Product Sheet

Product sheets are where you can view all the information collected by Connectif about your eCommerce products individually. Becoming proficient in its interface will help you review data about their category, tags, and other features to leverage in your strategies.

 

How to Access?

You can access the product sheet through the path "Ecommerce > Catalog".

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Interface

The main interface of the product sheet consists of four blocks:

1. Search: to search for products within the catalog.

2. Filter: to filter product segments.

3. Creation, import, synchronization, and deletion: to manually add new products, perform imports or review their history, as well as activate bulk product synchronization.

4. Product list: to view, access the detail page, and edit products.

 

Learn how to import products in this article.

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When accessing a specific product, two tabs are distinguished:

5. Detail: to review the collected data of the product.

6. Related products: to view products associated with that item. 

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How It Works

The product sheet contains all the data Connectif has collected about it. By default, this information is shared with Connectif every time a user visits it on the website.

These sheets are particularly useful to know product properties that can be used in dynamic content or to create segments.

All data in the product sheets comes from the eCommerce, and except for three fields (see point 2), they cannot be edited from the sheet. 

  

If the eCommerce catalog has data that Connectif does not collect, such as product sizes or colors, these can be included in custom fields by modifying the integration to bring that information into Connectif. 

1. Review Product Data

Locate the product in the product list (4) and click (Edit) to access its sheet.

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Product Properties

These are updated in Connectif by default each time a contact visits a product page, through the visited product tag (if integrated via tags) or the visited product notification (if integrated via JavaScript).

  • "Name".
  • "ID".
  • "Description".
  • "Detail URL".
  • "Image URL".
  • "Thumbnail URL".
  • "Unit Price".
  • "Original Unit Price".
  • "Unit Price Without Taxes".
  • "Discounted Amount".
  • "Discount Percentage".
  • "Brand".
  • "Categories".
  • "Tags".
  • "Explicitly Related Products".
  • "Custom Field 1".
  • "Custom Field 2".
  • "Custom Field 3".
  • "Publication Date".
  • "Status".
  • "Rating".
  • "Number of Ratings".
  • "Number of Reviews".
  • "Units in Stock".

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Update Properties

These inform about the status of the product update.

  • "Update Date".

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Editable Properties

These provide data that can be manually edited from the product sheet.

  • "Priority"
  • "Units in Stock".
  • "Blacklisted".

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Segment Property

Shows which segments the product belongs to, if it has been included in any.

 

Learn how product segments work in this article.

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2. Edit Product Sheet Data

In the Detail tab (5) of a product sheet, three data points can be edited:

  • Priority: to order products and show those with higher priority, for example, in the "Get products" node. 

 

Learn how the "Get products" node works in this article.

  • Units in stock: to set the quantity of that product remaining in stock.

  • Blacklist: to add products to a blacklist so they are not recommended.

     

3. Update and Verify a Product 

After making changes to a product in the eCommerce, you can update and verify its information in Connectif by clicking the Verify product now button found on each product’s sheet to update the information of a specific item.

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4. Synchronize All Products in the Catalog

Click the Product Synchronization button, located in the creation, import, synchronization, and deletion block (1) to update the entire catalog.

  • Learn how to configure bulk product synchronization in Connectif in this article.

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5. Delete a Product

In the product list (4) click on   (Delete Product) for the product you want to remove.

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In the pop-up window, you must confirm the deletion by clicking Delete Product

 

This action cannot be undone and has several implications on your catalog and Store that you can review in this article.

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In the Creation, import, synchronization, and deletion panel (1) click on   (Delete Catalog)

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In the pop-up window, you must confirm the deletion by typing "Delete" and clicking to delete all products.

 

This action cannot be undone and has several implications on your Store that you can review in this article.

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7. Review Related Products

Access the Related Products tab (6) to check the items that Connectif automatically establishes as related, based on contacts’ behavior regarding that product.

These are some of the criteria on which the product relation mechanism is based:

  • Connectif sets a maximum of 40 related products to a specific item.

  • Product relationships are unidirectional and not always reciprocal, meaning if product "A" is related to product "B", product "B" is not necessarily related to "A". 

  • Connectif works with the relevance or "weight" of the relationship between two products. The higher the relevance, the stronger the relationship between the two products.

  • For increasing relevance, Connectif considers:

    • Products that have been purchased together. This has significant weight in product relationships.

    • Products that have been visited following other products. This has minor weight in product relationships.

 

Do not confuse the term "relevance" with "priority." Relevance is an internal Connectif calculation and cannot be modified. Priority is a product field that can be modified by the Connectif user or through the "Contact has visited a product" tag.

  • Just as relevance can increase, it also decreases if those factors are not met.

  • The relationship between two products can be lost if relevance decreases enough.

  

If products have variants and you want to recommend them as independent items, it is necessary to assign different IDs to each variant from the eCommerce so they are collected in the catalog.

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Congratulations!
You have reached the end of the lesson.

  

Still have unresolved questions?
Remember that our Connectif specialists are available to assist you. To contact them, simply open a support ticket 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: