La fonctionnalité d’Offre personnalisé de Probance vous permet d’intégrer dans vos campagnes des produits à promouvoir, sélectionnés de façon dynamique pour chaque destinataire. Ces sélections The Probance Personalized Offer feature allows you to integrate dynamically selected products to promote in your campaigns for each recipient. These selections are generated by sophisticated and efficient algorithms based on individual behaviors and observed trends in the collective behaviors of your customer base.
This tutorial will explain how to configure the personalized offer of an email campaign to display products or items with which recipients have interacted.
1. General operation
In the Personalized Offer section of an email campaign, two types of offers can be defined: RECO offers and PERSO offers.
PERSO offers are products/items the recipient has already interacted with through purchase, adding to the cart, or viewing. The available selection rules for this type of offer are as follows.
- Perso product/item – Resell – last purchase
- Perso product/item abandoned cart
- Perso viewed products
The selection rules for this type of offer must be defined in the PERSO PRODUCT or PERSO ITEM zone, depending on your catalog configuration.
2. Configure the personalized offer of a campaign
2.1. Selection rules
- In the Personalized Offer section of your campaign, click on Edit.
- Click the Edit proposed offer icon in the desired zone to display the list of available rules.
- Select the rule to configure in the zone.
- Specify the minimum number of offers to select. This parameter allows you to define a number of products below which the campaign will not be sent to the client: if the Probance engine cannot select at least this number of recommendations for a recipient, they will be excluded from the target and will not receive the campaign.
- This parameter is set to 0 by default, meaning the campaign will be sent even to contacts for whom no product has been selected.
If your campaign combines a RECO rule with a PERSO rule and you want to limit sending to members for whom at least one rule selects at least one product, set the parameter Minimum number of offers to send the campaign to 0 for all rules, and check the option Exclude contacts without personalized offers from this campaign.
- Click Save to save your changes.
2.2. Catalog filters
You can refine the rules of your campaign by adding filters to restrict the selection to products meeting certain conditions. For example, you can promote only in-stock products, products with a price including tax below a certain amount, or restrict the selection to specific categories or brands.
The following fields can be used to filter selections.
- ID
- Name
- Product/article reference
- Description
- Main category (and categories)
- Brand
- Price excluding tax, reduced price including tax, price including tax
- Stock
- URL, image URL
- Release date
- Last price reduction date
- Promotion
Click Add a Filter to define a catalog filter for a selection.
It is also possible to create advanced filters by combining several conditions in the same filter: a product will be eligible as soon as it meets at least one of the conditions of the filter.
Click Add a condition in an existing filter to add options to it.
3. Display products in the email
To display the information of the products selected by these rules, the campaign template must contain a dedicated PERSO block for each type of offer configured. These blocks are predefined to display product selections from the PERSO PRODUCT and PERSO ITEM zones and include personalization tags that will be replaced with product information at the time of sending.
In the Fastbuilder editor block catalog, 2 types of PERSO PRODUCT and PERSO ITEM blocks are available:
- A block presenting the products in Columns
- A block displaying them in List format
To prepare your template for displaying products, follow this procedure.
- Edit the template of your campaign.
- In the list of blocks, select the Perso product/item block (depending on the zone used in your campaign) of your choice and click Add to insert it into the template.
- Go to the Content tab. In the Max products field, indicate the maximum number of products to display in the template. You can include up to 6 products.
- Also, in the Content tab, adjust the block layout according to the desired display: you can modify the number of columns for column blocks, the alignment of images for list blocks, and the product information to display.
- You can modify the general appearance of your block (font size and style of each element, colors, etc.) in the Styles tab.
- Click Save & close to save your template and return to your campaign page.
Your template now contains the necessary information to display the selected products.