Design a strategy that shows personalized products to each contact using dynamic content and a workflow. This allows you to adapt the content of your website to the lifecycle of each user, keeping content fresh and relevant to improve the conversion rate.
In this article, you’ll learn how to display personalized products in your content.
Implementation time: 20 minutes.
Difficulty: Medium
When to use it: When you want to show personalized products to users on your website.
STEP 1. Create content with a dynamic product block
1. Go to the left-hand menu to access Content and create a new dynamic content element.
Remember that you can create web content, an email or a web push notification, depending on your strategy.
2. Include a dynamic component in the design to show the products.
If your content is web content or an email, we recommend checking out:
— How to create a personalized product block in your web content.
— Creating a personalized product block in an email.
If your content is a push notification, don’t forget that you can only show one product. However, you can use either of the above guides as a reference.
In our example, we created an email design with products from the abandoned cart to try to retrieve the purchase.
3. When your design is finished, click Save in the editor.
STEP 2. Creating and designing the workflow
(In this section we explain the elements that a workflow must contain as a minimum to display personalized products in content).
4. Go to “Workflows” and click Create new workflow. If you already have a workflow created for this strategy, click More and then Edit in the drop-down.
Don’t forget that you can use any of our templates to send personalized content to the contact.
In our example, we’ve used the Connectif Abandoned cart by email template.
5. If you’ve created a workflow from scratch, bear in mind when designing your strategy that it should include as a minimum:
— One node that obtains product data.
The following nodes belong to the E-commerce category and can gather product data:
— Trigger-type nodes: "On purchase", "On product visited", "On product searched", "On cart abandoned" and "On product added".
— Action-type nodes: "Get purchase information", "Get products" "Get last cart".
— An action node that sends the content personalized with said items to the user.
The action nodes that send products via personalized content are: "Send Web Content", "Send email", "Show push notification".
In our example, the product information is obtained from the "On Cart Abandoned"node. This node contains the data for all the items in the abandoned cart.
In our example, the personalized content is sent via the "Send email" node.
STEP 3. Configuring the node that sends personalized content
(In this section we will configure the corresponding node to send the content created in STEP 1).
6. In the node that sends web content, click (Edit node settings).
In our example, the "Send email" node is used to show the content to the contact.
7. Select the content to send in the node.
8. Click Next.
9. In the next step, configure the settings for sending according to the characteristics of the node used.
In our example, the email has been configured as a newsletter, in accordance with GDPR, and the usual sending parameters have been included. The tracking functions have also been enabled in Google Analytics.
10. 8. Click Next.
STEP 4. Assigning variables in the node that sends content
(This section explains how to link product data obtained in your workflow with the variables of your dynamic content).
To carry out this step, we recommend reading this article on what are variables and how to use them in Connectif..
11. In the last step of the settings of the content to sent, Variables, identify the elements to link.
12. Drag the data from the list gathered from previous nodes (left-hand column) to the corresponding middle column to establish the relationship with the variable created in the dynamic content (right-hand column).
Some of the most common associations of variables are:
"Name" : Contact name.
"Title" : Product name.
"Description" : Product description.
"ButtonUrl" : URL of the product detail, in the product sheet on the ecommerce site.
"ImageUrl" : Product image.
"Price" : Current price of the product.
In our example, the variables originating from Contact data from the "Start" node have been assigned first.
Continuing with our example, the data originating from the "On cart abandoned", node have been assigned second. These contain product information with the variables of the dynamic content.
If you’d like to learn more about the different data included in the product information sheet, click here.
13. (Optional) Assign the literal values to the variables that require them..
A literal value is a defined, static value that will be common to all contacts, as opposed to the dynamic data that changes according to the contact and their behavior.
In our example, the button links (buttonURL) always link to the cart page, hence why a literal value is used.
Another way to obtain this result would be to implement this behavior in STEP 1, in the button settings in the content editor.
14. Click Finish.
15. In the workflow, click Save to save your changes and Start to activate it.
Success!
Your workflow for sending content with personalized products is now ready.
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
- Insert an inline in your ecommerce site, to insert personalized content in your website without changing the code.
- Show discount percentage only when there’s a discount in web content, to personalize the behavior of dynamic content according to whether the product has a discount.
- Show discount percentage only when there’s a discount in an email, to personalize the behavior of dynamic email content according to whether the product has a discount.
- Weekly push with personalized product, to send a weekly personalized product via web push.