Introduction

Before setting up your first web recommendation, ensure the following prerequisites are completed:

CMS Integration: Verify that your CMS is properly connected to the platform.
Analytics Integration: Ensure your analytics tool is successfully integrated.

Step 1: Access the Web Recommendations Tab

1. Once the integrations are complete, navigate to the ‘Web Recommendations’ tab in the left-hand menu.
2. If your tools have been correctly connected, you will see the configuration page, allowing you to start creating your first recommendation.

Troubleshooting Integration Issues

If an error message appears indicating that the integration procedure has not worked:

• Double-check the integration settings for your CMS and analytics tool.
• Verify that all provided credentials are valid and correctly entered.
• Contact your Customer Success Manager (CSM) for support if the issue persists.

Step 2: Create a New Recommendation

1. Click on the ‘New Recommendation’ button.
2. You will be redirected to the recommendation configuration page.

Step 3: Name Your Recommendation

1. At the top of the configuration page, click on the bold title to rename your recommendation.
2. Choose a clear and descriptive name to make it easy to identify later.

Step 4: Configure Recommendation Parameters

To create a recommendation, you need to define several key parameters. While not all parameters are mandatory, the more detailed your configuration, the better the results.

Here are the main parameters to configure:

• Placement: Define where the recommendation will appear on your website.
• Product Groups: Specify the groups of products to include in the recommendation.
• Filters: Apply filters to refine the product selection based on criteria like price, category, or stock.
• Products Highlight: Pin specific products to feature them prominently in the recommendation.
• Exceptions: Add dynamic rules to tailor recommendations based on specific triggers or conditions.
• Options: Customise additional settings, such as excluding cart items or setting a fixed number of products.

For detailed guidance on configuring each parameter, refer to the corresponding help pages within the platform.

Save Your Configuration

After completing the setup, click the ‘Save’ button to ensure your changes are applied.

Preview Your Recommendation

Use the ‘Preview’ button in the top-right corner to visualise the recommendation and verify that it meets your expectations.

Additional Notes

• Taking the time to configure all parameters ensures that your recommendations are highly relevant and effective.
• Regularly preview and test your configuration to ensure optimal performance.
• If you encounter issues, consult the platform documentation or contact your Customer Success Manager (CSM) for personalised assistance.