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 New Arrival in Favorites Category triggers, you can send real-time product recommendations to the most interested members of your opt-in list. These recommendations are based on each recipient's category affinities and the new additions to your catalog in those categories. Since the email templates are fully customizable and built within Interaction Studio, you have the flexibility to include different content areas depending on your strategies and goals.
While Interaction Studio can update recommendations and content at either “send-time” or “open-time”, this triggered email should be set to update at “send-time” to ensure the most relevant recommendations are made. The personalized elements in the email are still 1:1, but they are only 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 so the messaging stays consistent with your current marketing initiatives or promotions.
New Arrival in Favorites Category affinities are tied to the leaf-level category ensuring product recommendations are as relevant as possible.
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. As a best practice, refresh subject lines seasonally (and throughout the season) to remove under-indexed subject lines. The campaign highlighted in this playbook is designed to drive shoppers back to your site. Click-through rates become a focal point, so it is important to update content zones and specified landing pages regularly.
Templates can run with multiple recipes. While the focus of the email is on the individual or group of products within the recipient's favorite category, 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:
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
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
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.
Determine which attributes you would like displayed for the product recommendations e.g. Product Name, Price, Sale Price, Reviews
Configure a Recipe (or multiple recipes depending on the template design) that will be used as the logic that powers the product recommendations
Choose your subject line(s)
True real-time delivery triggered by catalog changes in tandem with recent shopper engagements
Specify any desired email lockout periods
Preview, test, and request publishing through your Interaction Studio point of contact
The following articles from the Interaction Studio Knowledge Base will provide process steps to help you execute this play:
- Triggered Email Campaigns
- Configure Settings for Triggered Email Campaigns
- Create an Email Campaign
- View Email Campaign Data
- Create, Edit, or Delete an Einstein Recipe
- Configure Web Item Templates