Sign up here to get the latest news, updates, and early access to our research and white papers.
Personalisation is essential for your eCommerce business. By using our smart campaigns feature you can reach your customers at the right time and with the right content for them. Either email marketing campaigns or push notifications campaigns are proven to help improve the conversion rate and to drive traffic and sales.
Now that your domain and/or your email address are all set up, and you have created at least one template for a transactional email or a push notification, it’s time to create your first campaign. Go to Messaging > Smart Campaigns and click on “Add New Smart Campaign” to start.
The first thing that you will see is a workspace to create your flowchart. There’s a ‘start’ box by default, to help you begin to create your campaign. At the top of the workspace, there’s a button called “Exit Rules.” Exit rules are the opposite of your Start node. Here, you can set events and conditions triggering a customer to exit a campaign.
For example, if you have created ‘cart abandonment’ campaigns, the ‘Exit Rules’ could be ‘Customer has no products in the shopping cart’ or ‘Customer has placed an order’. This way you are telling your campaigns that customers will exit the campaign –meaning that customers won’t receive any unnecessary email or notification– if they have deleted their products from the shopping cart or completed a purchase.
At the right of the workspace, there’s a menu with different options: ‘Actions’, ‘Wait for’, ‘Split’ and ‘Annotations’. To choose any of these actions and to add them to your flowchart, drag and drop into the workspace. To edit any of the boxes, click on the gear on the top left.
“Actions” (Send and End) are to start and end your campaign.
“Wait for” (Delay, Event, Condition) are triggers that let your campaign knows what to do.
“Split” (Fork) is for adding more conditions to a specific event. For example, if a customer has accepted receiving a push notification, but another customer hasn’t, you can use the split option to differentiate both. This way you can indicate to your flow what to do in any of the cases.
“Annotations” are to add internal comments to your flow.
The last stop in our messaging journey is the custom events option. Here, you can create specific events, –based on your visitors’ interests and buying patterns–, to consider when you are creating your smart campaigns. The process is straightforward:
You can create as many events as you want or need. After creating your events, you can find them in the list of events available when you are creating a new smart campaign.
This is an example of a very simple flowchart to send a push notification after a customer abandons the shopping cart. The campaign includes three conditions. It has a one hour delay and a fork: date of last purchase, based on that condition the flow ends, or it triggers a push notification.
The conditions defined at the beginning of the flow are:
The triggers for this campaign are three:
The delay is one (1) hour meaning that the platform needs to wait one hour to send the push notification. Besides, there’s a “Fork” that indicates if the campaign continues or end. In this case, is “Date of purchase is more than 48 hours ago”
The push notification is sent only if:
This is how the push notification looks:
In conclusion, you can create a campaign based on events and conditions to trigger your personalised communications. The flows can be as granular and specific as you need them to be. To be sure to have enough data to define your events and rules correctly and reach the right people at the right time.