Build Cross-Sell Rules

Cross-sells encourage customers to buy additional coordinating or compatible products along with a product they have already selected. For example, if you want to recommend navy-colored accessories every time someone adds a freesia colored dress, you can do that using a Cross-Sell rule.

Using the example above, you need to identify the categories to which our rule should apply and the attributes you want to use:

To target purchases of dresses, you need to address the categories:

Apparel > Women > Dresses
Apparel > Women Plus > Dresses

In product attributes, you need to ensure that colors are listed as an attribute.

To create a new cross-sell rule:

On the Omnichannel Personalization dashboard, go to Recommendations > Advanced Merchandising.
Click Add Rule.
Add a rule name. Names are displayed on the Advance Merchandising page, but are not displayed on your site.
If you are an Advanced Merchandising publisher, you will see the Enable in production checkbox. Select this checkbox to start using the rule on your site. you can also enable and disable rules on the Advanced Merchandising page..
Select the Enable system filters and rules checkbox. Selecting this option allows Recommendation Restriction and Recommendation Boosting to apply to the results of this Advance Merchandising rule. It also allows the system filters to be applied.
Select the Remove Duplicates checkbox if you want the rule to remove duplicates. If you select this checkbox, any products that appear in other recommendation placements on the page that are called ahead of the placement the Advanced Merchandising rule targets, will be removed from the Advanced Merchandising rule. If you clear this checkbox, the Advanced Merchandising rule targeted placement ignores duplication of products and shows whatever products it naturally shows based on rule parameters.

Note: This does not apply to short name de-duping. This is a separate configuration controlled at the site level in Site Configurations.
Set an importance level between 0 and 10, which is used as a tiebreaker when more than one rule applies. Higher Importance numbers win over lower Importance numbers, and the exact numbers you assign to rules require a little coordination between everyone who's creating Advanced Merchandising rules for your site. For example, let's say that you want this rule to apply over of a more general rule you created for dresses, which has an Importance of 8. You will give the rule an Importance of 9.
Specify the start date from when the rule becomes active. The rule becomes active midnight on the date specified, per the time zone configured for your site.

Note: If you are unsure of the time zone configured for your site, contact Algonomy support team.

Specify the end date or select the No End Date checkbox to let the rule run indefinitely. The end date is inclusive.
Select the placement where the rule should apply. Since you want to show the rule after customers have added something to their carts, you choose a placement on the add-to-cart page.
Define the strategy message.
Create the context by describing the products you want to match.
1. To apply the rule any time a customer is viewing an LED Printer, choose Category from the Context area on the left and drop it into the Drag criteria here to build your rule conditions area.
2. Leave the middle box set to IS and click Select to choose the categories.
3. From the category selector, browse the two Dresses categories, but in this case it's faster to type "dress" and let the category selector find the categories for you.
  
  In the catalog, two categories called "Dresses" are available. One in Kidz > Shoes, and another in Women > Clothing. We want both for our rule, so first we select the top Dresses entry, then type "dress" again and select the second entry. When finished, click the check mark button.
  
  We can see the two categories we chose. If we want more information on either category, we can click it to open it in the catalog browser.
4. To apply this rule to only dresses that have the color attribute with a value of Freesia, add another clause to the Context, by setting the left-hand box to Attribute, choose Color from the dropdown list of attributes, and type Freesia in the text box.
5. Click Add. The final Context looks like this:
Define the products to recommend.
1. When a shopper adds the qualifying product to the cart, we want to recommend a pair of navy high-heeled shoes, a navy clutch purse, and a navy shrug. To do that, we need to add a recommendation. Click the button that says +Recommendation.
2. When a customer adds the qualifying product to the cart, you want to recommend a pair of navy high-heeled shoes, a navy clutch purse, and a navy shrug.
3. Add a recommendation. To add a recommendation, click +Recommendation.
4. Choose Attribute from the dropdown.
5. Select the Style attribute from the list.
6. Leave the logic set to IS.
7. Type highheel in the right hand box.
8. Click Add to add the rule to the first recommendation. In addition to being high heeled, if you also want these shoes to be navy colored, then use the Color attribute again.
9. New dropdown is displayed. The options are OR and AND. Set the value to AND. (If you set it to 'OR', the recommendations include black high heels as well as navy sneakers).
10. Next, choose Color from the dropdown list of attributes, and type Navy in the text box.
11. Click Add. The final rule looks like this:
Set up the second recommendation (the navy clutch purse) the same way you set up the shoes: add two attribute rules, one setting the Type attribute to "clutch" and another setting the Color attribute to "Navy":
Continue in this way to add the navy shrugs, using the category: Apparel > Women > Shrugs and the attribute: Color > Navy.

Note: If you add, the logic choice is automatically set to AND. If you wanted to add a second color, for example if there are variations on the name of the color Navy and some shrugs in the catalog are listed as Marina instead, you can choose to change the logic to OR.

The add-to-cart page placement has been set up to recommend 3 products: one pair of high-heeled navy shoes, one navy clutch, and one navy (or "marina") shrug.
Click Save to save the rule.