Product Sets

Overview

A Dynamic Product Set consists of items from a Product Catalog that are grouped based on actions performed by users. Using Product Sets, you can create campaigns that focus on items on which the user has performed a particular action such as adding items to a shopping cart and not completing the purchase or searching for a hotel and not completing the booking action.

In such cases, using product sets you can create a Cart Abandonment campaign that runs every time a user abandons their cart, and contains information about the items abandoned. What’s more, you can even personalize this email, include customized offers and decide on specific conditions that need to be met for the email to be triggered.

 

Prerequisites

Refer to Product Catalogs and User Action Mapping before creating Product sets.

Creating Product Sets

Product Sets can be created from the Products > Product Sets menu option on the MoEngage platform. Click on this link to navigate to the Product Set creation page. Since a Product set is a result of User Actions performed on items contained in Product Catalogs, to create a Product Set, we need to specify the following information:

  1. Product Catalog – This tells the Dynamic Product Set which Product Catalog contains the items that will be used in the email campaign (for example, Groceries, Hotels, All_Items, and so on). While there can be multiple product catalogs created, currently a product set can be created on only one Product Catalog at a time.
  2. User Action – This is required to identify which user actions (for example, Added to Cart, Removed from Cart, and so on) need to be used to fetch items from the Product Catalog specified in the previous step. Users can use a combination of actions to precisely define the conditions for the email campaigns to be triggered.

Together, these two pieces of information constitute a Product set.

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Select the items based on User Behavior or Product Attributes in a product set.

User Behavior

Select the user actions and the period when the user actions are performed. Here user action provides the Items, on which the filters are applied. You can choose to add AND/OR and exclude filters to get the desired list of items for a user.
For example - Get all the items for a user, where the user has viewed the items (Product Viewed) and added those items to the cart (Added to Cart) and has not purchased those items (Exclude Product Purchased).


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Product Attributes

You can filter the items based on the item attributes. You can choose to add AND/OR and exclude filters to get the desired list of items. The filter value for item attributes can be a custom value or it can also be a value that is present in any user attributes.
If items are filtered only on custom value, the filtered items are available for all users. Here the item list is generic is same items will be used for all users.
If items are filtered with at least one user attribute, the items are filtered for the specific user. Here the item list is specific/personalized to each user. If you want to personalize the items for users based on user preference, you can use this option, where you match user preference present in user attributes with the item attribute. 

For example - Filter items (restaurants) where the Restaurant Ratings is more than 4, the Restaurant category is the same as the user's preference (preference category) and the restaurant location is within 5000 meters of the user's location (last_known_location).

 

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You can use either one of 'User Behavior' or 'Product Attributes' to create a product set as of now.

 

Order Item Result

You can order item results by any of the numeric item attributes in ascending or descending order.

Order by Most recent option is available only for filters based on User Behavior, which sorts the item based on the recent action performed on those items.

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View the created Product Sets under the All Product Sets tab.AllProductSet.png

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