Email Personalization Getting Started Guide Confidential Do Not Distribute. Page 1 Introduction Barilliance enables marketers to add personalized product recommendations to outgoing email campaigns. Instead of mass emailing customers with one size fit all messages, Barilliance allows marketers to send customers personalized and relevant product recommendations based on their recent activity on the site. Technical Setup After adding the code snippet, Barilliance will make the necessary configuration to recognize your product catalog, purchasing funnel and your users (including their email addresses). Email addresses are extracted when users signup or login on your website. Setting up a product recommendations widget 1. Login to your account and click on the “Personalization panel” link at the top right of the page. 2. Click on “Select action(s)” and select the “Define widget” action under “Email Personalization” Confidential Do Not Distribute. Page 2 3.Select your Email Service Provider (ESP). If you don’t see your ESP provider in the list, select “Other” and enter the custom field your ESP uses for email addresses. 4. You can change various aspects of how products will be presented in your email. Click on “Customize the widget” to change fonts, colors and more. Confidential Do Not Distribute. Page 3 5. Optional: Click on “Pick products” to promote specific products you’d like to push to your customers. 6. Tracking: add tracking parameters in order to see key metrics in your analytics software. 7. Copy and Paste the HTML: click on get HTML and copy and paste it into your email template (within your ESP software). When customers open the email, this HTML content will be replaced with personalized product recommendations based on the customer’s activity on the website. 8. Send yourself a test email to verify that email design is correct. Targeting groups of customers You can also use the “export data” functionality to send personalized emails only to targeted lists of customers, for example those who visited the site during the last “X” days and have not purchase nor added products to the shopping cart. In this example, this group of customers will receive product recommendations which are similar to the products they viewed or categories they visited on the website How does it work? Recommendations will be chosen based on the most recent activity of the user on the website. • If the customer purchased products the recommendations will be cross sells or complementary items • If the customer added products to the cart , the recommendations will be similar items to the products he/she left in the cart • If the customer viewed products, the recommendations will be similar items to the products he/she viewed • If the customer visited categories the recommendations will be top sellers from recent categories he/she visited • If there is no information about the customer the recommendations will be top sellers or products that the marketer had selected using the “pick products” option Confidential Do Not Distribute. Page 4 Barilliance's personalized email recommendations are generated in real time, when the user opens the email. This unique approach allows the system to continuously measure the product recommendations CTR and optimize them even for “unknown” shoppers during the campaign based on the real time CTR of products shoppers click on. About Barilliance Barilliance helps e-commerce sites of any size to increase sales and conversion rates by providing visitors with a personalized and social shopping experience. Our Software-as-aService (SaaS) delivery and Zero Integration technology are making it super easy for online retailers to add our software . Barilliance was founded in 2008 and is headquartered in Tel Aviv, Israel. For more information, please visit http://www.barilliance.com Notices This document is provided for informational purposes only and Barilliance makes no warranties, either express or implied, in this document. Information in this document is subject to change without notice. Barilliance may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Barilliance, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. Copyright © 2009-2014, Barilliance Systems. All rights reserved. Confidential Do Not Distribute. Page 5
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