Offer your high-value customers the chance to purchase discounted products on the website that relate to their previous purchases, using inline content to boost sales.
In this article, you’ll learn how to create a premium recommender banner.
Objective: Retention.
Difficulty: Beginner.
When to use it: Any time you want to boost offers.
This strategy is part of our pool of templates. To implement it in your account, access your Connectif account and go to “Workflows Create new workflow”. In the Create from template section, enter the name of the workflow in the search engine (Premium upselling) then click Select and Create.
How it works
To display the banner, we’ll configure a workflow with inline web content. This will appear with the discounted products when the contact is browsing the website.
Workflow configuration
Before configuring your workflow, create the following elements:
— A product segment, in this case, Discounted products, to select the products on offer.
— Inline content, to display the discounted products on the website.
STEP 1. “Start” node
(This node will set the target audience for the action).
1. Click (Edit node settings) for the “Start” node.
2. Under Select limitation, check “All my list”.
3. Under Select data source, check “All existing and new”.
4. Click Update.
STEP 2. “On page visit” node
(This node will detect contacts who visit any page with a category).
5. Click (Edit node settings) in the “On page visit” node.
6. Under Limitations, uncheck the “Deactivate after triggering” box.
7. Click Update.
If you want to learn more about node limitations, click here.
STEP 3. “Check value” node
(This node will identify contacts that have a Monetary value of 4 or 5 in the RFM model).
8. Click (Edit node settings) of the “Check value” node.
9. Drag the "RFM - Monetary value" field from "Contact" to the block on the left.
10. Next, under Operator, choose "Is included in".
11. Drag the "Literal" value to the block on the right and select "4" and "5".
12. Click Update.
STEP 4. “Fetch products” node
(This node will fetch the last products purchased by the contact).
13. At the junction of this node with the previous one, click on the circle until "Yes" appears.
14. Click (Edit node settings) in the “Fetch products” node.
15. To select the use cases, drag "Last purchased products" to the block on the right and click Next .
16. In Main use case settings, select "10" in Number of products to fetch.
17. Click Next .
18. In Summary, locate the section Number of products to fetch and indicate “10”. Then uncheck the box "Fill with products until selected limit".
19. Click Complete .
If you want to learn more about the “Fetch products” node, click here.
STEP 5. “Fetch products” node
(This node will obtain fetch discounted products that are automatically related to products that the contact purchased).
20. Click (Edit node settings) in the “Fetch products” node.
21. To select the use cases, drag Automatically related to a list of products to the block on the right and click Next .
22. In Main use case settings, select "10" in Number of products to fetch.
23. In Select the origin of products, choose "In a product segment" in the first selector and, in the second, the created segment. In this case, "Discounted products". Click Next .
24. In Summary, locate the section Number of products to fetch and indicate “10”. Then uncheck the box "Fill with products until selected limit".
25. Click Complete .
STEP 6. “Send web content: inline” node
(This node will send inline content with the products fetched in the previous node).
26. Click (Edit node settings) in the “Send web content” node.
27. Select the corresponding inline content and click Next .
28. In Configuration, add the appropriate selector to display the content.
29. In the Variables step, link any variables there may be.
30. Click Complete .
To learn more about inline web content, click here.
Success!
Your workflow to establish a premium upselling banner is now ready.
Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, open a Support ticket by clicking the blue “Help” button on your dashboard.
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
- Cart recovery, to send an abandoned cart email to contacts who abandon a cart on the site.
- Cross selling, to show users a product banner related to the last products purchased.
- Recommender on product sheet, to show products recommended to the one visited in the product sheet.
- Best-seller recommender on product sheet, to show the best-selling products on the product sheet.