Remarketing

Help customers who are still in the search phase of their purchase process by sending them a remarketing email based on products they have visited. This will promote increased web traffic and conversion possibilities. 

In this article, you'll learn how to create a remarketing email.

  

Objective: Conversion.
Difficulty: Intermediate.
When to use it: When you want to implement a remarketing 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 (Remarketing) then click Select and Create.

 

How it works

To send a remarketing email with recommendations, we will configure an email in the workflow that sends a message to contacts who are subscribed to the newsletter with products they have visited together with recommended products one day after the visit.

Remarketing-min.png

 

Workflow configuration

  

Before configuring your workflow, create the following elements:
— An email, to send the last visited and 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" and select "Contacts with email".

3. Under Select data source, check “All existing and new”.

4. Click Update.

Remarketing inicio-min.png

 

STEP 2. “On product visit" node

(This node will detect the product being visited).

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

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

7. In Temporarily disable after event, add a limitation of “3Days.

8. Click Update.

Remarketing al visitar producto-min.png

 

STEP 3. "Wait" node

(This node will initiate a waiting period before continuing the workflow).

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

10. Under Set the time delay, select "A period of time" and enter "1" Day.

11. Click Update.

Remarketing esperar-min.png

 

STEP 4. “Check value” node

(This node will check if the contact is subscribed to the newsletter).

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

13. Drag the "Newsletter subscription status" field from "Contact" to the block on the left.

14. Then, under Operator, choose "Is selected."

15. Drag the "Literal" value to the block on the right and select "Subscribed".

16. Click Update.

Remarketing comprobar valor-min.png

 

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 made a purchase during the waiting period).

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

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

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

20. In the next dropdown, select “In the last time interval” and set a value of "1" Day.

21. Click Update.

Remarketing ha hecho compra-min.png

 

STEP 6. "Has abandoned cart" node

(This node will identify if the contact has abandoned a cart during the waiting period).

22. At the junction of this node with the previous one, click on the circle until "No" appears.

23. Click (Edit node settings) in the “Has abandoned cart” node.

24. Under The number of carts, select "Is greater than" and set "0" carts.

25. In the next dropdown, select “In the last time interval” and set a value of "1" Day.

26. Click Update.

Remarketing ha abandonado carrito-min.png

 

STEP 7. First “Fetch products” node

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

27. At the junction of this node with the previous one, click on the circle until "No" appears.

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

29. To select the use cases, drag "Last visited products" to the block on the right and "Automatically related to a product" to the additional use case. Click Next .

30. In Main use case settings, select "6" for Number of products to fetch.

31. Click Next .

32. In Additional case settings, select "6" for Number of products to fetch.

33. In Select the related product, choose “Product (On product visit) and click Next .

34. In Summary, locate the Number of products to fetch and choose “6”.

35. Click Complete .

Remarketing primer obtener productos-min.png

 

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

 

STEP 8. Second “Fetch products” node

(This node will fetch recommended products that are relevant to the last products visited by the contact).

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

37. To select the use cases, drag "Automatically related to a list of products" to the block on the right. Click Next .

38. In Main use case settings, select "6" for Number of products to fetch.

39. Under Select related products, select "Fetch last visited products” and click Next .

40. In Summary, locate the Number of products to fetch and choose “6”. Also check the box "Exclude products exported by nodes before this one". Click Complete .

Remarketing segundo obtener productos-min.png

 

STEP 9. “Send email” node

(This node will send the campaign email).

41. Click (Edit node settings) in the “Send email” node.

42. Select the email you want to send and click Next .

43. In the Send to section, select "Contact".

44. Indicate the "Newsletter" type of email.

45. Configure the parameters section of "Send to contact".

46. Under Google Analytics, click "Enable Google Analytics" then Next .

47. Click Complete .

Remarketing enviar email-min.png

 

 

 

Success!
Your workflow for sending a remarketing email 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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