When creating a recommendation, the first step is to define its placement. This is a mandatory setting, and by default, a placement is automatically pre-selected. The placement determines both the variables and the algorithms available for configuring your recommendation.
What is Placement?
The placement refers to the location on your website where the recommendation will appear (e.g., on a product page, in the cart, or after adding an item to the cart).
Variables by Placement:
Each placement provides access to specific variables based on its context.
Example: For the ‘Add to Cart’ placement, the following variables are available:
Last viewed products
Products in cart
Product added to cart
Discovery of more variables by placement
Algorithms by Placement:
The placement you choose also determines which algorithms can be used to generate recommendations.
Assess Your Needs:
Identify the website area or user interaction where you want the recommendation to appear.
Examples:
For cross-selling, consider the ‘Add to Cart’ placement.
For product discovery, consider the ‘Home Page’ placement.
Select the Placement:
From the dropdown or selection menu, choose the placement that best fits your use case.
Move to the Next Stage:
After selecting the placement, continue configuring the other elements of your recommendation.
Additional Configuration Elements
Once the placement is defined, proceed to configure the following elements:
- 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.
Save Your Configuration
After defining the placement and other elements, click the ‘Save’ button to ensure your settings are applied.
Preview Your Recommendation
Use the ‘Preview’ button in the top-right corner to visualise how the recommendation will appear and function.
Final Notes
- Selecting the right placement is critical to the relevance and effectiveness of your recommendations.
- Regularly review your placements and configurations to align with evolving user behaviour and business goals.
- For additional support, consult the platform documentation or contact your Customer Success Manager (CSM).