Using the Products block

Previously, you had to use code to display recommended products in emails. Now, you can add this using the Products block. Sending personalized recommendations enhances customer engagement and drives conversions.

Before using the Products block, it is necessary to:

  1. Connect one of the advanced features pricing plans.
  2. Install the web tracking script on the site.
  3. Import a product feed.
  4. Create a data source for recommendations.

Then you can proceed to create the email.

To add the Products block to the email content, drag and drop it to the content area.

Products block

Block Configuration Options

To access the Products block configuration options, select it in the message container.

The Products block has 3 tabs:

  • Product list
  • Items
  • Data
Products block tabs

Let's consider the configuration of each tab in detail.

Product List

You can customize the appearance of pr/oduct cards in the Product list tab: quantity, spacing, padding, and background.

Cards in Row

This option allows you to select the number of product cards displayed in one row.

Select the button numbered from 1 to 4 in the Cards in row section to show the required number of cards in a row.

Cards in row

Row Amount

This option allows you to set the number of rows displayed in the message or show all the products available in the data source. 

To set the number of rows displayed in the message: 

  • Select the Up to radio button and enter the number of rows in the field.
    Or,
  • Select the plus (+) and minus (-) icons to set the number. 

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Note

You can enter or select a number between 1 and 50, inclusive.

To show all the products available in the data source, select the Show all products radio button.

Show all products

What to do with the last row, if it is not enough products to fill it

In this section, you can select one of the following options:

  • Don’t show partially filled row: If the last row of product cards contains fewer cards than the value you selected in the Cards in row section, then this row is not displayed for the recipient.
Don’t show partially filled row
  • Show partially filled row: The last row of product cards is displayed for the recipient, even if it contains fewer cards than the value you selected in the Cards in row section.

When you select this option, you can select the alignment of the product cards in the last rows.

Show partially filled row

If there are no products to show

In this section, you can select an option when no products are available from the data source.

To choose an option in the section, select the radio button beside one of the following options:

  • Do not send the message: Default setting. The message will not be sent if there are no products to show.
  • Hide product list: The message will be sent, but the content of the Products block will not be displayed for the recipient.
If there are no products to show

You can use the Hide product list option when you add two or more Products blocks using different data sources. 

For example, the first block shows items in the abandoned cart, and the second one shows recommendations based on the items in the cart. If you select the Hide product list option for the second block, it will not be displayed in the message if there are no recommendations. The header and the footer of this block will not be displayed as well.

Setting up the Distance

You can set up the custom distance between the product cards and the rows.

To select the distance between the cards or the rows:

  • Enter the number between 0 and 40, inclusive, in the field beside the Distance between cards or Distance between rows.
    Or,
    Select the plus (+) and minus (-) icons to set the number. 
Setting up the distance

Paddings

The Paddings options allow adjustment of space around the Products block content. You can set up padding for desktop or mobile versions.

To show the padding setting for the mobile version, select the Mobile version (smartphone) icon on the top left-hand side of the Padding section. The icon turns gray.

Paddings

To return to the settings for the desktop version, select the Mobile version (smartphone) icon again. The icon turns white.

You have two options for setting up padding values:

  • Set the same value for each side of the block.
  • Set different values for each side of the block.

If you want to set up the same value for each side of the block, disable the More toggle button (if enabled) and use the plus (+) and minus (-) buttons to set the value. The maximum value is 40.

Set the same value for each side of the block

If you want to set up different values for each side of the block, enable the More toggle button and use the plus (+) and minus (-) buttons to set the value for each side of the block. The maximum value is 40.

Set different values for each side of the block

Background

You can choose the background for the Products block content. The default background is transparent.

To choose the background, click the field in the background section and select the background color from the palette.

Or, 

Enter the hexadecimal code representing the specific color in the field in the Background section.

Background

Items

The tab configures and creates custom headers, footers, and product cards

Creating Custom Headers and Footers

You can create your custom headers and footers by editing the existing ones.

To create the custom header or footer:

  1. Go to the Modules menu and select My modules.
  2. Select the Filter and grouping (funnel) icon.
  3. Select Category.
  4. Select Headers if you want to create a header.
    Or, 
    Select Footers if you want to create a footer.
Creating custom headers and footers
  1. Drag the header or footer and drop it anywhere in the message.
Drag footer in the message
  1. Edit the header or footer as you want, then point at it and select the ellipses (three dots) icon.
Select the ellipses (three dots) icon
  1. Select the Save as module icon.
Save as module
  1. In the left-hand side menu:
  • Enter the module name.
  • Select Headers or Footers from the dropdown menu.
  • Enter Id.
Enter the module name
  1. Select the top pointing arrow at the right-hand side of the Update button and click Save as new.

Your saved header or footer appears in Modules → My Modules. Now you can select this header or footer in the Products block.

Your saved headers and footers

Setting Up Header

When you add the Products block to the message, the Header before product cards toggle button is enabled, and the default header is added.

If you want to use another header:

  1. Select the Replace button beside the header thumbnail.
Replace button
  1. In the Select module window, select the header you want to use in your message.
    Or,
    Enter the header’s name or tag into the search box and press the magnifying glass icon to search for the header, then select the header.
Select module window

If you do not want to show the header, disable the Header before product cards toggle button.

Setting Up Footer

To add the footer to the content of the Products block: 

  1. Enable the Footer after product cards toggle button, and click the Select footer button.
Select footer
  1. In the Select module window, select the footer you want to use in your message.
Select module window

If you want to replace the footer, select the Replace button and select the footer in the Select module window.

Replace button

Setting Up Product Card

To create a custom product card:

  1. Go to the Modules menu and select My modules.
  2. Select the Filter and grouping (funnel) icon.
  3. Select Category.
  4. Select Product Cards.
Creating custom product cards
  1. Drag the product card and drop it anywhere in the message.
Product card  in the message
  1. Edit the product card as you want. Read this article to learn more about setting up smart containers.
  2. Point to the edited product card in the message and select the ellipses (three dots) icon.
  3. Select the Save as module icon.
Save as module
  1. In the left-hand side menu:
  • Enter the module name.
  • Select Product Cards from the dropdown menu.
  • Enter Id.
Enter the module name and ID
  1. Select the top pointing arrow at the right-hand side of the Update button and click Save as new.
Save as new

Your saved product card appears in Modules → My Modules. Now you can select this product card in the Products block.

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Important

If you create a product card from scratch, make sure that it is of Smart-Container type and its parameters are set up correctly, as described in this section.


Smart-Container type
Row amount

The names of the products can vary in length, which may cause the product blocks to have different heights. To avoid this, you can set the number of lines of text to be displayed in each product block. If the text is longer than this limit, it will be truncated and an ellipsis "..." will be added at the end to indicate that the text has been shortened.

To adjust the number of lines, use the plus and minus buttons or enter the value in the field.

Row amount

Product card view:

  • with one row
One row
  • with two rows
Two rows
  • with three rows
three rows

Data

You can configure automated product displays in messages by selecting a data source on the Data tab.

For the Products block, you can choose from two types of data sources:

  • Recommendations based on contact data
  • General recommendation algorithms

By default, the bestseller type algorithm is set in the Products block. If there is no bestseller algorithm, then any of General recommendation algorithms is set. If no General recommendation algorithms are available, then the algorithms from Recommendations based on contact data are set.

To replace the data source: 

  1. Click the Replace button in the Data source section.
 Replace button
  1. In the Data sources window, select the data source you want from the following types:
  • Recommendations based on contact data
  • General recommendation algorithms

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Note

When you change the data source, the changes are not applied in the editor. To view the actual message, select the View message icon on the top panel.

View message icon

Select the Go to data sources button if you want to create a new data source. 

Go to data sources button

Read this article to learn more about creating data sources.

Saving Configuration Options

After configuring the Products block options, click the Save button on the editor's top panel to save the email changes

Save configuration options

Products Block in the Message Preview

The Products block is displayed:

  • In the email editor for emails with specified contacts

If some product recommendations are hidden for a contact, the preview will display a list of empty sources.

Email with specified contacts

If there are no recommendations for the selected contact and the Do not send the message option is selected in the Product list tab settings, an informer will be displayed in the email preview.

Email will not be sent
  • In the email editor for emails without specified contacts
Email without specified contacts
  • In the general list of email messages
General list of email messages
  • When planning bulk campaigns
Bulk campaigns
  • In bulk and triggered reports
Reports