Use The Browse Recovery Wizard

The first time you use Browse Recovery you will need to use a wizard to configure the basic Browse Recovery settings.

About this task

The wizard is designed to get you up-and-running quickly; you can adjust any of the settings from the Rules page later. Before you can use the Browse Recovery wizard, you need to configure your account's browse import settings.

To use the wizard:

Procedure

  1. Go to Automation > Browse Recovery.
  2. On the Exclude page, set the exclusion you want to apply to contacts:
    1. If relevant, select a list from the List list.

      Any contact on this list will not be sent a Browse Recovery email even when they meet the defined criteria.

    2. If relevant, select a segment from the Segment list.

      Any contact on this segment will not be sent a Browse Recovery email even when they meet the defined criteria.

    3. Set the number of days you want to pass since a contact's last order before they can receive a Browse Recovery message using the Days Since Last Purchase slider.

      This setting is independent of the list and segment exclusion settings and will be applied to all contacts.

    4. Click Next.
  3. On the Sending page, configure the global settings:
    1. Set Evaluate rules X hours after last page view to the number of hours you want to pass before the contact's browse history is evaluated.

      The clock begins when the contacts last interaction with the site is recorded. Once the Rule Evaluation Time Delay has passed, a contact will be evaluated and sent an email if they meet the all of the settings and criteria for a rule.

    2. Set Do not send the same rule within X days to the number of days you want to pass before a contact can be sent an email using any of the rules after the last email was sent using Browse Recovery.

      In this case, even if the contact meets the criteria for a rule they will not be sent a new message if it is within the Customer Eligibility Time Delay period, no matter which rule was used when the last message was sent.

    3. Set Allow sending again after X days to the number of days you want to pass before a contact can be sent an email using the same rule.

      For example, if a contact was sent an email using the Product Threshold rule, they will not be sent another email with this rule before this number of days pass. However, the contact can still be sent an email using one of the other rules so you should make sure this setting is fewer days than Do not send the same rule within X days. This lets Browse Recovery send messages that are triggered by other rules and keeps a contact from receiving repetitive email due to the same rule.

    4. Click Next.
  4. On the next Sending page, configure your sender options:

    Browse Recovery automatically sends messages based on a contact meeting the criteria defined for a rule, so you will need to provide the sender options here instead of on the Send Message page. You need to provide sender options here even if you have set up default sender options for the platform.

    1. Enter a From Name.

      The from name, also called an alias, is the name that appears to the recipient of the email message.

    2. Enter a From Email.

      The from address is the email address that your email message will appear from.

    3. Enter a Return Name.

      The reply address is the address that the application will forward email replies to.

    4. Click Next.
    5. Select Sender Authentication if you want to sign your email message with DomainKeys/DKIM.
    6. Select Reply Tracking if you want to store a copy of all email replies to your email messages on the Email Replies page.
    7. Select Fatigue Override if you want to Browse Recovery to send email to a contact even when it would exceed the email frequency cap you designated for your contacts.

      Email frequency caps allow you to specify the maximum number of emails that can be sent to your contacts over given time periods. Because Browse Recovery sends emails to contacts based on their behavior, you might want to override the frequency cap setting so that revenue opportunities aren't lost due to the contact already meeting the cap due to regularly scheduled marketing messages.

    8. If you want Browse Recovery to be able to send a contact an email while they still have a page on your site open, select Allow Sending when Browser Idle.

      This allows you to contact someone if they've left the page open in a tab or window and "forgot" about it. However, it could seem intrusive to receive an email while still on a site, so this option is turned off by default.

    9. Click Next.
  5. Click Finish.