Similar products

This type of recommendation aims at helping customers to make purchase decision faster as they are offered products related to what they previously have seen. The recommendations of this type are prepared on the basis of information included in the product feed, but also the system takes into consideration the page visits and transactional data.


Requirements

  • Product feed delivered
  • Integration of events via AI tracking or API
  • History of product page views (3 months aback) (recommended 6 moths)

Configuration

In order to start configuration of the recommendation type, go to Campaigns > Recommendations > Create recommendation.

Once you choose Recommendations, you will see the list of all recommendations you have created so far. Each recommendation is marked with a tag that indicates the status of the created recommendation (either as draft or active). Recommendations can be edited or deleted at any time.

Click Create recommendation to start the process of configuration.


Choose recommendation type

This is the place where you can choose the kind of recommendation type you want to create. In this case, choose similar products.

Available types of products to be used in recommendations
Available recommendation types
  1. Name - Click the pencil icon to assign a name to the recommendation you’re creating.
  2. Recommendation types - You can choose from six types of recommendations: cross sell, similar products, personalized recommendations, visual similarity, top products, last seen.
Note: Some recommendation types may not be available due to your account configuration. Inactive recommendations will be marked with a grey color.

Select number of products

Available types of products to be used in recommendations
Selection of number of products used in the recommendation frame

Once you’re done with the basic settings, choose how many products you want to display.

  1. Exclude product from the cart - Turn it on to avoid displaying the products which the customer has added to the cart.
  2. Min. & max. amount - Determine the range of the products you want to display. This way you can decide how much space you want to dedicate to the recommendations. Then, set the filters that will show a narrower range of products.
The list of available recommendation filters
The list of available recommendation filters
  1. Brand filter - This filter lets you limit the range of products included in the recommendation to a particular brand. You can include (determine what kind of products which meet the filter conditions will be included in the recommendation) and exclude (determine what kind of products meet the filter conditions will be excluded from the recommendation) specific brands according to your preferences. Mark as elastic is an option that allows you to ignore the filters. It’s particularly useful in a situation when your recommendation frame has empty slots. It may happen when there are not enough products to fill the recommendation frame with the products that fulfill filter conditions. After you make your selection, you will see a dropdown list with 3 possible options:

    • Current - Results will be filtered by the same brand as the product given to recommendation. If you choose this option, you don’t need to perform any additional actions here.
    • Custom - Results will be filtered by brands specified in include/exclude field. If you choose this option, you will be able to choose brands which are available in the product feed from the dropdown list.
  2. Category filter - This filter lets you restrict the range of products in recommendations to a particular product category. You can include (determine what kind of products which meet the filter conditions will be included in the recommendation) and exclude (determine what kind of products meet the filter conditions will be excluded from the recommendation) specific categories according to your preferences. For the sake of clarity, let’s consider the example: you want to recommend products available in the category in which TV set is placed. TV set is placed in the main category Electronics, and categories in general can take the structure of a tree. In this case, TV set is in Electronics > RTV > TV, so:

    • Top - It concerns products that belong to the products main category (in this case it will be Electronics). So all products that belong to this category will be included or excluded, despite if they belong to Electronics > RTV or Electronics > AGD.
    • Parent - It concerns products that belong to the products parent subcategory (in this case it will be Electronics > RTV). Including parent category, in the example case, will include products in the Electronics > RTV category, but not Electronics > AGD. This works analogically for excluding.
    • Current - It concerns products set in all three subcategories (e.g. Electronics, RTV and TV). If you choose this option, you don’t have to do nothing more here.
    • Select - Results will be filtered by categories given by respective include/exclude field.
  3. Price filter - This filter lets you restrict the shown products in the recommendation to products within specific prince range. You can include (determine what kind of products which meet the filter conditions will be included in the recommendation) and exclude (determine what kind of products meet the filter conditions will be excluded from the recommendation) specific product prices according to your preferences.

    • Absolute results - Determines the absolute price range in which recommended products can be found. It is not important what the price of the currently viewed product is (e.g from 20$ to 40$)
    • Amount results - Determines the acceptable price difference between the product being viewed and the recommended one (e.g. from -25$ in relation to the price of the currently viewed product to 40$ ).
    • Percent results - Percentage difference between viewing and recommended product (i.e. selecting values: Min -5% and Max +30%, gives products, which are cheaper not more than 5% and more expensive not more than 30% than viewing product).
  4. Discount filter - This filter lets you restrict the shown products in the recommendation to the discounted products.

    • Select basis - Specify the basis on which the products will be filtered.

      • Percentage - If you choose this option, the discount value will be expressed as a percentage. As a result, you will choose products which are cheaper by a certain percentage.
      • Amount - If you choose this option, the discount value will be expressed as a number. As a result, you will choose products which are cheaper by a certain amount of money.
    • Select type - Additionally, specify the type of products which will be shown in recommendations.

      • Amount - You can choose two options. The first option is to choose percentage as a basis and amount as a type. In this case, shown products will include those which discount is, for example, from -0.1% to 0.1%. in relation with the previewed product. The second option is to choose amount as a basis and amount as a type. In this case, the range of products will include those which discount value is higher than 10$ and less than 20$ in relation with the previewed product.
      • Absolute - You can choose two options. The first option is to choose percentage as a basis and absolute as a type. In this case, the range of the shown products will include those which discount value varies, for example, from 0 to 10%. The second option is to choose amount as a basis and absolute as a type. In this case, the range of the shown products will include those which discount value varies, for example, from 0 do 100$.
      • Percentage - You can choose two options. The first option is to choose percentage as a basis and percentage as a type as well. In this case, shown products will include discounted products and the discount type strengthens the discount filter even more (e.g. when displayed products are 50% off, then the range of products is narrowed down to products which discount is higher, depending on the discount range chosen in the filter settings).
  5. Gender filter - This filter lets you restrict the shown products in the recommendation to the products intended for a particular gender. You can include (determine what kind of products which meet the filter conditions will be included in the recommendation) and exclude (determine what kind of products meet the filter conditions will be excluded from the recommendation) a specific gender according to your preferences.

    • Current - Results will present the products for the same gender as for the product shown in the recommendation. If you choose this option, you don’t have to perform any additional actions.
    • Opposite - Results will present the products for the opposite gender to the target gender of a product shown in the recommendation.
    • Male - Results will present the products specified as relevant for males.
    • Female - Results will present the products specified as relevant for females.
    • Unisex - Results will be filtered by products with unisex gender.
  6. Attribute filter - This filter lets you restrict the shown products in the recommendation to the products that contain specific attributes in the product feed. You can include (determine what kind of products which meet the filter conditions will be included in the recommendation) and exclude (determine what kind of products which meet the filter conditions will be excluded from the recommendation) specific brands according to your preferences. Additionally, you can choose range of attributes and indicate their values.

    • Current - Results will be filtered by the same attribute of a product given to recommendation, where name field is the name of custom attribute. If you choose this option, you don’t have to perform any additional actions.
    • Custom - Results will be filtered by attribute value given.
  7. Exclude purchased products filter - While creating recommendations, you can define this filter to exclude products purchased in the specified number of days. In this filter define the number of days.


Adjust additional settings

The last step is to adjust the additional settings. This part will help you with choosing the optimal set of products and put them in the most favorable order.

The list of additional settings
The list of additional settings
  1. Boosting - Now your products are selected by means of filters. You can increase the chances for conversion by selecting the best products. You can choose from 5 types of metrics. Then use the slider to determine how active you want this option to be.

    • Sold items count in the last 30 days - The system will choose products which meet the conditions specified in the filters and it will consider the number of sold products in the last 30 days. Then the most recommended products will include those which were sold most frequently during the last 30 days.
    • Sold items value in the last 30 days - The system will choose products which meet the conditions specified in the filters and it will consider the value of the transactions in the last 30 days. Then the most recommended products will include those which were sold for the highest price during the last 30 days.
    • Page visit count in the last 30 days - Apart from the configuration of filters, the system will consider the number of visits on the website of the product. Then the most recommended products will include those which were viewed on the website the most frequently during the last 30 days.
    • Conversion percent in the last 30 days - Apart from the configuration of filters, the system will consider the conversion rate in the last 30 days.
    • Conversion percent after clicking in the recommendation in the last 30 days - The system will consider the filter settings and the conversion percent of the products which have been offered by means of recommendations. Then the most recommended products will include those which were recommended and bought during the last 30 days.
    • Sold items count in the last day - The system will choose products which meet the conditions specified in the filters and it will consider the number of sold products in general the day before. Then the most recommended products will include those which were sold most frequently the day before.
    • Sold items count from the same weekday last week - The system will choose products which meet the conditions specified in the filters and it will consider the number of sold products in the same weekday last week in general. Then the most recommended products will include those which were sold most frequently during the same weekday, a week before.
  2. Sorting - Now your products are selected by means of the filters. You can increase the chances for conversion by selecting the best order of the products. You can choose from 5 pieces of metrics.

    • Sold items value in the last 30 days
    • Sold items value in the last 30 days
    • Page visit count in the last 30 days
    • Conversion percent in the last 30 days
    • Conversion percent after clicking in the recommendation in the last 30 days
    • Sold items count in the last day
    • Sold items count from the same weekday last week

Save

The next step you can take is to either: save and activate or save your recommendation as a draft.

Saving options
Saving options
  1. Preview - You can check the preview of the chosen recommendations which will be displayed on the basis of the settings described below.
  2. Finish later - If you don’t have enough time to finish the configuration of the recommendation, you can save it as a draft by clicking this button.
  3. Save - If you are ready with the recommendation, you can activate it by clicking the button.

Add recommendation to campaigns

  • Email
  • Dynamic content
  • Web push
  • Mobile push

You can add recommendations to emails, webpushes, mobile pushes and on the website as a dynamic content. Decide what kind of campaign you want to incorporate the recommendation to. Regardless of the campaign type you have chosen, proceed to the content of the campaign (for example, an email). You can create a template from scratch or use existing one. Then, go to the editor.

A campaign code editor
A campaign code editor

Once you get to the editor, choose + Inserts and find the AI suite.

Insert pop-up
Insert pop-up
  1. AI suite - After you click this option, you will find all recommendations you have created so far.
  2. Select one recommendation. You can add as many recommendation as you like, however, you can choose only one at a time. Once you select it, you can see its code.
  3. Click the icon to copy the code, which you need to paste to the text field intended for the HTML code. As a result, you will get raw product recommendations. It’s a default template prepared in the application that is ready to be used.
  4. Get HTML code - Click to receive HTML code of product recommendations which you can later style according to your preferences.
Preview of the recommendations
The preview of HML

As a result you get the code which you need to copy to the clipboard so you can paste it later to the section with HTML code.

Preview of the recommendations
The HMTL code pasted into code editor

Edit the content and confirm that you want to use it in the campaign when you’re done.

If you’re ready with your campaign it can be sent to your customers and the basic statistics can be checked on the list of campaigns.


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