In this lesson, you’ll learn how to 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’ll be able to send direct, personalized communications to boost conversion.
Objective: Conversion.
Elements used: Push.
Implementation time: 1 hour.
We recommend following all the steps and implementing this strategy from scratch in your account. However, if you need a shortcut, you can use the Weekly personalized product campaign, template in the Workflows Templates Directory.
Lesson summary
In this lesson, you’ll learn:
- All about the "Schedule" node, to schedule actions that you want to perform on a regular basis.
- How to display a push notification with a custom product by using variables.
At the end of the lesson, you will have created in your account:
The weekly product campaign contained in this workflow, which you can use to send automated push notifications with a personalized product to contacts who are subscribed to that channel.
Strategy configuration
STEP 0. Workflow creation
How to create the workflow for this strategy
1. In your Connectif account, click "Workflows > Create new workflow" and then 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 will establish the target audience for the workflow).
4. Click (Edit node settings) for the “Start” node.
5. Under Select limitation, check "All my list" and select "Contacts subscribed to push notifications".
6. Under Select data source, check "All existing and new".
7. Click Update.
In this step, we have instructed Connectif to activate the workflow for all contacts who are subscribed to push notifications, both new and existing.
STEP 2. “Schedule” node
How the "Schedule" node works
This node is used to program actions that you want to perform on a regular basis. In the node interface, you can configure the scheduling options:
- How often do you want it to repeat? To determine the periodicity. For example: weekly, every week, on Fridays.
- Select the time of day at which to launch the cycle. To set the time at which that action will be repeated.
- Select when to stop repeating. To determine the repetition limit for that action.
How to configure the "Schedule" node for this strategy
(In this node, contacts will be entered into the workflow again after a week has passed).
8. In the node selection menu, go to "Actions > System" and drag the "Schedule" node into the editor so that it connects to the "Start" node.
9. Click (Edit node settings) for the “Schedule” node.
10. Select the frequency with which you want the campaign to repeat, in this case "Weekly". Then select "Every week" and your preferred day of the week. For this example, "Wednesday".
11. For At this time, choose the time and time zone you want to activate the campaign each week. In this case, "9:00" and "Europe/Madrid".
12. Click Update.
In this step we have instructed Connectif to activate this strategy weekly, on Wednesdays at 9:00 Europe/Madrid time.
STEP 3. First “Fetch products” node
How to configure the "Fetch products" node for this strategy
(This node will fetch the last product visited by the contact, preferably in the last 7 days. If they haven’t visited any in that period, a product visited in the last 30 days will be fetched).
13. In the node selection menu, go to "Actions > Ecommerce" and drag the "Fetch products" node into the editor so that it connects to the "Schedule" node.
14. Click (Edit node settings) in the “Fetch products” node.
15. To select the use cases from which to fetch the products, drag "Last visited products" to the block on the right. Click Next .
16. Under Main use case settings:
- Select "1" under Number of products to fetch to obtain one product.
- In Configure the conditions to define a specific set of products, filter "In the last time interval" and, in the “Days” field, type “7”, to return a product that the contact has visited in the last seven days.
17. Click Next .
18. Under Summary, locate the Number of products to fetch section and enter “1”. Next, uncheck the “Fill with products until selected limit” box.
19. Give the node a name to differentiate it from the second "Fetch products", node, in this case "Fetch Last Visited Products" and click Finish .
In this step, we have told Connectif to fetch the last product visited by the contact. This product will be used in the next node to fetch the recommended products.
STEP 4. Second “Fetch products” node
How to configure the "Fetch products" node for this strategy
(This node will fetch the recommended product that will be sent in the push).
20. In the node selection menu, go to "Actions > Ecommerce" and drag the "Fetch products" node into the editor so that it connects to the first "Fetch products" node.
21. Haz clic en (Edit node settings) in the “Fetch products” node.
22. To select the use cases, drag "Automatically related to a list of products" to the block on the right and "Best sellers" to the additional use case. Click Next .
23. In Main use case settings:
- Select "12" under Number of products to fetch.
- Under Select related product, select "Fetch last viewed products". This information will be obtained from the previous node.
- In Configure the order in which products will be chosen, select "Sort by descending rating", so that the best rated products are chosen first.
- Check the "Shuffle the fetched products" box.
24. Click Next .
25. Under Additional use case settings:
- Select "12" under Number of products to fetch.
- Under Select the time period of the visits, choose "Shuffle the fetched products" box. Click Next .
26. In Summary, select "1" in Number of products to fetch and activate "Exclude the products exported by the nodes before this one". This will return only one product in the node for each contact, excluding products from previous nodes.
27. Give the node a name to differentiate it from the first "Fetch products", node, in this case "Fetch Recommended Products" and click Finish .
In this step we have told Connectif to fetch 12 products among those that are automatically related to the last one visited by the contact. If there aren’t 12 such products, Connectif will fetch 12 products from among the most visited and best rated. Even if the node fetches 12 products, the notification will only show one, obtained randomly from among the results.
STEP 5. “Show push notifications” node
How to set up the push notification for this strategy
(In this step you’ll create the push notification that will be used in this weekly campaign).
28. In the node selection menu, go to "Actions > Web" and drag the "Show push notifications" node, click "Fetch products" node.
29. In the "Show push notifications" node, click (Edit node settings). Click Create new content.
30. When creating a new notification, in the Toolbox panel, click the General ptab to edit the parameters of the general appearance of your notification.
31. Click the Content tab to access the design options for your push notification.
If you need them, all the steps to create a push notification are available in this lesson.
32. Add variables to your notification to customize it. In this case, include variables in the push message, in the redirect URL, and in the product image.
- Click (Define a dynamic variable) in the Push notification message section and create the variable named product_name to link it later with the Connectif product name field.
- Click (Define a dynamic variable) in the Push notification message section and create the variable named product_price to link it later with the Connectif product price field.
- Click (Define a dynamic variable) in the Add URL to redirect section and create the variable with the name product_url to link it later with the Connectif product URL field.
- Click (Define a dynamic variable) in the Image URL section and create the variable with the name product_image to link it later with the Connectif product image field.
33. Click Save and Back to content list to finish configuring the node.
How to configure the "Show push" node for this strategy
(In this node you’ll configure the sending of the push notification).
34. Select the web push created in the previous step.
35. In Select expiration date for push notification, choose "Time interval since node execution" and add "3" Days so that the contact does receive the notification if the do not open the browser within the three days after the node activation.
36. Click Next .
37. In Mappings, link the Connectif fields obtained from the second "Fetch products" node, Recommended Products, with the variables you created for the push. This way, you’ll personalize the message for each contact.
- Drag the product Name field to match the {{product_name}} variable. The image that appears on the product sheet will now appear in the email.
- Drag the product Unit price field to match the {{product_price}} variable. The price that appears in the product sheet will now appear in the email.
- Drag the product Image Url field to match the {{product_image}} variable. The image that appears on the product sheet will now appear in the email.
- Drag the Detail Url field to match the {{product_url}} variable. This variable now will include the address of the product sheet that appears in your catalog.
38. Click Finish .
In this step we have instructed Connectif to send the push notification with the product fetched from the two previous nodes combined, which will be customized for each contact with the variables we have configured.
Result
After completing the steps, you will have created a weekly push notification campaign to send to your contacts who are subscribed to that channel, personalized with a recommended product for them.
Continue your tour
Now that you've completed this lesson, move on to the next and final lesson in this course and create a product recommendation strategy based on user RFM value.
Congratulations!
You’ve reached the end of the tutorial.
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Related reading
If you want to dive deeper into any of the topics covered in this lesson, you can access this guide documentation:
- Automatically related products, to understand how Connectif learns and relates products to one another.
- Custom integration to send data from Connectif, to sync existing data in Connectif with other platforms.
- Custom integration for receiving data, to synchronize your contacts' data based on events generated on other platforms.