Predefined email template with personalized recommendations

Deliver a truly tailored shopping experience and revolutionize the way you engage with your customers with personalized AI recommendations. Suggest items based on each visitor’s unique buying preferences and behavioral profile to drive engagement, boost sales and create meaningful connections with your audience.

This use case describes the process of creating a set of personalized recommendations and sending them in an email.

This use case provides you with an instruction how to use a ready-made email template that can be used 1:1 in a business scenario.

Prerequisites

• Implement a tracking code into your website.
• Configure AI engine.
• Configure an item catalog for recommendations. Enable personalized recommendations.
• Implement the transaction events using SDK or API.
• Configure a sender account.

Process

In this use case, you will go through the following steps:

1. Prepare an AI recommendation.
2. Prepare an email template.
3. Create a workflow.

Prepare an AI recommendation

In this part of the process, you will configure a personalized recommendation which will be later used in the email template. This recommendation type suggests items based on the customers’s buying preferences and browsing history, ensuring they are not overwhelmed with choices. The system analyzes page visits, transactional data, and item feeds to generate personalized recommendations, for example items from categories previously browsed or purchased by the customer. The AI model is trained weekly to continuously improve the accuracy of these recommendations.

1. Go to Communication > Recommendations > Add recommendation.
2. Enter the name of the recommendation (it is only visible on the list of recommendation).
3. In the Type & Items feed section, click Define.
4. From the Items feed dropdown list, select an item feed.
5. In the Type section, choose the Personalized recommendation type.
6. Confirm the settings by clicking Apply.
7. In the Items section, click Define.
   1. Click Add slot.
   2. Define the minimum and maximum number of items that will be recommended to the customer in each slot.
   3. Optionally, define Static filters and Elastic filters.
   4. Confirm by clicking Apply.
8. Optionally, you can define the Boosting factors and settings in the Additional settings section.
9. In the right upper corner, click Save.

Prepare an email template

In this part of the process, you will create an email templpate. We will use a predefined template for the personalized recommendations, so there is no need to create a template from scratch.

1. Go to Communication > Email.
2. On the left pane, click Templates and from the list of template folders, select Predefined dynamic templates.
3. Select the Recommended products template.

Result: You are redirected to the code editor.

Edit form in the Config tab

The form in the Config tab is pre-filled with default values, which you can modify to suit your business needs.

1. In the Logo section, you have the option to customize the logo’s height, link, title, and image source.

2. In the Main image section, you can specify the height, link, title, and the source of the main image.

3. In the First recommendation header section, you can type the header you want to display and define the background and font colors.

4. In the First recommendation products section:

   1. Set the value in the Number of product in row field.
   2. From the Recommendation id dropdown list select the recommendation you prepared in the previous step. You can find it by typing its name or ID in the search box.
   3. Customize the Product name font color, Font color, Button font color, Button background color, Button border radius and Button text options.

5. Optionally, repeat steps 3-4 for Second recommendation header and Second recommendation products and configure Category section, Contact section, Social media and Footer or hide them by switching off the respective toggle.

   Note: To preview the template without switched off sections, use the Preview Contexts option.

6. After you make changes to the template, you can check the preview.

   1. Click the Preview Contexts button on the upper left side.
   2. Enter the ID of a customer.
   3. Click Apply.

   

7. If the template is ready, click the arrow next to Use in communication in the upper right corner, and from the dropdown select Save as.

8. On the pop-up:

   1. In the Template name field, enter the name of the template.
   2. From the Template folder dropdown list, select the folder where the template will be saved.
   3. Confirm by clicking Save.

Create a workflow

In this part of the process, you will create a workflow which sends emails with personalized recommendations to customers, triggered when they finish their session on the site. The email will be sent maximum once a month, to customers who made a purchase in the last 30 days.

1. Go to Automation > Workflows > New workflow.
2. Enter the name of the workflow.

Define the Profile Event trigger node

At this stage, we will configure the conditions that launch the workflow. As a trigger, we will use the session.end event.

1. As the first node of the workflow, add Profile Event. In the configuration of the node:
   1. From the Choose event dropdown menu, choose the session.end event.
   2. Confirm by clicking Apply.

Define the delay

Add the Delay node to define the lag between the session.end event and sending an email with recommendations to specific segment of customers. In this example it is 1 hour.

1. Add the Delay node, in the configuration of the node:
   1. In the Delay field, enter 1.
   2. From the Unit dropdown list, choose Hour.
   3. Confirm by clicking Apply.

Define the Profile Filter node

As the next step, add the Profile Filter node, which checks if the customer made a transaction in the last 30 days. If the customer made a transaction, we will send them an email with recommendations, and if they have not purchased, then the workflow ends.

1. Add the Profile Filter node.
2. From the Choose filter dropdown list, select the transaction.charge event.
3. Using the date picker in the lower-right corner, set the time range to Custom> Last 30 days. Confirm your choice with the Apply button.
4. Click Apply.

Configure the Send Email node

1. To the Matched path, add the Send Email node. In the node settings:
   1. In the Sender details section, choose the email account from which the email will be sent.
   2. In the Content section, in the Subject field, enter the subject of the email and from the Template dropdown, select the template you prepared in the previous step.
   3. In the UTM & URL parameters section, you can define the UTM parameters added to the links included in the email.
   4. In the Additional parameters section, you can optionally assign parameters. which will be added to every event generated by this communication.
2. Click Apply.

Add the finishing nodes and set capping

1. Add the End nodes after Send Email node and to the Not matched path after the Profile Filter node.
2. In the upper right corner, click Set Capping and define the limit of workflows a profile can start:
   1. Set Limit to 1.
   2. Set Time to 30 days.
3. Confirm by clicking Apply.

Check the use case set up on the Synerise Demo workspace

You can check the configuration of each step directly in our Synerise Demo workspace:

• AI Recommendation
• Workflow
• Email template

If you don’t have access to the Synerise Demo workspace, please leave your contact details in this form, and our representative will contact you shortly.

Read more

• Recommendations
• Email template builder