Getting started
Creating a recipe
What’s a recipe?
A recipe is a relationship between your Shopify theme sections, your content variations for each section, and the rules that display the right variation to the right customer.
A single customer segment recipe can display content variations in multiple sections at the same time. Combining and applying rules to the recipe ensure you trigger the right content variations to display, to the right customers, at the right time.
Each recipe is made up of three ingredients.
A recipe allows you to:
- Select the content variation(s) to display;
- Select the rule(s) to trigger the content to display;
- Measure the success of your recipe through analytics.
Name your recipe
Give your recipe a unique name and description, then select "Create Recipe".
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Content variations
You’ve spent lots of time crafting the look and feel of your Shopify store. Once installed, Context scans your templates and turns each of your themes sections into areas of personalization. Each section is sorted by the template they’re applied to (ie. homepage, collections, etc.).
Your content variations display in tables, organized with your fallback section titles as headers for easy discoverability.
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Create variations of your content
Content variations are one of the things that makes Context so powerful. Context offers the ability to create multiple variations of your content, based off the fallback versions in your theme.
Each of your variations can be triggered to display to your visitors with the use of powerful Context rules.
Start creating variations of your content by selecting the “+ Variation” button. Context instantly displays your fallback version with the full suite of editing properties.
Examples
A/B testing
Test new versions of your sections without having to write a single line of code. Simply select two or more variations in any section, across any of your templates and A/B testing is instantly enabled.
Rules
What’s a rule?
This is where the magic happens
Rules are the conditions which trigger your variations of content to be displayed. You could display rain gear running products to users when it’s raining, or display a call-to-action to customers visiting from Toronto. Or a combination of both like displaying rain gear (weather) to visitors from Toronto (location).
Rules ensure you deliver the right products and messaging, to the right customers, at the right time.
Context offers rules based on:
- Customer Segmentation (Shopify and Klaviyo)
- Date Range
- Geographic Location
- UTM Parameters
- Domain Referrer
- Weather
- many more rule types to come…
Getting started with rules
Simply click the “Create your first rule” button to get started.
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Select your first rule type.
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Apply your conditions
Apply the conditions that will display your content variations to the right people at the right time.
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Combine rules for more targeted marketing
Context allows you to combine rules to create personalized customer experiences.
More doesn’t mean better
Combining rules can be powerful. However, make sure you’re not narrowing your market to the point where it doesn’t match any visitors.
It’s common to try and get so personalized that you end up with conditions that don’t match real visitors to your store.
Know your market, be realistic, and test recipes for the most efficient and effective forms of content personalization.
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Select your content
Don’t forget to choose the variations you want to display based on the rules you apply. Remember to Save your changes 😉
Recipe hierarchy
The order of recipes on the dashboard is important to understand.
When a user visits your store, Context starts to evaluate which recipe applies to the current visitor. It’s possible that you may have multiple recipes that could trigger for a given user, so the order of those recipes becomes important.
Once Context finds the first recipe that matches the current visitor, it loads the content variations for that recipe.
Example
In the image above there are three different recipes that display content to visitors from Toronto (ie. location-based rule).
However, the second two recipes have multiple rules applied. They’re combining location + weather to trigger the content variations to display.
Context evaluates recipes TOP to BOTTOM. This means that if the visitor is in Toronto, the first recipe in the image above would trigger and the associated content variations would display.
Providing customers with the right products and messaging at the right time is important. Given the current visitor in Toronto is experiencing a sunny day, we would want the third recipe to be triggered, displaying running gear for warm sunny days (more effective targeted marketing).
It would be more advantageous to move the “Running gear for visitors from Toronto” to the bottom of the list as Context would evaluate the rules from top to bottom, triggering recipe number two (ie. The visitor is in Toronto and the weather is warm).
If the weather didn’t match either of the first two recipes, the third recipe based solely on location (ie. Toronto) would trigger the associated content variations to display.
Ordering recipes is simple
Select the ordering icons on the left side of each recipe and drag it into the most effective position.
Analytics
Analytics are high-level metrics that allow you to gauge the success of your recipes.
Recipe level metrics
Section level metrics
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On this page
- Getting started
- Creating a recipe
- What’s a recipe?
- Name your recipe
- Content variations
- Create variations of your content
- A/B testing
- Rules
- What’s a rule?
- Getting started with rules
- Combine rules for more targeted marketing
- More doesn’t mean better
- Select your content
- Recipe hierarchy
- Ordering recipes is simple
- Analytics
- Recipe level metrics
- Section level metrics