Populate products via product feeds

Modified on Sat, 15 Jun 2024 at 09:19 AM

The 'Populate products via product feeds' feature is designed to facilitate delivery of personalized product recommendations through email campaigns. In essence, by means of leveraging this feature, you can dispatch bespoke campaigns to your customers, tailored specifically to showcase products in which they expressed purchase interest i.e., either by viewing them on the brand's official website or by adding them to their online shopping cart.

Prerequisites

There exist certain prerequisites that you need to fulfill in order to use the aforementioned feature of the software. The foremost prerequisite is to have 'Product Feed(s)' configured and saved within your NotifyVisitors account's database. You can create 'Product Feed(s)' from within the panel itself.

However, in order to configure a 'Product Feed', you will need:

  1. A 'Product Catalog' synced within the software, either from your own e-commerce store i.e. the online shopping platform linked to your NotifyVisitors account or from some other store.
  2. Three events namely 'Product View', 'Add to Cart' and 'Order Place' (having 'Product ID' as an attribute), configured and mapped within the software, for the synced 'Product Catalog'.

Important Note

We offer integration with various e-commerce platforms such as Shopify, WooCommerce, Magento, Wix, BigCommerce etc. Click here to learn more about our various store integration options.

Additionally, in case you use any of the e-commerce platforms for which we offer direct integration, then:

  • Via an on/off toggle switch, you may conveniently choose whether to automatically sync your store's catalog data within the software's database.
  • If you choose to sync data, then the software will also automatically configure the events viz. 'Product View', 'Add to Cart' and 'Order Place' (with 'Product ID' as an attribute) for the catalog.
  • Moreover, by means of on/off toggle switches, you'll be provided with the functionality to 'disable' and 're-enable' the mapping, configuration and tracking of each of the aforestated events, at any given time.

However, in case you use an e-commerce platform other than the ones we offer direct integration for i.e. you choose to sync a custom catalog via an API to generate product recommendations, then you will have to manually map and configure the above-stated events in the manner described in the article titled 'How to sync a custom catalog'.

  • Hereinafter, we will succinctly explain how to fulfill the preconditions required to use the 'Populate products via product feeds' feature, by way of an example:

Suppose your organization uses the Shopify e-commerce platform and has the same integrated to its NotifyVisitors account. Then, you must enable 'catalog synchronization' for your store from within the panel in order to sync and save a 'Shopify Catalog' in the software's database, which can in turn be used to create a 'Product Feed'.

To check whether 'catalog synchronization' is enabled or not:

  1. Simply navigate to Settings > Store Integration > CMS.
  2. Click on the 'Configure' button present adjacent to the 'Shopify Integration' option. 
  3. Next, scroll down to the bottom and make sure that the 'Sync Catalog Data' option is 'enabled'. In case it isn't, enable it in order to sync and save the catalog within the software's database.

Once you have successfully synced your 'catalog', you'll notice that a catalog entry has been added by default under Brand Assets > Catalogs (check the screenshot below for illustration).

Note

Once the 'catalog' is saved, then the 'Recommendations' are processed and while the processing is underway, the 'Recommendation Status' is displayed as 'In Progress'.

The 'Recommendation Status' will switch to 'Published' within 24 hours in case no issues are found in the retrieved data. This 'Published Catalog' saved within the software's database, can then be used to create a 'Product Feed'.

Remember, the range of products that can ultimately get displayed within the campaigns is dependent upon the ambit of and limited to the scope of the aforementioned 'catalog' synced and saved within the database.

Now, with your synchronized catalog in place, you can either use our classic or precreated 'default feeds' directly or create new 'dynamic ones' based on various parameters such as best-selling products, most-selling products etc.

Kindly proceed as follows to generate a 'Product Feed':

  1. Navigate to Brand Assets > Product Feed.
  2. Click on the button titled 'Create Product Feed'.
  3. Upon doing so, a new frame would appear on-screen wherein you can configure your new 'Product Feed'. Please enter a desired name for the feed in the very first field.
  4. Then, select the 'Shopify Catalog' you just synced from the dropdown present right below it.
  5. Next, via the following two dropdowns you may granularly filter and configure which specific products i.e. best selling, recently viewed etc. should be displayed first to the customers.

There are 'eight distinct criteria' divided into 'two categories' for creating 'Product Feeds' viz.

  • Classic
  • Newest Products
  • Random Products
  • Best selling products
  • Most viewed products
  • Both best selling and most viewed products
  • Personalized for each customer
  • Products a customer may also like
  • Products a customer has recently viewed
  • Customer's recently added products to cart

Note

You have the flexibility to categorize your 'Product Feed' and to apply additional 'filters' by selecting the 'Add Filters' option.

Additionally, while configuring your 'Product Feed', in case you wish to delete an applied filter, then you can do so, simply by clicking on the 'Bin' button present at the extreme end of the row (check the screenshot provided below for illustration).

In case you select any parameter from the 'Personalized for each customer' category, then it is imperative to define default product recommendations for customers without a 'purchase history'. This is because these dynamic parameters rely on the customers' browsing history and behavior.

In scenarios where a customer is new and doesn't have a 'purchase history', default recommendations will be sent via email. Once your product feed is generated, you can seamlessly incorporate it into your email campaigns.

Populate products in email campaigns via product feeds

Products from a feed can be populated in both individual and journey-based email campaigns. Henceforth, we will explain how to do so by means of an example:

  1. Navigate to Campaigns > Create Campaign > Email.
  2. Fill in the input fields with the requisite information and configure settings within the 'Recipients' stage. Then, click on the button titled 'Continue To Content'.

  1. Within the next stage i.e. the 'Content' section, you'll notice that there exist 'four distinct options' to design your email campaign's content, one of which will be the 'Drag & Drop Editor'. Kindly click on the same. Next, select an existing email template or create one from scratch.

  1. Once you have prepared your template, click on the dropdown present right under the 'Rows' tab and choose the 'Search Products' option, in order to commence the process of adding a 'Product Feed' to the email campaign.
  2. Upon doing so a new pop-up titled 'Browse product' will appear on-screen within which you'll find the 'Populate Products From Feed' option. Select that option and then click on the 'Continue' button (process illustrated in the GIF provided above).

Note

Remember that the 'Product Feed' option or feature is dynamic i.e. customers will receive personalized emails tailored to the products they have shown interest in.

  1. Upon clicking on the 'Continue' button, you will be presented with a list of saved 'Product Feeds'. Select the desired 'Product Feed' and then click on the button titled 'Continue With Feed'.

Note

You can choose only one 'Product Feed' at a time from the list.

  1. In the frame that appears next, you can customize the presentation of the dynamically fetched data of the products from the 'Product Feed'. You can configure what information pertaining to the products should or should not be displayed in the campaign, you can define or set their display orientation etc. Configure how you want to display the products and then click on the 'Continue' button.

  1. The product catalog will automatically get added under the 'Rows' tab. Simply drag and drop it into the 'email content section' wherever you wish to display the list of products. This would populate your email campaign with various products from within the previously chosen preconfigured 'Product Feed'.

Note

The GIF provided above simply illustrates how the drag and drop feature works. In reality, the product catalog doesn't get displayed under the 'Rows' tab in the illustrated manner. Instead, a 'code snippet' is displayed in place of the product catalog, which you can then drag and drop in the same way as depicted.

This is because the email campaign may be dispatched to multiple customers at a time, each of whom might have viewed a unique combination of products on your online store. The 'code snippet' ensures and conveys that within the email campaign, each receiver will exclusively view those products in which he/she expressed purchase interest.

Furthermore, you may preview your campaign by means of 'Fallback Feeds'. That is to say, within the campaign's analytics report, under the 'Campaign Info' tab, you can preview how the products fetched from the 'Product Feed' will ultimately appear to the receivers of the email campaign.

Be mindful of the fact that the 'product data' shown in the preview is basically 'dummy data', fundamentally meant to demonstrate or give an idea of how the 'actual product data' will visually appear within the mail, to the receivers. Click here to learn how to check an email campaign's analytics report.

  1. Configure the remaining settings (if any) for your email campaign and then click on the 'Save' button located at the top-right corner of the frame. Then, exit the frame by clicking on the 'cross' button located at the top-left corner of the frame.

From here onwards, continue configuring your email campaign following the process described in the article titled 'How to create an email broadcast campaign'.

Once you have performed the aforementioned steps and successfully dispatched the campaign to your customers, personalized product recommendations will automatically appear in their email based on the formerly configured parameters.

This way via leveraging the hitherto described feature, you can dispatch email campaigns incorporating relevant product notifications and recommendations to your customers, based on their browsing history and purchase activity on your online shopping store.

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