Integrate Attentive With AfterShip Personalization
Plans: Essentials, Enterprise Platforms: Shopify
Integrate Attentive with AfterShip Personalization to leverage highly personalized product recommendations into your email campaigns to enhance your upselling and cross-selling efforts across multiple pre and post-purchase touchpoints, boosting customer engagement, average order value, and overall revenue.
Combine insights from AfterShip Personalization and Attentive to gain deeper insights into customer behavior and preferences and make more informed marketing decisions.
Create more personalized customer journeys by aligning email campaigns with relevant product recommendations to enhance the shopping experience.
In this tutorial, we will show you:
Prerequisites
Set up product recommendations widget in AfterShip Personalization
Add the smart upsell widget in Attentive emails
Personalize smart upsell widget for specific traffic from Attentive email UTM
You should have an active Attentive account with the relevant pricing plan to set up email campaigns.
You should be on AfterShip Personalization’s Essentials or above plans to use the Attentive integration for email widget configuration.
Go to Smart upsell widgets in your AfterShip Personalization admin.
Find the Attentive tab and click Get started to enter the Attentive email integration dashboard.
Click Create widget to access the product recommendations widget editor to customize the widget displayed in your Attentive email campaign(s).
The AfterShip Personalization widget editor offers 3 main settings to configure the widget's style, display, and functionality that will translate into what customers will see in the emails triggered by Attentive.
The basic Settings that will determine which product recommendations will be shown in the emails. Under basic settings, you need to define
a. Recommendation rules: You can use Pre-made rules (default recommendation types) or set up Custom rules (upcoming feature) that will deploy defined product recommendations in Attentive emails when they meet the configured order, products or UTM conditions.
The custom rules are particularly important if you want to personalize widgets for specific Attentive email campaigns using UTM parameters as conditions for the trigger.
The custom rules can also be strategically used to display personalized product recommendations based on the browsing and buying behavior of the customers to whom the emails are sent.
b. Pin and exclude products: Set products that will always appear first in the emails when product recommendations are displayed and exclude products that will not be displayed as recommendations.
c. Installation code: This is the most critical step in this integration guide that will ensure that the product recommendations widget you are setting up gets displayed on the email you want to.
Once you are finished setting up the smart upsell widget for Attentive emails, copy the installation code from this section to add to the email where you want these recommendations to display .
d. Remove AfterShip branding if you want to make your product recommendations widget more brand-consistent.
Move to the Display tab to configure the messaging and content display settings.
a. Widget title: Enter the title that will appear above the product recommendations in the Attentive emails.
b. Product content: Under the product content settings you can set up how the product images will look and what information you want displayed for the products suggested.
Image aspect ratio: An aspect ratio is a proportional relationship between an image's width and height. You can choose between the available options to choose the best option.
Product info: Select the checkbox for the information you want to display alongside recommended products and decide the chronological order in which they will be displayed below the product image by dragging and dropping that section up or below in the list.
Under the Styles tab, configure the appearance of your smart upsell widget to make it more aligned with the overall aesthetics of the emails.
You must copy the installation code of the smart upsell widget from the AfterShip Personalization admin to add the same in your Attentive emails. (Refer to section A, point d)
You can create and set up one standardized widget in AfterShip Personalization and use the same for all your Attentive email campaigns or,
You can set up personalized widgets in AfterShip Personalization and use each for specific email campaigns in Attentive. The opportunities are endless.
Step 1: Copy the widget code
Scroll down to the Installation section and click Copy code in the top right corner.
Step 2: Go to your Attentive email campaign list
Go to Campaigns under Messaging in your Attentive admin.
Select the email where you want to include product recommendations and add an HTML block from under the Content tab using the drag-and-drop editor directly in the email template.
Step 3: Paste the widget code
Paste the installation code you copied in Step 1 from AfterShip Personalization into the HTML block.
Step 4: Preview the email in Attentive
Check if it matches your desired result.
Step 5: Save and schedule your email
Step 1: Set up UTM parameters in Attentive
Enable global link tracking that sets default parameters (e.g., utm_source=attentive) for every link in your brand’s text and email messages or set up custom UTM parameters for each email and text message.
You can customize the global link parameters and add values against each parameter yourself to be able to define these parameters for every email and text campaign individually.
These parameters include utm_source, utm_medium, utm_campaign, utm_content, utm_term and utm_id to track traffic sources and campaign specifics.
Copy these defined UTM parameters from the links in your Attentive email.
This is the structure of the URL in this email message with the UTM parameters.
https://www.yoursite.com?utm_term=vase&utm_medium=email&utm_source=attentive&utm_content=cta_button&utm_campaign={{message.messageName}}
Example: https://antiquevase.myshopify.com/collections/all?utm_campaign=Welcome%2520Email%2520&utm_content=cta_button&utm_medium=email&utm_source=attentive&utm_term=vase
Step 2: Configure UTM-driven custom rules in AfterShip Personalization's smart upsell widgets
Based on the email campaign of which you have copied the UTM parameters, set up custom rules with these UTM parameters as conditions to trigger the defined product recommendation type.
Example: If you've included a link to your store's Product page in your email campaign, using UTM parameters for tracking, you should set up a Product Page Upsell widget in AfterShip Personalization. Create custom rules using the UTM parameters from the email as triggers. This will enable you to show targeted product recommendations to customers who click the link in your email and visit your store's product page.
Go to your AfterShip Personalization admin and set up a product page smart upsell widget. You can also select one of the existing widgets if it meets your requirements.
On the Product page upsell widget editor, move to Product settings > Recommendation rules > Custom rules > Add rules.
Add a rule name, say, Attentive -Welcome email.
Add UTM based conditions, say, utm_source—contains any of—attentive and utm_medium—contains any of—email.
Select the corresponding action, i.e., the product recommendation type displayed on the product page when the conditions are matched. For Welcome emails, Bestsellers create a strong first impression. If the customer lands on your product page from the welcome email, they will be shown your store’s hot-selling products as recommendations.
How to Set up Custom Recommendations Rules
Learn About Different Product Recommendation Types
Overview
Integrate Attentive with AfterShip Personalization to leverage highly personalized product recommendations into your email campaigns to enhance your upselling and cross-selling efforts across multiple pre and post-purchase touchpoints, boosting customer engagement, average order value, and overall revenue.
Combine insights from AfterShip Personalization and Attentive to gain deeper insights into customer behavior and preferences and make more informed marketing decisions.
Create more personalized customer journeys by aligning email campaigns with relevant product recommendations to enhance the shopping experience.
What you’ll learn
In this tutorial, we will show you:
Prerequisites
Set up product recommendations widget in AfterShip Personalization
Add the smart upsell widget in Attentive emails
Personalize smart upsell widget for specific traffic from Attentive email UTM
Prerequisites
You should have an active Attentive account with the relevant pricing plan to set up email campaigns.
You should be on AfterShip Personalization’s Essentials or above plans to use the Attentive integration for email widget configuration.
Set up a product recommendations widget for Attentive emails in AfterShip Personalization
Go to Smart upsell widgets in your AfterShip Personalization admin.
Find the Attentive tab and click Get started to enter the Attentive email integration dashboard.
Click Create widget to access the product recommendations widget editor to customize the widget displayed in your Attentive email campaign(s).
The AfterShip Personalization widget editor offers 3 main settings to configure the widget's style, display, and functionality that will translate into what customers will see in the emails triggered by Attentive.
A. Basic settings
The basic Settings that will determine which product recommendations will be shown in the emails. Under basic settings, you need to define
a. Recommendation rules: You can use Pre-made rules (default recommendation types) or set up Custom rules (upcoming feature) that will deploy defined product recommendations in Attentive emails when they meet the configured order, products or UTM conditions.
The custom rules are particularly important if you want to personalize widgets for specific Attentive email campaigns using UTM parameters as conditions for the trigger.
The custom rules can also be strategically used to display personalized product recommendations based on the browsing and buying behavior of the customers to whom the emails are sent.
b. Pin and exclude products: Set products that will always appear first in the emails when product recommendations are displayed and exclude products that will not be displayed as recommendations.
c. Installation code: This is the most critical step in this integration guide that will ensure that the product recommendations widget you are setting up gets displayed on the email you want to.
Once you are finished setting up the smart upsell widget for Attentive emails, copy the installation code from this section to add to the email where you want these recommendations to display .
d. Remove AfterShip branding if you want to make your product recommendations widget more brand-consistent.
B. Display
Move to the Display tab to configure the messaging and content display settings.
a. Widget title: Enter the title that will appear above the product recommendations in the Attentive emails.
b. Product content: Under the product content settings you can set up how the product images will look and what information you want displayed for the products suggested.
Image aspect ratio: An aspect ratio is a proportional relationship between an image's width and height. You can choose between the available options to choose the best option.
Product info: Select the checkbox for the information you want to display alongside recommended products and decide the chronological order in which they will be displayed below the product image by dragging and dropping that section up or below in the list.
C. Styles
Under the Styles tab, configure the appearance of your smart upsell widget to make it more aligned with the overall aesthetics of the emails.
Add the smart upsell widget in Attentive emails
You must copy the installation code of the smart upsell widget from the AfterShip Personalization admin to add the same in your Attentive emails. (Refer to section A, point d)
You can create and set up one standardized widget in AfterShip Personalization and use the same for all your Attentive email campaigns or,
You can set up personalized widgets in AfterShip Personalization and use each for specific email campaigns in Attentive. The opportunities are endless.
Step 1: Copy the widget code
Scroll down to the Installation section and click Copy code in the top right corner.
Step 2: Go to your Attentive email campaign list
Go to Campaigns under Messaging in your Attentive admin.
Select the email where you want to include product recommendations and add an HTML block from under the Content tab using the drag-and-drop editor directly in the email template.
Step 3: Paste the widget code
Paste the installation code you copied in Step 1 from AfterShip Personalization into the HTML block.
Step 4: Preview the email in Attentive
Check if it matches your desired result.
Step 5: Save and schedule your email
Personalize smart upsell widget for specific traffic from Attentive email UTM
Step 1: Set up UTM parameters in Attentive
Enable global link tracking that sets default parameters (e.g., utm_source=attentive) for every link in your brand’s text and email messages or set up custom UTM parameters for each email and text message.
You can customize the global link parameters and add values against each parameter yourself to be able to define these parameters for every email and text campaign individually.
These parameters include utm_source, utm_medium, utm_campaign, utm_content, utm_term and utm_id to track traffic sources and campaign specifics.
Copy these defined UTM parameters from the links in your Attentive email.
This is the structure of the URL in this email message with the UTM parameters.
https://www.yoursite.com?utm_term=vase&utm_medium=email&utm_source=attentive&utm_content=cta_button&utm_campaign={{message.messageName}}
Example: https://antiquevase.myshopify.com/collections/all?utm_campaign=Welcome%2520Email%2520&utm_content=cta_button&utm_medium=email&utm_source=attentive&utm_term=vase
Step 2: Configure UTM-driven custom rules in AfterShip Personalization's smart upsell widgets
Based on the email campaign of which you have copied the UTM parameters, set up custom rules with these UTM parameters as conditions to trigger the defined product recommendation type.
Example: If you've included a link to your store's Product page in your email campaign, using UTM parameters for tracking, you should set up a Product Page Upsell widget in AfterShip Personalization. Create custom rules using the UTM parameters from the email as triggers. This will enable you to show targeted product recommendations to customers who click the link in your email and visit your store's product page.
Go to your AfterShip Personalization admin and set up a product page smart upsell widget. You can also select one of the existing widgets if it meets your requirements.
On the Product page upsell widget editor, move to Product settings > Recommendation rules > Custom rules > Add rules.
Add a rule name, say, Attentive -Welcome email.
Add UTM based conditions, say, utm_source—contains any of—attentive and utm_medium—contains any of—email.
Select the corresponding action, i.e., the product recommendation type displayed on the product page when the conditions are matched. For Welcome emails, Bestsellers create a strong first impression. If the customer lands on your product page from the welcome email, they will be shown your store’s hot-selling products as recommendations.
Additional resources
How to Set up Custom Recommendations Rules
Learn About Different Product Recommendation Types
Updated on: 27/09/2024
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