Populate products from events

Modified on Thu, 06 Jun 2024 at 01:46 AM

Nowadays, numerous people around the world become first-time customers of various brands by means of purchasing products online i.e., directly via brands' official websites.

However, there are times when online store visitors simply view the products and communicate the intent of purchasing them by adding them to their shopping cart but do not actually materialize the purchase for reasons as varied as not having a valid credit card, having an intention to explore elsewhere for similar products in order to compare price and quality before making the final decision etc.

Whenever visitors perform 'events' like abandoning their cart mid-purchase or viewing a specific category of products online, businesses ensure that they are reminded about those particular products via automated, targeted and precisely timed email notifications, as a courteous gesture of being considerate about their prospective customers’ needs and product preferences.

Such tactfully timed and strategically tailored email reminders, showcasing exclusively those products in which visitors expressed interest, encourages receivers to continue their purchase process from the point where they abandoned it and thereby helps organizations boost conversions. In this guide we articulate the process of dispatching such email campaigns through journeys.

Let’s begin

The primary prerequisite to dispatch the aforementioned type of email campaigns is to first create a journey. To learn more about creating a journey, kindly read our article titled 'How to create a journey'. Proceed as follows in order to create and deploy the foregoing type of email notifications through journeys:

  1. While designing your journey, select an appropriate event such as 'Order Place' or 'Add To Cart' that would trigger the journey’s execution and if necessary, apply additional condition(s) to this particular event in order to granularly control its triggering. Once you have configured the main event trigger, click on the 'Save' button present within the 'Edit Main Event' pop-up (process illustration: kindly check the gif provided below).

  1. Next, from the 'Actions' tab, drag and drop the 'Email' channel/option on to the journey designing dashboard. Upon doing so, a new pop-up titled 'Email' would appear on-screen wherein you can either choose a pre-existing email campaign or choose to create a new email campaign from scratch and thereby include it within your journey’s flow. Here in this article, for the sake of explaining the process of populating products from events, we will choose the 'Create Email' option.

  1. Once you click on the 'Create Email' option present within the pop-up titled 'Email', a new frame would appear on-screen which would allow you to configure and design your email campaign in three consecutive steps viz. Recipients, Content and Review. Enter the campaign details in the 'Recipients' section and click on the button titled 'Continue To Content'.

Note

Before you proceed any further with the process of configuring and designing your email campaign, you will have to first exit the frame. Upon doing so you’ll be redirected back to the 'Email' pop-up, which will now display the name of your campaign along with a 'Submit' button.

  1. Click on the 'Submit' button within the 'Email' pop-up. Next, link the journey’s Main Event Trigger’s node with that of the Email Campaign’s as illustrated in the gif provided above. This would activate the 'Populate Products From Events' option within the configurational settings available for the email campaign. Once you connect the nodes, a new pop-up titled 'Time To Trigger' will appear on-screen wherein you can set the time delay after which the email campaign will get dispatched once the main event within the journey gets triggered.
  2. Next, hover the cursor over the email campaign box and click on the campaign’s title. Upon doing so, the 'Edit Email Settings' pop-up would appear on-screen. Click on the tiny pencil shaped icon within the pop-up in order to re-open the email configuration frame (for step nos. 5, 6 and 7, kindly check the gif provided below).
  3. Next, click on the 'Continue To Content' button and fill in the required details in the 'Campaign Content' section and then click on the 'Drag & Drop Editor' option. Upon doing so, you will be offered to either create a template for your email campaign from scratch or choose a pre-designed template from a template list.
  4. Once you have prepared your template, click on the 'Rows' tab and from the drop down select the 'Search products' option. Upon doing so a new pop-up titled 'Browse product' would appear on-screen within which you’ll find the 'Populate Products From Events' button. Click on this button (process illustrated in the gif provided below).

Note

In case Shopify is not integrated with your NotifyVisitors account, then the 'Choose Products From Catalog' button/tab will be unavailable and only the 'Populate Products From Events' and 'Populate From Product Feed' buttons/tabs will be displayed.

  1. Upon clicking on the 'Populate Products From Events' button, you will be redirected to the 'Configure Field Event Mapping' screen/frame.

Note

Whenever a customer will select certain products for purchase or place an order on your online store, then this would trigger the journey’s main event viz. 'Add To Cart' or 'Order Place' and consequently the journey will commence its execution. This particular event would also capture various details (such as product’s name, description, price etc.) pertaining to the products that the customer intends to purchase. 

It is from the 'Configure Field Event Mapping' frame that you can map the captured details or attributes of the various products chosen by the customer to the corresponding NotifyVisitors product fields such as Product name, Product description, Product’s image etc. Once the attributes are mapped against their appropriate fields, then all the products chosen for purchase along with their details will automatically get listed within the email campaign. You can also choose whether a specific detail about the product should be visible in the email campaign via toggling the 'Show In Card' switch on or off.

However, you might not always wish to display all the products selected for purchase within the email campaign. So, from within the 'Configure Field Event Mapping' frame, you can also put a limit on the number of rows of products that will be displayed in the email campaign. In order to apply a limit on the number of rows of products to be displayed in the campaign, simply enter a numerical value in the 'Limit On Row Collection' field present within the 'Configure Field Event Mapping' frame.

This particular feature that lets you specify the number of products to be displayed is both convenient and imperative, since there could exist scenarios where displaying all the products added by a customer to his/her shopping cart might make the email campaign appear unnecessarily long-winded. 

The number of products added by each customer to his/her shopping cart will vary i.e a certain customer might add a single product to the online cart while another might add several products. The primary purpose of the email campaign is to simply remind the customer about the fact that he/she has abandoned products in the online shopping cart. So, displaying not all but only a few products left in the abandoned cart will serve this purpose.

  1. Once you have mapped the attributes against the appropriate fields from within the 'Configure Field Event Mapping' frame, click on the button titled 'Add Product'. Upon doing so, you will be provided with the option to choose between two types of product display layouts viz. Vertical and Horizontal. Choose the desired layout and click on the 'Add Product' button once again (for steps nos. 9, 10, 11 and 12, kindly check the gif provided below).
  1. Upon doing so, you will automatically exit the 'Configure Field Event Mapping' frame and you will be redirected to the 'Rows' tab which will now contain a drag and drop template of product details (process illustration: kindly check the gif provided below).

Simply drag and drop this template into the email content section and place it wherever you wish to display the list of products. This would populate your email campaign with the various products chosen for purchase by the customer.

  1. Configure the remaining settings (if any) for your email campaign and then click on the 'Save' button located at the top-right corner of the frame. Now, exit the frame by clicking on the ‘cross’ button located at the top-left corner of the frame.  Upon doing so, you’ll be redirected to the 'Edit Email Setting' pop-up. Click on the 'Submit' button within this pop-up.
  1. Save and publish your journey.

Note

The dynamic properties of product feed and event-based recommendations add a layer of personalization that truly enhances the customer experience.

With these options in place, each user receives unique and personalized emails, tailored to their specific browsing history, past interactions and preferences.

This level of customization strengthens customer engagement, increases the likelihood of conversions and fosters long-term loyalty.

This way NotifyVisitors enables you to dispatch automated email campaigns that timely intimate customers exclusively about those products which they intended to purchase.

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