Requests for callbacks, enquiries through custom triggers
Callbacks and enquiries are handled through custom triggers. To use custom triggers:
Raise a custom signal from your website. This is often achieved by using some simple JavaScript. Learn more in Raising Custom Signals from your Site.
Create a custom trigger to send the appropriate message. Depending on the template you choose, you can send one message or a sequence of messages. You can also apply filtering rules to make sure that the right message goes out when the conditions you want are met. Learn more in Introduction to triggers.
Highly targeted recommendations
Your B2B customers are valuable - it's important to treat them both as individuals and as key decision makers for the organisations they represent.
Here's some ways to help them and to improve your business with recommendations:
Abandoned carts
Add sophisticated rules for triggered emails. Respect their time and expertise and don't treat them as consumers. If they've put products in their cart and not purchased, it's probably because they are building up an order, make sure to consider this when you create your abandoned cart messages.
Product tags
Lots of trade buyers purchase the same product multiple times. Upsell to higher margin alternatives by targeting recommendations based on the product tag values that they buy frequently.
Product details pages
Promote higher margin alternatives on product details pages.
Triggered replenishment messages
Use triggered replenishment messages based on your understanding of the replenishment lifecycle for individual products and individual buyers.
Branded triggered messages
Send triggered messages based on brand affinity. For example, if a customer is browsing a particular brand, send them an abandoned browse message with recommendations filtered to that brand of product.
Category affinity
Filter your recommendations based on your customers’ best tag products. Don't promote products that are irrelevant to your customer.
Geolocation
Use geolocation to promote different delivery methods depending on their location.
In-stock only recommendations
Only advertise products you have available in stock.
Back-in-stock alerts
Let your customers’ know when sought after products are available for purchase again.
Visitor activity and browsed products
You can find a lot of valuable customer data on the Visitors page. To access the Visitor’s page, expand the Reports drop-down menu and go to All Reports > Visitors. Use it to see active sessions or search for people by email address or mobile number. Once you've found a person, you can see:
Products recently browsed.
Purchase history.
Location.
Demographic information which has been loaded/captured.
Contact preferences and GDPR status.
Include and exclude VAT.
For sales in the UK and Europe, you may want to show prices including and excluding VAT, depending on whether they are an individual shopper or a business.
This is implemented in the same way as multiple price lists with a different price book for different VAT rates.
Learn more in Support Multiple Price Lists.
For sales in the US and Canada, you may want to allow visitors to select whether to show prices including or excluding sales tax. As the rate of sales tax payable depends on their location, this is only possible when they are identified and you know their physical location. In that situation, it is implemented with a different price book for different sales tax rates.