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Use Convert campaigns to recommend products to shoppersUpdated 2 days ago

When a shopper comes to your ecommerce store, you can use Convert campaigns to recommend products and proactively create opportunities for upsell or cross-sell. Use the Insert Shopify product option when writing your campaign message to showcase items with a visual product card.

As an example, brands might use campaigns with a recommended product to point shoppers to discounted bundles, matching sets, or highlight small items that help shoppers reach your free shipping threshold.

See our Convert Campaign Library to explore examples of campaigns from successful brands.

Requirements

  • You must have an active Convert subscription
  • You must have Admin permissions to create new Convert campaigns

Add a product to your campaign message

When you create a Convert campaign, use the Insert Shopify product option to add a product directly in your campaign message. Products appear in your campaign message as a visual card that shoppers can select to open the Product page or add the item directly to their cart.

You can add up to 5 product cards in a campaign message.

  1. Go to ConvertCampaigns to create a new campaign
    • Alternatively, select an existing campaign to edit its message
  2. Open the Write your message section
  3. Select Insert Shopify Product from the toolbar
  4. Select a product to insert in your campaign message

Opening the `Write your message` section in a new Convert campaign, then using the Insert Shopify product button to insert a visual product card into your message

Use AI to recommend products

Note: AI product recommendations cannot be used with headless Shopify stores

Rather than manually curate product recommendations in a campaign, you can also use AI to dynamically suggest products to shoppers based on their browsing or purchase history. This option is especially helpful for brands with large product catalogues.

Dynamic product recommendation automates the work of suggesting products while still providing a personalized experience to shoppers.

  1. Go to ConvertCampaigns to create a new campaign
    • Alternatively, select an existing campaign to edit its message
  2. Open the Write your message section
  3. Select Insert Shopify Product from the toolbar
  4. Select Product Recommendation
  5. Choose how you would like AI to recommend products

Opening the `Write your message` section in a new Convert campaign, then selecting the 'Insert Shopify product button' and clicking on 'Product Recommendations' to let AI recommend products in your campaign

Here’s a breakdown of the options you can choose to recommend products with AI:

How AI recommendations productsDescription
Similar browsed productsRecommends similar products based on shoppers’ browsing history
Similar purchased productsRecommends products based on shoppers’ recent purchases
Alternatives for out of stock productsRecommends alternatives to out of stock products based on the item's title and description
New arrivalsRecommends the products most recently added to your Shopify store

FAQs

How does the AI identify “similar products”?

The AI uses product titles and descriptions as input to identify similarities and provide relevant recommendations to shoppers (excluding products that the shopper has recently viewed, is currently viewing, or has already added to their cart).

The same process occurs when a shopper views an out-of-stock product. The AI uses the product title and description of the out-of-stock product as the basis to recommend an alternative.

No, currently there is no option to override which products the AI recommends.

How quickly does the AI display recommendations?

There may be a slight delay depending on how much context the AI has to form an answer (between 0.5 – 4 seconds). To create a smoother experience, we’ve kept campaigns hidden while the AI generates a message.

What happens if a shopper has no order history?

If the shopper has not made any purchases at your store, the AI will display your most recently added products as a fallback. In the event your latest products are also out-of-stock, then the campaign will not be displayed.

Can I preview the AI’s recommendations before launching a campaign?

No. The AI’s recommendations are unique to each shopper, similar to how search results from Google may vary depending on your browsing history. As a result, a static preview is not possible.

What happens if there is an error and the AI fails to generate a recommendation?

If the AI encounters an error and fails to generate a recommendation, we will instead recommend the newest products in your store (unless your newest products are also out of stock).

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