Create a Moment

What you'll achieve: Transform real-world signals and business events into actionable marketing triggers that drive timely, relevant customer engagement. Whether you're responding to weather changes, cultural trends, or internal business signals, Moments help you capture revenue opportunities as they happen—without engineering support or complex workflows.

---

Overview: Two Ways to Create Moments

There are two paths for creating Moments:

1. Blueprint-Integrated Moments — Create within comprehensive campaign strategies using Blueprints. Ideal when your Moment is part of a broader, multi-step campaign plan.
2. Standalone Moments — Build independently for rapid deployment and flexibility.

When to Use Standalone Moments

Create a standalone Moment when you:

• Know exactly what trigger you need and want to activate immediately
• Want to analyze signal patterns before committing to a full campaign
• Need to test and validate triggers before incorporating into larger strategies
• Prefer to build a library of reusable Moments for multiple campaigns

---

Moment Types

Moments are organized into groups based on where the signal originates.

World Moments

World Moments are external signals happening in the real world—events and conditions outside your business that create timely opportunities to engage customers.

Weather Moments Real-time forecasts and conditions mapped to customer locations. Trigger campaigns based on temperature swings, precipitation, severe weather events, and seasonal shifts.

• Promote weather-appropriate products (e.g., cold-weather gear when temperatures drop, cooling items during heat waves)
• Adjust messaging based on local conditions (e.g., indoor activity recommendations on rainy days)
• Align inventory and promotions with regional weather patterns

Weather Moments deploy immediately once activated. The system continuously evaluates conditions against your thresholds and generates qualifying events automatically—no manual approval needed.

Social Trend Moments Viral topics and cultural conversations from social platforms, indexed by velocity and category relevance. Capture cultural moments as they happen and connect them to your brand.

• React to trending topics that align with your product catalog
• Capitalize on viral content and cultural conversations
• Time promotions to ride the wave of organic social momentum

Social Trend Moments include a Trend Review step. When the system detects trends matching your criteria, they appear in a review table where you can approve or reject each trend before it triggers campaigns. This gives you editorial control over which cultural signals reach your customers, while still benefiting from automated detection.

World Moments become even more powerful when combined with enrichment and AI Personas. Rather than simply reacting to a signal, the system scores customer–moment fit—matching the right signals to the right customers with the right products. You control the audience reach, balancing precision versus breadth depending on campaign goals.

Business Moments

Business Moments are internal events you control—signals that originate from your own operations, inventory, and promotional calendar. Define these using SQL or your connected data sources to trigger campaigns from the events that matter most to your business.

• Sitewide sale or flash promotion going live
• Inventory restocks or new product category launches
• Pricing changes, loyalty milestones, or subscription renewal windows
• Partner feeds, seasonal calendar events, or any proprietary business signal

Business Moments give you the same AI-assisted creation experience as World Moments. Describe what you need in natural language, and the system generates the underlying query logic for you.

---

Step 1: Create a New Moment

Access the Moment Creator

Navigate to Personalization Studio → Moments → Create Moment. The Moment Chatbot interface opens, where you can describe your requirements conversationally.

Define Your Moment with AI Assistance

The AI assistant walks you through defining your trigger criteria in natural language. Here are examples for each Moment type:

Weather Moment Example:

You: "I want to promote ice cream when it gets hot"
AI:  "What temperature threshold should trigger this?"
You: "When it's above 85°F for at least 2 consecutive days"
AI:  "Should this apply to all markets or specific regions?"
You: "Only markets where we have physical stores"

Social Trend Moment Example:

You: "Track when product categories we sell start trending on TikTok"
AI:  "Which product categories should I monitor?"
You: "Skincare—specifically K-beauty, vitamin C serums, and retinol"
AI:  "Should I track general discussion or specific contexts?"
You: "Focus on tutorials and recommendations"

Business Moment Example:

You: "Trigger a campaign whenever we restock a previously sold-out item"
AI:  "Should this apply to all product categories?"
You: "Only our top 50 SKUs by revenue"
AI:  "How quickly after restock should the Moment fire?"
You: "Within 6 hours of inventory updating"

Review and Refine

After processing your request, the AI presents:

1. Generated SQL Query — The exact logic identifying qualifying moments, fully transparent and inspectable
2. Sample Preview — Example records that would trigger the Moment
3. Estimated Impact
   • Projected moment frequency (daily/weekly/monthly)
   • Number of unique contacts qualifying
4. Plain-English Summary — A business-terms confirmation of what was built
5. Refinement Options — Adjustable parameters including:
   • Modify thresholds (temperature, velocity, time windows)
   • Add exclusion criteria
   • Include additional filters
   • Change geographic scope

---

Step 2: Deploy and Configure Refresh

1. Click Deploy to activate your Moment.
2. Configure the refresh cadence based on how quickly your signal changes:

Once deployed, your Moment immediately appears on its Details Page, where you can monitor performance and manage the Moment going forward.

---

Step 3: Validate in Reporting

After deployment, the Moment Details page provides full visibility into how your Moment is performing. The metrics available depend on the Moment type:

Weather Moment Details

• Moment Event Volume — Incoming event frequency and patterns, both all-time and for the last day. Validate that your Moment captures genuine business opportunities, not noise.
• Contacts Matched — Addressable audience size over time. Ensure sufficient scale to justify campaign automation.
• Attribution — Once a Moment-triggered Journey is live, track orders and revenue attributed to the Moment.
• SQL and Description — Complete transparency into the underlying Moment logic for collaboration between technical and marketing teams.

Social Trend Moment Details

• Trends Review — A table of detected trends with approval status, contact counts, and trend metadata. Approve or reject individual trends to control which signals trigger campaigns.
• Connected Assets — View linked Templates, Segments, and Flows with performance metrics including average CTR.
• Contacts Matched — Audience reach per approved trend.
• SQL and Description — Full transparency into the detection and matching logic.

Business Moment Details

• Moment Event Volume — Track how frequently your business signal fires over time.
• Contacts Matched — Monitor the audience qualifying for each event.
• Attribution — Measure orders and revenue driven by Moment-triggered campaigns.
• SQL and Description — Inspect and share the underlying query logic.

All Moment types also provide a Moment Event Feed for direct access to raw event data, so you can catch data quality issues early before they impact campaign performance.

---

Step 4 (Optional): Launch a Journey

Turn your Moment into an automated campaign:

1. Click Launch Journey from the Moment's details panel.
2. The Journey opens in draft with the Entry pre-configured as your Moment feed. Optionally layer on segment filters (e.g., suppress recent purchasers or limit to a specific persona).
3. Configure the action node with your channel destination and desired action.
4. Add additional nodes as needed—splits, delays, or further segment and event conditions.
5. Click Publish in the top right to activate your Journey.

Your Moment now drives automated, timely engagement—from signal detection through audience delivery—with full transparency at every step.