Replenishment Campaign

Introduction

Use the Replenishment campaign to nudge users to buy products with estimated re-stocking periods.
For instance, a shampoo bottle generally needs to be re-stocked every 30 days, and a nudge at around 25-28 days helps remind the customer to purchase another bottle of Shampoo.

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Prerequisites

Enterprise Plan - Dynamic Product Messaging(DPM) should be enabled for your account
Purchase Event - The event is generated whenever a user completes a purchase. The estimated re-stock period as a column in the Product Catalog is required.
The estimated re-stock period as a column in the Product Catalog is required.

Replenishment Campaign - Set up

To create a Replenishment Campaign:

Set up the Catalog.
Map the Purchase event in User Actions.
Create a Product Set.
Set the campaign up.

Set up the Catalog

A product catalog serves as the source for the relevant product and stock details. To set up a catalog, refer here.

Let's describe the product using the following mandatory fields to set up a catalog.

id - Unique identifier of the product
title - Name of the product
link - Link of the landing page of the product
image_link - Link of the image for the product
price - Price of the product

In addition to the above mandatory fields, let's add the re-stocking period of a particular product. The re-stock period needs to be in buckets; the number of campaigns would depend on the number of re-stock buckets.

Sample file

Click here to download the sample file.

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Map the Purchase event

The Item Purchased event triggers when the user completes the purchase of a product. The product details are mapped in the User Action to enable product set creation for identifying the products for replenishment communication.

Map the events in the User actions section; check here for more details.

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Create a Product Set

Map the catalog and user actions after setting them to generate the product set; so that when a customer purchases a product, the product details are fetched from the catalog, and the associated user event helps create the product set. Click here to understand more about the Product Set.

Assuming a product set for products with a re-stock period of 30 days has a communication cycle for users who purchased the product about 28 days ago; it includes all those who bought the product in the last 28 days and excludes those who made purchases in the last 27 days.

Sample Product Set -

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Setup Campaign

Create a periodic campaign after creating the Product Set with the Segmentation query to get the customers who purchased a product 28 days ago.

Below are the snippets of the JINJA code referencing the Product Set that helps fetch the product details from the product set.

{% if ProductSet.reStock%}{% for i in ProductSet.reStock%}{% if i.reStock|int == 30 %}{{i.title}}{% else %}MOE_NOT_SEND{% endif %}{% endfor %}{% else %}MOE_NOT_SEND{% endif %}

For Push Notifications, since only the first product in the Product Set has to be fetched, limit the for loop to only the first product.

{% if ProductSet.reStock%}{% for i in ProductSet.reStock[0:1]%}{% if i.reStock|int == 30 %}{{i.title}}{% else %}MOE_NOT_SEND{% endif %}{% endfor %}{% else %}MOE_NOT_SEND{% endif %}

For Emails, since all the products in the product set are to be displayed, add the HTML within the for loop to ensure all products are printed.

{% if ProductSet.reStock%}{% for i in ProductSet.reStock%}{% if i.reStock|int > 0 %}<HTML>{% else %}MOE_NOT_SEND{% endif %}{% endfor %}{% else %}MOE_NOT_SEND{% endif %}

info

Note

The product Set name - which is reStock in the above snippets, needs to be changed to the name provided by you while creating the product Set.
The value-30 used for filtering refers to the products with a re-stock period of 30 days.
Products with different re-stock periods need to have separate campaigns.
The above example uses 28 days as the purchase period to filter users. You can change this according to the requirement and the relevant products' re-stocking period/s.

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Replenishment - Sheet1.csv
(1 KB)