TABLE OF CONTENTS
Overview
Create a Strategy
Create Template
Edit Template
Create Module
Edit Module
Overview
VueMail allows you to configure product recommendations that can be used to display on email touchpoints. These emails are triggered during events that customers engage in the most, such as when the shopping cart is abandoned or when there is a product price drop.
You can create product cards with customized content as recommendations to be emailed to customers. You can also combine templates and strategies supported for email touchpoints to form a single or multi-strategy module.
VueMail modules are, essentially, strategies (single or multiple) that are rendered through templates.
Create a Strategy
Choose Assets > Strategies from the top navigation bar.
Click New Strategy.
Choose a model for your strategy. For example, choose Contextual and select a model. The Manage Strategy page is displayed.
Click
to configure model parameters. Visit the articles mentioned against the relevant model, under 'VueX Models', to know how to customize the model parameter parameters.
Once you are done configuring the parameters, click Next.
Indicate whether you want to apply 1:1 affinity-based personalization on the model.
You can also apply business rules while creating a strategy.
VueX Models
Model | Description | Related Article |
| Similar Products | Recommends products with similar attributes. Matches similarity vectors and picks products from the catalog with attributes similar to the product currently in view | |
| Trending Products | Recommends the most popular products on the website based on pre-defined customer triggers | |
| Inspired by Browsing History | Recommends products based on specific customer's search history | |
| Recently Engaged | Recommends products that were last engaged with by the customer, with the most recently engaged product appearing first. | |
| Collaborative Filtering | Establishes patterns between customers (creating a group), and recommends products within the group | |
| Recommended for You | Recommends products considering a combination of customer's behavioral preferences and product currently in view | Recommended for You |
| Bundling | There are two types of bundling models you can configure on VueX,
| Bundling Models |
Create Template
A template is designed to display the products to the customers in a specific way. Apart from the preset templates, the product card template is specifically used for modules. You can configure the height, width, color, alignment, orientation, along with the product details.
To create a template:
- Click Journey Manager> Assets> Templates. The All Templates screen is displayed.
- Click New Template to create a new template.
- Select Product Card to create and customize a new Product Card template. The new product card can be renamed by clicking
beside the default name “Untitled”.
You can configure the following in the product card to customize it:
Field | Description
|
Properties | |
Orientation | Select the card orientation as Portrait or Landscape. |
Product Image Source | Select the type of image to be displayed from the drop-down. |
Product Details | You can add product attributes to be displayed under the image in the catalog. There are four preset attributes you can choose from, and can add up to ten. For example, you can choose to display price and product title in the catalog. You can further add brand category, if required.
Or
|
| |
Style: Configure the image, layout and product details. | |
| Border: Select the image border type from the drop-down. |
Product Title: All product meta data can be customized. For example, you can customize the following for Product Title.
| |
Price: You can customize to display discounted price along with actual price struck off | |
Layout Background | Choose a background color from the color palette. |
and select the attributes to be displayed on the same line.
and select different attributes from Price and Title to be displayed in two lines.
- Click Save. A prompt to rename the template is displayed. Rename the new product card and save. The new template is displayed in the list of available templates.
Edit Template
This option allows you the edit a product card/template and revise customizations.
To edit a template:
- Click Journey Manager> Assets> Templates. The All Templates screen is displayed.
- Click
beside the template you want to edit. The selected template is displayed. Edit required details and click Save.
- Click the three dots beside a template and select Duplicate to make another copy of the template. A copy of the template is displayed. You can change the name and details to create another custom template.
- Click the three dots beside a template and select Archive to archive the template. Click Yes Archive to confirm.
Create Module
A module is a combination of strategy and template. While you can customize strategy, the only available template when you create a module is a card template. You can view the list of modules, edit and archive them.
To create a module:
- Click Journey Manager> Modules> Manage Modules. Click New Module and choose via Email under How would you like to enable your module? options.
The below screen is displayed.
- Select a Template from the drop-down. Only Product Card templates can be used. The module customization page is displayed.
Field | Description
|
Template | The selected template. Product card is the default for module. The other preset templates are grid, carousel and carousel with tabs. |
Embed via Email | This is the module option selected when creating the new module. |
Layout Configuration | Card Height (px): Configure the height of the product card in px. Changes made are reflected in the preview. |
Card Width (px): Configure the width of the product card in px. Changes made are reflected in the preview. | |
No. of Rows: Configure the number of rows. Changes made are reflected in the preview. | |
No. of Columns: Configure the number of columns. Changes made are reflected in the preview.
NOTE: The default configurations are: Portrait Mode - H: 350px ; W: 275px
Landscape Mode - H: 220px to 250px ; W: 375px | |
Strategy | Use single strategy for all product tiles: Opens in the strategy selection screen and displays all strategies that are supported for VueMail. Select a strategy and Save. |
Use a combination of strategies and/or products: Opens in the strategy assembly screen. You can select more strategies or products to create a combination. | |
Assign static products: You can select static products to be displayed as a strategy.
| |
Email Platform | Choose from the list of preset email platforms:
Click Add New Option to add an Email Platform. Enter the following and save:
|
Module Preview | Preview the template configuration before publishing. This feature enables you to check if the module has been configured as per preference. NOTE: Once the module is created you can click |
Live Toggle | Once you create a module, lick the three dots beside a module and select Live to mark the module as live. The Live Toggle on the All Modules page indicates it as Live. |
beside a module to copy the HTML code for the module or click Send Test Email to mail the preview to yourself.
Edit Module
This option allows you the edit a module and change the required parameters.
To edit a module:
- Click Journey Manager> Modules. The All Modules screen is displayed with a list of available modules.
- Click
beside the module you want to edit. The selected module is displayed. Edit required details and click Save.
- Click the three dots beside a module and select Duplicate to make another copy of the module. A copy of the module is displayed. You can change the name and details to create another custom module.
- Click the three dots beside a module and select Archive to archive the module. Click Yes Archive to confirm.
- Click the three dots beside a module and select Live to mark the module as live.