💡 Good to know: This feature is available when you have a Professional license or higher.
Are you interested in this functionality? Send us an email at [email protected] and we'll help you get started.
Want to turn your product finder into a lead generator? Ask your customers to share their email address on the advice page - and sign them up for your newsletter! The email addresses you collect in your product finders are sent directly to your CRM/CDP for marketingautomation purposes.
💡 Good to know: Aiden does not send emails on your behalf, so you must connect product finder to your Customer Data Platform to ensure an email with the advice is sent to your customer. You'll find more information in step 2 below.
Step 1: Settings in Aiden
1. In the Conversation section, go to Advice , click on the Customer contact tab on the right.
2. Turn on theAsk for customer emailaddress button and fill in the text for the call-to-action button.
3. For the Customer contact form, enter the text for the header and intro:
4. You can optionally enable the newsletter opt-in with your own text. Use this e.g. to check with customers if they want to subscribe to your newsletter:
5. Finally, complete the customer journey after submitting the email address with a confirmation. You can draft your own text for this in the form submitted message field.
6. Next, you need to link the product finder to your CRM or CDP to ensure that a customer actually receives an e-mail with their advice.
Step 2: Link your product finder to your customer data platform
Once a customer shares their contact information, they naturally expect to be contacted! Depending on the call-to-action you used on the advice page, a customer will most likely expect an immediate email with their advised products.
💡 Good to know: Aiden does not send emails on your behalf, so you must connect product finder to your Customer Data Platform to ensure an email with the advice is sent to your customer.
This is how linking to email works:
For each customer who fills out the form, Aiden sends an "event" from the product finder to the page in which it is embedded. This event contains:
the customer's e-mail address
the name of the used product finder
the recommended products (+ associated product IDs and URLs)
the price (+ sale price) of the recommended products
Whether the customer checked the checkbox
Here you can see what the actual event looks like - and how you interpret the data:
type CustomerInfoSubmittedEvent = {
type: "customer-info"
advisorId: string
advisorName: string
isPreview: boolean
data: {
email: string
checkboxChecked: boolean
advice: {
id: string
name: string
url: string
imageUrl: string
price: string | undefined
salePrice: string | undefined
}[]
}
}
Name | What it contains |
advisorId | The unique identifier of the Aiden app. This is guaranteed to be unique and could be used to differentiate multiple apps with the same name, but is otherwise not needed. |
advisorName | The name of the application you’ve set in Aiden |
The email address entered by the customer | |
checkboxChecked | This will be either a |
advice | A list of the products that were advised to this customer. Each product has an |
id | Identifier of the product. |
name | The name(s) of the advised product(s). |
url | The URL(s) of the advised product(s). |
imageUrl | The image setUrl(s) of the advised product(s). |
price | The price(s) of the advised product(s). If a product doesn’t have a price, or if you chose not to display the price to the customer, this field will be empty. |
salePrice | The sale price(s) of the advised product(s) (if applicable). If a product doesn’t have a sale price, or if the sale price is not applicable in this particular time period, this field will be empty. |
On your end, you need to put a piece of Javascript on your web page that picks up the Aiden event and sends the information to your CRM/CDP.
You can use the following script as a starting point:
<script type="text/javascript">
// Listen for events on the webpage
window.addEventListener("message", function (event) {
// Check if the event is from Aiden and if it is the
// customer info submission event
if (event.data.advisorId && event.data.type === "customer-info") {
// Access the event data using event.data
var email = event.data.data.email
var checkboxChecked = event.data.data.checkboxChecked
var products = event.data.data.advice
// ... Add your CRM/CDP script code here
}
});
</script>
Complete the script with a few lines of code that will allow your CRM/CDP to pick up the event and understand what it should do next.
Once this link is set up, set up a trigger in your CRM/CDP that sends an email with the recommended products to the customer. Use the various data points in the Aiden event to ensure that the email is fully personalized. Here is an example of what such an email might look like:
💡 Need help setting up email integration? Get in touch and we'll help you get started: [email protected].
Step 3: Publish your changes and test, test, test!
Finally publish your product finder. After that, make sure to test the CRM/CDP link and check if your emails are arriving properly. Test the email link regularly to avoid dissatisfied customers!