"Fetch products" node

The "Fetch products" node, which is an action node, is used to filter the products that will be shown later in content of some kind. It is one of the most useful Connectif nodes, allowing you to customize strategies based on different groups of personalized products for the contact.

 

How to access it

In your workflows, drag the Fetch productsnode from the right-hand menu to the design area. You can access its settings by clicking (Edit node settings).

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Interface

The main interface of the "Fetch products" node is composed of four blocks:

1. Node parameters: to edit the settings and limitations of the node or to view the exported data.

 

If you’d like to learn more about node limitations, click here.

2. Configuration progress: to see your progress through the node configuration steps.

3. Available use cases: to browse the available product groupings to obtain.

4. Selection: to choose the product grouping(s) to configure the node from the available cases.

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How it works

Action nodes are used to execute specific operations within flows. The "Fetch products" node is used to extract the most suitable items for each strategy from the product catalog.

In its interface you can select and configure up to two use cases from which these products will be obtained. The first will be the main case and the second the additional case, giving priority to fetching products from the main case and completing the rest of the results, if necessary, with products from the additional case.

 

1. Selection of use cases

In the "Fetch products" node configuration, select from the available use cases (3) the one(s) that best suit your strategy and drag them to the selection block (4). 

  

You can also add the use cases by clicking the (Add) button for each of them.

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General

Based on generic filters or web activity. The general cases available are:

  • Filtered products: products that meet the filters specified by the user, for example category or price range.
  • Best-selling products: best-selling products on the website. You can specify the period to fetch, for example, the most sold products of the last week.
  • Most visited products: most visited products on the website. You can specify the period to obtain, for example, the most visited products of the last week.
  • Manually selected products: products chosen by the user. 

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Personalized by contact 

Based on the activity of a contact. Available customized cases per contact are:

  • Last products visited: last products visited by a contact.
  • Last products purchased: last products purchased by a contact.

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Explicitly related

Based on the products that are indicated as related in the ecommerce. They can be found in the product sheet. The available explicitly related cases are:

  • Explicitly related to a product: products that have been established as related to a product in the ecommerce site.
  • Explicitly related to a list of products: products that have been established as related to the products of a list of products.
 

For example, if two consecutive "Fetch products" nodes are used, this use case can be used in the second node to obtain the products that have been indicated in the ecommerce as being related to the products obtained in the first node.

  • Explicitly related to a cart: products that have been established in the ecommerce as related to the products in a cart.
 

For example, if you use a "Fetch products" node after a "Fetch last cart" node, you can use this use case to fetch the products that you have indicated in the ecommerce as being related to the products in that cart.

  • Explicitly related to a purchase: products that have been established in the ecommerce as related to the products of a purchase.
 

For example, if a "Fetch products" node is used after an "On purchasing" node , this use case can be used to obtain the products that have been indicated from the eCommerce that are related to the products contained in that purchase.

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Automatically related

Based on Connectif's automatic product linking mechanism. These can be found in the product sheet. Available automatically related cases are:

  • Automatically related to a product: products that the Connectif algorithm relates to a product. 
  • Automatically related to product list: products that the Connectif algorithm relates to the products in a product list. 
  • Automatically related to a cart: products that the Connectif algorithm relates to the products in a cart. 
  • Automatically related to a purchase: products that the Connectif algorithm relates to the products in a purchase. 

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2. Configuration of use cases

In steps 2 and 3 of the configuration progress (2) of the "Fetch products" node, configure both the primary case and, if added, the secondary case. Both cases are configured in the same way, with some variations in certain cases.

 

In the Manually selected products configuration, you only need to choose which products the node will fetch. None of the other configurations are available for this use case.

Select how many products you want to fetch

This section indicates the number of products to be fetched from each case, provided that such quantity exists. Therefore it is not a question of the number of products that will be shown in the content, but of those that will be extracted from each use case.

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In our example, the main use case has been selected as Last products visited and 10 products have been selected to be fetched from this case. Therefore, the last 10 products visited by the contact will be obtained and, if only five have been visited, these five will be fetched. 

Select the origin of products 

This section indicates whether the search for the products to be obtained is carried out among:

  • All products: to search through all the products in the catalog.
  • A product segment: to filter among the products of an existing segment.
  • Imported data: to filter between products that are being exported by previous workflow nodes.

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In our example, All products have been selected as the product origin. Therefore, the last visited products from the entire catalog will be searched. 

Configure the conditions to define a specific set of products

In this section you can enter conditions or filters for the products to be fetched in the use case. To enter them, click Add another condition.

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In our example, the unit price over 50 condition has been added. As a result, the last visited products from the entire catalog that have a unit price over 50 will be searched. 

In the Last products visited and Last products sold use cases, a date filter will be displayed in this section.

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Shuffle the fetched products

This checkbox allows products not to be displayed in the default order.

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By not checking the box, the products in our example will be fetched according to the order in which they were visited, i.e. the first product fetched in this case will be the last one visited.

Select the time period of the purchases

This section is available for the Best Selling Products use case, to indicate the period for which you want to obtain the data.

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In our example, the best-selling products of the last week have been selected. 

Select the time period of the visits

This section is available for the Most visited products use case, to indicate the period for which you want to obtain the data.

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In our example, the most visited products of the last week have been selected. 

Select related product(s)

This section is available for the use cases Explicitly related to a product and Automatically related to a product, to indicate the product from which the related ones should be obtained.

This option is also available for the use cases Explicitly related to a list of products and Automatically related to a list of products, to indicate the products from which the related ones should be obtained.

Select the related cart

This section is available for the use cases Explicitly related to a cart and Automatically related to a cart, to indicate the cart from which the related products should be obtained.

Select the related purchase

This section is available for the use cases Explicitly related to a purchase and Automatically related to a purchase, to indicate the purchase from which the related products should be obtained.

Configure the order in which the products will be obtained

This section is available for the use cases Filtered products, Explicitly related to a product, Explicitly related to a cart, Explicitly related to a list of products, Explicitly related to a purchase, Automatically related to a product, Automatically related to a cart, Automatically related to a list of products and Automatically related to a purchase of products, to indicate the order in which the products should be fetched.

This ranking can be done by price, number of visits or number of purchases.

3. Review of the summary 

In step 4 of the configuration progress (2) of the "Fetch products" node, configure how the products obtained from the use cases will be extracted:

  • Number of products to fetch: this section indicates the total number of products to be obtained by the node, in case there are this many products among the selected use cases.
 

For example, if we indicate 10 products to be fetched in the summary and in the main use case we have indicated that 10 products should be obtained, the node will first try to obtain the items that meet the characteristics of this first case. If not enough products are fetched, they will be supplemented with products from the second use case, up to a total of 10 products.

  • Fill with products up to the selected limit: this option is enabled to always fetch the number of products indicated in the final step, even if this quantity is not fetched between the two use cases. 
 

For example, if we indicate 10 products to be fetched in the summary and between the two use cases this quantity is not reached, the node will complete it with other products selected by the algorithm.

  • Exclude the products exported by the nodes before this one: this option is enabled to exclude from the collection of this node all those products that have appeared in previous nodes.
 

For example, if we check this option after a La "When visiting product" node, this node will exclude the product visited by the contact from those fetched.

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Congratulations!
You’ve reached the end of the tutorial.

  

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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