Action: Send a dynamic email using a scenario

This action causes sending an email with recently viewed products using a scenario. In the settings of an action, you can choose one from several scenarios.

IMPORTANT: To send an email with product recommendation you need to send XML files to the system.

Go to AUTOMATION PROCESSES => AUTOMATION RULES => ADD NEW RULE


After adding a new rule, choose an event which triggers the rule and conditions that need to be met so the action can be launched.

Then, go to the settings of the action:

[1] Email – from the dropdown list choose a dynamic email you want to send.

[2] Data source – from the dropdown list choose XML file which will be used to display products in the email.

[3] Choice scenario – choose the products you want to include in the message. You can choose from:

  • products of the same category
  • products of the same category at similar price – if you choose this scenario, then the products will be matched according to their category and at a similar price (products which price is higher or lower by 25% of the original product).
  • products of the same category on discount – if you choose this scenario, the products will be matched according to the category and the discount price (XML file contains information about products, the standard pieces of information include: name, category, description, and price, additionally it can contain information about the discount price).
  • products from the same manufacturer
  • products from the same manufacturer at similar price – if you choose this scenario, then the products will be matched according to their category and at a similar price within the stock of the same producer (products which price is higher or lower by 25% of the original product).
  • products from the same manufacturer on discount – if you choose this scenario, the products will be matched according to the category and the discount price within the stock of the same producer (XML file contains information about products, the standard pieces of information include: name, category, description, and price, additionally it can contain information about the discount price).

[4] Send after – after the occurrence of the event, set the time when you want the email to be sent.

[5] Adjust send time – selecting the optimal date/hour lets you send an email individually adjusted to the highest activity of the contact. That means the system checks when the contact is the most active and send the message then. The system counts the activity of the contact on the basis of activity on the website, reaction to emails (both click and open rate) and external events such as purchase or cart (only if the online shop is integrated with SALESmanago).

[6] Send copy of an email to Main Owner – the email will be delivered to Main Owner of the contact right after the email is sent to the contact. Because of that, you will know when the action has been activated.

[7] Send a copy of the email to any contact CC – you can type in any email address you want to receive an email at (at the same time contact opens his).