Advanced Merchandising
Overview
Advanced Merchandising adds an extra layer of intelligence and product knowledge to Algonomy’s personalized product recommendation solution- Recommend. Advanced Merchandising enables a superior personalization experience for the omnichannel customer —combining best-in-class behavioral recommendations with attribute and compatibility-based tool for cross-sell and upsell.
When you use Advanced Merchandising, you can manipulate recommendations to present products that are cross-sell items, like showing a backpack that is compatible to the laptop that the customer is looking at, or upsell items, such as a television that has more features than the one on the page.
Advanced Merchandising requires the product ID as the seed. As such, it only works on page types with product ID and does not function on pages such as home page and category page. Also, Advanced Merchandising does not remove duplicates such as the seed product from the results list. Advanced Merchandising does not behave like a Recommend strategy. It overrides KOTH/Uber, merchandising rules, boosting, and merchandising functionality.
Set Up
To use Advanced Merchandising, your site must be enabled by your Algonomy team. Provide the following information:
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Who in your team should have access to create Advanced Merchandising rules?
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Who should enable those rules in production and where will they control products that are recommended on your site?
Managing Rules
Once Advanced Merchandising is ready on your site, you can manage your rules through the Omnichannel Personalization dashboard.
Go to Recommendations > Advanced Merchandising to see the rules that are currently set up for your site.
Editing Rules
Click any of the rules on the list to edit it.
Enabling Rules
Select the Enabled in Production checkbox to make the rule live on your site.
Note: Recommendations will be visible from this rule in 2 to 4 hours.
Disabling Rules
Clear the Enabled in Production checkbox, and the rule is removed from your site in 15 minutes.
Clone Rule
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Click the Clone
to the left of the rule name to clone a rule, then your are prompted to rename the rule before you save the newly cloned rule. -
Click Clone Rule.
Other Merchandising Rules
Advanced Merchandising results take priority over any other recommendations. Other merchandising rules (such as boosting or manual recommendations) do not apply to Advanced Merchandising results.
7-Day Rule
Advanced Merchandising pulls the latest catalog files to build all the rules with the latest information. To maintain optimal performance, there is a 7-day roll-off catalog data. In other words, the 7-day rule clears out old items (items that are no longer in the catalog) from our indexed tables.
IMPORTANT: If you don't send an updated catalog feed in over 7 days, Algonomy will not have attributes for Advanced Merchandising.
Recommendable Products
If a product is flagged as not recommendable in the catalog feed, Advanced Merchandising does not recommend it.
Products that are not recommendable can be used as seed products.
Reporting
In Site Analytics, you can look at the performance of all Advanced Merchandising recommendations or all recommendations for a given placement.
To see a report of all Advanced Merchandising recommendations, filter by Strategies and choose only the AdvancedMerchandisingStrategy. (It's under Other.)
You can also look at the performance of individual placements by filtering by Pages & Placements and selecting the placements that use the Advanced Merchandising rules.
