Note: Personalization Settings have been redesigned. What you see below is available for early access, so it may not match your current user interface.
To get support for the current personalization settings, go here.
To get access to the new settings, reach out to your customer success manager.
You can view a demo of the settings here.
This tab displays rules that affect the personalization engine globally.
You can view a walk-through of Contextual Groups here.
Contextual Groups: Single Group Rules (formerly Contextual Exclusions)
Contextual Groups can be used to group products so that they are only recommended when shoppers are viewing a product that is a member of the same group. Use this setting, for example, to ensure that on-sale products aren't recommended for regular price products.
In the example shown above, there are two separate single-group rules: one for the gender "Men's" and one for "Category". This has resulted in only two groups: "tags_gender=Mens" and "Category".
Contextual Groups: Multi Group Rules
The original Contextual Groups setting appeared as follows:
Now it resides in the Global Rules tab, as shown, with a new interface:
Contextual Groups can be used to group products so that they are only recommended when shoppers are viewing a product that is also a member of that group. Groups will dynamically update as product data changes. Use this setting, for example, if you want to make sure products are only recommended with products of the same brand.
Grouped rules are shown in a box, as above. Users are able to link groups together and un-link them; simply drag the groups apart to ungroup them.
Rules
The Rules section displays any rules that have been configured. Multi-group rules are shown within a box, while single-group rules are displayed separately. Users can split a multi-group rule into a single-group rule by dragging and dropping a rule outside the box.
Create a new rule by clicking the "New Rule" button in the top right corner of this section.
Note: You may edit a rule or delete it by clicking the Edit or Delete icons within each rule.
Groups Created
Once rules have been configured, the system will display every group created by these rules. In the image below, a multi-group rule has been defined to include both "Gender" and the property "On Sale". This has resulted in groups for each gender, for all on-sale items, and for the individual genders combined with the on-sale property.
Excluded Products (formerly Global Exclusions)
Global Exclusions can be used to remove products from personalized recommendations. Use this setting, for example, if you want to prevent out-of-stock products from appearing in recommendations.
Note: Global Exclusions do not apply to Custom Profiles.
Inactive Products (new)
This section displays inactive products for the account. Inactive items cannot be viewed on the site, so they are not included in recommendations.
Here, add items that cannot be viewed on your site or that should never be used as a seed for recommendations. This will allow your updates to complete more quickly.
Blocked Brands
Users have the option to block specific brands from personalized recommendations. This may apply to competitors of the selected seed brand. For example, if a shopper is viewing a Nike product, you may want to block recommendations of Adidas products. To do this, you would create a brand rule on the brand “Nike” to add “Adidas” as a blocked brand. After that rule is incorporated into the recommendations generator, Adidas products will not be recommended in cross-sell or similar profiles when shoppers are looking at Nike products.
In the example shown below, users viewing women's products would not be shown men's or kids' products within the same parent brand.
Within this pop-up window, you may edit an existing rule, add other brands to the existing brands, and modify the brand selected in the drop-down menu.
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