Order receipt

  • Updated

An order receipt campaign in Optimizely Data Platform (ODP) engages individual customers and completes a transaction or process the customer started with you.

For example, when customers purchase, they trust that you will charge them and deliver the product correctly. You can strengthen this trust by providing customers with a clear and timely transaction record.

Configure the campaign

Use ODP's ecommerce integrations to create campaigns using the order receipt recipe. If you do not have the integrations, you must create the recipes.

Use a recipe

  1. Go to Activations > Overview > Create New Campaign.
  2. Select Transactional.
  3. Select Order Receipt if integrated with a third-party app.
  4. Configure the campaign's Enrollment and Touchpoints. You must customize the touchpoints, including the design, content, and sender profile.
  5. Click Save and Go Live when ready to send the campaigns.

Create from scratch

An order receipt campaign is an event-triggered campaign sent after an order event occurs. Every account should have an Order Receipt Trigger filter by default. If you do not find it, you can manually create it. 

To create the filter:

  1. Go to Data Setup > Filters > Create New Filter.
  2. Enter a name for the filter and set Visibility to Personal.
  3. Leave Engagement Value empty.
  4. Select Events for the Feed.
  5. Add the following event-based rules:
    • Event Type = order
    • Order ID ≠ null 
    • Event Action = purchase
    • Event Order Data is not empty
  6. Click Save.

After you create the filter, create the Order Receipt campaign:

  1. Go to Activations > Overview > Create New Campaign.
  2. Select Transactional > Create From Scratch.
  3. Expand Enrollment and select the order receipt filter you created.
  4. Expand Touchpoints to edit the campaign's content and include your brand's logo, Header, and Footer.
  5. Add a Dynamic Grid. Select Convert to Liquid and enter item as the Item Variable and order_data.items as the Liquid Array Reference. Click Save.
  6. Insert personalization tags in the Dynamic Grid. You can place your cursor where you want to insert the tag or highlight the text to replace it with the tag, then click the lightning icon to edit the tags. When you open the prompt, click Convert to Liquid and include the personalization tags. These tags refer to standard event definitions. Update these if you are referencing custom fields.
    The ODP templating and personalization language is based on the Shopify Liquid templating language. ODP can extend Liquid functionality for more advanced use cases. Contact your customer success manager before proceeding with advanced personalization.
  7. Click Save.

Add personalization tags

Use the following personalization tags to populate the dynamic grid with additional customer and order information.

  1. Includes the order name – {{ order_data.order_name }}
  2. Includes the customer's name – A default First Name customer tag
  3. The dynamic grid displays the products – Insert the dynamic grid in the email body from Elements > Layout.
  4. Includes the product image – {{ item.product.image_url }} as the URL
  5. Includes the product name – {{ item.product.name }}  
  6. Includes the product price – {% if item.item_subtotal != blank %}${{ '%0.2f' | format: item.item_subtotal }}{% else %}{% endif %}
  7. Includes the order subtotal – {% if order_data.order_subtotal != blank %}${{ '%0.2f' | format: order_data.order_subtotal }}{% else %}{% endif %}
  8. Includes applicable shipping costs – {% if order_data.order_shipping != blank %}${{ '%0.2f' | format: order_data.order_shipping }}{% else %}{% endif %} 
  9. Includes applicable discounts – {% if order_data.order_discount != blank %}${{ '%0.2f' | format: order_data.order_discount }}{% else %}{% endif %}
  10. Includes applicable taxes – {% if order_data.order_tax != blank %}${{ '%0.2f' | format: order_data.order_tax }}{% else %}{% endif %}
  11. Includes the order total – {% if order_data.order_total != blank %}${{ '%0.2f' | format: order_data.order_total }}{% else %}{% endif %}

Add variables

Add a variable with order_var as the name and {% assign order_data = event.event_order_data | unescape | json_parse %} as the associated value In the Variables section. 

Order_variable.png

Preview and test the campaign

You must have the PII Viewer role to preview and test a campaign.

Preview the campaign 

  1. Click Preview.
  2. Enter the email address or customer ID of someone in the campaign's reachable audience to preview their version of the content.
  3. Click Preview.

Test the campaign

  1. Click Test. 
  2. Enter recipients (separated by commas) of the test email in the Recipient Email Address.
  3. Expand Render Template with Customer (Optional) and search for the email address or name of someone in the campaign's reachable audience to preview their version of the content. Leave the field blank to preview the email as an unspecified customer.
  4. Click Send.

Go Live

  1. Select the campaign's name from the breadcrumb trail.
  2. Click Save to ensure all touchpoints are updated.
  3. Click Go Live.