Saving and recovering product configuration

Help customers return to unfinished product configurations and complete their purchase

Difficulty: Advanced · Modules: Experience Hub, Automation Hub, Decision Hub

Channels

email
website

Industries

Automotive
Fashion & Apparel
Home & Furniture
Jewelry
Retail

Challenges addressed

Increase the revenue
Optimize your website and campaigns
Personalize communication

Summary

This use case focuses on orchestrating complex, multi-step customer journeys using Synerise Automation Flows that trigger actions based on events, conditions, and time-based rules across all channels. Specifically, "Saving and recovering product configuration" enables your team to help customers return to unfinished product configurations and complete their purchase. This advanced implementation unlocks significant value for organizations with established data pipelines.

Example Scenario

A customer abandons their cart, and within minutes a sequence of automated actions begins: a personalized push notification with the abandoned items, followed by an email with a dynamic discount if no action is taken within 2 hours, and finally an SMS reminder 24 hours later. Each step checks whether the customer has already converted, avoiding redundant messaging.

Business Challenge

Increase the revenue
Optimize your website and campaigns
Personalize communication

Solution

Synerise Automation provides a visual workflow builder where marketers create multi-step journeys with event triggers, conditional branches, wait nodes, and channel actions. Flows can react to real-time events (purchase, page view, app open), evaluate complex conditions using Expressions, and execute actions across email, SMS, push notifications, webhooks, and Dynamic Content. The engine supports parallel paths, A/B split testing, and frequency capping.

This implementation leverages Synerise's Experience Hub for crafting personalized customer journeys, dynamic content, and interactive engagement experiences across all digital touchpoints and Automation Hub for building event-driven workflows, multi-step customer journeys, and triggered actions that run 24/7 without manual intervention. The solution delivers results through email campaigns with dynamic templates, send-time optimization, and behavioral triggers and website interactions including browsing behavior, on-site engagement, and web-based content delivery.

Expected Impact

Implementing this use case delivers measurable improvements across multiple business dimensions. Organizations typically see results within the first 4-8 weeks of deployment, with compound gains as the system learns from additional data. The advanced-level implementation complexity means a balanced investment of time and effort yields strong returns.

Key KPIs

Automation-driven conversion rate
Time to first automated response
Customer journey completion rate
Channel engagement rates within flows
Revenue attributed to automation

Data Inputs

email — email campaigns with dynamic templates, send-time optimization, and behavioral triggers
website — website interactions including browsing behavior, on-site engagement, and web-based content delivery
Experience Hub — Experience Hub for crafting personalized customer journeys, dynamic content, and interactive engagement experiences across all digital touchpoints
Automation Hub — Automation Hub for building event-driven workflows, multi-step customer journeys, and triggered actions that run 24/7 without manual intervention
Decision Hub — Decision Hub for data-driven business decisions, analytics dashboards, and real-time performance monitoring

Implementation Steps

1. Identify the customer journey to automate and map out trigger events and decision points
2. Create the automation flow in the visual builder with appropriate triggers and conditions
3. Configure channel actions (email templates, push content, SMS messages) with personalization
4. Add wait nodes, conditional branches, and frequency capping rules
5. Test the flow with a small segment before full deployment
6. Monitor flow performance and optimize based on drop-off analysis

Technology Explanation

Synerise Automation runs on an event-driven architecture that processes millions of trigger evaluations per second. Flows are compiled into an optimized execution graph, with each node evaluated independently for horizontal scalability. The engine guarantees exactly-once delivery semantics and supports complex temporal conditions (e.g., 'if no purchase within 48 hours of last email').

Platform Components

Experience Hub — Experience Hub for crafting personalized customer journeys, dynamic content, and interactive engagement experiences across all digital touchpoints
Automation Hub — Automation Hub for building event-driven workflows, multi-step customer journeys, and triggered actions that run 24/7 without manual intervention
Decision Hub — Decision Hub for data-driven business decisions, analytics dashboards, and real-time performance monitoring

Channels

email — email campaigns with dynamic templates, send-time optimization, and behavioral triggers
website — website interactions including browsing behavior, on-site engagement, and web-based content delivery

Target Industries

Automotive
Fashion & Apparel
Home & Furniture
Jewelry
Retail

Functionality Used

Automation — orchestrating complex, multi-step customer journeys using Synerise Automation Flows that trigger actions based on events, conditions, and time-based rules across all channels
Coupons — managing and distributing personalized coupon campaigns through Synerise's promotion engine, with unique codes, redemption rules, and real-time tracking
Dynamic content — using Synerise Dynamic Content to create and deliver interactive, context-aware content experiences that adapt in real time based on customer data and behavior
Email communication — creating and sending targeted, personalized email campaigns using Synerise's built-in email capabilities, including dynamic templates, behavioral triggers, and deliverability optimization
AI recommendations — leveraging Synerise's AI recommendation engine to analyze behavioral data, purchase history, and contextual signals to deliver highly personalized product or content suggestions in real time
Personalization — delivering individualized experiences across channels by adapting content, offers, and messaging to each customer's unique profile, preferences, and real-time behavior

Implementation Complexity

Advanced — This is an advanced use case requiring significant technical expertise and detailed configuration.

Time to Value

4-8 weeks

Documentation

https://help.synerise.com/docs/use-cases/saving-configuration/

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