In this lesson, you will learn and implement a workflow to create a weekly push notification campaign to increase conversion.
Push notifications are a concise and effective communication channel. By automating this type of campaign with Connectif to periodically send a product of interest to your subscribers, you can communicate directly and personally to enhance conversion.
Goal: Conversion.
Elements used: Push.
Implementation time: 1 hour.
We recommend that you follow all the steps and implement this strategy from scratch in your account, but if you need a quick way, the Workflow Template Directory offers the Weekly Campaign with Personalized Product template that you can use.
Lesson Summary
In this lesson you will learn:
- The "Schedule" node, to program actions you want to perform at regular intervals.
- How to display a push notification with a personalized product using variables.
By the end of the lesson, you will have created in your account:
The weekly product campaign containing this workflow, through which you will automate sending push notifications with personalized products to contacts subscribed to that channel.
Strategy Setup
STEP 0. Creating the Workflow
How to create the workflow for this strategy
1. In your Connectif account, click "Workflows > Create new Workflow" and then click Create Blank Workflow.
2. Click (Edit) and name it "Weekly Push Campaign".
3. Click Apply to save the new name of your workflow.
STEP 1. "Start" Node
How to configure the "Start" node for this strategy
(This node sets the audience to which the workflow will be directed).
4. Click (Edit node settings) on the “Start” node.
5. Under Select a restriction, check "Entire list" and select "Contacts subscribed to push".
6. Under Select data source, check "All existing and new".
7. Click Update.
In this step, we told Connectif to activate the workflow for all contacts subscribed to push notifications, both new and existing.
STEP 2. "Schedule" Node
How the "Schedule" Node works
This node is used to schedule actions to be performed at regular intervals. The node interface allows you to configure scheduling options:
How often do you want it to repeat? To set the frequency. For example: weekly, every week, on Fridays.
Select the time of day to start the cycle. To set the time when the action will repeat.
Select when to stop repeating. To set the limit of repetitions for the action.
How to configure the "Schedule" Node for this strategy
(This node will reintroduce contacts into the workflow once a week has passed).
8. In the node selection menu, go to "Actions > System" and drag the "Schedule" node into the editor, connecting it to the "Start" node.
9. Click (Edit node settings) on the “Schedule” node.
10. Select how often you want the campaign to repeat, in this case "Weekly". Then select "Every week" and the day of the week you prefer. For this example, "Wednesday".
11. Under At this time of day, choose the time and time zone to activate the campaign each week. In this case, "9:00 AM" and "Europe/Madrid".
12. Click Update.
In this step, we told Connectif to activate this strategy weekly, every Wednesday at 9:00 AM Europe/Madrid time.
STEP 3. First "Get Products" Node
How to configure the "Get Products" Node for this strategy
(This node will get the last product visited by the contact, preferably within the last 7 days, but if none were visited in that period, it will get a product visited in the last 30 days).
13. In the node selection menu, go to "Actions > E-commerce" and drag the "Get Products" node into the editor, connecting it to the "Schedule" node.
14. Click (Edit node settings) on the “Get Products” node.
15. To select use cases for obtaining products, drag "Last visited products" to the right block. Click Next.
16. Under Main case configuration:
Select "1" under Number of products to get to obtain one product.
Under Set conditions to define a specific product set, filter by "In the last time interval" and in the field “Days”, enter “7” to get a product the contact visited in the last 7 days.
17. Click Next.
18. In Summary, find the section Number of products to get and set it to “1”. Then uncheck the box “Fill products up to the selected limit”.
19. Name the node to differentiate it from the second "Get Products" node; here, name it "Get Last Visited Products" and click Finish.
In this step, we instructed Connectif to get the last product visited by the contact. This product will be used in the next node to get recommended products.
STEP 4. Second "Get Products" Node
How to configure the "Get Products" Node for this strategy
(This node will get the recommended product to be sent in the push notification).
20. In the node selection menu, go to "Actions > E-commerce" and drag the "Get Products" node into the editor, connecting it to the first "Get Products" node.
21. Click (Edit node settings) on the “Get Products” node.
22. To select use cases, drag "Automatically related to a list of products" to the right block and "Most visited products" to the additional use case. Click Next.
23. Under Main case configuration:
Select "12" under Number of products to get.
Under Select related products, select "Get Last Visited Products". This info is obtained from the previous node.
Under Configure the order in which products will be selected, choose "Sort by descending rating" so that the highest-rated products are selected first.
Check the box "Randomly reorder the obtained products".
24. Click Next.
25. Under Additional case configuration:
Select "12" under Number of products to get.
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Under Select the visit period, choose "Most visited in the last week" and check the box "Randomly reorder the obtained products". Click Next
.
26. In Summary, select "1" under Number of products to get and check "Exclude products exported by previous nodes". This way, only one product will be obtained per contact in this node, excluding products from previous nodes.
27. Name the node to differentiate it from the first "Get Products" node; here, name it "Get Recommended Products" and click Finish.
In this step, we instructed Connectif to get 12 products that are automatically related to the last product visited by the contact. If none exist, it will get 12 products from the most visited and highest-rated. Although the node obtains 12 products, only one will be shown in the notification, randomly selected from the results.
STEP 5. "Show Push" Node
How to create the push notification for this strategy
(In this step, you will create the push notification used in this weekly campaign).
28. In the node selection menu, go to "Actions > Web" and drag the "Show Push" node into the editor, connecting it to the second "Get Products" node.
29. Click (Edit node settings) on the “Show Push” node. Then click Create new content.
30. When creating a new notification, in the Tools panel, click the General tab to edit the general appearance parameters of your notification.
31. Click the Content tab to access the options for crafting and designing your push.
If you need it, all the steps to create a push notification are available in this lesson.
32. Add variables to your notification to personalize it. In this case, include variables in the push message, redirect URL, and product image.
- Click (Define a dynamic variable) in the Push notification message section and create a variable named product_name to link later with Connectif’s product name field.
- Click (Define a dynamic variable) in the Push notification message section and create a variable named product_price to link later with Connectif’s product price field.
- Click (Define a dynamic variable) in the Add redirect URL section and create a variable named product_url to link later with Connectif’s product URL field.
- Click (Define a dynamic variable) in the Image URL section and create a variable named product_image to link later with Connectif’s product image field.
33. Click Save and then Return to content list to finish configuring the node.
How to configure the "Show Push" Node for this strategy
(This node will configure sending the push notification).
34. Select the web push created in the previous step.
35. Under Select an expiration date for the push notification, choose "Time interval from node execution" and add "3" Days, so if the contact does not open the browser within 3 days after node activation, the notification will not be sent.
36. Click Next.
37. Under Mappings, link the Connectif fields obtained from the second "Get Products" node, Recommended Products, with the variables you created for the push. This personalizes the message for each contact.
- Drag the product field Name to match the variable {{product_name}}. This will display the product name in the notification.
- Drag the product field Unit Price to match the variable {{product_price}}. This will display the product price in the notification.
- Drag the product field Image URL to match the variable {{product_image}}. This will display the product image in the notification.
- Drag the field Detail URL to match the variable {{product_url}}. This will include the product page URL from your catalog.
38. Click Finish.
In this step, we instructed Connectif to send the push notification with the product obtained from the combination of the two previous nodes, personalized for each contact with the variables we configured.
Outcome
After completing these steps, you will have created your strategy to send a weekly push notification campaign to your contacts subscribed to this channel, personalized with a recommended product for them.
Continue Your Journey
Now that you have completed this lesson, continue with the next and final one of this course, where you will create in your account a product recommendation strategy based on the user's RFM value.
Congratulations!
You have reached the end of the lesson.
Return to the course
Access the full course index and explanation of each lesson at this link.
Related Reading
If you want to deepen your understanding of any of the topics covered in this lesson, you can access the guide documentation:
- Automatically Related Products, to understand how Connectif learns and relates products.
- Custom Integration to Send Data from Connectif, to synchronize existing data in Connectif with other platforms.
- Custom Integration to Receive Data, to synchronize your contacts' data based on events generated in other platforms.