Create a Product Recommendation

 Before you begin

In order to start using the Product Recommendations tool, you will need the Expand Ecom package. Please reach out to your Account Manager to find out more about Expand Ecom.

 

Continue reading this article for in-depth instructions on how to successfully create your first Product Recommendations asset.

If you leave the wizard at any point, your Product Recommendations asset will appear in the Drafts tab.

All changes will be saved automatically.

 

If you're after a guide on how to use Product Recommendation's Design Editor,

take a look at the Design Editor section.

 


 

Create a New Recommendation

1. Head over to the Product Recommendations tool. You can do so from the shortcut on the calendar page or from your Tools page.

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2. Click Create New Recommendation.

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3. The conversation wizard will open.

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4. Follow all the steps to create, design and set up your Product Recommendations asset.

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Continue scrolling through this article to follow through every step.

Click on a step on the left side navigation to fast-forward.

 


 

Media

This is the very first step of the Conversation Wizard. All fields marked with an asterisk (*) are mandatory. Let's get started!

 

Would you like to place your Product Recommendation asset on an email, or on your website?

1. Choose between Email and Web in the Media step.

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 About Product Recommendations Assets

A Product Recommendation asset can be used for an unlimited amount of times, since it will constantly update based on the latest browsing behaviour of your website visitors.

So, you only need to create one asset for the type(s) of recommendations that you want to give. For example, in your website you may want to display recommendations in several pages, but if they're based on the same logic and filters you only need to create it once.

 

  


 

Details

1. Enter a working name for your activity. It's only for internal purposes.

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2. On Number of products per row, enter how many products you would like your Product Recommendations asset to show. The maximum is four (4) products.

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3. If you chose to create a Product Recommendation asset for email, you get to create multiple rows in your asset. Enter a number under Number of rows. The maximum is ten (10) rows.

Web assets are composed of one single row.

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Ready? Click Next.

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Logic

1. Your Product Recommendations asset will be populated with products that reflect the behaviour of your website visitors. That behaviour is your asset's logic:

Machine learning-based assets will include products according to a combination of potential and actual purchase behaviour of all the visitors of your website.

Crowdsourced assets will look at specific behaviours (browsed, carted or purchased) of all visitors in your website and show products with most interaction during the last three (3) hours.

Personalised assets display those products that the Profile viewing the asset has browsed, carted or purchased, ordered by most recent.

Select a logic for your Product Recommendations asset. Click on the tabs to see all available options.

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Fallback

A fallback source will act as a backup whenever there isn't enough visitor data to select the products to be displayed in your Product Recommendations asset. They can complete an asset that is missing one or more products, or even a full asset if there isn't any data to support the primary logic.

The primary logic is the one you've selected above.

The primary fallback source will be the first to be considered when in need of more products for your asset, due to your primary logic not having enough data.

The secondary fallback source is considered whenever the primary fallback still can't provide the data needed to fill the Product Recommendations asset.

It's important that you consider how these three interact with each other. Choosing a fallback source that is more limited or specific than the primary logic may cause your Product Recommendations asset to lack enough products to display. The fallback sources should be more broad than the primary logic.

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2. Choose a primary fallback source.

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3. Choose a secondary fallback source.

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4. Click Next to proceed.

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Design

The Design Editor is where you will design your Product Recommendations asset.

We've created a separate section with articles to get you started.

Jump to the Design Editor!

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To return to the Logic step, click Previous step on the Bottom bar.

Any design changes will be saved.

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All done?

Once you've worked on the appearance of your Product Recommendations asset, click Next step in the Bottom bar to proceed to the next step of the Product Recommendations Wizard.

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Filters

1. Depending on your Marketing strategies, you may want to add filters to your Product Recommendation asset in order to restrict which products are shown.

All data points available in this step are fetched directly from your website.

 

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Here's more information on what every filter can do, and how to set it up.

Click on an item below to expand:

Category

About Category Filters

The Category filter will filter the products displayed in your Product Recommendations asset according to whether they belong to a specific product category or not. This information is fetched directly from your website.

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1. Click on the Category filter icon.

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2. Expand the drop-down menu under Include product if category, and select an option that best matches your filter strategy.

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3. Expand the Add item drop-down menu and select the categories you wish to filter products.

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4. All categories you choose will be shown in the Add item field. Repeat the steps described above to add more categories.

To remove a category, click on the X button.

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Want to add another filter?

Click Add more filters.

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Stock

About Stock Filters

The Stock filter will filter the products displayed in your Product Recommendations asset according to their availability in your stock. This information is fetched directly from your website.

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1. Click on the Stock filter icon.

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2. Expand the drop-down menu under Include product if stock, and select an option that best matches your filter strategy.

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3. Enter a number of products to match your stock filter.

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Want to add another filter?

Click Add more filters.

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Price

About Price Filters

The Price filter will filter the products displayed in your Product Recommendations asset according to their price. This information is fetched directly from your website.

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1. Click on the Price filter icon.

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2. Expand the drop-down menu under Include product if price, and select an option that best matches your filter strategy.

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3. Enter a price for your price filter.

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Want to add another filter?

Click Add more filters.

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Exclude recent

About the Exclude Recent Filter

The Exclude Recent filter will filter the products displayed in your Product Recommendations asset according to the visitor's browsing behaviour. 

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1. Click on the Exclude recent icon.

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2. Expand the drop-down menu under Include products that were, and select an option that best matches your filter strategy.

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3. Enter a number that reflects the amount of times Profiles must have browsed, carted or purchased products in order to exclude the products from this asset.

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Want to add another filter?

Click Add more filters.

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Store view

About Store View Filters

The Store View filter will filter the products displayed in your Product Recommendations asset according to different versions of your online store. This information is fetched directly from your website. Please reach out to your Account Manager to learn more about how to enable this feature.

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Currencies

About Currency Filters

The Currency filter will filter the products displayed in your Product Recommendations asset according to the currency their priced is listed with. This information is fetched directly from your website.

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1. Click on the Currencies filter icon.

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2. Expand the drop-down menu under Include product if currency, and select an option that best matches your filter strategy.

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3. Expand the Add item drop-down menu and select the currencies you wish to filter products.

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4. All currencies you choose will be shown in the Add item field. Repeat the steps described above to add more currencies.

To remove a currency, click on the X button.

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Want to add another filter?

Click Add more filters.

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3. After choosing your filters, click Next to continue to the last step.

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If you don't want to apply any filters to your Product Recommendations asset, click Skip.

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Overview

Congratulations on creating your Product Recommendations asset!

Now, let's have an overview of all the settings. Check that all the information is correct; if you would like to change anything, head over to the menu on the left to go back to that step.

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HTML Snippet

If your Product Recommendations asset is meant to be used on your website, the HTML snippet for you to add your asset will be shown in this step. Use this piece of code to display your Product Recommendations asset!

We recommend that you test the snippet in a testing environment or test URL so that your current website's layout is not affected while visitors are browsing.

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Final step

Does everything look good? Click Activate & finish.

 


 

 

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