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Optimize visitor identification and personalization

Identify more visitors, earlier in their journey, to unlock stronger triggered messages, smarter recommendations, and richer on‑site personalization.

Updated over 3 weeks ago

Fresh Relevance tracks visitor behavior even before they sign in. It can also personalize your website for these visitors. By combining email click tracking, cookies, data layers, and advanced customer tagging, you can turn more visitors into known customers and maximize the impact of every interaction.

This feature is only available if it is enabled in your subscription. If you're unsure, contact your Customer Success representative to discuss.

Identify the visitor whenever possible. This improves the results of triggered messages and email personalization. The main ways that a visitor can be identified are:

  • Data scraped from your site

  • Digital Data Layer (DDL)

  • Click-through from email

  • Cookies

Identify shoppers as early as possible. This is the most effective way to improve real‑time marketing and personalization.

There are several ways for Fresh Relevance to identify more visitors through your messaging provider:

  1. Add a unique ID for each recipient (Email ID or EID) to tracked link URLs in your marketing emails.

  2. Add the recipient email address to URLs in your marketing emails.

  3. Add the visitor's email address into the source of your ecommerce site pages, using our HTML API.

Learn more in HTML API.


Advanced customer tagging

Advanced customer tagging enables targeted marketing based on shopper preferences. These preferences come from browsing sessions or purchase history.

This feature uses product tags, and we group related tag values together. For example, all size values against a particular product might be assigned to a tag group called clothing-size, and all brand names assigned to another tag group called clothing-brand.

After you set up tagging, target content to visitors according to their chosen tag values. By default, this targets the visitor’s top personal choice, but you can target other levels of preference too.

To set up advanced customer tagging you must configure our script on your website to collect tag data from your product pages in the correct format.

Learn how in Analytics for email marketing. If after setup you see reports that no data is being collected yet, contact us.

Use tags

You can use customer tags in marketing rules and product recommendation filters to help you more effectively target your content.


Site brands

Site brands, also called product sets, support multiple versions of a website. These can include regional variations, outlet sites, or additional brands. All sites must have a similar HTML structure. This allows them to share a single site script.

The site brand can be used to filter and control a number of things in Fresh Relevance, including:

  • Which triggers run for this site brand.
    For example, you might want to send a different creative depending on the site brand.

  • Content displayed on the website, using marketing rules.

  • Products displayed in recommendations to match the site brand of the website the visitor is browsing or has previously browsed.

Site Brands must be set up for you by Customer Support. Contact your Customer Success representative for more information.

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