To speed up purchase times and increase the probability of a sale, help your customers find the products they’ve visited previously via a product banner on your website home page.
In this article, you'll learn how to create a recommender banner on the home page.
Objective: Retention.
Difficulty: Beginner.
When to use it: Anytime.
This strategy is part of our pool of templates. To implement it in your account, access your Connectif account and go to “Workflows Create new workflow” then the Create from template section, enter the name of the workflow (Home page recommender) in the search engine, click Select and then Create.
How it works
To display the banner, we will configure in the workflow inline web content that appears when a contact visits your home page. The products we show will depend on the number of products they have visited previously.
Workflow configuration
Before configuring your workflow, create the following elements:
— Three pieces of inline content to show the recommended products in each case.
STEP 1. "Start" node
(This node will 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.
STEP 2. “On page visit” node
(This node will detect contacts who visit the “Home” page).
5. Click (Edit node settings) in the “On page visit” node.
6. In Configure the included pages, choose “Any of the following pages exactly” and type the URL of your website’s home page in the space provided.
7. Click Limitations and uncheck the "Deactivate after triggering" box.
8. Click Update.
If you want to learn more about node limitations, click here.
STEP 3. First “Fetch products” node
(This node will fetch the last products visited by the contact).
9. Click (Edit node settings) in the “Fetch products” node.
10. To select use cases, drag "Last visited products" to the block on the right and click Next.
11. In Main use case settings, select "12" in the Number of products to fetch.
12. Click Next .
13. In Summary, locate the section Number of products to fetch and indicate “12”. Next, uncheck the “Fill with products until selected limit” box.
14. Click Complete .
If you want to learn more about the “Fetch products” node, click here.
STEP 4. “Check value” node
(This node checks if the size of the returned list of recommended products is greater than four).
15. Click (Edit node settings) of the “Check value” node.
16. Drag the "List size" field from "Fetch products" to the block on the left.
17. In the Operator column, select "Is greater than or equal to”.
18. Drag the "Literal" field to the block on the right and set a value of "4".
19. Click Update.
If you want to learn more about the "Check value" node, click here.
STEP 5. "Has purchased" node
(This node will identify if the contact has purchased prior to the visit).
20. At the junction of this node with the previous one, click on the circle until "Yes" appears.
21. Click (Edit node settings) for the “Has purchased” node.
22. Under Number of purchases made, select "Is greater than" and set "0" purchases.
23. Click Update.
STEP 6. Second “Fetch products” node
(This node will fetch the last products purchased by the contact).
24. At the junction of this node with the previous one, click on the circle until "Yes" appears.
25. Click (Edit node settings) in the “Fetch products” node.
26. To select the use cases, drag "Last purchased products" to the block on the right and click Next .
27. In Main use case settings, select "8" in the Number of products to fetch.
28. Click Next .
29. In Summary, locate the Number of products to fetch and choose “8”. Uncheck the box "Fill with products until selected limit".
30. Click Complete .
STEP 7. Third “Fetch products” node
(This node will fetch related products to the last ones purchased by the contact).
31. Click (Edit node settings) in the “Fetch products” node.
32. 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 .
33. In Main use case settings, select "8" in the Number of products to fetch.
34. Under Select the related product, choose “Fetch last purchased products” and click Next.
35. In Additional case settings, select "8" for Number of products to fetch.
36. In Select the time period for purchases, choose "Best sellers in the last 3 months" and click Next .
37. In Summary, locate the Number of products to fetch and choose “8”. Uncheck the box "Fill with products until selected limit".
STEP 8. First “Send web content: inline” node
(This node will send inline content to contacts who have made a purchase, with the products automatically related to those purchased).
38. Click (Edit node settings) in the “Send web content” node.
39. Select the corresponding inline content and click Next .
40. In Configuration add the appropriate selector to display the content.
41. In the Variables step, link any variables there may be.
42. Click Complete .
To learn more about inline web content, click here.
STEP 9. Second “Send web content: inline” node
(This node will send inline content with the last products visited).
43. At the junction of this node with the "Has purchased" node, click on the circle until" No” appears.
44. Click (Edit node settings) in the “Send web content” node.
45. Select the corresponding inline content and click Next .
46. In Configuration, add the appropriate selector to display the content.
47. In the Variables step, link any variables there may be.
48. Click Complete .
STEP 10. Fourth “Fetch products” node
(This node will obtain the most visited products of the last month from the category and brand of the product visited).
49. At the junction of this node with the "Check value" node, click on the circle until "No" appears.
50. Click (Edit node settings) in the “Fetch products” node.
51. To select use cases, drag "Most visited products" to the block on the right and click Next .
52. In Main use case settings, select "12" for Number of products to fetch.
53. Under Select the time period of the visits, choose "Most visited of the last month" and check the "Shuffle the fetched products” box. Click Next .
54. In Summary, locate the section Number of products to fetch and indicate “12”. Next, activate "Exclude the products exported by the nodes before this one".
55. Click Complete .
If you want to learn more about the “Fetch products” node, click here.
STEP 11. Third “Send web content: inline” node
(This node will send inline content to contacts who have visited fewer than four products, with the most visited products from the last month).
56. Click (Edit node settings) in the “Send web content” node.
57. Select the corresponding inline content and click Next .
58. In Configuration, add the appropriate selector to display the content.
59. In the Variables step, link any variables there may be.
60. Click Complete .
Success!
Your workflow for setting up a product banner on the “Home” page 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:
- Bulk email campaign, to send a newsletter to all your contacts.
- Offer recommender, to display a banner of products with discounts.
- Recommender on product sheet, to show recommended products that are relevant to the one visited in the product page.
- Retargeting, to send an email one day after a contact visits a product.