Interventions

In order to use Interventions, the Admin User Group to which you belong must have access to the 'Interventions' section and also include the 'Allow Prediction' Special Permission.

To add or edit an intervention, follow these steps:

1. Firstly you should plan exactly how you want to use the intervention. Do you want it to apply to all customers? On all pages? In all countries? Do you want to offer a discount? If so, how much? Do you want the intervention to be offered simply when a visitor is on your site, or only after they have been active for a certain period of time? Do you want the intervention to appear only when a customer returns? Or only if DeepAgent considers that their likelihood of purchasing has declined? These are only a sample of the type of questions you should be asking.
   Note: If you want to offer multiple Interventions to customers within a single session, make sure that you enable the Application Setting called Enable Multiple Interventions Per Customer Session (Site Tracking grouping). (Note that you can enable this also by checking the box called Multiple Interventions Per Customer Session at the top of the Interventions.aspx page.) When this is disabled, only one intervention will be offered to a customer per session; this is determined from the first applicable intervention that is triggered.
2. The next thing you should do is to produce great messaging and/or a great visual for the intervention. This is where some professional graphic design work is useful. See the section called General Tips on Interventions in the main article for some tips on messaging.
3. When you have decided on the areas above, go to Interventions > Interventions in the IRP Admin left navigation menu.
4. To edit an existing intervention, click the Edit button at the right side of the row belonging to the intervention that you want to edit.
   To create a new intervention, click the Add New Intervention button at the top of the screen.

1. Enter or edit the following details on the Details tab.
   

   Setting	Description
   Details
   Intervention ID	This is the unique ID of an intervention, created automatically by IRP Admin when you first set up and save an intervention.
   Active	This indicates whether or not an intervention is active on the front end of your website. For anyone to see the intervention (assuming they meet the criteria that you have configured), an intervention must be active. Note that once a voucher has been offered to a customer it will be available until it expires regardless of the active status of the intervention used to offer it.
   Name	This is a custom name for the intervention. This is optional and is only used within administration for easy reference. Different interventions can have the same name.
   Last Updated By User	This shows the name of the Admin User who inserted or last updated this intervention.

2. Now move to the next tab or, if you are editing an Intervention, click either the Save & Preview button or the Update Intervention button.

1. Enter or edit the following details on the Content tab.
   

   Setting	Description
   Content Details
   Desktop/Mobile	Select whether the intervention applies to Desktops, Mobiles or both.
   Display Type	Select how the intervention will be displayed on the screen to visitors – Slide From Top, Slide From Bottom, or Popup.
   Is Persistent	(Setting visible only if 'Slide From Top' or 'Slide From Bottom' Display Type is selected.) When selected, the intervention will continuously display to the customer across all page views until the intervention expires or it is dismissed.
   Overlay	When selected, an overlay will hide all page content except for the intervention popup. The opacity of this overlay can be specified when this is selected (see below)
   Overlay Opacity	(Setting visible only if 'Display Overlay' has been selected.) Select the opacity of the intervention overlay using the slider. For popups, the default opacity is 50%. For slide-down or slide-up interventions, the default is 0%. (When an opacity of zero is specified no overlay needs to display at all.)
   HTML Content
   Add Separate CSS	NOTE: This legacy section is for reference only and will be removed in the future (any old Intervention-specific CSS will continue to function on the front end). You should use the separate Interventions CSS Stylesheet page to add CSS for Interventions. Be aware that any styles in the main stylesheets (Website CSS Stylesheet, Trade CSS Stylesheet or Mobile CSS Stylesheet) can potentially also apply to the intervention content. If necessary, you can use the ‘Inspect Element’ feature of your web browser to check that the intervention classes in the main stylesheets are not changing the look of your intervention. If they are, include the identical classes as styles in the Interventions Stylesheet and set them to the values you desire.
   HTML	This is where you enter the content of the intervention as it will be offered to a customer. If a voucher is added to the intervention then you must include placeholders for details such as the voucher code ($$VoucherCode$$) and voucher amount ($$VoucherAmount$$) (you can also add a voucher link ($$AddVoucherLink$$) and voucher expiry ($$VoucherExpiry$$)). Note that the $$NoThanksLink$$ is always compulsory. Other available placeholders are: $$AcceptInterventionLink$$ $$ApplicationSecureUrl$$ $$ApplicationTradeUrl$$ $$ApplicationUrl$$ $$BusinessName$$ $$CountdownTimer$$ $$CurrentYear$$ $$IgnoreInterventionLink$$ $$MailingListSignup$$ $$OpenLiveChat$$ $$RejectInterventionLink$$ $$SiteEmailAddress$$ $$WebsiteName$$ Adding the intervention-reject, intervention-accept, or intervention-ignore CSS classes to any element will cause it to reject, accept or ignore and close the intervention when clicked. The placeholders to use with the 'Free Shipping' trigger are: $$FreeShippingCustomerBasketValue$$ – The customer's current basket value. $$FreeShippingAmountToSpend$$ – The amount that the customer has to spend to reach the Free Shipping Rule boundary. $$FreeShippingThreshold$$ – The Free Shipping Rule minimum basket value boundary. Ensure that you save images in the appropriate directory in the Images Folder (probably under Interventions) and link to them in your HTML with $$APPLICATIONURL$$Images/Interventions/your-image. Note: If you want to reset the HTML code to the default intervention code, click the Reset to Default button under the HTML window. In addition, if you have code already created, you can upload it using the Upload Files button. You can click the Save & Preview button to see what the Intervention looks like on the front end.
   Mailing List Signup (Optional)
   Mailing List Settings	This allows a custom or default mailing list signup widget to be displayed with the intervention. Adding a custom mailing list signup widget allows the email profile that the customers will be subscribed to, and all of the text values for the signup widget to be specifically set for this intervention. This can be added to the content by using the $$MailingListSignup$$ placeholder. Customers will only be subscribed to the selected email profile. If this is left unchecked and the $$MailingListSignup$$ placeholder is added to the HTML content, then this will subscribe customers to all email profiles. When you check the 'Custom' box, several other settings become available which let you enter custom text for the Mailing List Signup — the fields are also fully translatable.
   Email Profile	Select the email profile that customers will be subscribed to via the $$MailingListSignup$$.
   Button Text	When provided, this text will be used as the button text in the mailing list signup widgets. Click the Translate button to translate this into any active language in your system. By default this uses Small Translation 852 (Enter your details and click here to subscribe to our mailing list. You will receive information on sale items and special offers.).
   Button Tooltip	When provided, this text will be used as the button tooltip in the mailing list signup widgets. Click the Translate button to translate this into any active language in your system. By default this uses Small Translation 851 (Join Now).
   Error Message	When provided, this text will be used as the error message text in the mailing list signup widgets. Click the Translate button to translate this into any active language in your system. By default this uses Small Translation 1580 (Please enter a valid email address).
   Already Subscribed Message	When provided, this text will be used as the redirect message text in the mailing list signup widgets. Click the Translate button to translate this into any active language in your system. By default this uses Small Translation 898 (The following email address is already registered on our mailing list).
   Success Message	When provided, this text will be used as the success message text in the mailing list signup widgets. Click the Translate button to translate this into any active language in your system. By default this uses Small Translation 854 (You have successfully joined our mailing list).
   Signup Text	When provided, this text will be displayed in the textbox of the mailing list signup widgets. Click the Translate button to translate this into any active language in your system. By default this uses Small Translation 2544 (Email Address).
   Voucher Settings (Optional)
   Include Voucher	When this is selected, a new voucher (with the provided criteria) will be generated each time the intervention is offered to a customer. The generated code will be unique for the customer that it is offered to.
   Discount Type	Select the type of discount to offer: Money Off Total Basket Value, Percentage Off Total Basket Value, Money Off Total Over Basket Value, or Percentage Off Total Over Basket Value.
   Min Discount Amount	The actual discount amount offered will be a random amount between this and the maximum specified values. If this intervention should always offer a fixed discount then both the minimum and maximum values should be the same.
   Max Discount Amount	The actual discount amount offered will be a random amount between this and the minimum specified values. If this intervention should always offer a fixed discount then both the minimum and maximum values should be the same.

2. Now move to the next tab or, if you are editing an Intervention, click either the Save & Preview button or the Update Intervention button.

1. Enter or edit the following details on the Trigger Criteria tab.
   

   Setting	Description
   Trigger Types	Select the trigger for the intervention, as described previously in the 'Intervention Triggers' section above (recall that you need to enable Prediction via the IRP Trading Terminal for access to additional Prediction-related intervention triggers). Note that these are divided into 'Standard' types and 'Free Shipping'. If you select Free Shipping, the 'Standard' triggers will be hidden and instead a 'Progress Towards Basket Total' text box is displayed which you use to set a value from 0 to 100%. This defines the threshold at which the Intervention is triggered: For example, consider that a Free Shipping Rule has been set up for a Shipping Method which is applicable to baskets with a value greater than £30. When an Intervention is active with Free Shipping as its trigger and a threshold percentage of 75%, any customers who can use the Shipping Method with the Free Shipping Rule will be targeted for intervention when they add items to their basket totalling 75% or more of the Free Shipping Rule boundary, in this example £22.50 (75% of £30). The Intervention will not be triggered if the customer exceeds the Free Shipping Rule boundary and so already qualifies for the rule. Note that this type of Intervention is fired only for 'Value'-restricted Shipping Rules (and Shipping Rules with 'No Restriction') and not 'Weight' or 'Value & Weight' restricted Shipping Rules. The InterventionsEdit.aspx page will display an error message if you are editing a 'Free Shipping' intervention that is targeting countries that do not currently have Free Shipping Rules set up, or if the Free Shipping rules that are set up are not 'value only' (that is, they are reliant only on weight conditions). The countries affected are listed within the error message and include links to the ShippingRules.aspx page with filtering for that country applied.
   Customer Frequency	This determines how often the intervention should be offered. If set to 100% it will be offered to all customers that match the criteria. If set to 30% it will be offered to approximately 1 in 3 customers who match the criteria.
   Display Time	The intervention will display for this period of time. If the intervention includes a voucher then it will be available for this period of time before expiring.
   Trigger Delay	The customer must be on a page for at least this number of seconds before this intervention can be offered. Alternatively for triggers involving inactivity, this will determine how long they must be inactive for before the trigger will fire.
   New/Returning Customers	This will determine if the intervention is offered only to new customers, only to returning customers, or is offered to all customers. Returning customers are classified as those who have visited the site in the past 3 years (detected via website cookie).
   Logged In Customers Only	When enabled this intervention will only potentially be offered to customers who have logged in.
   Max Number Of Customer Orders	Customers who have placed more than the number of orders that you specify here will never be offered this intervention.
   Min Purchase Likelihood	(Visible only if Prediction is enabled.) Only customers who are at least this likely to make a purchase will be considered.
   Max Purchase Likelihood	(Visible only if Prediction is enabled.) Any customers who are more likely than this to make a purchase will not be considered.
   Basket Options	Basket-specific intervention criteria can be added, or the intervention can be set to apply to all baskets.
   Basket Profit Margin	This intervention will only be offered if all items in the customer basket have at least this percentage margin.
   Min Basket Value	The intervention will only potentially be offered to customers with basket values greater than or equal to this value.
   Max Basket Value	The intervention will only potentially be offered to customers with basket values less than this value. Leave this textbox blank to ignore this criteria.
   Min Basket Stock Level	This intervention will only be offered if each item in the customer basket has at least this much stock available.

2. If necessary, you can use the Reset To Defaults button at the top of the screen. This will set all of the criteria to their default values and update the intervention.
3. Click the Insert Intervention button or, if you are editing an Intervention, click the Update Intervention button. If editing, you can also click the Save & Preview button to see what the Intervention looks like on the front end.

Proceed as follows on the Country Targeting tab:

1. Select a country in the Available Countries box (or hold the Ctrl key or the Shift key to select multiple countries), then click the Add button to move the country (or countries) to the Targeted Countries box. The default is that the intervention will apply to all countries.
2. You can click the Save & Preview button to see what the Intervention looks like on the front end.
3. Click the Update Intervention button.

On the Advanced Targeting tab you can define various 'Targeting Rules' for the intervention.

First click the Add Targeting Rule button and then select the type of target you want to configure (a combination of targeting rules can be added for an intervention):

Target customers on specific pages

If you select On Pages and With Specific Name, you can proceed to use the following settings:

1. Page Type: Select a page type from the following options:
   • Basket: Select a specific basket page using the Page Name drop-down list.
   • Checkout: Select a specific checkout page using the Page Name drop-down list.
   • Custom: Select a specific custom page using the Page Name drop-down list. Subsequently, use the Add and Remove buttons to select specific pages.
   • Information: Select a specific information page using the Page Name drop-down list.
   • Listing: Select a specific listing page using the Page Name drop-down list. Subsequently, use the Add and Remove buttons to select specific pages.
   • Product: Select a specific product page using the Page Name drop-down list. Subsequently, enter a comma-separated list of IDs to select specific pages.
   • Homepage: Select a specific home page using the Page Name drop-down list.
   • Customer Account: Select a specific customer account page using the Page Name drop-down list.
2. Include/Exclude New Page: The intervention can display on this page if it is Included, but it will not if it is Excluded.
3. Click the Add Page Rule button followed by the Update Intervention button.

Target customers with basket contents

If you select With Basket Contents, you can use the following settings:

1. Restriction: Choose whether this selection should be Excluded from, or Included in, the intervention. Note that all products are assumed to be included unless exclusions are provided.
2. Type: You can add multiple restriction types for each intervention: Brand, Category, Brand/Category or Product.
3. Brands: (Appears if you have selected 'Brand' for the Type.) Select Brands to include/exclude in the intervention from the list of all available Brands.
4. Categories: (Appears if you have selected 'Category' for the Type.) Select Categories to include/exclude in the intervention from the list of all available Categories.
5. Brands / Categories: (Appears if you have selected 'Brand/Category' for the Type.) Select Brands and Categories to include/exclude in the intervention from the list of all available Brands and Categories.
6. Model IDs: (Appears if you have selected 'Product' for the Type.) You can provide an individual Model ID or multiple Model IDs as a list with each separated by a comma.
7. Click the Add Basket Rule button followed by the Update Intervention button.

If you need to delete a Targeting Rule, check the box at the right side of the row and click the Delete Selected Targeting Rules button.

Once you have configured the intervention as described in the previous steps, you can proceed to test and view the intervention.

1. As noted previously, if you have referenced images in your HTML, ensure that you have saved them in the appropriate directory in the Interface & Design > Images Folder, most likely the Interventions directory. Such images will be referenced in your HTML as $$APPLICATIONURL$$Images/Interventions/your-image.
2. Go to Interventions > Interventions in the IRP Admin left navigation menu and check the box for the 'Insights Interventions' Application Setting at the top of the screen. (Note that if you want to make use of the Prediction triggers, you need to enable this via the IRP Trading Terminal.)
3. Now, test that the intervention works. To do this, click the Preview button on the Interventions.aspx page.
4. As noted previously, be aware that any styles in the main stylesheets (Website CSS Stylesheet, Trade CSS Stylesheet or Mobile CSS Stylesheet) can potentially also apply to the intervention content. If necessary, you can use the ‘Inspect Element’ feature of your web browser to check that the intervention classes in the main stylesheets are not changing the look of your intervention. If they are, include the identical classes as styles in the Interventions CSS Stylesheet and set them to the values you desire.
5. If you are finished testing, make sure that you only keep active the interventions that you want to be active. Otherwise, if you don’t want to have any active interventions, uncheck the ‘Active’ boxes on the main Interventions.aspx page. Also make sure that you only have the Application Settings active if they need to be.