How to Set Up Product Recommendations for Email

Product recommendations is a separate block in the email that contains recommended items (products, services, articles) based on the recipient's behaviour on the website (views, purchases, items added to favorites or cart, etc.).

To be able to configure recommendations in the email, you need to:

  • Set up web tracking;
  • Connect Advanced Segmentation by subscribing to one of the Extra pricing plans;
  • Upload to the system a product feed that will be used to create a data source. A product feed is a file that contains information about products on the website.

Available recommendation algorithms depend on the pricing plan.

Recommendation type Advanced Pro
Abandoned browse (up to 6 items) + +
Abandoned browse (up to 3 items) + +
Price drop for viewed products (up to 6 items, 3%, 5% off minimum discount) - +
Price drop for products in cart (up to 6 items, 3% 5% off minimum discount) - +
Price drop for similar products (up to 3 items, 1%, 3%, 5% off minimum discount) - +
New: viewed products (up to 3 items) + +
Abandoned cart (up to 6 items) + +
Abandoned cart (up to 3 items) + +
Cart recommendations (up to 6 items) + +
Browse recommendations (up to 6 items) + +
Price drop for similar products (up to 3 items) - +
Dormant customer reactivation (up to 6 items) - +
Reactivation recommendations (up to 6 items) - +
Discounts (up to 9 items) - +
Price drop for similar products (up to 3 items) - +

To be displayed in the recommendation, the product should have the required parameters:

  • name;
  • price;
  • url;
  • imageUrl.

As an example, below we’ll be setting up product recommendations for the abandoned browse email.

Create a Data Source

The abandoned browse template we will be using contains two blocks with products – abandoned browse items and recommended items. You need to create different data sources for each of them.

1. Go to your profile > Settings > Data sources and click New data source > Recommendations for messages or website.

How to create product recommendations

2. Select a recommendation algorithm Abandoned browse (up to 6 items).

How to create product recommendations for email

3. Enter the name. It must be unique as it is inserted in the code of the email template you will assign this data source to.

How to set up product recommendations

4. Below, configure advanced settings (optionally) and click Save. The created data source will appear in the general list.

5. Repeat the above steps to create the second data source for the block with recommended items. When selecting an algorithm, choose Browse recommendations (up to 6 items).

How to set up email recommendations

Add Dynamic Content to the Email 

Block with Abandoned Browse Items

1. Go to Messages > Messages and click Create email.

How to create email with product recommendations

2. In basic templates, select Abandoned browse.

How to create email template with recommendations

Important. Product recommendations belong to dynamic content that is added to emails via Velocity. To add them to your emails, you need to either select templates with already configured dynamic blocks or set up SRT stripes on your own.

3. Click the stripe with the block with abandoned browse items (You recently viewed), open Code editor, and find in the code #foreach($!item in $!data.get('history')).

How to edit product recommendations

4. Enter your data source name instead of the value in brackets (history > Abd_browse (6)). Close Code editor.

How to add product recommendations to email

5. Click the image of the item to open its settings on the left:

  • In Image path, enter $!item.get('imageUrl').
  • In Link, enter $!item.get('url').

How to specify product parameters

6. Configure the product name and its parameters, and the price (see the screen):

  • In Link, enter $!item.get('url').
  • In Title, enter $!item.get('name').
  • Enter $!item.get('price') straight in the template.

How to specify recommendation parameters

7. In Link for a CTA enter $!item.get('url').

How to create a CTA for product recommendations

8. Dynamic content is configured. Click Save.

Note. If you have more parameters for dynamic content, make sure they also correspond to the parameters of the data source so that the content is added properly to the email. To view the corresponding data source parameters

  • go to your personal profile > Settings > Data sources and click the necessary source to open it for editing;
  • unroll advanced settings and click Add condition in Filters. You will see all parameters sent to the system.

Additional settings for product recommendations

Block with Recommended Items

Starting from #3, repeat the above steps for the block with recommended items (You may also like).

The only difference is that you need to assign it to the second data source.

Code

The rest of the steps, including parameter variables, are identical.

Note. You can save any configured stripe as a module and use it in further emails, changing only the assigned data source and parameters (if needed) and editing design.

Save as a module

Important!

The correct display of dynamic content in emails is directly determined by the correctness of the product feed uploaded to the system. This is a file that contains a complete list of products on the site and their attributes. Since the data source takes the data from such a feed, we recommend updating it regularly to ensure the data corresponds to the site information. The feed is updated either on a set schedule or manually. More on product feeds.

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