Skip to main content

Campaign Workflow: Social Proofing

Overview​

The Social Proofing campaign workflow allows you to instantly display real-time popularity metrics (e.g., "15 people bought this today") on your Product Listing Pages (PLPs) or Product Detail Pages (PDPs) to accelerate purchase decisions.

This workflow follows a 3-step configuration process. This guide focuses primarily on Step 2, where the specific calculation logic and display thresholds for your social proofing message are defined.

Step 1: Define Campaign (Summary)​

Initiate the campaign by defining its metadata and overarching goals.

  1. Initiate Workflow: Click + Create New from the All-Campaigns view.

  2. Select Channel & Use Case: Select Web as the channel, and choose the Social Proofing use case from the modal.

  3. Metadata: Provide a clear Campaign Name and Description. Default labels (e.g., Social Proofing, Web, PLP) will automatically populate.

  4. Primary Conversion Goal: Select the metric that defines the success of this campaign (e.g., Purchase or Add to Cart).

Click Save & Continue to proceed to Step 2.

Step 2: Specify Data Calculation & Trigger Rules​

Step 2 is the core of the Social Proofing setup. Unlike standard targeting campaigns that use a complex rule builder, Social Proofing uses a streamlined Configuration Card.

This card is divided into three distinct logical sections: Data Calculation Scope, Data Selection (Signals), and Display Thresholds & Formatting.

A: Data Calculation Scope (Global)​

This top section defines the pool of data the system will use to calculate your metrics. These are global settings that apply to all metrics configured in the campaign.

  • Geographical Scope (Optional): Define the geographic region used to calculate the metrics.

    • Default: "Visitor's Current Country" (calculates metrics specific to the viewer's location).

    • Other Options: "Global" or a "Specific Country...".

  • Audience Segment (Optional): Filter the calculation data by a specific user segment.

    • Default: "All Users".
    • Rich Selector: If changing from "All Users", you can search your audience library.

NOTE: Data Calculation Scope dictates whose data is counted (input), not who sees the final message (output).

B: Data Selection (Mandatory)​

Here, you select the specific activities (KPIs) and the timeframe over which they are aggregated. You must select at least one metric and one time window.

  • KPIs / Metrics : Select one or more activity metrics to track (Product Views, Cart Adds, Purchases).

    • Note: You can select multiple metrics simultaneously (e.g., tracking both Views and Cart Adds).

  • Time Windows : Select the lookback period used to aggregate the data (e.g., 1 Day, 7 Days, 15 Days, 30 Days).
    Note: You can select multiple time windows simultaneously (e.g., 1 day, 7 days).

C: Display Thresholds & Formatting​

This section governs when the social proof message actually triggers and how the numbers are presented to the end user.

  • Trigger Matrix: The UI automatically generates a trigger row for every KPI you selected in Section B.

  • Minimum Threshold: For each metric, input the minimum count required to trigger the message.

    • Example: When [Product Views] in the last [1,7 Days] is at least [20]

  • Badge Formatting: Control how the number is displayed to avoid awkward or overly specific counts.

    • Options include: "Exact Number" (e.g., 13), "Round Down to nearest 10" (e.g., 10+), or "Round Down to nearest 100” (eg. 100+), or “Abbreviate (1k, 1M)” (eg. 2k+)

D: Audience Targeting & Summary​

This final block confirms the delivery logic of the campaign.

  • Audience Targeting: The social proofing experience defaults to "All Visitors".

    • Disclaimer: While the campaign targets all visitors, final visibility may be subject to downstream A/B testing or control groups managed in your delivery platform.

  • Campaign Logic Summary: A dynamic, plain-English summary of your configuration. It explicitly states that the message will trigger if ANY of your configured thresholds are met (an "OR" logic model).

Click Save & Continue to proceed to Step 3.

Step 3: Activate Campaign​

The final step dictates the operational timeline and data processing frequency.

  1. Campaign Timeline: Define when the campaign starts and how long it runs.

    • Set a specific Start Date & Time.
    • Choose a Duration (e.g., 1 Week, Custom) or select Always on for an indefinite run.

  2. Scheduling Frequency: For Social Proofing, you will typically define how often the aggregate counts are updated (e.g., Batch -> Hourly or Daily)

Click Activate Now to submit the campaign to the system.