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One of the first things we recommend you do, is set up simple content recommendations. Let’s break down how you can do that.

  1. Create a new touchpoint in select Website - Recommendation as shown in the screenshot below

2. After setting up the recommendation, open up the Content tab. Here you can select 4 options (see the screenshot below)

  • Static Content: Create a static touchpoint without assigning content.
  • All Content: Simply show all available content (not recommended if you have multiple content types and/or out of stock products synced)
  • Filter Content: Use filters to determine what content needs to be shown (generally the recommended option).
  • Select Content:  Manually select the content you want to display.

After selecting your content, you are asked to select a recommendation strategy. In case there is more than one piece of content, this strategy will determine which piece of content will be shown. You can set this up to align with your business rules / priorities. If you do not have a specific goal in mind, we recommend keeping the Let the algorithm decide option active. Read more about recommendation strategies over here: https://help.datatrics.com/en/articles/3452967-recommendation-strategies

After this there is also the option to add Recommendation ruling. This is however optional and has its own section here: https://help.datatrics.com/en/articles/3452891-recommendation-ruling.

3. The third section is all about the appearance of your touchpoint.

In this section you can change quite a few things. Let's talk about them one by one.

  • Position: This option simply lets you select the position where the touchpoint should appear. The best practice is to choose one on the bottom left or right of the page. It depends on your website which you should choose (tip: check the position of your website's call to actions!).
  • Layout: You can change the layout of your touchpoint in this section, so basically where the image should appear. You can also enable the direct expansion of the touchpoint on mobile devices, so it skips the toolbar. Only enable this for smaller touchpoints, because it's not good UX when mobile users see a big notification directly.
  • Elements: A very important part of the appearance tab. You can customize the information displayed in the touchpoint. This section makes use of our attribute system to request data from your content. You can read all about it here: https://help.datatrics.com/en/articles/3452598-the-attribute-system. It is also possible to add/include static text of course (like "Recommended for you").
  • Call to action: Call to action is very similar to elements in that it changes the information in the touchpoint. You can select the URL the notification links to (generally this will be your item recommendation, {{item.url}}. It can however be anything you want) and whether the link opens in the same or a new tab. You can also change the appearance of the button or even make the entire notification clickable.
  • Editor: This is where you can input your own HTML, CSS and Javascript to customize your notification even more. Read more about using custom CSS classes in a touchpoint over here: https://help.datatrics.com/en/articles/2532716-use-custom-classes-in-a-touchpoint.

4. The final section allows you to change the settings of your touchpoint.

  • Schedule: In this tab you have the option to set a start date, end date or even a time schedule. You can use this if you want to display a touchpoint only at specific times (use-case example: order before 10PM and we'll send you your items today!).
  • Audience: You can use this tab to select additional targeting of the touchpoint. Profiles of course need to meet the campaign/journey/buying phase targeting first, then this targeting is applied. With this extra targeting you have the ability to show the touchpoint only to visitors who meet your criteria.
  • Conversions: This tab allows you to set up what conversions the touchpoint should focus on. This will generally be set to all conversions. You do however have to option to set it to just e-commerce conversions or your own manual conversions.
  • Coupons: In this tab you have the option to start using your own coupons. You can choose to either upload coupons yourself (CSV file) or use coupons through Lightspeed / Shopify (you will need to have these channels connected to use this). You can use coupons in the touchpoint with the variable {{coupon_code}}. Datatrics will only hand out a coupon once, so make sure you upload enough to not run out of coupons.
  • Additional Settings: In this tab you can change the name of the touchpoint and decide when you want to show the touchpoint. This will generally be Let the algorithm decide. There are however some situations where you want to choose this yourself. An example here is the Exit intent option when you want to show it to a visitor leaving your website. You also have the option to show the touchpoint after a certain amount of time, add a frequency cap (how often can visitors see this touchpoint?) or set a frequency cap for the touchpoint in general (how many times can this touchpoint be shown in total?).

After following all these steps, you can preview your touchpoint on your own website by clicking on the "Live preview" button at the bottom of the touchpoint editor. You should have created something like the following screenshot (Layout, content, styling and information depend on your input):

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