Product recommender for undecided customers

Help your undecided contacts to find the products they need by asking them if they want to see products related to those they have already visited.

In this article you’ll learn how to create a product recommender for undecided customers.

  

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

  

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 (Product recommender for undecided customers) then click Select and Create.

 

How it works

To show the products, we’ll set up a workflow that launches a popup to ask contacts if they want to see products related to the last ones they visited. If they do, they’re shown a banner of products in full screen content. 

Recomendador de productos para clientes indecisos-min.png

 

Workflow configuration

  

Before setting up your workflow, create two popups to display the recommended options.

  

Before configuring your workflow, create the following elements:
— Two popups, to show the products in the recommendations.
— One piece of fullscreen content, to display the recommended 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.

Recomendador de productos para clientes indecisos inicio-min.png

 

STEP 2. “On product visit" node

(This node will detect contacts who visit a product).

5. Click  (Edit node settings) in the "On product visit" node.

6. Click Limitations and uncheck the "Deactivate after triggering" box.

7. Click Update.

Recomendador de productos para clientes indecisos al visitar producto-min.png

 

If you want to learn more about node limitations, click here.

 

STEP 3. "Has visited product" node

(This node will check if the contact has visited more than four products in less than an hour.)

8. Click (Edit node settings) in the the “Has visited product” node.

9. Under Number of times visited..., select from the dropdown “It is greater than” and indicate “4”.

10. In the next section, in the dropdown, select “In the last time interval” and indicate “1Hour.

11. Click Update.

Recomendador de productos para clientes indecisos ha visitado producto-min.png

 

STEP 4. “Fetch last cart” node

(This node will fetch the contact's last active cart).

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

13. Click (Edit node settings) in the “Fetch last cart” node.

14. In Select cart status, choose the “Active” option from the dropdown.

15. Click Update.

Recomendador de productos para clientes indecisos obtener último carrito-min.png

 

STEP 5. “Check value” node

(This node checks if the cart status obtained on the previous node is different from active).

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

17. Drag the "Status" field from "Fetch active cart" to the block on the left.

18. In the Operator column, select "Is different to".

19. Drag the "Literal" field to the block on the right and set a value of "Active".

20. Click Update.

Recomendador de productos para clientes indecisos comprobar valoir-min.png

 

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

 

STEP 6. First “Fetch products” node

(This node will fetch the last product visited by the contact).

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

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

23. In Main use case settings, select "2" in the Number of products to fetch.

24. Under Configure the conditions for defining a specific set of products, choose "In the last time interval" and add "1" Hour. 

25. Click Next .

26. In Summary, locate the section Number of products to fetch and indicate “2”. Next, uncheck the “Fill with products until selected limit box.

27. Click Complete .

Recomendador de productos para clientes indecisos primer obtener productos-min.png

 

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

 

STEP 7. Second “Fetch products” node

(This node will fetch the penultimate product visited by the contact).

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

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

30. In Main use case settings, select "2" in the Number of products to fetch.

31. Click Next .

32. In Summary, locate the section Number of products to fetch and indicate “1”. Then uncheck "Fill with products until selected limit" and check "Exclude the products exported by the nodes before this one".

33. Click Complete .

Recomendador de productos para clientes indecisos segundo obtener productos-min.png

 

STEP 8. First “Send web content: popup” node

(This node will send a popup with the last two products visited).

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

35. Select the corresponding Popup content and click Next .

36. In this case, check "After a few seconds" and, in "Show when elapsed", type "5" Seconds.

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

38. Click Complete .

Recomendador de productos para clientes indecisos primer contenido web-min.png

 

If you want to learn more about Popup web content, click here.

 

STEP 9. “On opening of web content” node

(This node will limit the node on product visit so that it doesn’t react to each visit for 7 days).

39. Click (Edit node settings) in the “On opening of web content” node.

40. Click One specific content and select the Popup content shown in the previous node.

41. For Limitations, in the section Add external limitation, choose "On page visit" from the drop-down menu and, in the next one, "Deactivate for a period". Next, indicate "7" Days.

42. Click Update.

Recomendador de productos para clientes indecisos al abrir contenido web-min.png

 

STEP 10. “On link click” node

(This node will detect the contact’s click on the last visited product).

43. Click (Edit node settings) in the “On link click” node.

44. In Select the type of filter, choose "When clicking on a specific link in content" and select the corresponding Popup content to which it should react. Below, determine the link of the content you want it to react to.

45. Click Update.

Recomendador de productos para clientes indecisos primer al hacer clic-min.png

 

STEP 11. Third “Fetch products” node

(This node will fetch products related to the last one visited).

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

47. 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 .

48. In Main use case settings, select "4" in the Number of products to fetch.

49. In Select the time period for purchases, choose "Most visited in the last month" and click Next .

50. In Additional case settings, select "8" for Number of products to fetch.

51. 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 .

52. In Summary, locate the section Number of products to fetch and indicate “4”. Next, activate "Exclude the products exported by the nodes before this one".

53. Click Complete .

Recomendador de productos para clientes indecisos tercer obtener productos-min.png

 

STEP 12. Second “Send web content: full screen” node

(This node will send the full screen with the products related to the last visited)

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

55. Select the corresponding Full screen content and click Next .

56. In this case, check “Immediately” and click Next .

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

58. Click Complete .

Recomendador de productos para clientes indecisos segundo enviar contenido web-min.png

 

To learn more about Full screen web content, click here.

 

 

STEP 13. Second “On link click” node

(This node will detect the contact’s click on the penultimate product visited).

59. Click (Edit node settings) in the “On link click” node.

60. In Select the type of filter, choose "When clicking on a specific link in content" and select the corresponding Popup content to which it should react. Below, determine the link of the content you want it to react to.

61. Click Update.

Recomendador de productos para clientes indecisos segundo al hacer clic-min.png

 

STEP 14. Fourth “Fetch products” node

(This node will fetch products related to the penultimate one visited).

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

63. 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 .

64. In Main use case settings, select "4" in the Number of products to fetch.

65. In Select the time period for purchases, choose "Most visited in the last month" and click Next .

66. In Additional case settings, select "8" for Number of products to fetch.

67. 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 .

68. In Summary, locate the section Number of products to fetch and indicate “4”. Next, activate "Exclude the products exported by the nodes before this one".

69. Click Complete .

Recomendador de productos para clientes indecisos cuarto obtener productos-min.png

 

STEP 15. Third “Send web content: full screen” node

(This node will send the full screen with the products related to the penultimate one visited).

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

71. Select the corresponding Full screen content and click Next .

72. In this case, check “Immediately” and click Next .

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

74. Click Complete .

Recomendador de productos para clientes indecisos tercer enviar contenido web-min.png

 

 

 

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, 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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