Set up a Rolling campaign
Here’s a simple step by step guide on how to set up a Rolling campaign containing personalised product recommendations, to be used in transactional emails.
Prerequisite: Make sure you’ve created your first design.
Step 1: Navigate to Newsletter Content > Rolling campaigns and click “Create new rolling campaign”
Step 2: Provide a name, select your design and the number of product recommendations you would like to be displayed as a part of this rolling campaign.
Here it's important to specify your desired unlock frequency - specified in number of days.
The unlock frequency make sure a customer will see a fresh and new recommendation again, efter this number of days - if she has already previously seen another recommendation from the same rolling campaign
Then press “Create”
Step 3: In Fixed products you are able to specify potential “fixed” products, you always would like to be displayed to all users - no matter their past browsing or purchasing history.
You can also choose to do the same for all unknown users or you can do the opposite, by excluding specific products for all users
Step 4: In the next step you choose the recommendation strategy to use in your rolling campaign.
Here you can choose among the following options:
- Related to users interest and previous purchased products
Promote highly relevant products, based on the users product interests and previously purchased products. Great to trigger up-selling interest.
- Promote users previously purchased products
Re-displaying the users previously purchased products. Great choice if you are selling highly repurchasing products.
- Promote products on sales
Prioritising to display relevant products on sale. A great choice if you currently have a lot of products on sale.
- Classic retargeting
Prioritising to display the users previously visited and related products.
Once you’ve selected your preferred algorithm (recommendation strategy), click “Next”
Step 5: The next step is the UTM settings. You don't have to change them from the default, but you can customize them if you want. You can read more about UTM parameters here.
Step 6: Now you are done setting up your rolling campaign, please verify that your Newsletter platform are selected correctly and click “Save”.
Step 7: All you have to do, are simply to copy the code snippet into the template of your transactional emails.
Short video showing how to set up a Rolling campaign