Increase the purchase recurrence of your customers by showing them a coupon or help your contacts make a first purchase by showing them related products in their Accela search. This way, you will encourage purchases from new contacts and the recurrence of your current customers.
In this article, you will learn how to insert an inline recommender in Accela.
Goal: Conversion.
Difficulty: Intermediate.
When to use it?: In any recommendation strategy.
This strategy is not available in our template pool because, to implement it, you will first need to have completed the integration with Accela in your account to have the trigger node available.
Functionality
In this strategy, to interact with contacts who open Accela, display an inline with a coupon if the contact has made a purchase, based on their recency data (RFM analysis), and if they have not made any purchase yet, show another inline with recommended products, based on those visited by the contact or, if none have been visited, the most viewed products from the eCommerce.
Workflow Configuration
Before configuring your workflow, you will need:
— To have integrated your Store with Accela to have the trigger node that activates the workflow.
— Four inline content items, two to display the coupon, one adapted to mobile and another to desktop, and two others to show recommended products, also adapted to both devices.
— A coupon, to share with contacts who have not yet made a purchase.
Create an ID for the mobile version:
Create a second ID for the desktop version:
STEP 1. "Start" Node
(In this node, the target audience for the action will be set).
1. Click on (Edit node settings) of the “Start” node.
2. In Select a restriction, check "My entire list".
3. In Select data source, check "All existing and new ones".
4. Click on Update.
STEP 2. "On Visit Page" Node
(In this node, the contacts visiting the website will be detected).
5. Click on (Edit node settings) of the “On Visit Page” node.
6. Click on Restrictions and uncheck the box "Deactivate after triggered".
7. Click on Update.
STEP 3. "On Open Accela" Node
(In this node, contacts who open the Accela search will be detected).
8. Click on (Edit node settings) of the “On Open Accela” node.
9. Click on Restrictions and uncheck the box "Deactivate after triggered".
10. Click on Update.
STEP 4. "Check Value" Node
(In this node, it will be determined whether the contacts have made a purchase, based on whether their Recency is 1 or 2).
11. Click on (Edit node settings) of the “Check Value” node.
12. Drag the field "RFM-Recency" from "Contact" to the left block.
13. In Operator, select "Is one of".
14. In the right block, select the values "1" and "2".
15. Click on Update.
STEP 5. "Assign Coupon" Node
(In this node, the coupon to be displayed to contacts who made a purchase will be obtained after the check from the previous node).
16. At the connection between this node and the previous one, click on the circle until "Yes" appears.
17. Click on (Edit node settings) of the “Assign Coupon” node.
18. Select the coupon set created for this group of contacts.
19. Click on Finish .
STEP 6. Second "Check Value" Node
(In this node, it will be determined if the contact accessed the website via a mobile device).
20. Click on (Edit node settings) of the “Check Value” node.
21. Drag the field "Is Mobile" from "On Visit Page" to the left block.
22. In Operator, select "Equals".
23. Drag the field "Literal" to the right block and check the box "Yes".
24. Click on Update.
STEP 7. First Node “Send Web Content: Inline”
(In this node, the inline content with the discount coupon will be displayed to contacts who have a Recency of 1 or 2 when they open Accela and visit the website from a mobile device).
25. At the connection between this node and the previous one, click on the circle until "Yes" appears.
26. Click on (Edit node settings) of the “Send Web Content” node.
27. Select the corresponding inline content and click on Next .
28. In Configuration, select ID in Selector and enter "accelasearch-dynamic-showcase-mobile-2". In Position relative to the selected element, select Replacing the interior.
29. In Variables, drag the "Coupon Code" field from "Assign Coupon" to the left block.
30. In Operator, select "Assign".
31. Click on Finish .
STEP 8. Second Node “Send Web Content: Inline”
(In this node, the inline content with the discount coupon will be displayed to contacts who have a Recency of 1 or 2 when they open Accela and visit the website from a desktop device).
32. At the connection between this node and the previous one, click on the circle until "No" appears.
33. Click on (Edit node settings) of the “Send Web Content” node.
34. Select the corresponding inline content and click on Next .
35. In Configuration, select ID in Selector and enter "accelasearch-dynamic-showcase-2". In Position relative to the selected element, select Replacing the interior.
36. In Variables, drag the "Coupon Code" field from "Assign Coupon" to the left block.
37. In Operator, select "Assign".
38. Click on Finish .
STEP 9. "Get Products" Node
(In this node, the most recently visited products by the contact who has not made a purchase will be obtained. If no products have been visited, the most viewed products from the store will be obtained).
39. At the connection between this node and the previous one, click on the circle until "No" appears.
40. Click on (Edit node settings) of the “Get Products” node.
41. To select use cases, drag "Last Visited Products" to the right block and "Most Viewed Products" to the additional use case. Click on Next .
42. In Main Case Configuration, select "10" in Number of products to obtain.
43. In Configure conditions to define a specific product set, choose "Any date" and click on Next .
44. In Additional Case Configuration, select "10" in Number of products to obtain.
45. In Select the time period of the visits, choose "Most visited".
46. In Summary, locate the section Number of products to obtain and enter “10”.
47. Click on Finish .
STEP 10. Third Node “Check Value”
(In this node, it will be determined if the contact accessed the website via a mobile device).
48. Click on (Edit node settings) of the “Check Value” node.
49. Drag the field "Is Mobile" from "On Visit Page" to the left block.
50. In Operator, select "Equals".
51. Drag the field "Literal" to the right block and check the box "Yes".
52. Click on Update.
STEP 11. Third Node “Send Web Content: Inline”
(In this node, the inline with the products will be shown to contacts who do not have a Recency of 1 or 2 when opening Accela).
53. At the connection between this node and the previous one, click on the circle until "Yes" appears.
54. Click on (Edit node settings) of the “Send Web Content” node.
55. Select the corresponding inline content and click on Next .
56. In Configuration, select ID in Selector and enter "accelasearch-dynamic-showcase-mobile-2". In Position relative to the selected element, select Replacing the interior.
57. In Variables, associate the variables from the "Get Products" node with the product variables to be contained in the inline.
58. Click on Finish .
STEP 12. Fourth Node “Send Web Content: Inline”
(In this node, the inline with the products will be shown to contacts who do not have a Recency of 1 or 2 when opening Accela).
59. At the connection between this node and the previous one, click on the circle until "No" appears.
60. Click on (Edit node settings) of the “Send Web Content” node.
61. Select the corresponding inline content and click on Next .
62. In Configuration, select ID in Selector and enter "accelasearch-dynamic-showcase-2". In Position relative to the selected element, select Replacing the interior.
63. In Variables, associate the variables from the "Get Products" node with the product variables to be contained in the inline.
64. Click on Finish .
Result
By completing this strategy, you will have inserted an inline recommender on your website so that when contacts open the Accela search, they receive a coupon, if they are buyers (Case 1), or recommended products, if they are not buyers (Case 2).
Result Case 1
In the example, it shows the result that a contact with Recency 1 or 2 would see when opening the Accela search.
Result Case 2
In the example, it shows the result that a contact who has not made purchases would see when opening the Accela search.
Success!
Your workflow to display a personalized recommender or a coupon in Accela based on recency is now ready.
Still have unresolved questions?
Remember that you have access to our Connectif specialists. To contact them, just open a support ticket by clicking on the blue “Help” button on your dashboard.
Keep learning!
To take full advantage of your Connectif account, we recommend continuing with the following articles:
- Integration with Doofinder, to learn how to perform this integration and how to register data from contacts who open and search in Doofinder.
- Custom integration to receive data, to learn how to make use of information that is not recorded by default on the platform.
- Integrations with external systems, to integrate your Connectif account with Facebook, forms, and other webhooks from your website.
-
API Integrations, to manage events like purchase registrations or contact sign-ups.