The following steps will allow you to make changes as needed to the Predictive Offer feature, enabling different creatives for promo periods or seasonal changes.
Please follow these steps if you use Postscript popups, as well as flows.
Postscript Popups
The following Loom walks through the steps below:
Upon creation of a fresh design for your Popups (both Mobile and Desktop fullscreen, if applicable), kindly adhere to the following steps:
Note: if you're running an A/B test in your new Popup, please disable Predictive Offer and wait until the test is over before creating the Black Crow units. You may re-enable Predictive Offer after the A/B test is complete to avoid the possibility of the same shopper seeing different variations of the popup.
Note: if your new Popup has only a SMS collection step, please do not duplicate it. Please edit the popup to add an Email collection step before duplicating it, or disable Predictive Offer.
- Duplicate your newly created Mobile Popup, simply adding "- Black Crow" to the end of the name.
Example: If the original name is "Fullscreen 20% Welcome" the clone should be named "Fullscreen 20% Welcome - Black Crow."
- Within the popup, in the Settings section, click Behavior and change the "Trigger" to “Custom"
This action will ensure that the unit is not triggered by Postscript rules, but instead allows the triggering responsibility to be controlled by Black Crow's Machine Learning.
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Uncheck the box for Close popup when clicking outside.
- Remove the Teaser in both your new popup and the Black Crow version (Instructions here)
- Activate/Publish the Popup. Due to the custom trigger, the popup will not go live until you activate the units in the Black Crow Portal (see steps below).
- If needed, follow the same steps for your Desktop unit.
Postscript Automation
After creating your new Black Crow popup units, they will need to be assigned to the correct Welcome automation. This will allow us to show appropriate attribution in platform (Black Crow popups flowing to the Black Crow automation, non-Black Crow popups to the non-Black Crow automation).
- If you created a new Welcome automation, duplicate it and add "- Black Crow" to the end of the name.
Example: If the original name is "Welcome Series" the clone should be named "Welcome Series - Black Crow."- Don't have a new welcome automation? Continue to Step 2.
- Add a Subscriber filter in the Automation Properties step of the Black Crow Welcome Automation, with the following Settings:
- Subscriber Opt-in Source
- Equals
- The name of the Black Crow Popup
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If there's more than one Black Crow Popup, add them as well with an OR condition
4. Add a Subscriber tag after the Automation Properties step:
- On the left side, click and grab the “Update subscriber”
- Write “BC Welcome” as the subscriber tag
- Remember to click "Save".
5. In your non-Black Crow Welcome automation, add the opposite condition for the Black Crow popups to the Subscriber Filters:
- Subscriber Opt-in Source
- Not Equal to
- The name of the Black Crow Popup
6. If there's more than one Black Crow Popup, add them as well with an AND condition
Portal Action
Please proceed to this link with instructions about Setting up Predictive Offer in the Black Crow Portal
Scheduling a Popup in Postscript (Optional)
If you want, it's possible to schedule a Popup in the Postscript Platform. This would be for visibility purposes only: if you followed the previous instructions and correctly set up your new Popup in the Black Crow Portal, then this should be enough for your Popup to activate at the appropriate time.
If you still choose to schedule a Popup in the Postscript Platform, please follow these instructions: BFCM Guide to Popups
Attention: please make sure that the date and hour you put in the schedule in the Postscript Platform is the same you put in the Black Crow Portal. Pay special attention to time zone differences.