Urgency for a sale period

Help undecided contacts remember the products they viewed before the sale period by showing them alongside a message that creates a sense of urgency to purchase.

In this article, you’ll learn how to create a product slide-in for sale periods. 

  

Objective: Conversion.
Difficulty: Intermediate.
When to use it: In any sale campaign. 

  

This strategy is part of our template pool. To implement it in your account, access your Connectif account, go to “Workflows > Create new workflow”, go to the Create from template section, enter the workflow name (Urgency for a sale period) in the search field, click Select, and then click Create.

 

How it works

To display the products, we’ll set up a workflow that launches a slide-in for contacts who viewed products during the week before the sale period. 

 

Workflow setup

  

Before setting up your workflow, create the following elements:
— A slide-in to display the products in the recommendations.

STEP 1. “Start” node

(In this node, you’ll set the audience the action will target.)

1. Click (Edit node settings) on the “Start” node.

2. Under Select a restriction, select "My entire list" and choose "Contacts without email".

3. Under Select the data source, select "All existing and new".

4. Click Update.

 

STEP 2. “On page visit” node

(This node will detect contacts who visit any page.)

5. Click (Edit node settings) on the “On page visit” node.

6. Click Limitations and clear the "Deactivate after triggering" checkbox.

7. Click Update.

 

STEP 3. First “Has visited product” node

(This node will check whether the contact has visited more than 0 products in the last 7 days.)

8. Click (Edit node settings) on the “Has visited product” node.

9. Under Number of times visited…, select “Is greater than” from the dropdown and enter “0”.

10. In the next section, select “In the last time interval” from the dropdown and enter "7" Days.

11. Click Update.

 

STEP 4. Second “Has visited product” node

(This node will check whether the contact has visited more than 4 products in less than 1 hour.)

12. At the connection between this node and the previous one, click the circle until "Yes" appears.

13. Click (Edit node settings) on the “Has visited product” node.

14. Under Number of times visited…, select “Is greater than” from the dropdown and enter “0”.

15. In the next section, select “In the last time interval” from the dropdown and enter "1" Day.

16. Click Update.

 

STEP 5. “Get products” node

(This node will retrieve the last product visited by the contact.)

17. At the connection between this node and the previous one, click the circle until "No" appears.

18. Click (Edit node settings) on the “Get products” node.

19. To select the use cases, drag "Recently viewed products" to the block on the right and click Next  .

20. Under Main case settings, select "10" for Number of products to retrieve.

21. Under Set the conditions to define a specific set of products, choose "In the last time interval" and add "7" Days. 

22. Click Next  .

23. In the Summary, locate the Number of products to retrieve section and enter “10”. Then, clear the “Fill products up to selected limit” checkbox.

24. Click Finish  .

 

To learn more about the "Get products" node, click here.

 

STEP 6. “Send web content: Slide In” node

(This node will send a slide-in with the recently viewed products.)

25. Click (Edit node settings) on the “Send web content” node.

26. Select the corresponding Slide In content and click Next  .

27. In this case, select “Immediately.”

28. In the Variables step, associate the variables if there are any.

29. Click Finish  .

 

STEP 7. “On web content open” node

(This node will limit the on product visit node so that it doesn’t react to every visit for 1 day.)

30. Click (Edit node settings) on the “On web content open” node.

31. Click Specific content, and select the Slide In content displayed in the previous node.

32. Under Limitations, in the Add external limitation section, choose “On page visit” from the dropdown and, in the next one, choose “Deactivate for a period of time”. Then, enter “1” Day.

33. Click Update.

 
 

Success!
Your workflow to display a personalized slide-in to create urgency during sales is ready.

  

Do you still have unanswered questions?
Remember that our Connectif specialists are available to help you. To contact them, simply open a support ticket by clicking the blue “Help” button in your dashboard.

 


Keep learning!

To make the most of your Connectif account, we recommend continuing with the following articles: