Increase your customers’ purchase recurrence by showing them a coupon in their searches or help your contacts make a first purchase by showing them products related to their ApiSearch search. In this way, you will personalise your interactions with the contacts who open ApiSearch and encourage the conversion of new contacts and customer recurrence.
In this article you will learn how to insert an inline recommender in ApiSearch.
Objective: Conversion.
Difficulty: Intermediate.
When to use it?: In any recommendation strategy.
This strategy is not in our template pool because, in order to implement it, you will first need to have completed the integration with ApiSearch in your account, to have access to information about the searches made by the contact.
How it works
In this strategy, to interact with the contacts who open the ApiSearch search engine, show an inline with a coupon if the contact has made a purchase, based on the data of their recency (RFM analysis) and, if they have not yet made a purchase, show another inline with recommended products, based on the last ones the contact has visited or, if they haven’t visited any, on the most viewed of the eCommerce.
Workflow configuration
Before configuring your workflow, you will need:
— To have completed the integration of your Store with ApiSearch, in order to have the trigger node that activates the workflow.
— Two inline content items, one to display the coupon and another to display recommended products.
— A coupon, to share with contacts who haven’t made a purchase yet.
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, choose "All my list".
3. In Select the data source, select "All existing and new ones".
4. Click on Update.
STEP 2. “On page visit” Node
(In this node, contacts who visit the eCommerce will be detected).
5. Click on (Edit node settings) of the “On page visit” node.
6. Click on Limitations and in "Temporarily deactivate after event", enter "1" Days.
7. Click on Update.
STEP 3. “Check value” Node
(In this node, it will be identified whether contacts have made a purchase, based on whether their Recency is 1 or 2).
8. Click on (Edit node settings) of the “Check value” node.
9. Drag the field "RFM‑Recency" from "Contact" into the block on the left.
10. In Operator, select "Is any of".
11. In the block on the right select the values "1" and "2".
12. Click on Update.
STEP 4. “Get products” Node
(In this node we will obtain the last products visited by the contact who has not made any purchase. If they haven’t visited any product, we will obtain the most‑visited products in the store).
13. On the connection between this node and the previous one, click on the circle until “No” appears.
14. Click on (Edit node settings) of the “Get products” node.
15. To select the use cases, drag "Last products visited" to the right block and "Most visited products" to the additional use case. Click on Next .
16. In Main case configuration, select "4" in Number of products to obtain.
17. Under Configure the conditions to define a specific set of products, choose "Any date" and click Next .
18. In Additional case configuration, select "4" in Number of products to obtain.
19. In Select the timeframe of visits, choose "Most visited".
20. Now in Summary, locate the section Number of products to obtain and enter “4”.
21. Click on Finish .
STEP 5. First node “Send web content: inline”
(In this node we will show the inline with the recommended products to contacts whose Recency is not 1 or 2 at the moment they open ApiSearch).
22. Click on (Edit node settings) of the “Send web content” node.
23. Select the corresponding inline content and click Next .
24. Under Configuration select ID in Selector and enter "connectif‑content", and in Position relative to the selected element, check Replacing the interior.
It is essential to use this ID so that the inline appears in the ApiSearch searches.
25. Under Variables, map the variables from the “Get products” node to the product variables that the inline will contain.
26. Click on Finish .
STEP 6. “Assign coupon” Node
(In this node we will obtain the coupon to be shown to contacts whose Recency is 1 or 2, after the previous node’s check).
27. On the connection between this node and the previous one, click the circle until “Yes” appears.
28. Click on (Edit node settings) of the “Assign coupon” node.
29. Select the coupon set created for this group of contacts.
30. Click on Finish .
STEP 7. Second node “Send web content: inline”
(In this node we will show the inline with the discount coupon to contacts whose Recency is 1 or 2 at the moment they open ApiSearch).
31. Click on (Edit node settings) of the “Send web content” node.
32. Select the corresponding inline content and click Next .
33. Under Configuration select ID in Selector and enter "connectif‑content", and in Position relative to the selected element, check Replacing the interior.
It is essential to use this ID so that the inline appears in the ApiSearch searches.
34. In Variables, drag the field "Coupon code" from "Assign coupon" into the block on the left.
35. In Operator, select "Assign".
36. Click on Finish .
Result
Upon completing this strategy, you will have inserted an inline recommender on your website so that, when contacts open the ApiSearch search engine, they will be shown recommended products if they are not buyers (Case 1), or receive a discount coupon, if they are buyers (Case 2) .
Result Case 1
In the example, the result seen by a contact who has not made any purchases when opening ApiSearch is shown: an inline with recommended products.
Result Case 2
In the example, the result seen by a contact with Recency 1 or 2 when opening ApiSearch: the discount coupon to encourage another purchase.
Success!
Your workflow to display a personalised recommender in ApiSearch is now ready.
Have unanswered questions?
Remember that our Connectif specialists are at your disposal. To contact them, you just need to open a ticket with Support by clicking the blue “Help” button on your dashboard.
Keep learning!
To take full advantage of your Connectif account, we recommend continuing with the following articles:
RFM Analysis, to understand how this model works and the value of your buyers.
Custom integration for receiving data, to learn how to use information that is not recorded by default on the platform.
External system integrations, to integrate your Connectif account with Facebook, forms, and other webhooks from your website.
API integrations, to manage events such as purchase registrations or contact sign-ups.