Offer recommender

Help your undecided customers to choose discounted products on the website, using inline content to increase sales.

In this article, you’ll learn how to create an offer recommender banner. 

  

Objective: Retention.
Difficulty: Beginner.
When to use it: Any time you want to boost offers. 

  

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 (Offer recommender) then click Select and Create.

 

How it works

To display the banner, we’re going to configure inline web content in the workflow. This will appear with the products on offer when the contact is browsing the website.

Recomendador de ofertas-min.png

 

Workflow configuration

  

Before configuring your workflow, create the following elements:
— A product segment, to select products with an offer. — A piece of inline content, to show the products with an offer on the web.

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.

Recomendador de ofertas inicio-min.png

 

STEP 2. “On page visit” node

(This node will detect contacts who visit any page with a category).

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

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

7. Click Update.

Recomendador de ofertas al visitar página-min.png

 

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

 

STEP 3. “Fetch products” node

(This node will fetch the best-selling products with an offer).

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

9. To select use cases, drag “Filtered products” to the right-hand block and click Next  .

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

11. In Select the origin of products, choose "In a product segment" in the first selector and, in the second, the created segment. In this case, "Discounted products". Click Next .

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

13. Click Complete .

Recomendador de ofertas obtener productos-min.png

 

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

 

STEP 4. “Check value” node

(This node will identify if there is at least one product with a discount).

14. Click (Edit node settings) of the “Check value” node.

15. Drag the "List size" field from "Fetch products" to the block on the left.

16. Next, under Operator, choose "Is greater than".

17. Drag the “Literal” field to the block on the right and set a value of "0".

18. Click Update.

Recomendador de ofertas comprobar valor-min.png

 

If you want to learn more about the "Check value" node, click here.

 

STEP 5. “Send web content: inline” node

(This node will send inline content with the products obtained in the previous node).

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

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

21. Select the corresponding inline content and click Next.

22. In Configuration add the appropriate selector to display the content.

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

24. Click Complete .

Recomendador de ofertas enviar contenido web-min.png

 

To learn more about inline web content, click here.

 

 

 

Success!
Your workflow to establish an offer recommender banner 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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