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Interaction Studio Classic Only

  • This use case is intended for customers using Interaction Studio (formerly Evergage Classic) ONLY. For customers using the Interaction Studio 'Campaigns and Templates' application, refer to the Use Case Library instead.
  • The Visual Editor Chrome Extension will no longer be available starting January 1, 2023. For more information, see this knowledge article.

With Low Inventory Triggers, you can send real-time product recommendations to the most relevant members of your opt-in list based off of items they have recently viewed now being low in stock. You have the ability to customize your low inventory count threshold, user activity look-back window, and minimum view time requirements. Since the templates are fully customizable and are built within Interaction Studio, you also have the flexibility to include different content areas depending on your strategies and goals.

While Interaction Studio has the ability to update recommendations and content at the “send-time” or “open-time”,  this triggered email should be set at “send-time” to ensure the most relevant recommendations have been made. The personalized elements in the email are still 1:1, but they are influenced by the behavior of the recipient at the time the email is sent, not each time it is opened.

For this triggered email “open-time” scheduling should be limited to content zones when applicable. This allows your messaging to stay consistent with current marketing initiatives or promotions.

CategoryTriggered EmailVerticalE-Commerce

Use Low Inventory triggers to send real-time email messages that alert your shoppers of products they’ve browsed that now have limited quantities available.

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In this example, this email is delivered in real-time and includes product recommendations that are generated at send time, however, content zones may be generated at open-time. The single qualifying product is pictured in the first product slot, while the additional three recommendations are powered by a separate, supporting algorithm. Limiting the triggering qualifications to a single product ensures more shoppers will receive the highly relevant triggered email.

The content zones should speak to the overall messaging and purpose of the triggered email; in this case “Grab these great deals before they’re gone!”. They should help support the subject line(s) that resulted in the Open in the first place. Leverage the content zones within your email template to alert your shoppers of current marketing initiatives and/or promotions.


Your email opt-in list will be used as the segment for this email type.


The analysis of triggered email campaigns should begin with the email Open Rates. Subject lines should be refreshed seasonally (and as need be throughout the season to remove under-indexing Subject Lines) as best practice. This campaign is aimed at driving shoppers back to the site. Click-through Rates become a focal point so it is important to update content zones and specify landing pages regularly.

Templates have the ability to run with multiple recipes; so while the focus of the email is on the individual or group of products within your favorite category however as with all Interaction Studio email campaigns you have full control over the recipes that power the product assortment shown.

The results should be a more valuable email (RPU) that drives significant engagement metrics (open rate, click through rate) by delivering relevant content in real-time without placing a burdensome workload on your team.



Here is a checklist of what you need to do in Interaction Studio to create this play on your own site:

  1. While out of the box functionality is available, a site audit is necessary prior to campaign configuration. The audit will need to be completed by your Interaction Studio team

  2. Automate the delivery of an email subscriber feed. This can be a list that is updated by and opt-in and opt-out feed incrementally or a complete subscriber list each time. The feed must be updated every 10-days to remain CAN-SPAM compliant

  3. Design an email template and/or leverage an existing Interaction Studio template. This includes the configuration of the navigation bar, any content zones (and related click-through URLs), the layout of the recommendations and desired image size, as well as the header and footer copy if desired.

  4. Determine which attributes you would like displayed for the product recommendations e.g. Product Name, Price, Sale Price, Reviews

  5. Configure a Recipe (or multiple recipes depending on the template design) that will be used as the logic that powers the product recommendations

  6. Choose your subject line(s)

  7. True real-time delivery triggered by catalog changes in tandem with recent shopper engagements

  8. Specify any desired email lockout periods

  9. Preview, test, and request publishing through your Interaction Studio point of contact

Reference Materials