Handle callbacks and inquiries with custom triggers
Set up an efficient system to manage customer callbacks and inquiries:
Raise a custom signal from your website using simple JavaScript. Learn how in Raising custom signals from your site.
Create a custom trigger to send appropriate messages. You can configure:
Single messages or sequences
Filtering rules to ensure targeted communication
Specific conditions for message delivery.
Learn more in Introduction to triggers.
Create highly targeted recommendations
B2B customers are valuable decision-makers who require personalized treatment. Enhance their experience with these recommendation strategies:
Cart abandonment strategies
Consider that B2B customers often build orders gradually. Create abandoned cart messages that respect their expertise and purchasing patterns rather than using consumer-focused approaches.
Product-based targeting
Use product tags
Target recommendations based on frequently purchased product tag values and suggest higher-margin alternatives.
Enhance product detail pages
Promote premium alternatives directly on product detail pages.
Set up replenishment triggers
Create messages based on individual product replenishment cycles and buyer patterns.
Customer preference targeting
Brand affinity
Send triggered messages filtered to brands customers have shown interest in.
Category preferences
Filter recommendations based on customer category preferences to avoid irrelevant product promotion.
Location-based delivery
Use geolocation to recommend appropriate delivery methods.
Inventory-based recommendations
In-stock only
Limit recommendations to available inventory.
Back-in-stock alerts
Notify customers when previously unavailable products return to inventory.
Access valuable visitor data
Find detailed customer insights on the Visitors page. To access the Visitor’s page, expand the Reports drop-down menu and go to All Reports > Visitors.
From here you can view:
Active sessions or search by email address or mobile number
Access comprehensive customer data including:
Recently browsed products
Purchase history
Location information
Demographic details
Contact preferences and GDPR status
Manage tax display options
UK and European sales
Show prices with and without VAT based on customer type (individual or business) using different price books. Learn more in Support multiple price lists.
US and Canadian sales
Allow identified customers to view prices with or without sales tax when their location is known. Implement this using separate price books for different sales tax rates.