Interaction Studio Classic Only
The use cases within this playbook are for customers using Interaction Studio Classic (formerly Evergage Classic) ONLY. For customers using the Interaction Studio 'Campaigns and Templates' application, refer to the Use Case Library instead.
As an e-commerce marketer in the retail industry, you know that responding to each and every shopper – based on his or her unique preferences and intent – is increasingly necessary to drive conversions, build long-term customer loyalty and remain competitive in your industry.
Here are many of the tried-and-true solutions that leading retailers leverage with Interaction Studio to drive positive impacts across channels for their businesses:
Encourage discovery – recommend relevant products, categories, and brands throughout your web, email, and in-app experiences
Increase engagement – encourage key behaviors like writing reviews, signing up for email, and downloading apps by tailoring messages specific to where your visitors are in their journey
Reduce friction – recognize the key areas on your site visitors struggle with the most. Curb cart abandonment by identifying promo code errors, optimize out-of-stock PDPs, and trigger visitor reminders when prices drop!
Optimize channels – personalize throughout the customer journey to create a seamless experience regardless of the channel.
How to use these articles
The following articles offer best practices for using Interaction Studio to optimize the experience for your site visitors and increase conversion rates
| Objective | Strategy | Playbook ID/Name |
|---|---|---|
Encourage Discovery | Cross-sell across categories | 237 - Use SmartBundle in Complete the Look Campaigns |
Power homepage recommendations for all visitors | 138 - Create a Personalized Homepage Experience | |
| Power dynamic banners based on customer/non-customer, geo, products | 129 - Create a Personalized Homepage Banner | |
Prompt discovery on PDPs by showing similar items to the item being viewed | 204 - Increase Product Discovery by Recommending Similar Products | |
| Surface category & brand recommendations | 2310 - Make Category and Brand Recommendations | |
| Recommended products based on what's trending | 147 - Increase Product Discovery by Displaying Trending Products | |
| Personalized recommendations on cart page | 239 - Use Machine Learning to Promote Items on the Cart Page | |
| Optimize out of stock pages with product recommendations | 238 - Use SmartBundle for Out of Stock Messaging | |
| Enhance unavailable pages with promoted content | 228 - Replace Unavailable Web Pages with Promotional Content | |
| Increase Engagement | Target and curb comparison shopping | 1311 - Highlight a Product Name for Comparison Shoppers |
| Power offers based on weather | ||
| Power a shopping companion for your visitors | 136 - Increase Engagement and Repeat Purchases with a Shopping Companion | |
| Remind customers to take advantage of current promotions | 203 - Re-Engage Shoppers by Reminding of an Offer on Exit | |
| Support email capture across relevant pages | 1310 - Support Email Capture for Key Points of Interaction | |
| Target messages based on geography | 195 - Promote Personalized Messages Based on Geolocation | |
| Ask shopper for reviews | 143 - Ask Returning Customers for Reviews | |
| Encourage shoppers to download your mobile app | 219 - Download Mobile App to Drive Engagement | |
| Collect explicit data about visitors via a questionnaire | 205 - Add Style Finder Questionnaire Leading to Personalization | |
| Power single question surveys to collect explicit data about visitors | 1710 - Serve a Quick One Question Survey | |
| Drive educational experiences for new visitors | 181 - Educate New Visitors | |
| Offer specialized experiences or promotions for high value customers | 1312 - Create a Special Experience for High Value Customers | |
| Create a "My Store" experience for shoppers | 2312 - Design a Personalized My Account Page for Customers | |
| Personalized recommendations for blog content, or content on site | 236 - Recommend Content to Inspire Shoppers | |
| Reminder of items left in cart or suggestions | 140 - Incentivize Your Cart Abandoners in Real Time | |
| Engage shoppers with the newest product offerings | 198 - Engage Shoppers with Newest Product Offerings | |
| Increase engagement and conversions with loyalty programs | 206 - Increase Engagement and Conversions with Loyalty Program | |
| Increase engagement by displaying products(s) viewed the longest | 132 - Increase Engagement by Displaying Product(s) Viewed the Longest | |
| Educate based on location | 182 - Educate Based on Location | |
| Proactive promo code error messaging | 2315 - Reduce Coupon Code Friction Points | |
| Reduce Friction | Create persistent reminders to drive offers from email to shopping journey | 102 - Create Persistent Reminders to Drive Offers from Email to Shopping Journey |
| Drive offers from email to convert a browser | 130 - Drive Offers from Email to Convert a Browser | |
| Drive purchases using promotional offers | 108 - Drive Purchases Using Promotional Offers | |
| Swap promotions based on date-time ranges | 332 - Swap Promotions in Content Zones Based on Conditions | |
| Optimize Channels | Power personalized recommendations at open time | 2313 - Recommend Products and Promotions with Open-time Email |
| Send an email when a visitor abandons a cart containing an item | 2314 - Remind Cart Abandoners with Triggered Email | |
| Send an email when a visitor leaves your site without adding to cart or purchasing | 2312 - Convert Browsers to Buyers with Triggered Email | |
| Send real-time email messages that alert your shoppers of new products in their favorite categories | 323 - New Arrival in Favorite Category Triggered Email | |
| Send real-time email messages that alert your shoppers of out-of-stock products they’ve browsed that have since been replenished | 324 - Trigger an Email When a Recently Viewed Item Is Back in Stock | |
| Send real-time email messages that alert your shoppers of products they’ve browsed that now have limited quantities available. | 325 - Trigger an Email When Inventory Is Low | |
| Send real-time email messages that alert your shoppers of recently viewed products with price reductions | 326 - Trigger an Email When a Favorite Product Has a Price Reduction |
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