Routine builders reduce decision fatigue, increase basket size, and deliver a high-value zero-party data exchange that fuels personalization across channels. This accelerator outlines how to create a personalized Routine Builder using XP’s AI tooling, adaptive logic, and outcome mapping.
Focus Area | Ideal For | Difficulty | Key Success Metrics |
Guided Product Discovery | Beauty, Wellness, Nutrition, Supplements, Apparel, Home Goods | Intermediate | Conversion Rate, AOV, Completion Rate, Attribute Capture, Outcome Click-Through |
Skills Required
Building and editing Experiences
Using the AI Building Agent and AI Branching Agent
Configuring Attributes
Mapping outcomes and logic
Publishing and analyzing campaign results
Create Your Campaign with the AI Building Agent
Start the Routine Builder by generating a complete quiz structure with the AI Building Agent. This establishes the foundational screens, questions, and flow for a personalized guidance experience.
Navigate to Experiences → Create Campaign and select AI Building Agent.
Enter a prompt such as: “Create a personalized skincare routine builder. Ask about skin type, concerns, preferred product textures, and routine complexity. Use friendly, expert language.”
Review and adjust the generated screens and question flow.
Update text, images, or structure to match brand tone and goals.
Stumped for how to use
Stumped for what prompts to use? Check out the Prompt Starter Library!
Use the AI Branching Agent
Enhance the experience with personalized routing by generating dynamic logic paths based on user responses. Branching allows each participant to follow the most relevant sequence of questions. The branching agent can create branching paths based on PDF upload, or by describing what is wanted.
From the Builder map, select AI Branching Agent.
Upload a file or Provide direction like: “Create branching where oily skin paths use mattifying needs, dry skin paths focus on hydration questions, and sensitive skin paths assess fragrance or irritation concerns.”
Review, approve, and refine the generated branches.
Ensure each logic path leads to a relevant outcome screen.
The branching agent can also be used to:
Add a new screen and create branches for each response
Connect a response to another screen
Disconnect a branch and reconnect it to a different screen
Add a screen to the end of a branch
Configure Attributes
Attributes store the responses collected inside the experience, enabling personalized outcomes and downstream segmentation.
Select any question within the campaign builder.
Open Attribute Mapping and confirm the correct values (e.g., “Oily,” “Dry,” “Anti-Aging”) are mapped to corresponding XP attributes.
Add new attributes as needed for preferences or behavioral insights.
Save changes and repeat for all key questions.
Attributes power personalization both within the experience and across external systems.
Optional Additions
Configure pixels to track events
It's not required, but you may want to use pixels to track events for this experience. If so, follow the setup instructions for the desired pixel and test to ensure data passes as expected.
Configure Outcomes
Design outcome screens that reflect each participant’s unique path, delivering a tailored routine, bundle, or curated set of recommendations.
Navigate to Outcomes within the campaign.
Create distinct outcomes such as “Hydration Routine,” “Clarifying Routine,” or “Balanced Routine.”
Add:
Recommended products or bundles
Rationale for the routine based on captured attributes
Application tips or educational content
Optional promotional offers or next-step CTAs
Map each branch to the correct outcome using Matching Outcome Logic or Dynamic Product feed.
Test Mappings and Logic
Validate the experience end-to-end to ensure proper routing, attribute capture, and outcome accuracy.
Open Preview Mode and test every possible branch scenario.
Confirm that the correct attributes populate as responses are selected.
Verify that each logic path routes to the intended outcome screen.
Resolve any misrouted or incomplete logic paths.
Testing ensures a smooth, polished participant experience.
Publish and Launch
Deploy the Routine Builder across owned and earned channels to maximize reach and conversion impact.
Recommended Placements
Product detail pages
Exit-intent lightboxes
Marketing emails
Post-purchase nurture flows
Social campaigns and influencer promotions
Homepage hero placements
Publish
When satisfied with testing, click Publish.
Generate your launch links using the Launch Options panel.
Choose your preferred format: standalone URL, embed code, or link for pop-ups.
Launch the experience on your channels:
Embed on your website
Link in an email or SMS campaign
Include in paid or social media campaigns
It's important to use custom launch links for each channel so you can clearly measure conversions as compared to the source. This gives you greater clarity regarding the success of launching on one channel vs. another.
Measure Your Success
Monitor performance to identify optimization opportunities and understand how customers engage with the experience. Use the AI Insights Agent to uncover insights with the campaign. Use the Prompt Starter Library for suggestions to get started.
Navigate to Reporting > Brand Dashboard
Note: The AI Insights Agent is available across all reporting views, so you can select the Report Center or Experience Analytics to find it as well.
Click the purple AI Agent icon in the top right.
Ask questions about the campaign, such as:
Show a breakdown of views, engagements, completions, lead capture rate, and redirect rate for this campaign based on views over the last 90 days.
Break down the branch Engagement of this campaign (e.g., Oily vs Dry paths)
Show the average number of views by day of the week over the last 90 days.
Connect with GA4 & GTM
If you’ve configured GA4 or GTM:
Track events like quiz completions, redirect clicks, or coupon views.
Use these platforms to generate channel-specific conversion rates or revenue performance by UTM tag.
Go Pro: Compare vs. business-as-usual
Go a step further by comparing experience performance to your standard KPIs. You can extract these insights by segmenting site analytics by UTM parameters:
Revenue Lift: Did users who took the quiz convert at a higher rate than those who didn’t?
Average Order Value (AOV): Is AOV higher when customers complete the quiz and receive a tailored recommendation?
Time on Site: Are users who land on product pages via the quiz staying longer?
# of Product Pages Visited: Are they more engaged in browsing vs. bounce behavior?