Carrots

The carrot tool allows you to create messaging to entice customers to purchase more or complete a specific action. Using the carrot tool, you can create messaging to encourage customers with 6 - 11 bottles of wine to add a few more bottles to receive a case discount and shipping discount. Using the carrot tool in line with well-chosen promos can help you entice your customers to spend more with each transaction.

Create A Carrot Message

Basic Setup: Create a custom carrot message.

Quick Configure: Use pre-populated carrot messages.

Basic Setup

To create a carrot message, you must determine what type of contact or Customer you are looking to target and what call to action or information your message will display. The following outlines the basic steps for creating a carrot.

1. Navigate to Store section> Promos subsection> Carrots.

2. Click the Add a Carrot button.

3. In the General Information section, you will set up the basic information for your carrot, including its name if it is active, and the messaging you wish to display. When you have completed this section, click Save. 

4. In the Customer Information section, you can set optional parameters based on the Customer's relationship with you. This will be anything from how long they have been with you, their purchase history, or even the status of their club membership. You are not required to add any parameters in the Customer Information section if your carrot is not targeted at a specific customer segment.

5. In the Current Order Information section, you can set optional parameters based on what is currently in the Customer's shopping cart. Use these parameters to alert customers about volume-based shipping or product promotions!

6. Once you have set your parameters, click Save to activate your carrot message. 

Quick Configure

1. Navigate to Store section > Promos subsection> Carrots.

2. On the screen's right side, locate the Carrot Properties section and click Quick Configure.

3. You will be given a list of recommended carrot messages. Please check the box next to the messages that you wish to create.

4. Click Save Changes to create the carrot messages you selected. 

5. All Quick Configure carrots will be created but will be marked as Inactive so that you can preview and adjust the suggested messaging (for example, adding your product names) as well as create any promos that will be required under the Store > Promos section of the admin panel. To view these carrots, you must sort for carrots with a status of Not Active.

6. Click on the name of the carrot that you wish to review and edit. From the General Information section, you will want to adjust the messaging to be specific to your brand by adding your product names into the appropriate carrots. 

7. Once you are happy with your changes, ensure the Is Active box is checked under the General Information section.

7. Click Save to activate your carrot message. 

General Information

The General Information section allows you to adjust the basic information for your carrot messaging, including when the carrot will run, its Priority over other messages, and the actual messaging itself. Below is a list of the different parameters and their definitions.

*Required Fields

Customer Information

The Customer Information section allows you to display messaging to contacts and customers based on the information you have on file in their contact records. With these parameters, you can target contacts based on club memberships, their lifetime value, and even an upcoming birthday. Below is a list of the different parameters and their definitions.

Current Order Information

The Current Order Information section allows you to display messaging to customers based on the wines or products that a customer has in their shopping cart as well as the total number of products that the Customer has in their Cart. These can help create carrot messages to take advantage of volume discounts or special product promotions.  

Carrots FAQs