Zephr User Guide

Access

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The available Access decision nodes depend on whether you are defining a rule for an anonymous or registered user type.

For anonymous users, the only Access decision is the Trials decision node. This node is also available for registered users.

For registered users, the following decision nodes are also available:

Trials

Trials allow the end user to access the redirect for a defined number of views over a set period.

You can use the Trials node to set up the following:

  • Basic trials for a specific user type in a single rule
  • Advanced trials for a specific user type in a single rule
  • Basic or advanced trials across anonymous and/or registered and/or customer user types, and/or across rules
  • Basic or advanced trials across anonymous and/or registered and/or customer user types, and/or across rule implementation types; for example across the rules built for your website and app

By default, trials are created for a specific user type in a single rule.

Note: If you redefine your Trials decision node, the counters are retained.

You can define basic or advanced trials. By default, the options for basic trials display. Advanced trials allow the use of a consumption tracker, which can be used in different trials across user types or reidrects.

Note: You can also use the Legacy Trials decision node, which is located under the Advanced segment title. Zephyr recommends that you use the Trials node, located under the Access segment title, for flexibility and more control over your trials.

What is a Consumption Tracker?

A consumption tracker allows you to follow the redirects that your end users encounter

You can use the data layer to export this information for further analysis of their use of your site and identify the areas that produce the most engagement. You can then use the resulting information to improve your end user experiences, which results in improved end user engagement and retention.

You can use the same consumption tracker across different redirects.

Define a Basic Trial

Basic trials grant access for a specific period.

Define the number of views and period in the Limit of options as follows:

  • Enter the number of views to allow in the first field. By default, this is set to 10
  • Select whether the number of views is measured in unique content or page views from the first drop-down menu. The options are Unique Article and Page view(s). By default, Unique Article is selected
  • Select the period for which to apply the limit from the second drop-down menu. The options are In a lifetime, In a calendar, and In the last. By default, In a lifetime is selected
      • If you select In a calendar, a further drop-down menu displays. Select the calendar period to use from the menu options. The options are Week, Month and Day. By default, Week is selected
      • If you select In the last, a further field displays. Enter the period in days for which to count the views in the field. By default, this is set to 30

    Notes:

      1. A calendar week starts on Monday
      2. A calendar month starts on the 1st of the month
      3. The In the last option defines a rolling period
      4. A lifetime is the length of the session for anonymous users, and one year for other user types

By default, the default tracker for the specific user type is used, and the tracker applies only to the current redirect. If this is all you require, you can save the Trial without setting any tracker options. If you want to use the same tracker across user types or redirects, select the Consumption Tracker drop-down. Select the tracker to use from the Consumption Tracker radio buttons. By default, the Use an Existing Tracker radio button is selected, and the default tracker for the user type is used. To use a new tracker, select the Create a New Tracker radio button and enter a name for the tracker in the Tracker Name text box. If you have previously created a tracker in another rule, which you also want to use in this rule, select the Use an Existing Tracker and select the tracker to apply in any of the following ways:

  • Enter the name of the tracker in the text box. As you type, the matching options are listed under the text box. Select the tracker you require from the list
  • Select the Or browse all trackers link. All existing trackers are listed. Select the tracker you require from the list

If you want to use a different output for a specific number of remaining views, select the Mid Trial Experiences drop-down. For example, if you want to encourage anonymous users with a certain number of views remaining to register, you can define a path that is triggered at the specified number of remaining views and displays a call to register now. Select the Add A Remaining View button, a further field displays. Enter the count at which you want to add an output in the Remaining Count text box. You can add as many Remaining Count outputs as required by repeating the steps.

If you want to report the use of the trial in the Data Layer, select the Data Layer drop-down. Select the Report trial usage in Data Layer toggle, further fields display. Enter the data layer key for the credits used in the Trial credits used data layer key text box. Enter the credits remaining in the Trial credits remaining data layer key text box.

Note: The data layer keys determine the information written to the data layer, in the format of key: value. Zephr recommends that you develop a custom naming convention. For example if you have a trial offering registered users ten views each month, you could name this key registeredMonthlyTrialCreditsUsed.

Define an Advanced Trial

Advanced trials grant access for a specific period with an associated maximum number of views. Advanced trials also provide further options for reporting the used and remaining maximum credits in the data layer.

Define the number of views and period in the Limit of options as follows:

  • Enter the number of views to allow in the first field. By default, this is set to 10
  • Select whether the number of views is measured in unique content or page views from the first drop-down menu. The options are Unique Article and Page view(s). By default, Unique Article is selected
  • Select the period for which to apply the limit from the second drop-down menu. The options are In a lifetime, In a calendar, and In the last. By default, In a lifetime is selected
      • If you select In a calendar, a further drop-down menu displays. Select the calendar period to use from the menu options. The options are Week, Month and Day. By default, Week is selected
      • If you select In the last, a further field displays. Enter the period in days for which to count the views in the field. By default, this is set to 30

    Notes:

      1. A calendar week starts on Monday
      2. A calendar month starts on the 1st of the month
      3. The In the last option defines a rolling period
      4. A lifetime is the length of the session for anonymous users, and one year for other user types

If you want to limit the views to a certain number within a period, enter the maximum number of views to allow in the With a maximum of field. Select the period in which to apply the maximum use limit from the drop-down menu. The options are Day, Week, Month, and Lifetime.

By default, the default tracker for the specific user type is used, and the tracker applies only to the current redirect. If this is all you require, you can save the Trial without setting any tracker options. If you want to use the same tracker across user types or redirects, select the Consumption Tracker drop-down. Select the tracker to use from the Consumption Tracker radio buttons. By default, the Use an Existing Tracker radio button is selected, and the default tracker for the user type is used. To use a new tracker, select the Create a New Tracker radio button and enter a name for the tracker in the Tracker Name text box. If you have previously created a tracker in another rule, which you also want to use in this rule, select the Use an Existing Tracker and select the tracker to apply in any of the following ways:

  • Enter the name of the tracker in the text box. As you type, the matching options are listed under the text box. Select the tracker you require from the list
  • Select the Or browse all trackers link. All existing trackers are listed. Select the tracker you require from the list

If you want to use a different output for a specific number of remaining views, select the Mid Trial Experiences drop-down. For example, if you want to encourage anonymous users with a certain number of views remaining to register, you can define a path that is triggered at the specified number of remaining views and displays a call to register now. Select the Add A Remaining View button, a further field displays. Enter the count at which you want to add an output in the Remaining Count text box. You can add as many Remaining Count outputs as required by repeating the steps.

If you want to report the use of the trial in the Data Layer, select the Data Layer drop-down. Select the Report trial usage in Data Layer toggle, further fields display. Enter the data layer key for the credits used in the Trial credits used data layer key text box. Enter the credits remaining in the Trial credits remaining data layer key text box. Enter the data layer key for the maximum credits used in the Max credits used data layer key text box. Enter the maximum credits remaining in the Max credits remaining data layer key text box.

Note: The data layer keys determine the information written to the data layer, in the format of key: value. Zephr recommends that you develop a custom naming convention. For example if you have a trial offering registered users ten views each month, you could name this key registeredMonthlyTrialCreditsUsed.

Feature

Use this decision node to define a redirect based on whether your user has a product grant for a specific feature.

Select the feature on which to base the redirect from the User Feature drop-down menu.

Has Product

Use this decision point to define a redirect based on whether your user has a product grant that provides access to the selected products.

Select the product on which to base the redirect from the drop-down menu.

Churned

Use this decision point to target end users with a lapsed subscription. For example, you could use targeted offers and promotions to encourage them to re-subscribe.

Select the product to offer from the Product drop-down menu.

Enter the number of days after the end user has churned for which to offer the product from the Within the last text box.

Renewal

Use this decision point to target end users who are approaching the renewal date for their subscription. For example, you could use targeted offers and promotions to encourage them to buy a renewal in advance.

Note: As Zephr does not have access to the details of recurring payments, the Renewal decision node is only effective when used with one-off payments.

Select the product to offer from the Product drop-down menu.

Enter the number of days before the end of the current subscription from which to offer the product from the Within the next text box.