Holiday recipes

Optimizely Data Platform (ODP) offers holiday recipes to help you prepare for Black Friday or Cyber Monday (BFCM) seasons. Use these recipes during the holiday season to launch campaigns that boost marketing efforts and drive results.  

Consider the following recommendations to use the holiday recipes effectively.

This recipe contains a web modal, which is the first part of the three-part campaign, Exclusive BFCM Deals. The campaign consists of the following:

Customers submitting this form in the web modal want to get special deals and offers from you during the holiday season. They are receptive to receiving additional messages at this time compared to other customers. This web campaign gives you an audience you can email or text more frequently.

When you customize the recipe, update the confirmation message of the web modal.

This recipe contains a behavioral campaign with an email touchpoint, which is the second part of the three-part campaign, Exclusive BFCM Deals. 

This behavioral campaign wants to confirm your customer's membership to your exclusive Black Friday or Cyber Monday deals.

The Black Friday VIP Opt-in filter triggers this campaign. It is automatically configured when you install the recipe. To view its definition, go to Data Setup > Filters and search for Black Friday VIP Opt-in > Campaign = Exclusive_BFCM_Deals_Pt_1. This ensures your filter captures people who opted in to your brand communications by submitting the web modal in the previous campaign, Exclusive BFCM Deals - Pt. 1.  

The campaign name in the filter definition must match the name of your web campaign containing the web modal to collect opt-ins. If you rename the default name (Exclusive BFCM Deals - Pt. 1), you must update the campaign name in the filter's definition. For example, if you installed the campaign and renamed it My Exclusive Black Friday Deal Pt. 1, you must update the filter to reflect that title change.

You cannot preview your email until you capture people through the web modal, as it is an event-triggered campaign. To preview your email, you must launch the Exclusive BFCM Deals - Pt. 1 and submit the form in your web modal. The filter captures this submission event, and you can preview your email.

This recipe contains a behavioral campaign with an email and an SMS touchpoint, which is the second part of the three-part campaign, Exclusive BFCM Deals. 

This behavioral campaign wants to confirm your customer's membership to your exclusive Black Friday or Cyber Monday deals.

Similar to Exclusive BFCM Deals – Pt. 2 (Email), the Black Friday VIP Opt-in filter triggers this campaign. Follow the steps mentioned previously to view the filter details.  

Follow the rules in Exclusive BFCM Deals - Pt. 1 when renaming your campaigns. 

When you switch to the SMS touchpoint, the message copy contains a placeholder for your brand’s name and Liquid for your website.

You cannot preview your email and SMS until you have captured people in the web modal because the campaign is triggered by a filter. To preview your email, launch the Exclusive BFCM Deals –Pt. 1 and submit the form in your web modal. The filter captures this submission event, and you can preview your email and SMS.

This recipe is a one-time campaign with an email touchpoint. This is the third part of the three-part campaign, Exclusive BFCM Deals.

Use this campaign to send exclusive offers to customers who opted into your Black Friday/Cyber Monday promotion. You can also add follow-on messages. 

The email contains a Dynamic Grid with ODP product recommendations. Similar to the email in Part 2, apply specific product filters to your recommendations. If you are a Shopify user, you can apply a Shopify Product Type, clone the dynamic grid, and then update the product filter with another Shopify product type to have multiple sections offering different types of products. For example, you could show Jackets & Coats in one section and Shirts & Tops in the next.

This recipe is a one-time campaign with an email and an SMS touchpoint. This is the third part of the three-part campaign, Exclusive BFCM Deals. 

Use this campaign to send exclusive offers to customers who opted into your Black Friday/Cyber Monday promotion. You can add follow-on messages. 

The email contains a Dynamic Grid with ODP product recommendations. Similar to the email in Part 2, apply specific product filters to your recommendations. If you are a Shopify user, you can apply a Shopify Product Type, clone the dynamic grid, and then update the product filter with another Shopify product type to have multiple sections offering different types of products. 

The SMS contains a placeholder for your brand’s name and Liquid for your website.

Use this one-time campaign to target customers who use discounts codes by using an audience of shoppers whose Discount Usage is Always and Sometimes.

If you want to use a discount code for this campaign, update the content to include it.

If you are a Shopify user, you can apply a Shopify Product Type, clone the dynamic grid, and then update the product filter with another Shopify product type to have multiple sections offering different types of products. 

Use this one-time, omnichannel campaign to target customers who use discount codes by using an audience whose Discount Usage is Always and Sometimes. This campaign is omnichannel and sends your email and SMS at the same time on the same touchpoint.

If you want to use a discount code for this campaign, update the content to include it.

If you are a Shopify user, you can apply a Shopify Product Type, clone the dynamic grid, and then update the product filter with another Shopify product type to have multiple sections offering different types of products. 

Your SMS contains placeholders for your brand’s name, your discount code, and your site’s URL.

This one-time campaign lets you reach customers on the verge of purchasing. The campaign targets customers whose Order Likelihood is Likely, Very Likely, or Extremely Likely.

If you are a Shopify user, make this Flash Sale email specific to a Product Type by applying a Product Type filter to your dynamic grid inside your email. You can also apply any other type of product filter, like brand name or price range.

This one-time campaign lets you reach customers on the verge of purchasing. The campaign targets customers whose Order Likelihood is Likely, Very Likely, or Extremely Likely.

If you are a Shopify user, make this Flash Sale email specific to a Product Type by applying a Product Type filter to your dynamic grid inside your email. You can also apply any other type of product filter, like brand name or price range.

Your SMS contains placeholders for your brand’s name and your site’s URL.

Capture seasonal gift customers who only buy from your brand during the holiday season with this one-time campaign, which uses a dynamic grid with the Best Selling Products filter. 

The Best Selling Product filter in the dynamic grid takes data from the previous year, but you can change the timeframe.

By default, the recipe’s audience targets customers who did not purchase from your brand between January 1 - October 31 but purchased between November 1 - December 31. You can update the audience if you have different seasonal customers. For example, you can include the customers who purchase around Valentine’s Day, Mother’s Day, or Father’s Day.

Use a countdown email to make your customers anticipate your Black Friday or Cyber Monday sales. You can use this as a single message or install the three-day and one-day countdown emails.

The email contains a dynamic grid with ODP recommendations. Apply product filters to your recommendations to limit the products your email shows. If you are a Shopify user, you can use a Product Type filter to make your recommendations product-specific.

Use a countdown email to make your customers anticipate your Black Friday or Cyber Monday sales. This campaign is omnichannel, containing an email and an SMS. You can use this as a single message or install the three-day and one-day countdown emails.

The email contains a dynamic grid with ODP recommendations. Apply product filters to your recommendations to limit the products your email shows. If you are a Shopify user, you can use a Product Type filter to make your recommendations product-specific.

Update your brand's name in the SMS copy.

Use a countdown email to make your customers anticipate your Black Friday or Cyber Monday sales. You can use this as a single message or install the seven-day and one-day countdown emails.

The email contains a dynamic grid with ODP recommendations. Apply product filters to your recommendations to limit the products your email shows. If you are a Shopify user, you can use a Product Type filter to make your recommendations product-specific.

Use a countdown email to make your customers anticipate your Black Friday or Cyber Monday sales. You can use this as a single message or install the seven-day and one-day countdown emails.

The email contains a dynamic grid with ODP recommendations. Apply product filters to your recommendations to limit the products your email shows. If you are a Shopify user, you can use a Product Type filter to make your recommendations product-specific.

Update your brand's name in the SMS copy.

Use a countdown email to make your customers anticipate your Black Friday or Cyber Monday sales. You can use this as a single message or install the seven-day and three-day countdown emails.

The email contains a dynamic grid with ODP recommendations. Apply product filters to your recommendations to limit the products your email shows. If you are a Shopify user, you can use a Product Type filter to make your recommendations product-specific.

Use a countdown email to make your customers anticipate your Black Friday or Cyber Monday sales. You can use this as a single message or install the seven-day and three-day countdown emails.

The email contains a dynamic grid with ODP recommendations. Apply product filters to your recommendations to limit the products your email shows. If you are a Shopify user, you can use a Product Type filter to make your recommendations product-specific.

Update your brand's name in the SMS copy.