Make it easier to increase your eCommerce contacts’ average order value by recommending personalized products with a higher value to the one they are visiting, via a banner with inline content on the product page.
In this article, you’ll learn how to create an upselling referral banner on a product page.
Objective: Retention.
Difficulty: Intermediate.
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”. In the Create from template section, enter the name of the workflow in the search engine (Upselling on product page) then click Select and Create.
Video explanation
How it works
To display the banner, configure in the workflow a piece of inline web content that appears after the product sheet when a contact visits the product. The products it displays will depend on whether they have a high Customer Lifetime Value (CLV).
If they do, it will show related products of a higher monetary value than the one visited. Otherwise, it will display related products regardless of price. If there are no products that meet these conditions, it shows the best selling products of the last month.
Workflow configuration
Before configuring your workflow, create the following elements:
- Three pieces of inline content, to show the products.
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.
If you’d like to learn more about node limitations, click here.
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.
STEP 3. First “Check value” node
(This node will identify if the contact has a high CLV).
8. Click (Edit node settings) of the “Check value” node.
9. Drag the "Customer Lifetime Value (12m)" field from "Contact" to the left-hand block.
10. Under Operator, select "Is greater than".
11. Drag the Literal field to the block on the right and set a value of "100".
12. Click Update.
STEP 4. First “Fetch products” node
(This node will automatically fetch products related to the one the contact is visiting, of the same category and a higher price than the one visited).
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 Automatically related to a product to the block on the right and "Filtered products" to the additional use case. Click Next .
16. In Main use case settings, select "12" in the Number of products to fetch.
17. For Imported data, select "Product (On visiting a product)".
18. Click +Add another condition and select “Categories” from the dropdown. In the second dropdown indicate "At least one included in". On the right, select “Imported data” and, after clicking “Select imported data”, choose “On product visit Categories”.
19. Click +Add another condition and select “Unit price” from the dropdown. In the second dropdown indicate "Is greater than". On the right, select “Imported data” and, after clicking “Select imported data”, choose “On product visit Unit price”.
20. Under Select an order, choose "Last month's best sellers" and check the box "Shuffle the fetched products".
21. Click Next .
22. In Additional case settings, select "12" for Number of products to fetch.
23. For Imported data, select "Product (On visiting a product)".
24. Click +Add another condition and select “Categories” from the dropdown. In the second dropdown indicate "At least one included in". On the right, select “Imported data” and, after clicking “Select imported data”, choose “On product visit Categories”.
25. For Select order, choose "Sort by descending rating" and check the box "Shuffle the fetched products".
26. Click Next .
27. In Summary, locate the section Number of products to fetch and indicate “12”. Then uncheck "Fill with products until selected limit" and check "Exclude the products exported by the nodes before this one".
28. Click Complete .
If you want to learn more about the “Fetch products” node, click here.
STEP 5. Second “Check value” node
(This node checks if the size of the list of recommended products returned by the previous node is greater than 4).
29. Click (Edit node settings) of the “Check value” node.
30. Drag the "List size" field from "Fetch products" to the block on the left.
31. In the "Operator" column select "Is greater than".
32. Drag the Literal field to the block on the right and set a value of "4".
33. Click Update.
If you want to learn more about the "Check value" node, click here.
STEP 6. First “Send web content: inline” node
(This node will send inline content with a product carousel).
34. At the junction of this node with the previous one, click on the circle until "Yes" appears.
35. Click (Edit node settings) in the “Send web content” node.
36. Select the corresponding inline content and click Next .
37. In Settings add the appropriate selector to display the content and click Next
38. In the Variables step, link any variables there may be.
39. Click Complete .
To learn more about inline web content, click here.
STEP 7. Second “Fetch products” node
(This node will automatically fetch products related to the one the contact is visiting, of the same category and a higher price than the one visited).
40. At the junction of this node with the "Check value" node, click on the circle until "No" appears.
41. Click (Edit node settings) in the “Fetch products” node.
42. To select the use cases, drag Automatically related to a product to the block on the right and "Filtered products" to the additional use case. Click Next .
43. In Main use case settings, select "12" in the Number of products to fetch.
44. For Imported data, select "Product (On visiting a product)".
45. Click +Add another condition and select “Categories” from the dropdown. In the second dropdown indicate "At least one included in". On the right, select “Imported data” and, after clicking “Select imported data”, choose “On product visit Categories”.
46. Under Select an order, choose "Last month's best sellers" and check the box "Shuffle the fetched products".
47. Click Next .
48. In Additional case settings, select "12" for Number of products to fetch.
49. For Imported data, select "Product (On visiting a product)".
50. Click +Add another condition and select “Categories” from the dropdown. In the second dropdown indicate "At least one included in". On the right, select “Imported data” and, after clicking “Select imported data”, choose “On product visit Categories”.
51. For Select order, choose "Sort by descending rating" and check the box "Shuffle the fetched products".
52. Click Next .
53. In Summary, locate the section Number of products to fetch and indicate “12”. Then uncheck "Fill with products until selected limit" and check "Exclude the products exported by the nodes before this one".
54. Click Complete .
STEP 8. Third “Check value” node
(This node checks if the size of the list of recommended products returned by the previous node is greater than 4).
55. Click (Edit node settings) of the “Check value” node.
56. Drag the "List size" field from "Fetch products" to the block on the left.
57. In the "Operator" column select "Is greater than".
58. Drag the Literal field to the block on the right and set a value of "4".
59. Click Update.
STEP 9. Second “Send web content: inline” node
(This node will send inline content with a product carousel).
60. At the junction of this node with the previous one, click on the circle until "Yes" appears.
61. Click (Edit node settings) in the “Send web content” node.
62. Select the corresponding inline content and click Next .
63. In Settings add the appropriate selector to display the content and click Next
64. In the Variables step, link any variables there may be.
65. Click Complete .
STEP 10. Third “Fetch products” node
(This node will obtain the most visited products of the last month from the category and brand of the product visited).
66. At the junction of this node with the “Check value” node, click on the circle until "No" appears.
67. Click (Edit node settings) in the “Fetch products” node.
68. To select the use cases, drag "Most visited products" to the block on the right and "Most visited products" to the additional use case. Click Next .
69. In Main use case settings, select "12" for Number of products to fetch.
70. 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 .
71. In Additional case settings,select "12" for Number of products to fetch.
72. 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 .
73. 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".
74. Click Complete .
STEP 11. Fourth “Check value” node
(This node checks if the size of the list of recommended products returned by the previous node is greater than 0).
75. Click (Edit node settings) of the “Check value” node.
76. Drag the "List size" field from "Fetch products" to the block on the left.
77. In the "Operator" column select "Is greater than".
78. Drag the Literal field to the block on the right and set a value of "0".
79. Click Update.
STEP 12. Third “Send web content: inline” node
(This node will send inline content with a product carousel).
80. Click (Edit node settings) in the “Send web content” node.
81. Select the corresponding inline content and click Next .
82. In Settings add the appropriate selector to display the content and click Next
83. In the Variables step, link any variables there may be.
84. Click Complete .
Success!
Your workflow to set up an upselling banner with recommended products on a product 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:
- Offer recommender, to display a banner of products with discounts.
- Recommender on product sheet, to show relevant products recommended to the one visited in the product sheet.
- Home recommender, to show the last products visited or recommended products on the website's homepage.
- Product recommender for undecided customers, to show products related to the products they have visited.