Notify your customers who want to find out when a specific product has been discounted. To do this, first segment the contacts who want to receive a notification – this will help you to optimize resources and increase impact to boost sales.
In this article you’ll learn how to set up a sale alert (part one).
Objective: Acquisition.
Difficulty: Advanced.
When to use it: Any time you want to notify the customer of discounted products.
This strategy is part of our pool of templates. To implement it in your account, access your Connectif account and go to “Workflows Create new workflow”. In the Create from template section, enter the name of the workflow in the search engine (Discounted product alert 1/2) then click Select and Create.
How it works
To segment contacts who want to receive a notification when there’s a discount on a product, we’re going to create inline content that shows clickable content after verifying that they have one or no products pending notification. When the customer clicks, a popup appears inviting them to subscribe to an alert via a form.
Upon detecting that the form has been sent, a new popup will appear confirming the subscription. Finally, we save the ID of the indicated product and add the contact to a static segment.
Workflow configuration
Before configuring your workflow, create the following elements:
— A static segment, to add contacts who want to receive a notification about discounted products. In this example, we have called it "Sale alerts".
— Inline content, for contacts to click so that the subscription alert appears.
— Two custom fields, to save the IDs of up to two products that the contact wants to be notified about when they are on sale.
— Popup content, to show the alert subscription message and another popup to show the subscription confirmation message.
STEP 1. "Start" node
(This node will set the target audience for the action).
1. Click (Edit node settings) for the “Start” node.
2. Under Select limitation, check "All my list".
3. Under Select data source, check “All existing and new”.
4. Click Update.
STEP 2. “On product visit" node
(This node will detect contacts who visit a product).
5. Click (Edit node settings) in the "On product visit" node.
6. Set a filter "Discount percentage", choose "Equals" and select a value of "0".
7. Click + Add Filter. Set a "Unit price" filter, choose "Is greater than" and select a value of "0".
8. Click Limitations and uncheck the "Deactivate after triggering" box.
9. Click Update.
If you want to learn more about node limitations, click here.
STEP 3. First “Check value” node
(This node will identify if the first custom field created is empty).
10. Click (Edit node settings) of the “Check value” node.
11. Drag the field created for this first product from Contact to the block on the left.
12. Next, under Operator, select “Not empty”.
13. Click Update.
If you want to learn more about the "Check value" node, click here.
STEP 4. Second “Check value” node
(This node will identify if the first custom field is not empty, if the product being visited does not match the product in the custom field).
14. At the junction of this node with the previous one, click on the circle until "Yes" appears.
15. Click (Edit node settings) of the “Check value” node.
16. Drag the "External Product ID"field from When visiting a product to the block on the left.
17. Then, under Operator, select "Is equal to".
18. Drag the custom field created for the first product to the Right block.
19. Click Update.
STEP 5. Third “Check value” node
(This node will identify if the second custom field created is empty).
20. At the junction of this node with the previous one, click on the circle until "No" appears.
21. Click (Edit node settings) of the “Check value” node.
22. Drag the custom field created for this second product from "Contact" into the block on the left.
23. Next, under Operator, select “Not empty”.
24. Click Update.
STEP 6. First “Send web content: inline” node
(This node will send inline content asking for the subscription).
25. At the junction of this node with the previous one, click on the circle until "No" appears.
26. Click (Edit node settings) in the “Send web content” node.
27. Select the corresponding inline content and click Next .
28. In Configuration, add the appropriate selector to display the content.
29. In the Variables step, link any variables there may be.
30. Click Complete .
To learn more about inline web content, click here.
STEP 7. “On link click” node
(This node will detect the contact's click on the inline content shown in the previous node).
31. Click (Edit node settings) in the “On link click” node.
32. In Select the type of filter, choose "On clicking on a specific link in content" and select the corresponding Inline content to which it should react. Below, determine the link of the content you want it to react to.
33. Click Update.
STEP 8. Second “Send web content: popup” node
(This node will send a popup with the subscription form).
34. Click (Edit node settings) in the “Send web content” node.
35. Select the corresponding Popup content and click Next .
36. In the Variables step, link any variables there may be.
37. Click Complete .
If you want to learn more about Popup web content, click here.
STEP 9. “On form submission” node
(This node will detect the moment when the form is sent).
38. Click (Edit node settings) in the “On form submission” node.
39. Click on A specific form.
40. Next, select the form you want the workflow to react to. In this case, the form displayed in the popup.
41. Click Limitations and uncheck the "Deactivate after triggering" box.
42. Click Update.
STEP 10. Third “Send web content: popup” node
(This node will send a popup to confirm submission of the form).
43. Click (Edit node settings) in the “Send web content” node.
44. Select the corresponding Popup content and click Next .
45. In the Variables step, link any variables there may be.
46. Click Complete .
STEP 11. Fourth “Check value” node
(This node will identify if the first custom field created is empty).
47. Click (Edit node settings) of the “Check value” node.
48. Drag the custom field created for this first product from "Contact" to the block on the left.
49. Next, under Operator, select “Not empty”.
50. Click Update.
STEP 12. First “Set field” node
(This node the product ID will be assigned to the first custom field).
51. At the junction of this node with the previous one, click on the circle until "No" appears.
52. Click (Edit node settings) for the “Set field” node.
53. Drag the "External product ID" field from "On product visit" to the block to the left of the first field created to store a product ID.
54. Next, in the central Operator, Select "Assign."
55. Click Update.
STEP 13. Fifth “Check value” node
(This node will identify if the second custom field created is empty).
56. At the junction of this node with the previous one, click on the circle until "Yes" appears.
57. Click (Edit node settings) of the “Check value” node.
58. Drag the custom field created for this second product from "Contact" into the block on the left.
59. Next, under Operator, select “Not empty”.
60. Click Update.
STEP 14. Second “Set field” node
(This node will assign the product ID to the second custom field).
61. At the junction of this node with the previous one, click on the circle until "No" appears.
62. Click (Edit node settings) for the “Set field” node.
63. Drag the "External product ID" field from "On product visit" to the left block of the second field created to store a product ID.
64. Next, in the central Operator, Select "Assign."
65. Click Update.
STEP 15. “Add to segment” node
(This node will add the contact to the previously created static segment).
66. At the junction of this node with the previous one, click on the circle until "No" appears.
67. Click (Edit node settings) of the “Check value” node.
68. In Select a segment, choose the previously created segment from the drop-down menu.
69. Click Update.
Success!
Your workflow to segment contacts who want to be notified about product sales is now ready.
To implement the complete strategy, continue the steps in the article Discounted product alert 2/2.
Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
- Back in stock alert 1/2, for the contact to subscribe to a back in stock product alert.
- Back in stock alert 2/2, to notify the contact that they have subscribed to the product back in stock alert.
- Discounted product alert 2/2, to notify the contact that they have subscribed to the discounted product alert.
- Sale announcement, to display an ad for your sales.