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

  1. Enterprise Plan - Dynamic Product Messaging(DPM) should be enabled for your account

  2. 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.

  3. The estimated re-stock period as a column in the Product Catalog is required.

Replenishment Campaign - Set up

To create a Replenishment Campaign:

  1. Set up the Catalog.
  2. Map the Purchase event in User Actions.
  3. Create a Product Set.
  4. 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

Replenish_excel.jpg

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 %}
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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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