Dynamically Populate Email with Recommended Products
SOLVE
1 Accepted solution
Dynamically Populate Email with Recommended Products
SOLVEHey there @aujosh84 and welcome to the Community. With the recommendations from @BérangèreL you should have the tools you need for this. Here's a bit more as well that may help with some step-by-step inspiration.
First you'll need to decide what criteria will create the dynamic list of customers you want to enroll in the workflow. That will help keep the list updated with the correct filters you've set, like "Deal closed" or "Product purhcased is yes."
Next, set up a workflow with the following steps:
- Use the list membership as the enrollment trigger.
- Add a "Send email" action to your workflow.
For customized product recommendations, I think you'll need an extra step connecting your backend inventory/web service with HubSpot using the HubSpot API. Then you can use HubSpot's dynamic content features (or personalization tokens) to populate emails with personalized product recommendations.
Don't forget to make sure your workflow is set to allow re-enrollment if you want customers to receive updated recommendations over time.
Hope that helps!
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
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Dynamically Populate Email with Recommended Products
SOLVEHey there @aujosh84 and welcome to the Community. With the recommendations from @BérangèreL you should have the tools you need for this. Here's a bit more as well that may help with some step-by-step inspiration.
First you'll need to decide what criteria will create the dynamic list of customers you want to enroll in the workflow. That will help keep the list updated with the correct filters you've set, like "Deal closed" or "Product purhcased is yes."
Next, set up a workflow with the following steps:
- Use the list membership as the enrollment trigger.
- Add a "Send email" action to your workflow.
For customized product recommendations, I think you'll need an extra step connecting your backend inventory/web service with HubSpot using the HubSpot API. Then you can use HubSpot's dynamic content features (or personalization tokens) to populate emails with personalized product recommendations.
Don't forget to make sure your workflow is set to allow re-enrollment if you want customers to receive updated recommendations over time.
Hope that helps!
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
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Dynamically Populate Email with Recommended Products
SOLVEHi @aujosh84 and welcome, we are so glad to see you here! 🎉
Thanks for asking the HubSpot Community!
I'd like to share this article "Add a product or abandoned cart module to your marketing email" that might be of interest.
I have found the solution from @Daniel_Bleich on this post "How to best include personalized recommendations in emails" that can also give you some ideas.
Also, I'd love to put you in touch with some of our Top Experts and Community Members: Hi @RogerCB, @AddaxLab, @Phil_Vallender, @danmoyle and @GRajput do you have other suggestions to add recommended products dynamically into a marketing email to help @aujosh84, please?
Have a great weekend and thanks so much! ❤️
Best,
Bérangère
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