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# Smart Collection Retargeter™: a callout widget tutorial

This tutorial will guide you through setting up the Smart Collection Retargeter™ widget in Personizely. Designed to enhance product discovery and gather first-party data on visitor interests, this widget is a powerful tool for increasing engagement and understanding customer preferences.

### Objectives and Goals
- **Enhance Product Discovery**: Improve visitor interaction by showcasing relevant product selections.
- **Gather Visitor Data and Interests**: Collect essential first-party data to gain insights into visitor preferences.
- **Key Metrics**: Focus on enhancing the goal conversion rate, conversion rate, and revenue.

###  Widget Creation
The widget creation process is streamlined for ease and efficiency. Follow these steps:

1. **Selecting the Purpose:** Begin by choosing **Pre-built template** at the first step.
2. **Template Customization:** Next, select the **Survey** template, specifying Callout as the type. Choose a template that resonates with your design ideas. Note: The templates are customizable, so using one will kickstart the design process.
3. **Trigger Configuration:** At the Trigger step, select two triggers: **Time** (7 seconds), and **Scroll** (30%).
4. **Naming Your Widget:** We recommend using the format **Smart Collection Retargeter - [Device/Location/Audience] - (v1)**. This helps quickly identify the widget's purpose, type, trigger, and target audience.

Your widget is now created and ready for further customization.

### Designing the Widget
The widget consists of multiple steps:

**Survey Step:**
   - Include text element that states: "Hey, let us know what you’re most interested in!"
   - Add a survey element with the following details:

* Create a custom field named "Interest" (Type: text).
* Include 2 to 5 options corresponding to your store’s collections or product types.
* Configure each option to go to a specific collection step(configured below) tailored to each collection.

**Collection Steps** (_Multiple Instances_):
__ Collection X (Example):__

* Insert a Text Element: "Here’s a selection of products from Collection X you might want to check out."
* Add a Product Element: Layout - Vertical, Mode - Static, Cart Action - Go to Product. Showcase 3 products, selecting 2-10 static products from Collection X.
* Include a Button linked to the Collection X URL.

### Display Options
1. **Triggers and Mobile Fallback:** Maintain the Time and Scroll triggers as initially set up. Manually adjust for mobile fallback using the Back Button.
2. **Rules – Target, Page and Frequency:**
   - **Stop** showing the widget once converted.
   - **Pause** for the current session once closed.
   - Set targeting rules to show the widget to visitors with a cart value over a specific amount (_cart value filter_) and exclude customers who have previously made purchases. (_order history filter_)
   - Shown on `/` page rule (_homepage_)

Your **Smart Collection Retargeter™** widget is now fully configured. Launch it on Personizely to begin engaging with new visitors more effectively!