New Experience For Browse Recovery

The new Browse Recovery experience uses Workflows in Bronto. Leverage the tactical advantage of Browse Recovery and the configurable precision of Workflows to stay in touch with your contacts. This topic introduces and describes how to enable the new Browse Recovery experience in your Bronto account.

Introducing The New Browse Recovery Experience

Browse Recovery now uses Workflows to boost your ability to message contacts who browse your site and leave without a purchase, a behavior known as browse abandonment.

In the new Browse Recovery, Bronto replaces rules with triggers (Product, Category, and Recently Viewed) which activate your recovery workflow.

You must set a threshold for each trigger. For example, you can set your Category Threshold to trigger a workflow after your contact has viewed three products in the same category in the last ten days.

Each trigger that you set up must have a corresponding Browse Recovery workflow. When your contact meets a threshold, Bronto triggers the appropriate workflow and sends a recovery message to your contact.

To trigger a recovery message in a Browse Recovery workflow, add the new Browse Is Abandoned node and a Send Email node.

Note:
  • When you upgrade Browse Recovery, Bronto generates a Workflow to replace each of your active Browse Recovery rules.
  • Your Send Email node must deploy recovery messages as Marketing. If you specify recovery messages as Transactional, the message will not be sent.

The new Browse Recovery experience introduces the Browse Loop for recovery messages. The Browse Loop dynamically inserts each product that your contact browsed without making a purchase.

The Browse Loop is available in the Email Message Editor inside the Elements panel. Use the message preview to see how each product appears in your email. If you prefer the HTML editor, an HTML sample is available to help you add a Browse Loop to your HTML message.

There are two new content tag templates, Content - Browse Recovery Loop - New Experience and Template - Browse Recovery & Recommendations - New Experience that you can insert and customize in a browse recovery message. For more information about content tag templates, see Using Content Tag Templates.

How To Upgrade

In Bronto, go to Browse Recovery. An informational message appears on your dashboard. Click Enable new experience.

Note: If you are new to Bronto, the new Browse Recovery is the default. You do not need to upgrade. To get started, ensure that you set up Script Manager. For more information, see Configuring Browse Settings in Script Manager.

Ensure that you follow these steps before you start to use the new Browse Recovery:

  1. For every browse recovery message, replace each API Loop with the new Browse Loop.
    • For the Email Message Editor, follow these steps:
      1. Create a copy of each browse recovery message that contains an API Loop.
      2. Open your message copy.
      3. Add a container above the API Loop.
      4. Add a Browse Loop to the container in step 1.c.
      5. Split the Begin Browse Loop and End Browse Loop tags into two containers.
      6. Move the container inside the API Loop between the Browse Loop containers.
      7. Replace each product tag parameter with a question mark ('?').

        For example:

        Change
        (#product_id_#)

        to

        (?)
      8. Remove the API Loop containers.
    • For the HTML editor, follow these steps:
      1. Create a copy of each browse recovery message that contains an API Loop.
      2. Open your message copy.
      3. Use Find and Replace to change the following tags:
        • Find
          {loop}
          Replace with
          {app_loop tag="$app.browse.browseloop"}
        • Find
          {/loop}
          Replace with
          {/app_loop}
        • Find
          #product_id_#
          Replace with
          $app.browse.browseloop
  2. Go to Workflows, and verify that you have a Workflow for each of your Browse Recovery rules.
    For example:
    Browse Recovery - {name of rule}
    Important: Browse Recovery now relies on Workflows to trigger your recovery message. If you did not have an active rule before the upgrade, then you need to create at least one Browse Recovery Workflow.
  3. For each Browse Recovery workflow, verify that your Settings are correct, and that each workflow references the appropriate recovery message.
  4. Activate each Browse Recovery workflow that you are ready to use.
  5. In Browse Recovery, ensure that you set up and activate at least one trigger to associate with a Browse Recovery workflow.
  6. Optional: Access rule performance history before your upgrade. In Browse Recovery, go to Metrics, and click Export Legacy Data.