Advisor campaigns

Summary

Advisor campaigns let you store questions as text or graphics that are presented to shop customers in certain situations. A set of answers to the questions can also be provided. For each answer you can add a product set that the shop customer will see when selecting the answer. This helps quickly guide visitors with targeted questions to the products they are looking for.

Add Advisor campaign

To create new Advisor campaign, click New Element in the header bar to access the menu:

Add an Advisor - corresponds Advisor campaign type.

Campaign trigger

The first step of Advisor campaign creation lets you select a trigger for the campaign.

• Search and navigation result - Campaign displayed if a query pattern is found in the search result or in the navigation.

• Search result - Campaign displayed if a query pattern is found in the search result.

• Navigation result - Campaign displayed if a query pattern is found in the navigation.

Next step of a product campaign configuration is setting up trigger conditions and is common for all campaign types, please Common Campaign configuration steps for details.

Set up Advisor

Actual Advisor can be created at “Advisor” tab.

It takes the form of a decision tree that allows the customer to access specific lists of products via any number of questions.

To start adding the options, click Add Root Question.

Empty root question and empty answer for it will appear instead of placeholder tree.

Editing questions

Click on any question in the tree will call editing form for the Question.

The form is WYSIWYG editor, allowing to input text, style it, add images and videos.

Managing questions and answers

Add and delete

Possibility to add and delete questions and answers can be found under the “kebab-menu” icon

If clicked on a question:

• lets you add answers under this question

• lets you delete the question

If clicked on an answer:

• lets you add questions under this answer

• lets you delete the answer

Reorganize

It is also possible to reorganize questions and answers in the tree by using drag and drop feature:

• Mouse over question or answer icon

• Click, hold and drag question or answer to required destination

• Allowed destinations will be highlighted with blue box

• If it is not possible to drop item to the destination, it will be highlighted as red box

Create product lists

Each answer can either be the starting point for a new question or contain a product list.

Product lists management can be accessed by clicking Product List button in Answer edit pop-up

Select products pop-up will open

There is a radio button list with the following options allowing to incorporate static or dynamic product lists into the answer:

• Upselling

• Cross Selling

• Similar products

• Product List

• Textfield input Product List

• Product Search

Only single products list option can be added to an answer.

For detailed information about each Product list option please see Product selection section at Product campaigns article.

Exclude products

Products can be excluded from the campaign based on geo-policies

Exclude products button lets you exclude from the campaign products which are:

• Out of range of the search location

• Without a field value for selected markets

Outside of these options, search location and market selection have no influence on the campaign.

Complete campaign

To complete the process, a name, a category and a description should be assigned to campaign, as well as activity period set up.

Please see Name and options section at Common Campaign configuration steps article for details.