Slots with personalized brand recommendations in emails

Published March 11, 2022

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Difficulty

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Industry

An email is a great way to present a tailored offer to your customers. You can prepare a recommendation of items which match the preferences of each customer and distribute this offer by using emails.

This use case describes how to create such a recommendation and contains instructions on preparing an email template that contains the recommendation.

Prerequisites

Implement a tracking code.
Import a product feed to Synerise.
Implement OG tags, required: product:retailer_part_no (which is the same as <g:id> in the product feed).
Configure an item feed for recommendations - initiate the personalized model training.

Process

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

Create AI recommendation

In this part of the process, you create a recommendation that will display items of a different brand per slot. The selection of items will be adjusted to the preferences of an individual customer.

Go to Communication > Recommendations > Add recommendation.
Enter the name of the recommendation (it is only visible on the list of recommendations).
In the Type & source section, click Define.
From the Catalog dropdown list, select a product feed for which the model training is completed.

Tip: You can learn more about the statuses of the model training here.
Select the Personalized recommendation type.
Configuraion of the catalog and recommendation type section
Confirm by clicking Apply.
In the Items section, click Define.
1. Click Add slot.
2. Click the slot you added. Optionally, you can rename it.
3. Define the minimum and the maximum number of products displayed in the slot according to your needs.
  
  Tip: Learn more about the recommendation settings.
4. In Static filters, set the following parameters:
  - availability to true - it shows only available products,
  - brand to a brand of your choice, for example, brand equals Acme.
  Configuraion of the filters
5. Click Add slot and repeat steps b-d. In step d, select different brands.
  Final configuraion of the items section
6. Confirm by clicking Apply.
Optionally, you can define the settings in the Boosting and Additional settings sections.

Tip: Learn more about boosting and additional settings
Save the recommendation by clicking the Save button in the upper right corner.

Prepare an email template

In this part of the process, you create an email template that contains a Jinjava code that contains the recommendation you created in the previous step. Before you start reating a template, obtain the ID of the recommendation you created in the previous part of the process (in the URL of the recommendation).

Go to Communication > Email.
On the right side, click Templates.
Select the Code editor.
Enter the name of the template.

In the HTML section, paste the following Jinjava code.

{% recommendations3 campaignId=insert_recommendation_ID %}
    {% for slot_products in slots_products3 %} 
        {% for item in slot_products.items %} 
            {{ item.itemId }}
        {% endfor %}
    {% endfor %}
{% endrecommendations3 %}

Replace insert_recommendation_ID with the ID of your recommendation. You can find the ID in the URL of the recommendation.
Adjust the content and design of your message using CSS.
Click Save this template > Save as.
Select the template folder in which the template will be saved.
Confirm by clicking Apply.

What’s next

You can use such template in an email campaign which you can send manually or you can prepare a workflow in the Automation module and use it as a part of your business scenario.

Slots with personalized brand recommendations in emails

Prerequisites

Process

Create AI recommendation

Prepare an email template

What’s next

Read more

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