Remarketing

Help customers who are still in the search phase of the purchasing process by impacting them with a remarketing email based on the products they have visited. This will help increase traffic to your website and boost conversion possibilities. 

In this article, you’ll learn how to create a remarketing email.

  

Objective: Conversion.
Difficulty: Intermediate.
When to use it: When you want to implement a remarketing strategy.

  

This strategy is part of our template pool. To implement it in your account, log in to your Connectif account, go to “Workflows > Create new workflow”, go to the Create from template section, type the workflow name (Remarketing) in the search bar, click  Select and then  Create.

 

How it works

To send a remarketing email with recommendations, we will configure an email in the workflow that sends subscribed newsletter contacts the products they have visited along with recommended products one day after the visit.

Actualización remarketing - 1-min.png

 

Workflow configuration

  

Before configuring your workflow, create the following elements:
— An email, to send the latest visited and recommended products.

STEP 1. "Start" Node

(This node is used to define the audience targeted by the action).

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

2. In Select a restriction, check "All my list" and select "Contacts with email".

3. In Select data source, check "All existing and new ones".

4. Click  Apply.

Actualización remarketing - 2-min.png

 

STEP 2. "On product visit" Node

(This node detects product visits).

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

6. Click Limitations and uncheck the box "Deactivate after triggering".

7. In Temporarily deactivate after event, add a limitation of “3Days.

8. Click  Apply.

Remarketing update - 3-min.png

 

STEP 3. "Wait" Node

(This node sets a waiting time before continuing through the workflow).

9. Click  (Edit node settings) on the “Wait” node.

10. In Define the waiting time, select "A time period" and set "1" Day.

11. Click  Apply.

Remarketing update - 4-min.png

 

STEP 4. "Check value" Node

(This node identifies whether the contact is subscribed to the newsletter).

12. Click  (Edit node settings) on the “Check value” node.

13. Drag the field "Newsletter subscription status" from "Contact" to the left block.

14. Then, in Operator, choose "Is selected".

15. Drag the field "Literal" to the right block and select "Subscribed".

16. Click  Apply.

Remarketing update - 5-min.png

 

If you want to learn more about the "Check value" node, click here.

 

STEP 5. "Has made purchase" Node

(This node identifies whether the contact made a purchase during the waiting period).

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

18. Click  (Edit node settings) on the “Has made purchase” node.

19. In Number of purchases made, select "Is greater than" and set "0" purchases.

20. In the next dropdown, select “In the last time interval” and set “1Day.

21. Click  Apply.

Remarketing update - 6-min.png

 

STEP 6. "Abandoned cart" Node

(This node identifies whether the contact abandoned a cart during the waiting period).

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

23. Click  (Edit node settings) on the “Abandoned cart” node.

24. In Number of carts, select "Is greater than" and set "0" carts.

25. In the next dropdown, select “In the last time interval” and set “1Day.

26. Click  Apply.

Remarketing update - 7-min.png

 

STEP 7. First "Get products" Node

(This node fetches the last products visited by the contact).

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

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

29. To select use cases, drag "Last visited products" to the right block and "Automatically related to a product" to the additional use case. Click Next  .

30. In Main case configuration, select "6" under Number of products to fetch.

31. Click Next  .

32. In Additional case configuration, select "6" under Number of products to fetch.

33. In Select the related product, choose “Product (On product visit) and click Next  .

34. In Summary, locate the Number of products to fetch and enter “6”.

35. Click Apply  .

Remarketing update - 8-min.png

 

If you want to learn more about the "Get products" node, click here.

 

STEP 8. Second "Get products" Node

(This node fetches products recommended based on the last visited products by the contact).

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

37. To select use cases, drag "Automatically related to a product list" to the right block. Click Next  .

38. In Main case configuration, select "6" under Number of products to fetch.

39. In Select related products, select "Get last visited products" and click Next  .

40. In Summary, locate the Number of products to fetch and set “6”. Also activate the box "Exclude products exported by previous nodes to this one". Click Apply  .

Remarketing update - 9-min.png

 

STEP 9. "Send email" Node

(This node sends the campaign email).

41. Click  (Edit node settings) on the “Send email” node.

42. Select the email you want to send and click Next  .

43. In the Send to section, select "Contact".

44. Specify the email type "Newsletter".

45. Configure the section “Send to contact” Parameters.

46. In Google Analytics, click "Enable Google Analytics" and then click Next  .

47. Click Apply  .

Remarketing update - 10-min.png

 

 

 

Success!
Your workflow to send a remarketing email is now ready.

  

Still have unresolved questions?
Remember that our Connectif specialists are available to help you. To contact them, just open a support ticket by clicking the blue “Help” button on your dashboard.

 


Keep learning!

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