Live data

Live data in Orbit lets you create campaigns for recipients who are not yet part of your FastStats system. You can target recipients based on real time actions like signing up, making a purchase, or updating preferences before a build cycle. You can then include their records in FastStats if needed. Use live data audience segments alongside normal audiences and split the journey based on whether recipients come from a live data feed. You can then personalise your communications accordingly.

Note: Please refer to your PeopleStage installation documentation or contact our technical services team for setup and configuration guidance.

Adding a live audience

To add a live audience:

  1. Open your campaign journey.

  2. On your target segment step, click the ellipsis option menu.

  3. Click Edit.

  4. Click + Add Audience.

  5. Click Live Audiences, then select the segment you want to target (e.g., People).

  6. Click Apply.

You now have your live audience in your campaign journey.

Note: Campaigns automatically start when a new row is added or existing data is updated in a live data audience.



New data entries in the live data audience immediately trigger and run the associated campaign, ensuring your campaigns respond in real time to live data changes.

Campaigns automatically start when a new row is added or existing data is updated in a live data audience.

New data entries in the live data audience immediately trigger and run the associated campaign, ensuring your campaigns respond in real time to live data changes.

Adding an audience split step

To split your audience:

  1. Choose where you want to add an audience split step, then click the + button.

  2. Click Audience Split.

  3. Give your audience split step a meaningful name.

  4. Click + Add Path.

  5. Give your path a meaningful name.

  6. On that new path, click + Add Audience.

  7. Click Live Audiences, then select the segment you want (e.g., People).

  8. Click Apply.

You have now split your audience.

Adding a personalisation split

You can split your segments to give different personalisation to your live audience.

To add a personalisation split:

  1. On your message step, click the ellipsis option menu.

  2. Click Edit.

  3. Under Personalisation, click + Add Content Field.

  4. Select Variable, then add a name (e.g., Occupation).

  5. In that new content field, click + Add Variable.

  6. Select a variable (e.g., Occupation to match the content field).

  7. Click + Add Split, then Segment Split.

  8. Click Live Audiences, then select the segment you want (e.g., People).

  9. Click the variable box on the new segment split, then choose the variable you want to use (e.g., Income).

  10. Click Apply.

You have now split your audience with different personalisation for the live audience.

Goal: Engage new newsletter subscribers with a timely, personalised welcome email, improving engagement and retention.

Method:

  • Use an audience split to differentiate between existing customers and new subscribers.

  • Use a personalisation split to tailor the welcome message based on the subscriber's sign-up source or interests.

Goal: Send a quick, personalised thank you email and relevant product recommendations to customers immediately after a purchase.

Method:

  • Use an audience split to differentiate between first-time buyers and returning customers.

  • Use a personalisation split to tailor the thank you message and recommendations based on the customer's purchase history and preferences.