

You might want to create a condition to select users that have Android as an OS family on their preferred device. For example, a customer could be using an Android phone as their preferred device. To select these customers, use the Stored Value rule <general device type>/<os family>.

For example:

To select customers that have a smart phone with Android as the OS family, do the following.

  1. Navigate to Email Marketing > Segments.
  2. Click on Add Segment or Edit an existing one.
  3. Click on Add Condition > Attribute and select AEA_PreferredDevice1.
  4. Select is equal to and type in Smartphone/Android for the this value text box.
  5. Click OK.

NOTE

Use the Condition Values table to look up the correct names to be used to represent different types of devices, for example "Smartphone".

If you wanted to select customers who are using any Android device as their preferred devices, you would type in the value as */Android.

You could create the same condition for PreferredDevice2 and 3 if you want, joined by an "AND" or "OR". This would select the customers who are most often using these devices designated by less and least.

Preferred Email Client (1, 2, or 3)

You can create a condition to show which email client a message is opened within the Preferred Email Client attributes, using the following Stored Value rule <general device type>/<os family>/<email client program>.

You might want to select all customers using preferred devices with any OS family that are running the Thunderbird email client.

For example:

To select all devices running the email client program Thunderbird, do the following:

  1. Navigate to Email Marketing > Segments.
  2. Click on Add Segment or Edit an existing one.
  3. Click on Add Condition > Attribute and select AEA_PreferredEmailClient1.
  4. Select is equal to and type in */*/Thunderbird for the this value text box.
  5. Click OK.

Derived Data on Multiple Locations

You can create a condition to select how many customers opened or clicked on an email from a specific location, using the following Stored Value rules:

Top City (1, 2, and 3)

<City>/<Region>/<Country> ; Region = State in US and Canada, full name elsewhere; Country = 3 letter code

For example:

To select the customers that have most frequently opened emails in a specific region, do the following:

  1. Navigate to Email Marketing > Segments
  2. Click on Add Segment or Edit an existing one.
  3. Click on Add Condition > Attribute and select AEA_TopCity1.
  4. Select is equal to and type San Francisco/California /USA in the this value text box.
  5. Click OK.

Top Country (1, 2, and 3)

AEA_TopCountry: 3 letter code

For example:

To select the customers that have most frequently opened emails in a specific country, do the following:

  1. Navigate to Email Marketing > Segments.
  2. Click on Add Segment or Edit an existing one.
  3. Click on Add Condition > Attribute and select AEA_TopCountry1.
  4. Select is equal to and type USA in the this value text box.
  5. Click OK.

Top Zip (1, 2, and 3)

AEA_TopZIP : <Country> <ZIP> (separated by space)

For example:

To select the customers that have most frequently opened emails in a specific group of zip codes, do the following:

  1. Navigate to Email Marketing > Segments
  2. Click on Add Segment or Edit an existing one.
  3. Click on Add Condition>Attribute and select AEA_TopZIP1.
  4. Select is equal to and type USA 94* in the this value > set value text box.
  5. Click OK.

This will return all customers that are opening emails from any USA zip codes that begin with "94", for example: 94707 and so on.

NOTE

The location information derived from the IP address does not always reflect the exact actual location. In some cases, the location is approximate but there is no guarantee that it is accurate.

Scoring

Scoring is based on the most recent counts of clicks and events that are used to determine which customers actions are placed in levels 1, 2, and 3 (as described in the previous section Derived Equipment.)

Segment Output

Once you have created a condition using the Advanced Engagement Analytics attributes, the condition can be used to segment your mailing list. In case of the segment below, "Local Mac Contacts", it filters all contacts who have opened their email on an iPhone OR an iPad OR a Mac computer AND a Windows PC AND from San Francisco, CA. See figure below.

  1. Navigate to the Email Marketing > Segments page
  2. To find out how many contacts are in your new segment, click on the Generate link below the Segment Name.

Once the segment has been generated, you can see the number of contacts who are in your segment within the Active Contacts column.

  1. Double-click on the number of Active Contacts to see the list of contacts that are included in the segment.

  1. Select the contact you want to view.
  2. Click on the More Actions drop-down menu.
  3. Select View or Edit.

In the View or Edit Contact window, you can see which attributes are true for the selected contact. In this example, the contact opened an email on a Windows PC, an iPhone, and an iPad within or close to San Francisco, CA.