On this page:


Overview

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

Ometria has seven recommendation engines for use in your campaigns. 

For product recommendation criteria, rules, and product data requirements, see Product recommendations overview.

This page explains how to create or edit a product recommendation engine.

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

Recommendation engine types

There are seven different recommendation engines.

Some engines are designed for use in broadcast campaigns, others for automation campaigns, as indicated below.

IconEngine descriptionType

Top products - Recommends the best-selling product (by units sold).

Choose to recommend the best-selling products (by units sold) in the past 7, 14 or 28 days.

No context recommendation engines

These can be generated for any contact, without needing to know which products they have interacted with.

You can use these engines for both broadcast and automation campaigns.


Latest products - Recommends the products most recently added to your online store.

Products are only ‘latest products’ the first time they are created in Ometria. If you update a product on your site (e.g. to add new colours to the product line) they will not be listed as ‘latest products’.

Similar products - Recommends products most similar to the products the contact has interacted with, based on common attributes.

For automation campaigns, the type of interaction depends on the triggering event.

E.g. If the trigger is an order, then the recommendations are based on the product purchased. If the trigger is a visit to a webpage, the recommendations are based on the products viewed.

Product based recommendation engines

These can be used where a contact has interacted with a product/set of products, e.g. abandoned basket or ordered.

These are known as context products.

We recommend you use these engines for automation campaigns only, as they require data from the contact in order to generate useful recommendations.

Bought this, bought that - AKA 'product up-sell'.

Recommends the most commonly purchased products by customers that purchased any of the context products.

Viewed this, bought that - AKA 'product cross-sell'.

Recommends the most commonly purchased products by other customers in the same session

Recently viewed - Recommends products that the contact has viewed in the past 7, 14 or 28 days.

These recommendations display in order of most recent.

Profile based recommendation engines

These engines generate recommendations based on the contact's behavioural history (products they've purchased or viewed).

We recommend you use these engines for automation campaigns only.

Personalised - Recommends products with attributes the contact has shown most interest in (by viewing or purchasing a product with those attributes).

See below for more information.


Personalised product recommendations 

This engine recommends products that have attributes that the customer has shown the most interest in (by either viewing or placing orders for products with matching attributes).

This is called attribute affinity, which you can check for individual contacts in the contact details screen. 

Personalised product recommendations are generated based on:

  • Customer frequency - the number of times a contact has viewed or purchased a product with a specific attribute
  • Attribute weight - If a product attribute is applied to a large number of products it doesn’t tell us as much about the contact’s affinity for the product itself, so it is given a lower weighting than an attribute which applies to fewer products.

The weight of an attribute is calculated as: 

Customer frequency x Attribute weight = Product score

The personalised recommendation engine recommends products with the highest score. 


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 parameters of your product recommendations:

 

FieldDescription

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'.

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.

Restrict to category/attribute

Used to restrict recommendations by attribute or category.

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

The recommended products may have ANY of the selected attributes (not necessarily ALL of them).

Note: Be aware that the restrictions you set here will not apply to the fallback model you selected (if any).

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 selected (if any).

Product blacklist

Click and select any products you wish to blacklist from this recommendation.

These products will not be recommended to your contacts.

Attribute blacklist

Click and select any categories or attributes you wish to blacklist from this recommendation.

Products with these attributes will not be recommended to your contacts.

Note: Be aware that the restrictions you set here will not apply to the fallback model you selected (if any).

Default store

Restrict the products recommended to those available in a specified store.

Remove products that have been previously purchased

Select this to disregard recommendations already purchased by the contact.

Note: Be aware that the restrictions you set here will not apply to the fallback model you selected (if any).

 

Select Save to finalise. 


Recommendation preview

Once you are happy with your chosen recommendation engine and the parameters, you can select Preview to see how the recommendations look to recipients.

The preview options are slightly different depending on which type of recommendation engine you are using (no context, product based or profile based).

No context recommendation preview

Select the relevant store (or ‘any store’ for all available products) and click Preview.

The results display in the Recommendation Preview window:

Product based recommendation preview

Select as many products as you like from the Choose product field, then choose your store (if necessary) and click Preview.

The results display in the Recommendation Preview window:

Profile based recommendation preview

Choose your store (if necessary) and enter a contact’s email address to test, then click Preview.

The results display in the Recommendation Preview window: