Channel & Replenishment Settings User Guide

Description: The Channel Details section enables you to set up and configure your Replenishment Program.

This section is designed to help you integrate your marketing automation platform or direct-sender-service(s) with Replenit. For direct-sender-service connections, you can also set up your business strategy and provide communication content.

How to Add a Channel #

1. Click the Add Channel button.
2. Select the desired channel type from the dropdown menu (Email, SMS, App Push, WhatsApp, or Event). The “Event” option establishes a direct connection to your Marketing Automation Platform, allowing you to manage all replenishment workflows from within your marketing automation platform.
3. Configure the channel settings:
   • Enter the necessary credentials, such as access tokens, secret keys, or API endpoints.
   • Enable or disable the channel using the Status toggle.
4. Click Submit to save the channel.

How to Add a Template #

1. Click the Add Template button.
2. Fill in the required fields:
   • Message Type: Define the type of notification (e.g., first message, follow-up message).
   • Language: Specify the language for the message.
   • Content Title: Enter a title that identifies the template.
   • Content Type: Choose between plain text or HTML format.
   • Content: Provide the message content, including dynamic placeholders if applicable.
3. Use the Preview feature to visualize how the email design will appear to recipients, ensuring that the layout, content, and dynamic elements are correctly displayed.
4. Click Submit to save the template.

Replenishment Preferences #

Overview #

Description: The Replenishment Preferences section allows you to configure your business and program strategy if you use direct-sender-service(s) (e.g., your backend or transactional services) to deliver replenishment reminders.
If you use “Event” as a channel, you can manage all your replenishment workflows on your Marketing Automation Platform.

Key Configurations #

• Channel Priority: Set the preferred channel for sending notifications.
• Identifier Priority: Define the primary identifier (e.g., email, phone number) for sending notifications.
• Conversion Attribution Window: Specify the number of days to attribute conversions to replenishment reminders.
• Follow-Up Notification:
  • Enable or disable follow-up reminders.
  • Set the time interval for sending follow-ups.
• First Notification Buffer Time: Define the time delay before sending the first notification.
• Product Availability Threshold: Specify the minimum stock level required to trigger replenishment notifications.
• AI Intensity: Adjust the strategy of Replenishment Algorithm.
• Data Processing: Enable or disable data processing for replenishment campaigns.
• Test Mode: Activate test mode to simulate notifications without affecting live customers.
• Excluded Products: Add products to the exclusion list to omit them from replenishment campaigns.

Best Practices #

• Test Before Launching: Use Test Mode to verify channel configurations and templates before sending notifications to customers.
• Keep Channels Up-to-Date: Regularly review and update channel configurations to ensure optimal delivery, whether on your Marketing Automation Platform or directly in your Replenit dashboard, depending on your channel preferences.
• Utilize Dynamic Content: Incorporate placeholders into templates for personalized messaging.
• Monitor Performance: Periodically review replenishment preferences and channel usage to align with changing business goals.

For additional support, contact your Customer Success Manager (CSM).