8.13.5.1 Embed Product Recommendations directly into Media Campaigns
- Pascal Clausen
With our Product Recommendations, you can seamlessly embed dynamic, data-driven recommendations directly into your campaign processes. This feature empowers you to optimize your media campaigns by leveraging insights from your sales data. To illustrate its capabilities, we have set up this example.
Recommendations as part of Media Campaign Pages
User Interaction:
A user opens a Media Campaign record in Salesforce.
Within the record, a dedicated section titled "Campaign Recommendations" displays personalized product suggestions. This can be set up as part of a Lightning Record Page.
Product Selection:
The user reviews the recommended products and selects those relevant to the campaign.
Selected products are added to the basket for further configuration.
Campaign Builder Integration:
After finalizing product selections, the user clicks "Next" to proceed to the Campaign Builder.
Within the Campaign Builder, the user can configure the selected items, tailoring them to the specific needs of the campaign.
For comprehensive information on campaign planning and utilizing product recommendations, please consult our guide: Campaign Planning Product Recommendations
Setup and Configuration
To implement the Campaign Product Recommendations feature:
Access the Provided Flow Template:
Navigate to the Flow section in Salesforce Setup.
Locate the "TemplateProductRecommendationsFlow" template.
Clone and Customize the Flow:
Clone the template to create a version tailored to your organization's needs.
Modify the flow to align with specific business processes, ensuring that the product recommendations align with your campaign objectives.
You can either embed the flow directly into a Media Campaign Record Page, or include the steps into custom screen flows.
The template flow is set up to:
insert a Media Campaign Record ID to generate the recommendations for that campaign
Based on the selected products, create Media Basket records for the Media Campaign/Current User
Automatically forward to the Campaign Builder with the new Media Basket
Embed the Flow into Media Campaign Records:
to embed the flow directly into the Media Campaign Page, you need to create a lightning record page
Drag a flow component into the layout, and select the flow you’ve cloned in previous step. Make sure to activate: Pass all field values from the record into the flow variable.
For detailed guidance on configuring campaign items using the Campaign Builder, refer to our documentation: How to Configure My Campaign Items - Campaign Builder