
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.

<figure>
<img src="/api/docs/image/54176ad07f146575310749eba44b7c2f42c1b327/use-cases/all-cases/_gfx/recom_emailtemplate.png" alt="Personalized recommendation email"  class="full no-frame">
</figure>

## Prerequisites 
---
- Implement a [tracking code](/developers/web/installation-and-configuration) into your website.
- [Configure AI engine](/docs/settings/configuration/ai-engine-configuration/engine-configuration-for-recommendations).
- [Configure an item catalog for recommendations](/docs/settings/configuration/ai-engine-configuration/engine-configuration-for-recommendations). Enable personalized recommendations.
- Implement the [transaction events](/developers/web/transactions-sdk) using [SDK](/developers/web/transactions-sdk) or [API](https://developers.synerise.com/DataManagement/DataManagement.html#operation/CreateATransaction).
- Configure a [sender account](/docs/campaign/e-mail/configuring-email-account).

## Process
---

In this use case, you will go through the following steps:
1. [Prepare an AI recommendation](#prepare-an-ai-recommendation).
4. [Prepare an email template](#prepare-an-email-template).
3. [Create a workflow](#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 <img src="/api/docs/image/54176ad07f146575310749eba44b7c2f42c1b327/icons/ai-hub-icon.svg" alt="AI Hub icon" class="icon" > **AI Hub > (AI Recommendations) Models > 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](/docs/ai-hub/recommendations-v2/creating-recommendation-campaign#static-filters) and [Elastic filters](/docs/ai-hub/recommendations-v2/creating-recommendation-campaign#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 <img src="/api/docs/image/54176ad07f146575310749eba44b7c2f42c1b327/icons/experience-hub-icon.svg" alt="Image presents the Experience Hub icon" class="icon"> **Experience Hub > 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.


<div class="admonition admonition-note"><div class="admonition-icon"><svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2.5"><path stroke-linecap="round" stroke-linejoin="round" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z" /></svg></div><div class="admonition-body"><div class="admonition-content">

You can edit the template in two ways, by editing the code of the template ([add inserts](/docs/campaign/in-app-messages/creating-inapp-templates/creating-inapp-template#adding-a-snippet-to-the-template-code), [add variables](/docs/campaign/in-app-messages/creating-inapp-templates/creating-inapp-template#adding-a-variable) and/or by filling out the form in the Config tab. In this use case, we will use the capabilities of the predefined Config tab.

</div></div></div>


### 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.
4. In the **First recommendation header** section, you can type the header you want to display and define the background and font colors.
5. In the **First recommendation products** section:
    1. Set the value in the **Number of product in row** field.
    1. From the **Recommendation id** dropdown list select the [recommendation you prepared in the previous step](#prepare-an-ai-recommendation). You can find it by typing its name or ID in the search box.
    2. Customize the **Product name font color**, **Font color**, **Button font color**, **Button background color**, **Button border radius** and **Button text** options.
6. 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.

    
   <div class="admonition admonition-note"><div class="admonition-icon"><svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2.5"><path stroke-linecap="round" stroke-linejoin="round" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z" /></svg></div><div class="admonition-body"><div class="admonition-content">

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

   </div></div></div>


7. 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**.

    <figure>
    <img src="/api/docs/image/54176ad07f146575310749eba44b7c2f42c1b327/use-cases/all-cases/_gfx/edit-form.png" alt="The view of the Edit form in the Config tab"  class="full">
    <figcaption>Edit form in the Config tab</figcaption>
    </figure> 

8. 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**.
9. 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 <img src="/api/docs/image/54176ad07f146575310749eba44b7c2f42c1b327/icons/automation-hub-icon.svg" alt="Automation Hub icon" class="icon" > **Automation Hub > 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.
4. 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.
5. 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](#prepare-an-email-template).
    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](/docs/campaign/e-mail/creating-email-campaigns#adding-custom-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.
4. Confirm by clicking **Apply**.

<figure>
<img src="/api/docs/image/54176ad07f146575310749eba44b7c2f42c1b327/use-cases/all-cases/_gfx/pers_reco_wrkflw.png" alt="The view of the workflow configuration"  class="full">
<figcaption>Workflow configuration</figcaption>
</figure> 

## 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](https://app.synerise.com/ai-v2/recommendations/XbEsd3PfYnsW)
- [Workflow](https://app.synerise.com/automations/automation-diagram/b65c4194-230b-40bb-b6eb-a2f93ef59669)
- [Email template](https://app.synerise.com/automations/workflows/automation-diagram/b65c4194-230b-40bb-b6eb-a2f93ef59669/content-manager/template/104626)

If you’re our partner or client, you already have automatic access to the **Synerise Demo workspace (1590)**, where you can explore all the configured elements of this use case and copy them to your workspace.  

If you’re not a partner or client yet, we encourage you to fill out the contact [form](https://demo.synerise.com/request) to schedule a meeting with our representatives. They’ll be happy to show you how our demo works and discuss how you can apply this use case in your business. 

## Read more
---

- [Recommendations](/docs/ai-hub/recommendations-v2)
- [Email template builder](/docs/campaign/e-mail/creating-email-templates/email-code-editor)