Using Recommendations in Email

By incorporating personalized recommendations into your email campaigns, you can deliver relevant content to your subscribers, increasing their engagement and boosting your conversion rates. This article guides you through the process of using recommendations in your email marketing efforts.

At MoEngage, creating an email campaign is a three-step process.

1. Target users
2. Content
3. Schedule and goals

You can personalize the campaign with recommendations in the second step ‘Content’. Let us create a recommendation personalized campaign

Ensure that you have created the desired recommendations. You can use only active recommendations for campaign personalization. Learn how to create and manage recommendations.

Create Email campaigns with Recommendations

To create an email campaign with recommendations, perform the following steps:

1. On the sidebar menu in MoEngage, hover over the Engage menu item . The Engage menu appears.
2. Click + New Campaign. You can also click All Campaigns on the Engage menu and then click + Create campaign on the All campaigns page.
3. On the New Campaign dialog box, under OUTBOUND, click Email.
4. Click Periodiccampaign, and you can follow the same steps for any other email campaign type. For more information about delivery types, refer to Delivery Types.
5. Enter the basic campaign details and define the audience in step 1 ‘Target users’ and click Next.
6. In step 2, on the Content tab, click the Drag and drop editor tab and select a template from the available options. You can also select a template from Pre-built templates and customize it for your use case.
7. Enter the Subject and other basic campaign details and scroll down to the Template editor.
8. Customize the template by adding your branding elements, images, and text. You can also personalize the email content using dynamic variables. Learn How to use the Template editor.
9. Click the ROWS tab on the right side of the editor and choose Product Sets from the drop-down list. The ADD PRODUCT SET ROW popup with a list of active recommendations is displayed.
10. Choose the one you want to use in this campaign. Define the maximum number of recommended items you want to deliver in the campaign.
11. Select the row layout for the placement of the items in the email content.
12. Select the product layout. If you wish to fetch more than one recommended item, you can select only Layout 3.
13. In the next step, you can define the item attributes you want to use for the recommended items. These attributes lists are populated from the attributes list available in your catalog.
14. Additionally, you can define what happens if any of the available properties are missing in the catalog.
15. After the configuration is complete, click Create. This creates rows with dynamic placeholders of items that you can drag and drop to the left side of the email content body.
16. You can add more than one type of recommendation by following the same process again. For example, in the following image, two recommendations set ‘AddToCart’ and ‘AIUserPersonalizedRecommendation’ are added retrieving 1 and 6 items respectively.
17. By clicking any dynamic placeholder text block, you can further edit or format it.
18. After the setup is complete, click Preview to ensure it appears as intended.
19. You can also deliver a test campaign to ensure end-to-end delivery before scheduling it for all users.
20. After the content setup with recommendations is complete, click Next at the bottom and move to ‘Schedule and Goals’, which is the step 3 of campaign setup.
21. Set up the appropriate settings in Schedule and Goals and publish the campaign.