Grouping Events in Email Content in Architect Journeys
- 10 May 2024
- 5 Minutes to read
Grouping Events in Email Content in Architect Journeys
- Updated on 10 May 2024
- 5 Minutes to read
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Suggested reading: Personalized Content, Events and Attributes, Architect Channel Email, Using Email
Grouping events helps you group the events that are generated in the same transaction and show multiple event parameters of the same events in the email content.
You can group your events to provide relevant content in your emails when you have multiple dynamic content elements.
To get a better understanding of grouping events, see the example below where a user, Oliver, makes purchases on a retailer's website.
Oliver purchased a jackshirt last week. This transaction generated 1 purchase event that is stored on Insider's database.
Today, Oliver visits the website, adds a hoodie and a sweatshirt to his cart, and purchases them. This transaction generates 2 different purchase events that are stored on Insider's database: 1 event for the hoodie and 1 event for the sweatshirt.
Let's say you build a post-purchase journey that includes an email with the parameters of the purchase events. You insert these events' parameters 8 times in the template regarding that some users might purchase 8 products at once. You also configure display conditions to not show N rows if a user has not purchased N different products.
Oliver enters the post-purchase journey today and arrives at the email channel. He will receive an email with the information of the last purchased product(s).
Currently, Oliver's events in the database are as follows:
| Date | Event Name | Product Name | Price | e_guid (Transaction ID) |
|---|---|---|---|---|
| Last week | purchase (confirmation_page_view) | Proteus Fitness Jackshirt | 45.00 | 123 |
| Today | purchase (confirmation_page_view) | Oslo Trek Hoodie | 42.00 | 456 |
| Today | purchase (confirmation_page_view) | Hollister Backyard Sweatshirt | 52.00 | 456 |
If you do not group the events when inserting event parameters in the email content, Oliver's email will be the following:
If you group the events when inserting event parameters in the email content, Oliver's email will be the following:
The second email does not display the jackshirt as the Grouping Events option does not regard that purchase Oliver made last week. The display conditions do not display the empty rows in the email content based on the number of purchased different products. Thus, the email Oliver receives becomes more accurate and relevant to him.
How does it work?
You can find the Grouping Events option on the Add Dynamic Content prompt in your email editors. Once you enable this option:
- The system will search the user’s last event in the database based on the event of event parameters that you insert.
- When the last event is detected, the system will check whether its transaction has more of the same event. During the calculation, the system will regard the e_guid event parameter.
If there is another event of the same kind with the same e_guid parameter value, these events will be considered to be displayed in the content.
If there is no other event of the same kind, only 1 product will be displayed in the content. - Display conditions will remove the empty rows in the email based on the number of different products the user purchased.
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Grouping events functions based on the e_guid (group ID) event parameter. This event parameter defines the event that belongs to a specific transaction. To group events, ensure to have the e_guid event parameter and send it to Insider's database.
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Purchased Items use the grouping function by default. You do not need to group them.
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Dynamic content system always considers the last event or last N events to show the values of the event parameters in the email content. Constant event parameters are excluded from this case.
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You can group multiple event parameters to insert multiple dynamic content elements in your email. You do not need to group any event to use only one dynamic content in your email.
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Grouping events does not have any impact on the email subject or pre-header.
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It is not allowed to group events and use constant event parameters in the email channel at the same time.
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You can group only the same type of events. Once you add a different type of event and try to group it with the other type of event, you will be prompted with a warning.
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Once you enable the grouping events in the email channel, it will be applied to all event parameters you insert in the same email. The system will check whether all event parameters are in the same transaction.
Use Cases
Grouping events helps you offer more relevant content and highly personalized experiences when you insert more than one dynamic content. See below for some of the use cases that you can run with this option:
- Post-purchase: Show only the products in the user's last transaction in the email content. For example, you can insert the parameters of the last 8 purchase events into the email template.
- Cart abandonment: Show only the products that are lately added to the cart instead of showing the products that were added to the cart last week or 20 days ago. For example, you can insert the parameters of the last 8 "items added to cart" events into the email template.
- Browse abandonment: Show only the products the user recently visited instead of showing the products that were visited 20 days ago. For example, you can insert the parameters of the last 8 "product detail page view" events into the email template.
- Place an order: You may have a custom event called place an order with the e_guid event parameter. Show only the products the user ordered a couple of minutes ago in the email content.
You can apply the grouping events to any custom event with the e_guid event parameter.
How can you group events?
To use group events in your journey, follow these steps:
1. Add the Email channel element to the canvas and click on it.
2. Select one of the email design options: Drag and Drop Editor, HTML Editor, or a premade email template.
3. Click on any text area, then the Merge Tags button.
4. Select Event Parameter as the dynamic content type.
5. Select the event and its parameter that you want to insert in the email template.
6. Check the box Group the events and only show the content which are based on the same transaction.
7. Click the Add button to insert the event parameter you choose in the email content.
8. Write a fallback value for your dynamic content in the email template (e.g. {{ purchase.name | product }})
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If you want to add the same event on the Dynamic Content prompt, the Grouping Events box will be automatically checked.
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If you uncheck the Grouping Events box, it will disable it for all events that you insert in the same email content.
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Grouping events do not affect any attributes or coupon codes that you insert.
9. Complete designing your email and save the email template.
If you are using the HTML Editor, you can follow the same steps to group your events.
Once you save your email template, you will be prompted with the respective information at the top of the page.
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