The product sheets are where you can view all the information collected by Connectif about the products in your eCommerce, individually. Mastering its interface will help you review data about its category, tags, and other characteristics to leverage in your strategies.
How to access?
You can access the product sheet through the path "Ecommerce > Catalog".
Interface
The main interface of the product sheet consists of four sections:
1. Creation, import, synchronization, and deletion: to manually add new products, import or review the history of these imports, and activate bulk product synchronization.
2. Search: to search for products within the catalog.
3. Filter: to filter segments of products.
4. Product listing: to view, access the detail page, and edit products.
Learn how to import products in this article.
When accessing a specific product, there are two tabs:
5. Detail: to review the data collected about the product.
6. Related Products: to view products associated with that item.
Functionality
The product sheet contains all the data that Connectif has collected about this product. By default, this information is shared with Connectif every time a user visits it on the website.
These sheets are particularly useful for understanding product properties that can be used in dynamic content or for creating segments.
All data in the product sheets comes from the eCommerce, and except for three fields (see point 2), cannot be edited from the sheet.
If the eCommerce catalog contains data that Connectif does not collect, such as product sizes or colors, they can be included in custom fields by modifying the integration to bring that information to Connectif.
1. Review product data
Locate the product in the product listing (4) and click on (Edit) to access its sheet.
Product properties
They are updated in Connectif by default every 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 Tax".
- "Discount 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".
Update properties
Provide information about the update status of the product.
- "Update Date".
Editable properties
Provide data that can be manually edited from the product sheet.
- "Priority".
- "Units in stock".
- "Blacklist".
Segment properties
Show which segments the product belongs to, if it has been included in any.
Learn how product segments work in this article.
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 display those with higher priority, for example, in the "Retrieve Products" node.
Learn how the "Retrieve Products" node works in this article.
- Units in stock: to set the quantity of this product remaining in stock.
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Blacklist: to add products to a blacklist so that 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, located on each product sheet, to update the information of a specific item.
4. Synchronize all catalog products
Click the Product Synchronization button in the creation, import, synchronization, and deletion section (1) to update the entire catalog.
- Learn how to configure bulk product synchronization in Connectif in this article.
5. Delete a product
In the product listing (4), click on (Delete Product) for the product you want to remove.
In the pop-up window, confirm the deletion of the product by clicking Delete Product.
This action cannot be undone and has implications for your catalog and store that you can review in this article.
6. Delete the entire product catalog
In the creation, import, synchronization, and deletion panel (1), click (Delete Catalog).
In the pop-up window, confirm the catalog deletion by typing "Delete" and clicking delete all products.
This action cannot be undone and has implications for your store that you can review in this article.
7. Review related products
Access the Related Products tab (6) to consult the items that Connectif automatically identifies as related, based on contact behavior regarding that product.
These are some of the criteria used for the product relationship mechanism:
- Connectif sets a maximum of 40 products related to a specific item.
- The relationship of products is unidirectional and not always reciprocal; that is, if product "A" is related to product "B," product "B" does not necessarily have to be related to "A."
- Connectif works with the relevance or "weight" of a relationship between two products. The greater the relevance, the stronger the relationship between the two products.
- To increase relevance, Connectif considers:
- Products that have been purchased together. This has significant weight in the product relationship.
- Products that have been visited following other products. This has less weight in the product relationship.
Do not confuse the term "relevance" with "priority." Relevance is an internal calculation by Connectif and cannot be modified. Priority is a product field that can be modified by the Connectif user or via 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 drops sufficiently.
If products have variants and you want to recommend them as independent items, it is necessary to assign different IDs to each variant in the eCommerce, so they are collected in the catalog.
Congratulations!
You've reached the end of the lesson.
Do you have any unresolved questions?
Remember that our Connectif specialists are at your disposal. To contact them, you only need to 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:
- Product synchronization and verification, to understand how this process is carried out in Connectif and the necessary preliminary steps.
- Product segments, to have real-time groups of products available for use in various strategies.
-
Offer recommender, to help indecisive customers decide on discounted products on the website.
- Discounted product alert, to notify potential buyers on the day the product they subscribed to is discounted.