Blueshift: Cross Channel Marketing

Overview: Blueshift offers visual studios for creating and editing creative templates for email, mobile push notifications and website widgets. Email templates can be created using our WYSIWIG tools or through an HTML editor. Several mobile push notification templates come pre-loaded in our SDK and it's possible to configure additional ones through our text or JSON editors.

All templates can be personalized with dynamic content, with logic blocks and filters using the Liquid template language.

Blueshift's Responses to Questions on Cross Channel Marketing

Orchestration

1. Does your solution provide a visual interface for business users to design and deploy adaptive customer journeys that execute across multiple delivery systems simultaneously?

Yes, Blueshift provides a visual campaign journey builder where marketers can easily create and launch recurring campaigns, such as a weekly newsletter, as well as sophisticated multi-stage, multi-condition, multi-template variant lifecycle campaigns that incorporate multiple channels and adapt the subsequent message a user receoves in response to their affinities and most recent behaviors.

Additional information can be found in Blueshift's documentation at https://help.blueshift.com under the topic: Campaigns overview

2. Can your solution trigger messages across multiple channels simultaneously from one journey, including across email, mobile, web, in-app, push, messaging, customer support, and offline channels?

Yes, Blueshift offers a truly omnichannel orchestration and execution platform. Blueshift's intuitive, visual journey builder allows marketers to easily design campaigns and user journeys that can incorporate every marketing channel as well as other customer experience (CX) channels and applications. Our App Hub and Cloud Apps allow marketers to integrate Blueshift with their existing tech stack, extend into any existing channels that the marketers already use, and activate their customer data and AI-powered, personalized messaging (predictive scores and content recommendations) across all of their touchpoints within a unified user journey. This allows marketers to design omnichannel user journeys that go beyond email, push, SMS, website, and in-app to include other apps and channels across the customer's tech ecosystem.

Blueshift can also synchronize audiences with paid media channels allowing marketers to better optimize their media budgets and improve their acquisition and reengagement campaigns by creating highly-targeted, higher converting audiences based on their first-party data, instead of simply using cookie or third-party data, for more precise targeting.

Additional information can be found in Blueshift's documentation at https://help.blueshift.com under the topics - Cloud App Studio and Audience Syndication

3. Can journeys dynamically adapt subsequent messages in response to customer interactions, including interactions on other channels?

Yes. Blueshift's journey builder allows marketers to have full access to user data at the individual level, including CRM user attributes, previous channel engagement data, online and mobile behavioral data, previous user interactions with the brand, and real-time interactions from across channels. By leveraging this data, marketers can design a more intelligent and adaptive user journey, that takes place across more channels, and where a user can go down different paths based on their data attributes, previous behavior, and/or campaign/brand interactions and where the next touchpoint is adapted to them based on this data.

Additional information can be found in Blueshift's documentation at https://help.blueshift.com under the topic: Campaigns overview

4. Can your workflow trigger an API call to another solution? Describe how that is done.

Yes, Blueshift’s Cloud App channel allows marketers to integrate any other system that has an external REST API and orchestrate these additional channels within their unified, omnichannel customer journeys. This insures a consistent experience for your users regardless of channel.

Additional information can be found in Blueshift's documentation at https://help.blueshift.com under the topic: Cloud app studio overview

Campaign Management

5. Describe your solutions abilities to schedule messages and recurring campaigns. Can campaigns be paused, rescheduled, and/or modified?

Yes, Blueshift provides a visual campaign journey builder where marketers can easily create single one time, scheduled and recurring campaigns, or more sophisticated, automated customer lifecycle journeys based on dynamic segments or user behavior (i.e., event). All campaigns can be paused, rescheduled, edited/modified, and cloned for reusability.

Additional information can be found in Blueshift's documentation at https://help.blueshift.com under the topic: Campaigns overview

6. Does your solution enable frequency capping? Can you limit the total number of communications sent globally and/or by user in a certain timeframe?

Yes.,Blueshift provides various options for controlling the cadence and frequency of messages that can be sent to an individual user to prevent over-messaging and "message fatigue". At the account level, we support global frequency capping settings that limits the number of messages a user receives, either on a specific channel or across all channels combined.

Blueshift also provides the flexibility to control message frequency settings at the individual campaign level, to override the global frequency settings. Finally, marketers can also use the previous messaging frequency as a way to determine if a user should be included or excluded from a campaign.

Additional information can be found in Blueshift's documentation at https://help.blueshift.com under the topic: Messaging Limits

7. Does your solution provide support for day-parting (i.e. limiting triggered messages to go out only on certain days and times)?

Yes, Blueshift supports day-parting, allowing marketers to specify which times of the day to send triggered campaigns so that users aren't messaged at undesirable times. Dayparting can be set for the user or account time zone.

Additional information can be found in Blueshift's documentation at https://help.blueshift.com under the topic: Dayparting

8. Does your solution allow you to set priority levels at the campaign level and at the message level?

Yes, Blueshift provides campaign prioritization capabilities allowing marketers to prioritize campaigns and campaign messages to reach their customers at the right time on the right channel with highly relevant and personalized campaign messages when the customer is actively in market. When you have multiple campaigns running concurrently where a single user may be eligible for more than one campaign on any given day, you can use the 'campaign prioritization' feature in Blueshift to ensure that a user only receives one campaign that day: the one with the highest ROI. With this feature you can eliminate user confusion and frustration arising from similar messages with slightly different content.

Additional information can be found in Blueshift's documentation at https://help.blueshift.com under the topic: Campaign Prioritization

Personalization

9. Does your solution provide a calendar view of all past and future campaigns?

Yes, Blueshift provides a comprehensive calendar view of your upcoming and past campaigns across channels. Marketers can view a calendar by campaign status, author, tags, channels, and campaign types. They will have visibility to see all upcoming campaigns that are scheduled to be launched in the future as well as sorting based on near-term campaigns that will run in the next scheduled run.

Additional information can be found in Blueshift's documentation at https://help.blueshift.com under the topic: Campaign Calendar

10. Can your solution personalize messages in real-time and determine the next-best-action at the user-level based on up-to-the-minute data in the customer profile, predictive scoring values, and customer behaviors?.

Yes, Blueshift offers very powerful, built-in personalization and recommendation capabilities so that relevant, contextual, engaging content, offers, images, and recommendations are included in messages and adapted to each user's context to drive higher engagement and conversion. Blueshift's recommendation studio enables marketers to personalize every user interaction for in-the-moment interest based on users' behaviors on both website and mobile app and interactions with your products, content, and campaigns. Furthermore, user-level data can be easily used to personalize messages, such as showing different content in the message based on any customer attribute. Most importantly, the personalization within the message is run in real-time and determined right before the message is sent to the user to ensure that the most accurate and relevant content is rendered within the message based on the user's most recent behavior, interaction, and interest.

By combining our personalization capabilities along with our channel and time optimization capabilities and predictive scores, you can fully personalize messages and the user experience in real-time and identify the next-best-action, whether it's related to content, channel, or time, within the user journey to ensure that the right message is sent in the right channel at the most optimal time for every individual user.

11. Does your solution enable marketers to configure personalization outcomes that drive customer journey optimization?

Yes, Blueshift uses patented AI technology to unify and activate the fullness of customer data and drive real-time decisioning that enables marketers to fully personalize experiences to their desired outcomes, such as higher engagement, higher conversion, and increased revenue. Most importantly, this intelligence is used by the Blueshift platform to make real-time decisions about next-best actions and to configure the desired personalization outcomes within a user journey flow.

Marketers can configure and personalize every single user touchpoint within the user journey with personalized content and recommendations based on the user's latest data and behaviors/interactions by using our recommendation studio, along with insight gathered around the user's brand and content affinities. Marketers can then use the ""channel of choice"" to target users in the channel that they are most likely to engage. By sending the right type of messages to the users based on their channel of choice, users are more likely to engage with your marketing campaigns, which results in higher user engagement. Similarly, by using our engage time optimization feature, marketers can configure a user journey where the users are receiving messages at the time that they are most likely to engage with your brand, rather than simply open a message.

12. Describe how your solution creates dynamic content. What user and event attributes can be used to personalize content?

Marketers can use the Liquid templating language to define business rules and personalization within any message template based on any user data attribute. This includes personalizing all elements of the template including subject lines, preheaders, content and messaging text.

Directly wihtin the template editor the marketer can access Blueshift's AI template assistant that can assist the marketer in writing liquid code simply be typing or speaking a prompt to the assistant, streamlining the creation of content.

Additional information can be found in Blueshift's documentation at https://help.blueshift.com under the topic: AI Assistant

13. Can your solution fetch external content in real-time from in-house personalization systems and include them in messages right before sending?

Yes, Blueshift provides the ability to retrieve data from any system in real-time and populate it into a message/communication using our external fetch capability right before message send.

Additional information can be found in Blueshift's documentation at https://help.blueshift.com under the topic: External Fetch

14. Does your solution autonomously update the text, images, offers, and other template elements in real-time for each user based on the latest user data and behaviors?

Yes, the Blueshift platform autonomously learns about users by taking into account their entire history with the brand that encompasses historical data, behaviors, and transactions as well as the latest user profile data and engagement data. It then applies our patented AI technology on top of this data to enable real-time decisioning and trigger the next-best-action for each individual user based on that deep user understanding. More specifically, Blueshift's real-time decisioning capabilities include the following:

• personalization/recommendations (next-best-offers)
• category affinities (category affinity, brand affinity, product attribute affinity) • predictive scores (predicting user's likelihood to perform a specific action, such as purchase, churn, retention, engagement) • channel optimization (next-best-channel) • engage time optimization (next-best-time)

As users' interactions and behaviors happen in real-time, this data is automatically ingested into the Blueshift platform and immediately impacts the real-time decisioning engine to influence what the next best action/message will be for a given user. Most importantly, marketers can easily take action on these real-time decisioning capabilities and use them as levers to make smarter decisions and orchestrate intelligent, automated user journeys that are fully customized and personalized such that the right message is sent in the right channel at the most optimal time for every individual user.

15. For which channels do you support dynamic content personalization?

Blueshift supports dynamic content personalization within any message template, including email, SMS, push, in-app, website, or other channels via Cloud App template based on any user data attribute.

Triggered Workflows

16. Can your solution execute responses and trigger communications across channels based on customer behaviors, events, states, and other defined criteria as well as changes in product data, status, and pricing?

Yes, within Blueshift's visual campaign journey builder, marketers can trigger communications across any channel based on either a defined segment or a real-time event.

Segment triggered campaigns trigger a campaign when a user meets the criteria of a defined segment. Each segment is constantly being refreshed with the latest user data and behaviors, and when a user falls into this segment, this user will automatically enter that campaign.

Additionally, marketers can create campaigns that are triggered based on a specific real-time event (e.g., sign_up, purchase, etc.). Blueshift also has the ability to auto-generate and trigger communications based on changes in product data, status, state, pricing, or any other product catalog changes. We can identify any changes in the product catalog and use these product status changes to automatically trigger communications for scenarios such as price drop, back in stock, customer feedback/survey, etc., where there are real-time changes in the product catalog.

Additional information can be found in Blueshift's documentation at https://help.blueshift.com under the topic: Campaign Types

17. Can your solution trigger a message in one channel based on a real-time interaction in another channel?

Yes, with Blueshift, marketers can automatically trigger contextually relevant, timely messages in any channel in response to customers’ behaviors in another channel. This lets marketers immediately reach customers at key moments across relevant channels so they can drive conversion, influence actions with timely notifications, re-engage customers during critical win-back periods, and drive upsell.

18. Describe what rules and triggers exist to automate lifecycle and transactional campaigns within the campaign workflow.

Blueshift provides an intuitive visual journey builder for marketers to easily create, launch, and refine any number of automated, intelligent, multi-touch, omnichannel lifecycle campaigns. When building rules and triggers, Blueshift allows marketers to have full access to user data at the individual level, including user attributes and previous engagement and behavioral data. Thus, marketers can design a more intelligent and adaptive user journey, that takes place across more channels, and where a user can go down different paths based on their personal behavior and data.

19. Can your solution trigger a response to buyer behavior in real time, not just based on the campaign schedule?

Yes, event triggered campaigns can be triggered based on any real-time event captured by the Blueshift platform. In additon, marketers have total flexibility in using event properties to filter events, (e.g. trigger a follow-up message only if the add_to_cart event contains a specific product_id.) This allows marketers to be as granular as they would like to be when creating campaigns.