Recommendations for new and returning app users

Published June 17, 2022

Modules

Difficulty

Industry

Mobile apps are a powerful marketing channel for many businesses. They help companies to conveniently connect with customers, keep them engaged and build the best possible online experience for them. It is another great channel for offering personalized offers to customers that make them feel closer to the brand.

To build the most enjoyable customer experience possible, it’s a great idea to differentiate designed campaigns among customers who meet specific criteria. For example, differentiation based on the customer’s level of activity in the app.

This use case refers to a scenario where customers are divided into different segmentations - completely new to the app and those returning. The segmentation the customer belongs to will determine the type of recommendation they receive at the end.

Prerequisites

Implement Synerise SDK in your mobile application.
Implement product.view event in your mobile application
Create two different recommendation campaigns that will be directed to new and returning customers. Ex. top products for new customers, personalized products for returning customers. You can add additional filters if needed.
Create two documents with the recommendation campaigns created before.
Exemplary content of a document
```
{
  "name": "Top Products",
  "recommendations": "{% recommendations_json3 campaignId=COhsCCOdu8Cg %} {% endrecommendations_json3 %}"
}
```
Where "campaignId" is the ID of your recommendation.

Process

Prepare segmentations for new and returning users.
Create screen views with dedicated documents with AI campaigns created before.

Prepare segmentations

In this part of the process, create segmentations for new and returning users. This use case considers a returning user as a user who viewed at least two products in the mobile application. Users who do not match this condition are considered new. This logic is exemplary and may vary depending on your business needs.

Segmentation for returning users

Go to Analytics > Segmentations > New segmentation.
Give the segmentation a meaningful name, for example Returning users.
Click Choose filter and select the product.view event.
Click Add funnel step and select the product.view event once again.
As the date range, select Lifetime.
Click Apply.

An example of segmentation of returning users

Segmentation for new users

Go to Analytics > Segmentations > New segmentation.
Give the segmentation a meaningful name, for example New users.
Click Choose filter and select the segment you created in the previous step.
From the Choose operator dropdown list, select Is false (Boolean).
Click Apply.

Create screen views

In this part of the process, create screen views for the segmentations defined in the previous steps. Thanks to this, while fetching the screen views, the mobile application automatically receives content dedicated for a certain user.

Create a screen view for returning users

Create a screen view for returning users using the documents with recommendations targeted to those users.

Go to Communication > Screen views > Create screen view.
Enter the name of the screen view.
Optionally, to let other users know about the purpose of this screen view, write a short description.
To define the recipients of your screen view, in the Audience section click the Define button and choose the returning users segmentation.
Confirm your choice by clicking the Apply button.
To create the content of your screen view, in the Content section click the Define button.
Prepare and paste the JSON code with the collection of dashboards you want to include in the screen view. The code needs to define the way of presenting the dashboards (for example, as a vertical list).
Below the code text field, select the document with the recommendation for returning users by clicking the Add document button.
To define the schedule of the screen view, in the Schedule section click the Define button.
From the Timezone dropdown list, select a timezone for the schedule.
Select the start date by performing one of the following actions:

To launch the screen view immediately, select the Immediately option.
To select the start date: 1. Select the Scheduled option. 2. Click the Select time field. 3. Pick a date and select time. 4. Confirm by clicking Apply.

Important: Screen views schedule overrides the schedule of individual documents.

Optional: In the Type of period section, define the times of day, days of the week, or days of the month when the screen view is active.
To complete the process, click the Publish button.

The configuration of the screen view for returning users

Create a screen view for new users

Create a screen view for new users using the recommendation documents targeted to those users.

Go to Communication > Screen views > Create screen view.
Enter the name of the screen view.
Follow the same steps mentioned in the previous step using the segmentation of new users and relevant document dedicated to those users.

What’s next

For a campaign to be visible in a mobile app, it must fetch screen views and display defined campaigns using the appropriate SDK Method for iOS and Android, React Native.

Check the use case set up on the Synerise Demo workspace

You can also check the configuration of the screen view campaigns for returning users and new users directly in the Synerise Demo workspace.

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.