Apply My Product Recommendations | How To

This feature is available to Customer Marketing subscribers.

Learn more about our Customer Marketing feature.

With ShippingEasy's Customer Marketing add-on, you can include Product Recommendations on your Packing Slips, Shipment Notification Emails, and Automated Email Campaigns.

By default, three recommended products are displayed to the buyer. The products selected for recommendation are taken from a list of globally recommended products that the merchant prioritizes. This allows the merchant to easily highlight specific products.

Before you can activate your Product Recommendations, you will need to select which Products to recommend. If you have not already completed this step, learn more.

Activate your Product Recommendations

If you are in the process of setting up Product Recommendations:

  1. Click the Get Started button.

  2. Click the Next Step button until you reach the ACTIVATE page.

If you have previously completed the Product Recommendations setup:

  1. Under Activate, click Edit.

Within step (3) ACTIVATE, you will select where to feature your Product Recommendations. By activating the feature, you will enable the Product Recommendations variable in the communication templates. Product Recommendations can be activated for the following:

  • Packing Slips

  • Shipment Notifications

  • Automated Email Campaigns

Determine where you wish to use Product Recommendations.

Once you are done, click the Save & Finish button.

Promote Products on Packing Slips

On the ACTIVATE page, toggle Packing Slips to ON.

Packing slips are toggled on
  • If you use the default Packing Slip template:

    The product recommendations variable will be automatically inserted at the bottom of the default template.

    PS_PRODREC_InLine_MRK.png
  • If you use a custom Packing Slip Template:

    The product recommendations variable will need to be manually inserted into the custom template at the very bottom.

    PS_Varables_PRODREC.png

The header displayed above the product recommendations is "YOU MAY ALSO LIKE:" by default, but this can be changed by editing the variable.

The number of product recommendations displayed is three by default, but this can be changed by editing the variable. Up to four product recommendations can be displayed on a packing slip.

The size of the product recommendations will scale based on the number of recommendations specified and the packing slip size chosen.

Learn how to customize your packing slip template.

Promote Products on Shipment Notification Emails

On the ACTIVATE page, toggle Shipment Notifications to ON.

shipment notifications are toggled on
  • If you use the default Shipment Notification Email:

    The product recommendations variable will be automatically inserted at the bottom of the default template.

    NTFY_PRODREC_Inline_MRK.png
  • If you use a custom Shipment Notification Email:

    The Product Recommendations variable will need to be manually inserted into the custom template.

    NTFY_Variables_PRODREC.png

The header displayed above the product recommendations is "YOU MAY ALSO LIKE:" by default, but this can be changed by editing the variable.

The number of product recommendations displayed is three by default, but this can be changed by editing the variable. Up to 4 product recommendations can be displayed on a shipment notification email.

Learn how to customize your email templates.

Promote Products on Automated Email Campaigns

Campaign Availabilty

Product Recommendations are not available for One-Time Email Campaigns because they are not triggered by an order.

On the ACTIVATE page, toggle Automated Email Campaigns to ON.

Automated email campaigns are on
  • If you create a new Automated Email Campaign using one of the templates from the Campaign Gallery:

    The product recommendations variable is already at the bottom of the template.

    AutomatedCampaign_PRODREC_Inline_MRK.png
  • If you have an ongoing Automated Email Campaign created before November 14th, 2017 or you want to build an Automated Email Campaign from a blank template:

    The Product Recommendations variable will need to be manually inserted into the template.

    AutomatedCampaign_Variables_PRODREC.png

The header displayed above the product recommendations is "YOU MAY ALSO LIKE:" by default, but this can be changed by editing the variable.

The number of product recommendations displayed is three by default, but this can be changed by editing the variable. Up to 4 product recommendations can be displayed on an automated email campaign.

Learn how to customize your campaigns.

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    Tags:
  • #pendo
  • settings templates packing_slips
  • settings templates packing_slips edit
  • answerbot_article_public
  • settings templates emails
  • settings templates emails edit
  • customers recommendations