BETA NOTICE: If you're interested in using this beta feature and you're on the Enterprise plan, feel free to reach out to your success manager who will activate this for you.
Provide your visitors the option to collect their favorite products in a wishlist and send it to their inbox for future reference. This ability can be valuable to customers that do their research online before buying products in the store (ROPO). Also, B2B customers can compile a list of products they are interested in to share with their sales representative.
In this article:
- How it works
- Enabling the feature
- Requesting a quote from the Sales representative
- What the email looks like
- Tracking favorites
How it works
With the option enabled, the products will show the option to save the product in the favorites list. The list is found and updated in the Reader's menu. Here, visitors can change the quantity of each product, delete products and send the list to their own email address for future reference (B2C) or with the sales representative to request a quote (B2B).
Make sure all products are added using the data imported from the Product feed
Keeping a list of personal favorites :
Enabling the feature
Enable the option in the Menu Items tab of the Publitas Reader settings. To locate this menu, click on the options button next to the group name and select Publication Reader.
How to enable the Favorites option in the menu:
Select the type of icon that fits your brand using the dropdown:
Requesting a quote from the Sales representative
If you are a B2B company the feature can also be used by your visitors to request a quote from the sales representative. In this case, also activate the Sales request form option when enabling the feature. Enter the email address where you wish to receive the quote requests. You can customize the feature by entering your own title, call to action text and confirmation message.
Configuring Favorites to be sent to the sales representative:
The email option below the list of favorites can now be used to request a quote for the selected products. An email will be sent to the sales representative. The visitor will receive a copy of the request as well.
Requesting a quote:
What the email looks like
In the email, visitors will find the complete list of favorite products showing the title, price and quantity of each product as well as a link to view the product on your website. The email also contains a link to view the publication again.
If you have uploaded your company's logo, it will be added at the top of the email. The top portion of the email's background will use the color set for Product hotspot's call to action button.
Both the logo and the color options are available in the Colors & Branding tab of the Publication Reader menu.
|Receiving the favorites list via email (B2C):
||Branding options used in the email:
Email sent to the sales representative:
Copy sent to the requester:
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