Create a new product recommendation – Ometria Help Centre

Product recommendation instances predict and display products your contacts might be interested in purchasing.

Ometria has seven recommendation engines for use in your campaigns.

See also: Product recommendations overview

Note for new clients

Product recommendation engines work based on a model which needs to be trained based on the data in your account. Our model trainers run overnight and may take a while to finish, depending on the recommendation engine you select. The engines can only provide recommendations once the model has been trained.

Once you've worked through these steps, you might want to read: Adding a product recommendation block to a template.

Create or edit a product recommendation instance

From the Product recommendations screen, select Create new:

The New Product Recommendation screen displays:

Enter a Recommendation name, then select a recommendation engine.

Note: If you are using these recommendations in a broadcast campaign, we recommend only using ‘Top Products’ and ‘Latest Products’.

This is because these are ‘no context recommendation engines’, meaning that no context data about the interaction is required from the contact to generate recommendations.

Broadcast campaigns typically send to a broader group of contacts who may not have interacted with your brand in some time.

Next, configure the Settings for your product recommendations:

Field	Description
Default store	Set the store (e.g. UK, Germany, US) to pull recommended products from.
Time period	Set a time period for the engine to search for products: 7 days 14 days 28 days Note: This parameter is only available for 'Top products' and 'Recently viewed'.
Restrict to price range	Set a 'from' and 'to' price so that the contact will only receive the products within that range. Note: Be aware that the restrictions you set here will not apply to the fallback model you select (if any).
Restrict to attribute(s)	Restrict recommendations by attribute or category. Select a category from the dropdown, then select your attributes. You can switch between AND/OR logic for product recommendation attributes: OR - the recommendation can include any of the attributes. AND - the recommendation must include all of the attributes. You can use AND or OR, but you can’t use both in combination. Note: Any attributes or products you exclude will also be excluded from the fallback model you select.
Select products	Restrict to a list of products: Click and select a list of products to restrict your product recommendations to. The product recommendation will only display the products you've chosen. Exclude a list of products: Click and select any products you don't want to show in this recommendation block. See also: Select products These products will not be recommended to your contacts.
Exclude attribute(s)	Click and select any categories or attributes you wish to block from this recommendation. Products with these attributes will not be recommended to your contacts. Note: Any attributes or products you exclude will also be excluded from the fallback model you select.
Include products that have been previously purchased	Select this to recommend products even if they have already been purchased by the contact. Previously purchased products are excluded from recommendations and the fallback by default. Note: Any attributes or products you exclude will also be excluded from the fallback model you select.
Include out of stock products	Select to recommend products flagged ‘out of stock’ by your eCommerce platform - useful for stock which is made to order. Note: This option will only display if you have checked the corresponding flag in General settings.
Include inactive products	Select to recommend products flagged ‘inactive’ by your eCommerce platform. Note: This option will only display if you have checked the corresponding flag in General settings.

Fallback model

Field

Description

Fallback model

This is used in the event that the primary model (i.e. the recommendation engine you selected) cannot provide recommendations.

The available engines are Top products and Latest products, as these should always produce results.

You can restrict your fallback model to a specific product attribute if required.

Previously purchased products are excluded from the fallback, even if you have selected Include products that have been previously purchased.

Restrict to attribute(s)

Restrict your fallback recommendations by attribute or category.

Note: If Ometria can't find enough products to recommend with the restrictions you set, it will search again without the restrictions.

Select a category from the dropdown, then select your attributes.

You can switch between AND/OR logic for product recommendation attributes:

OR - the recommendation can include any of the attributes.
AND - the recommendation must include all of the attributes.

You can use AND or OR, but you can’t use both in combination.

Note: If you restrict your fallback model to attributes which become sold out or otherwise inactive, contacts will see the fallback recommendation you chose but without any restrictions, i.e. just Top products or Latest products, regardless of attributes.

Select Save to finalise.

Note for new clients

Create or edit a product recommendation instance

Fallback model

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