Cross Selling

Increase your eCommerce sales by showing your contacts products related to ones they have previously purchased, using inline content on the home page.

In this article, you’ll learn how to create an inline cross selling strategy on the home page

  

Objective: Retention.
Difficulty: Beginner.
When to use it: Any time you want to use cross selling. 

  

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”. In the Create from template section, enter the name of the workflow in the search engine (Cross selling) then click Select and Create.

 

How it works

To display the inline products, in the workflow we are going to configure in the workflow an inline web content that will appear on the home page of the website when a customer accesses it.

Cross Selling-min.png

 

Workflow configuration

  

Before configuring your workflow, create the following elements:
Inline content, to display the products.

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.

Cross Selling inicio-min.png

 

STEP 2. “On page visit” node

(This node will detect contacts who visit the website).

5. Click (Edit node settings) in the “On page visit” node.

6. Under Limitations, uncheck the "Deactivate after triggering" box.

7. Click Update.

Cross Selling al visitar página-min.png

 

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

 

STEP 3. "Has purchased" node

(This node will identify whether the contact has purchased during the last year).

9. Click (Edit node settings) for the “Has purchased” node.

10. Under Number of purchases made, select "Is greater than" and set "0" purchases.

11. In the next dropdown, select “In the last time interval” and set a value of "365" Days.

12. Click Update.

Cross Selling ha hecho compra-min.png

 

STEP 4. First “Fetch products” node

(This node will fetch the last products purchased by the contact).

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

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

15. To select the use cases, drag "Last purchased products" to the block on the right and click Next .

16. In Main use case settings, select "12" in the Number of products to fetch.

17. In the dropdown below, select "In the last time interval" and indicate "365" Days. Click Next .

18. In Summary, locate the section Number of products to fetch and indicate “12”. Next, uncheck the “Fill with products until selected limit box.

19. Click Complete .

Cross Selling primer obtener productos-min.png

 

If you want to learn more about the “Fetch products” node, click here.

 

STEP 5. Second “Fetch products” node

(This node will automatically fetch products related to the last products purchased).

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

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

22. In Main use case settings, select "12" in the Number of products to fetch.

23. Under Select related products, choose "Fetch last purchased products" and check the box below "Shuffle the fetched products". Click Next .

24. In Additional case settings, select "12" for Number of products to fetch.

25. Under Select the time period of the visits, choose "Best sellers in the last month" and check the "Shuffle the fetched products” box. Click Next .

26. In Summary, locate the section Number of products to fetch and indicate “12”. Then check the box "Exclude products exported by nodes before this one".

27. Click Complete .

Cross Selling segundo obtener productos-min.png

 

STEP 6. “Send web content: inline” node

(This node will display inline content with the products automatically related to the purchased products).

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

29. Select the corresponding inline content and click Next .

30. In Configuration, add the appropriate selector to display the content.

31. In the Variables step, link any variables there may be.

32. Click Complete .

Cross Selling enviar contenido web-min.png

 

To learn more about inline web content, click here.

 

 

 

Success!
Your workflow for setting up an inline cross selling 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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