Note: Personalization Settings have been redesigned. If you were used to the older settings before the last upgrade, please read this article to see a comparison. You can also follow this walkthrough for a visual tour.
This tab is used to set rules that affect how "Similar" recommendations are generated.
Upsell Filter
Toggling this setting to on/enabled will boost products in Similar recommendations when they are at a higher price point than the product the shopper is viewing. Changes made to this filter will take effect after the next generator update.
Similar Product Rules
Use Similar Product Rules to curate the specific products that should be recommended based on what the shopper is viewing. These rules apply to Similar (Customers Also Viewed) profiles.
This table offers multiple options at the top right:
- Import CSV = Click this button to import a CSV file containing seed products to apply to Similar Product Rules.
- Export CSV = Click this button to export a CSV file of the seed products already defined in Similar Product Rules.
- New Rule button = Click this button to add a new rule to the seed products listed under Similar Product Rules.
- Search field = Click within this field and key in a value, then press <Enter> or click the magnifying glass icon to filter the rules to show only the ones where that product is listed.
Within the table, the following data is displayed:
- Seed Product = The base product upon which the similarities are based
- Pinned Products = The products that are given priority in the results. Pinned products will always take priority over items chosen by the data science.
- Blocked Products = Products that are prevented from appearing in recommendations for that seed item.
- Actions = Users may edit or delete individual rules using the Edit and Delete icons.
Click the Edit icon to edit a rule.
Within this pop-up window, you may edit an existing rule, add other similar products to the existing rule (scroll to the right to see more empty spaces for additional products), change the item order, and modify the items selected in the drop-down menu.
Note: You can hover over a product to see its unique ID.
Sibling Handling in Personalization
If your catalog uses exploded variants (also known as "split variants"), you have the ability to customize siblings in cross-sell and similar product rules. To learn more about this function, click here.
You can also view a demo about this function here.
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