Overview
The Promote a Category feature in BayEngage allows you to showcase products from selected categories based on user interactions. By analyzing recent orders, cart activity, and product visits, this recommendation engine dynamically suggests relevant products to your audience. Additionally, optional filters and fallback settings ensure that recommendations remain highly targeted and always display relevant products, even when no direct matches are found.
This guide will walk you through configuring the "Promote a Category" feature within your email templates, maximizing engagement and conversions with personalized product recommendations.
How Does It Work?
The "Promote a Category" feature is designed to dynamically recommend products from selected categories based on user behavior, ensuring highly relevant and personalized suggestions. Here’s how the process works:
Understanding User Interactions
The system tracks key user behaviors such as:
Recent Orders – Products that the user has recently purchased.
Recent Cart Activity – Products that the user has recently added to the cart.
Recent Product Visits – Products that the user has recently viewed.
These interactions help the system understand the user’s interests and preferences.
Generating Product Recommendations
Once the user interaction is identified, the recommendation engine selects relevant products from the chosen categories.
The system finds the most suitable matches by comparing product attributes and customer behavior patterns.
Applying Filters for More Precision (Optional)
To refine the recommendations, additional filters can be applied:
Category Includes/Excludes – Allows prioritization or exclusion of certain product categories.
Price Range – Ensures that recommendations fall within a specified price bracket.
Filters help tailor the results to better align with your business goals and user expectations.
Ensuring Product Availability with Fallbacks
If no relevant products match the selected criteria, fallback settings ensure an alternative set of recommendations is displayed.
The fallback mechanism can pull products from:
Recently Added Products – Displays the latest additions to your store.
Most Viewed Products – Highlights popular items based on views.
Top Selling Products – Features best-selling products to increase conversion chances.
Additional fallback customization includes selecting specific categories and defining a price range for recommendations.
Note: After applying fallback filters, if no products are available even in the fallback selection, the email (including test mails) will not be sent to the user.
Delivering Personalized Product Suggestions
Once the recommendation engine processes all the above factors, the final list of suggested products is inserted into the email template.
This ensures that each user receives product recommendations tailored to their past actions and interests, increasing engagement and purchase likelihood.
By following this structured approach, BayEngage ensures that every email includes relevant product recommendations, enhancing the shopping experience and driving better conversion rates.
Steps to Configure "Promote a Category" Product Recommendations in an Email Template
Log in to the BayEngage Dashboard.
Navigate to Email Templates:
Choose a template from My Templates or Free Templates, or create a new one from scratch.
Add the Product Recommendation Block:
Drag and drop the Product (New) block into your email template.
Select Product Recommendation from the settings panel.
Set Up the "Promote a Category" Recommendation:
Choose "Promote a Category" under the Choose Recommendation Algorithm section.
Under Inputs, select up to three categories to promote.
Choose a User Interaction criterion:
Recent Orders
Recent Cart Line Items
Recent Product Visits
(Optional) Apply Filters:
Category Includes / Excludes
Price Range
5. Configure Fallback Settings:
Select at least one fallback method:
Fallback Criteria: Most Viewed, Recently Added, or Top Selling Products.
Specific Category Selection
Price Range Definition
You can select all three fallback options for more comprehensive recommendations.
Note: After applying fallback filters, if no products are available even in the fallback selection, the email (including test mails) will not be sent to the use
6. Enable Save Configuration (Optional):
Check the Save Configuration checkbox to store this recommendation setup for reuse in future templates.
Saved configurations will be available under the Saved Config section.
7. Save
Click Save to finalize the configuration.
Conclusion
The "Promote a Category" feature in BayEngage is a powerful tool that helps you deliver highly relevant product recommendations to your audience based on their interactions. By strategically selecting categories, applying filters, and configuring fallback options, you can ensure that your email campaigns always showcase compelling products. Implementing this feature effectively can drive higher engagement, improve customer experience, and boost conversions. Start using "Promote a Category" today to maximize the impact of your email marketing strategy!