Use case of integration with Doofinder: inline recommender or coupon based on recency

 

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Increase repeat purchases by showing customers a coupon, or help your contacts to make their first purchase by showing them related products in their Doofinder search. This way, you’ll encourage new contacts to make a purchase and current customers to repeat. 

In this article you’ll learn how to insert an inline recommender in Doofinder.

  

Objective: Conversion.
Difficulty: Intermediate.
When to use it: In any recommendation strategy.

  

This strategy is not in our pool of templates because in order to implement it, you will first need to have created the integration with Doofinder to have the trigger node ready in your account.

 

How it works

To interact with contacts who open Doofinder, this strategy shows inline content based on the data of their recency (RFManalysis). If the contact has made a purchase, they are shown inline content with a coupon. If they have not yet made any purchase, it shows another inline with recommended products, based on those visited by the contact or, if they have not visited any, in the most viewed of eCommerce. 

 

Workflow configuration

  

Before setting up your workflow, you'll need:
— To have created the Doofinder integration with your store, to have the trigger node that activates the workflow ready.
— Two pieces of
inline content one to show the coupon and one to show the recommended products.
— A coupon, to share with contacts who have not yet made a purchase.

STEP 1. "Start" node

(In this node, you’ll 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.

Inline recomendador o cupón en Doofinder según recencia - 01-min.png

 

STEP 2. "On opening Doofinder"

(This node will detect contacts that open the Doofinder search engine).

5. Click (Edit node settings) in the “On opening Doofinder” node.

6. Click Limitations and "Temporarily disable after event" and enter "1"Days.

7.  Click Update.

Inline recomendador o cupón en Doofinder según recencia - 2-min.png

 

STEP 3. “Check value” node

(This node will identify if the contacts have made any purchases, based on whether their Recency is 1 or 2).

8. Click (Edit node settings) in the “Check value” node.

9. Drag the "RFM-Recency" field from "Contact"to the left block.

11. Under Operator, select "Is one of."

12. In the block on the right select the values "1" and "2".

13. Click Update.

Inline recomendador o cupón en Doofinder según recencia - 3-min.png

 

STEP 4. “Assign coupon” node

(This node will obtain the coupon to be shown to contacts who have made a purchase after being checked in the previous node).

14. At the junction of this node with the previous one, click on the circle until "Yes" appears.

15. Click (Edit node settings) in the “Assign coupon” node.

16. Select the coupon set created for this contact group

17. Click Complete .

Inline recomendador o cupón en Doofinder según recencia - 4-min.png

 

STEP 5. First “Send web content: inline” node

(In this node the inline content with the discount coupon will be shown to contacts who have a Recency of 1 or 2 at the time they open Doofinder).

18. Click (Edit node settings) in the “Send web content” node.

19. Select the corresponding inline content and click Next.

20. In Settings, select ID in Selector and indicate "connectif-doofinder-banner". In Position regarding the selected, element, check Replacing the inside.

Inline recomendador o cupón en Doofinder según recencia - 5-min.png

21. Under Variables, drag the "Coupon code" field from "Assign coupon" to the block on the left.

22. Under Operator, select "Assign".

23. Click Complete .

Inline recomendador o cupón en Doofinder según recencia - 6-min.png

 

STEP 6. “Fetch products” node

(This node will fetch the last products visited by the contact who has not yet made a purchase. If they haven’t visited any products, it will fetch the most visited products from the store).

24. At the junction of this node with the previous one, click on the circle until "No" appears.

25. Click (Edit node settings) in the “Fetch products” node.

26. To select the use cases, drag "Last visited products" to the block on the right and "Most visited products" to the additional use case. Click Next.

27. In Main use case settings, select "10" in the Number of products to fetch.

28. Under Configure the conditions to define a specific set of products, choose Any date then click Next  .

Inline recomendador o cupón en Doofinder según recencia - 7-min.png

29. Under Additional use case settings, select "10" under Number of products to fetch.

30. Under Select the time period of the visits, choose "Most visited".

Inline recomendador o cupón en Doofinder según recencia - 8-min.png

31. In Summary, locate the Number of products to fetch section and indicate “10”.

32. Click Complete .

Inline recomendador o cupón en Doofinder según recencia - 9-min.png

 

STEP 7. Second “Send web content: inline” node

(In this node the inline content with the discount coupon will be shown to contacts who do not have a Recency of 1 or 2 at the time they open Doofinder).

33. Click (Edit node settings) in the “Send web content” node.

34. Select the corresponding inline content and click Next.

35. In Settings, select ID in Selector and indicate "connectif-doofinder-banner". In Position regarding the selected, element, check Replacing the inside.

Inline recomendador o cupón en Doofinder según recencia - 10-min.png

36. Under Variables, associate the variables in the “Fetch products” node with the product variables that the inline will contain.

37. Click Complete .

Inline recomendador o cupón en Doofinder según recencia - 11-min.png

 

Result

By completing this strategy, you will have inserted an inline recommender on your website so that when contacts open the Doofinder search engine, they receive a coupon if they are purchasers (Case 1), or recommended products if not (Case 2).

 

Case 1 Result

Inline recomendador o cupón en Doofinder según recencia - 12-min.png

 

This example shows the result that a contact with Recency 1 or 2 would see when opening the Doofinder search engine.

Case 2 Result

Inline recomendador o cupón en Doofinder según recencia - 13-min.png

 

This example shows the result that a contact who has not made purchases would see when opening the Doofinder search engine.

 

 

Success!
Your workflow to display a custom recommender for undecided customers is now ready.

  

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:

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