Managing Automatic Product Recommendations

TABLE OF CONTENTS

Navigate to: CMS > Store Experience > Product Recommendations Tab

This feature analyzes the orders placed by all the customers and then automatically recommends products to customers. For example, on the PDP, recommendations are provided for products that other customers purchased along with the product which they are currently viewing.

Available Product Recommendation Container

Product Recommendations container can be enabled individually on the Home Page, Product Page, and Cart Page of the webstore. The recommendations take into consideration all historical customer order data related to the individual customer’s order history, the product page the customer is viewing, or current products in the cart.

Generate Product Recommendations

Administrators should use the Generate Recommendations option to generate recommendations using all the existing orders manually. Also, this process creates fresh recommendations data for the Recommendation Engine.

Administrators can use the Generate Automated Recommendations option to create/update a scheduler that automatically generates recommendations data for the Recommendation Engine. The scheduler only considers the new orders for adding to the recommendations data. 

Managing Scheduler for Product Recommendations

The scheduler is used for updating the Product Recommendations. An administrator can define the scheduler to update the Product Recommendations one time or on a recurring basis. 

When adding and editing scheduler details, the following details are visible on the pop-up screen:

  1. TouchPoint Name - The Touchpoint name is auto-generated and Scheduler Type is defaulted to Scheduled. 
  2. Scheduler Name - The administrator can define a unique name for the Scheduler from this section. (Scheduler name can be added only while creating a scheduler. Once the scheduler is created the name is not editable).
  3. Scheduler Setting 
    1. The Schedule Setting section has the following options available for defining a schedule:
      1. Scheduler Setting One Time - The purpose is to define a schedule that updates the Product Recommendations one time when the administrator selects One-time Scheduler.
        1. When the administrator selects one time option the following screen is displayed
        2. An administrator can enter the following information and click on save to configure the scheduler:
          1. Start Date - The administrator can select the "Start Date" for the defined job
          2. Time - The administrator can select the "time" for the defined job 
          3. Enabled - When this field is checked the defined job is active
      2. Scheduler Setting Recurring  - The purpose is to define a schedule so that the job executes multiple times a day, or runs on specific days and months as per the defined schedule for the job execution
        1. When the administrator selects the Recurring option the following screen is displayed
        2. An administrator can enter the following information and click on save to configure the scheduler:
          1. Cron - A Cron Expression is a definition of the schedule onto which the recurring jobs are executed. A user-friendly Cron expression description is displayed when a user clicks on Commonly Used Cron Expressions. Administrators can copy any Cron Expression and add it in the CRON Expression field.
          2. Enabled - When this field is checked the defined job is active. 

Product Recommendation Logic

The following describes the logic that is used by the Znode product recommendation engine to identify which product to display as recommendations.

Home Page – Automated Recommendation

  1. The system identifies past orders that have any of the products in the current user's past orders.  

  2. For the identified orders it identifies what “other” products were in those orders and sums the quantity ordered, in the identified orders, for each of the “other” products.

  3. The recommendation then displays the “other” products, that are not in the recently viewed section of the homepage,  sorted by Most Ordered Quantity to Least Ordered Quantity.

Product Detail Page – Automated Cross-Sell

  1. The system identifies past orders that have the same product being displayed.  

  2. For the identified orders it identifies what “other” products were in those orders and sums the quantity ordered, in the identified orders, for each of the “other” products.

  3. The recommendation then displays the “other” products, sorted by Most Ordered Quantity to Least Ordered Quantity.

Cart Page – Automated Up Sell

  1. The system identifies past orders that have any of the products in the user’s current cart. 
  2. For the identified orders it identifies what “other” products were in those orders and sums the quantity ordered, in the identified orders, for each of the “other” products.
  3. The recommendation then displays the “other” products, sorted by Most Ordered Quantity to Least Ordered Quantity.

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