Course: Get started with your first Connectif strategies

Want to start creating your Connectif marketing automation strategies as quickly and efficiently as possible? This guide gives you a tour of the main strategies to use in your account as well as a complete step-by-step guide to configuring them, so you can start achieving results right away.

By implementing these flows in your account, you’ll not only learn how to create your first workflows, you’ll also acquire knowledge and skills in the main Connectif areas that’ll support you throughout your campaigns. 

  

Before starting to create these strategies, you’ll need to have integrated your ecommerce with Connectif. If you haven’t yet done so, this step-by-step guide has all the information you need to create your integration, whether via a module or a custom integration.

 

After completing these lessons, you’ll have created strategies in Connectif to:

  • Optimize email contact capture.
  • Acquire contacts for your push channel.
  • Recover abandoned carts.
  • Recommend related products on your product sheets.
  • Close sales via a remarketing email.
  • Reactivate your dormant shoppers.
  • Recommend products via weekly push notifications.
  • Target your contacts according to their purchasing value.
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In addition, you’ll learn about:

  • The workflow editor, for configuring your workflows.
  • The types of nodes and the main nodes, what to use them for and their configuration.
  • Limitations in nodes to delimit their activation.
  • The different types of Contact segments, to learn how different contact groups work.
  • How to create content in Connectif with the web content editor.
  • How to add a form to web content.
  • How to create an email in Connectif with the email editor.
  • How to create and add variables to your content.
  • How to use the predefined links in an email.
  • How to create inline content and insert it into your website.
  • How to create a push notification with the Push Notification Editor.
  • How to create custom fields to obtain valuable information about your contacts.

Why should I complete these lessons?

If you’re new to Connectif and/or need some help getting started, this guide is for you. These lessons are designed to give you an agile way to create your first campaigns.

Follow the tour and you’ll learn everything you need to know about Connectif and its features while setting up an effective global set of strategies in your account. 

 

Course index

1. Grow your email lists with a double opt-in recruitment strategy

The double opt-in is the optimal subscription model for your email lists, helping you build a solid and refined database. With Connectif you can create a contact acquisition workflow with double confirmation of the subscription to grow and improve your email lists with a single strategy. 

What you’ll learn

This is the most important strategy on the course, where you’ll learn about features such as:

  • The workflow editor, for designing your workflows.
  • The "Start" node, where you can configure audiences.
  • The "Check value" node, for splitting the flow based on contact information.
  • The "On page visit", "On opening of web content", "On form submission" and "On link click" nodes, to respond to different contact interactions.
  • The "Set field" node, to modify your contact fields via a workflow.
  • Limitations in nodes to delimit their activation.
  • How to create and display web content in Connectif and how to add a form to a piece of content.
  • How to create and send an email in Connectif and how to use the predefined links.
  • How to create and add variables to your content to personalize it.

What you’ll learn to configure in your account:

In this lesson, you’ll learn and implement the workflow containing the recruitment strategy for your newsletter with a double opt-in subscription

Access to the material

This lesson is divided into three parts and you’ll need to complete all of them to activate the strategy:

 

2. Create a push notification subscription strategy

Take advantage of the push channel to immediately target more contacts via browser notifications. 

What you’ll learn

  • How to create inline content and insert it into your website.
  • How to create a push notification with the Push Notification Editor.
  • How to use the "Show push notifications" node to use this communication channel.

What you’ll learn to configure in your account:

In this lesson, you’ll learn and implement the workflow containing a push acquisition strategy to encourage visitors to sign up for this communication channel.

Access to the material

 

3. Create your abandoned cart funnel

An abandoned cart recovery strategy will help you improve your ecommerce conversion rate and close incomplete purchases. Take advantage of the knowledge Connectif provides to create a sequence of personalized emails, reminding contacts of the latest products added to their cart in order to recover their incomplete purchases and increase your sales.

What you’ll learn about

  • The "On cart abandonment" node, to activate the flow when a contact leaves the purchase process with products in their cart.
  • The "Wait" node, to activate waiting spaces in your workflows.
  • The "Has purchased" node, to check the purchases a contact has made in a given period.
  • Catalog synchronization in Connectif, to understand how and when the products are updated.

What you’ll learn to configure in your account:

In this lesson, you’ll create and implement a workflow that contains a cart recovery funnel via an email sequence.

Access to the material

 

4. Add an inline recommender to your product sheets

By recommending personalized products while a contact browses your ecommerce site, you can increase the probability of a purchase and its value. With Connectif, you can easily add a recommender banner created with inline web content. 

What you’ll learn about

  • The “On product visit" node, to detect contacts’ visits to a product file.
  • The "Fetch products" node, to obtain the products that will be displayed later in some type of content.
  • How to create and insert inline content on the page.

What you’ll learn to configure in your account:

In this lesson, you’ll learn about and implement the workflow to display an inline recommender in product sheets, to improve retention and sales.

Access to the material

 

5. Close sales with a remarketing strategy

A remarketing strategy is essential for your ecommerce business – it’ll help you close sales among potential customers who are still in the search phase. With Connectif, you can create flows that target your contacts based on the products they’ve visited, thereby promoting web traffic and conversion.

What you’ll learn

  • The "Has abandoned cart" node, to check if a contact has left without completing a purchase in a given period.

What you’ll learn to configure in your account:

In this lesson, you’ll learn and implement a workflow for sending a remarketing email to increase sales conversion among potential customers.

Access to the material

 

6. Reactivate your dormant shoppers

Take advantage of your database to boost sales among contacts who are already customers. With Connectif, you can create email flows that target your customers with products they’re interested in, to boost traffic and conversions. 

What you’ll learn

  • The different types of Contact segments, to learn how different contact groups work.
  • About the "On entering segment" and "On leaving the segment" nodes, to check if a contact has left without completing a purchase in a given period.
  • How to create a Dynamic Segment plus, to group segments precisely by combining their activities and their metrics.

What you’ll learn to configure in your account:

In this lesson, you’ll learn and implement a workflow to send a wake-up email to dormant shoppers to increase repeat sales.

Access to the material

 

7. Boost your sales with a push campaign of personalized products

Push notifications are a concise and effective communication channel. By automating this type of campaign in Connectif to periodically send a product of interest to your subscribers, you’ll be able to send direct, personalized communications to boost conversion.

What you’ll learn

  • All about the "Schedule" node, to schedule actions that you want to perform on a regular basis.
  • How to customize a push notification with a custom product by using variables.

What you’ll learn to configure in your account:

In this lesson, you’ll learn about and implement a workflow to create a weekly push notification campaign to increase conversion.

Access to the material

 

8. Create a referral campaign based on the user's RFM value

By using the segments of the RFM analysis model, you can carry out a differentiated strategy according to the customer’s importance. Send special communications to your most valuable contacts and offer them recommendations that encourage them to make a purchase. 

What you’ll learn about

  • RFM analysis: what it is, how it works and how to apply it in a strategy.
  • The “Fetch purchase information” node, used to obtain data related to the contact’s previous purchases.
  • The "Is in segment" node, to check if a contact belongs to a certain segment.
  • How to create segments based on user value.
  • How to create a custom field to log information about your contacts that is not on their file by default.

What you’ll learn to configure in your account:

In this lesson, you’ll learn how to implement a workflow to create a personalized referral campaign based on the user's RFM value.

Access to the material

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