Antsomi CDP 365 Manual for Beginners | How to Automate Dynamic Email Recommendations

1-1. Access Content Sources

On the email template editing screen, click outside the template area to open the [Setting] tab, and select the [Content Sources] section within [Basic].

1-2. Select Data Source

Click [+ Add Group] and select a data source in [Select Content source].

In this case, we will select "Article" to recommend content published on the content resource site to users, but you can choose the optimal source according to your purpose, such as "Product" for e-commerce products.

1-3. Apply Algorithm

Click [+ Add Algorithms] in the [Ranking] section, select the algorithm you want to apply from [Select Algorithms], and click [Apply].

In this case, we will use "Same interest" (recommends articles from the category the user is most interested in), but Antsomi CDP 365 offers a wide variety of other algorithms (detailed in Chapter 2).

1-4. Set Fallback

In the [Fallback] section, set options such as "Most seen" (popular content rankings).

2-1. Place Column Block

Click the [Home] icon to open the [Standards] menu. Select the [Column] block and drag and drop it to the desired location in the email body. Once placed, select the 2-block configuration.

2-2. Place Image Block

Return to the [Standards] menu, select the [Image] block, and drag and drop it into the left side of the column frame you just placed.

2-3. Enable Dynamic Image

In the right-side menu's [Image] settings, select the [Dynamic] radio button and click [+ Add dynamic content].

2-4. Configure Dynamic Content

In the displayed dialog, configure the settings as follows and click [Apply].

• ●
  Content Source: Article (the group created in Step 1)
• ●
  Attribute: Image URL
• ●
  Index: 1

2-5. Enable Dynamic Link

Next, configure the settings so that clicking the image navigates to the content page. In the [Link] settings at the bottom of the right-side menu, select [Dynamic] and click [+ Add dynamic content].

2-6. Configure Link Settings

In the dialog, configure the following settings and apply them.

• ●
  Content Source: Article (the group created in Step 1)
• ●
  Attribute: Page URL
• ●
  Index: 1

3-1. Place Text Block

Return to the [Standards] menu, select the [Text] block, and place it in the right frame of the column created in Step 2. Enter placeholder text "Title" here temporarily.

3-2. Duplicate Text Block

Select the text box and click the duplicate icon to create a text box for displaying the description. Enter "Description" as placeholder text here. (Separate the title and description into different blocks.)

3-3. Configure Dynamic Title

Select (highlight) the text "Title" in the upper block, and click the [Smart Tag] icon from the toolbar.

3-4. Set Title Attributes

In the [Add Dynamic Content] dialog, configure the following settings and click Apply.

• ●
  Content Source: Article (the group created in Step 1)
• ●
  Attribute: Name (content title)
• ●
  Index: 1

3-5. Configure Dynamic Description

Similarly, select (highlight) the text "Description" in the lower block, and click the [Smart Tag] icon from the toolbar. In the dialog, configure the following settings and apply them.

• ●
  Content Source: Article (the group created in Step 1)
• ●
  Attribute: Description
• ●
  Index: 1

3-6. Setting up the Title Link (Click to Navigate)

Select (highlight) the "Title" text (with Smart Tag already configured) again and click the [Link] icon from the toolbar.

3-7. Configure Title Link

In the [Insert Link] dialog, configure the following settings and apply them.

• ●
  Type: Dynamic
• ●
  Content Source: Article (the group created in Step 1)
• ●
  Attribute: Page URL

4-1. Add CTA Blocks

First, add individual Text blocks for each anticipated CTA pattern and enter the text for each (place these in the right column, below Description). In this case, create the following four blocks:

• ●
  Block 1: "Read the Full Article →"
• ●
  Block 2: "Access the Slides →"
• ●
  Block 3: "View the Illustrations →"
• ●
  Block 4: "Watch the Video →"

4-2. Set Display Condition

Configure the display conditions for each text block you created. First, select the "Read the Full Article" block and click [Display condition] in the right-side menu.

4-3. Add Field for Condition

In the [Add field] dialog, configure the following settings and apply them.

• ●
  Content Source: Article (the group created in Step 1)
• ●
  Attribute: Main Category
• ●
  Index: 1

4-4. Set Condition Logic

Continue with the following settings:

• ●
  Operator: is equal
• ●
  Value: Articles

This completes the configuration to display the CTA "Read..." when the content category is Articles.

4-5. Configure Other Blocks

Configure the other three blocks in the same way, but change the Value to match each content type (e.g., Slides, Illustrations, Videos). This ensures that only the CTA button matching the automatically selected content type will be displayed.

4-6. Set CTA Links

Set up a Dynamic Link for each CTA, similar to Step 3-6, so that clicking the CTA navigates to the corresponding page.

5-1. Duplicate Row

Select the entire article block (row) you created and click the [Duplicate] icon to add more frames.

5-2. Update Index

For each element in the duplicated second block (image, title Smart Tag, title Link, and all display conditions), change the Index value to "2". Using the [Set auto index] function in the left-side menu is convenient, as it allows you to update all Indexes contained in that row at once.

5-3. Repeat for Content 3

Similarly, create a third frame and set the Index to "3" to complete the Content 3 frame.

Algorithm: Carted (or Removed cart)

Impact: Reminds customers of items left in their cart without completing purchase, encouraging them to follow through.

Algorithm: Frequently bought together

Impact: Uses the logic of "customers who bought this also bought these" to increase average order value (AOV).

Algorithm: Bought (for consumables etc.)

Impact: Based on past purchase history, suggests products the customer is likely to need next at the optimal timing.