Parameterized Strategies

Overview

Parameterized Strategies are used to create families of strategies that provide the same basic functionality but have subtle variations in functionality, and these parameters cannot be supplied in the instrumentation. In addition, having multiple strategies allows the user to choose the best one and separate strategy messages.

Creating a Strategy

Perform the following steps to create a parameterized strategy:

  1. On the Omnichannel Personalization Dashboard page, go to Recommendations > Parameterized Strategies.

    The Parameterized Strategies page is displayed.

  2. Click +New.

    The Add Parameterized Strategy window is displayed.

  3. Specify the name of the parameterized strategy.

    Note: The strategy name must contain only the alphanumeric, '-' and '_' characters.

  4. Select the strategy type from the dropdown list. Available strategy types are:

    • AttributeValueToAttributeValuePurchaseCP: Recommends products based on co-purchase behavior between two attributes. For example, if users often buy products with “Color: Red” together with “Color: Blue”, show Blue products when someone looks at Red.

    • AttributeValueToProductPurchaseCP: Recommends specific products that are often purchased with items having a certain attribute value. For example., people buying “Size: Medium” shirts also tend to buy a particular belt.

    • AttributeValueTopOffers: Highlights top promotional or discounted products within a given attribute value.

    • AttributeValueTopSellers: Displays the best-selling products for a given attribute value. For example., top-selling products in “Brand: Nike” or “Color: Black”.

    • BrandTopContent: Highlights curated or high-performing content such as products, videos, or articles associated with a specific brand.

    • CategoryTopContent: Top-performing content in a particular product category. For example, the best content for “Electronics” or “Women’s Footwear”.

    • ICSParameterizedStrategy: A flexible, parameter-driven strategy for recommendations, often configured via rules. ICS may stand for Internal Content Service or Intelligent Content System, depending on your stack.

    • ICSProductHintedParameterizedStrategy: An ICS strategy that also uses a product hint to generate recommendations. For example., the current product being viewed.

    • ManualProductPairingStrategy: Product pairs that are manually curated by merchandisers to highlight complementary or frequently bought-together items.

    • TopContent: Strategy to surface most popular or engaging content across the site or platform. Could be site-wide or filtered by time period.

    • TopContentByUserAttribute: Top content personalized by user attributes like location, gender, age, or loyalty tier. For example, top picks for users from New York.

    • TopContentByUserAttributeAndCategory: Same as above, but scoped further into a specific category.

    • TopProductsByUserAttribute: Best-selling or most-recommended products for a specific user segment. For example., top products for “first-time buyers”.

    • TopProductsByUserAttributeAndCategory: Refines the previous strategy to a specific category, personalized by user segments.

  1. Click Add.

    The created parameterized strategy is displayed on the Parameterized Strategies page.

  2. Click view/edit on the corresponding parameterized strategy you just created.

    The Edit Parameterized Strategy page is displayed.

  3. Click to set the attribute value for the merchant and ignore the parameter 'use friendly names for attribute values'.

    Note: The parameter for the strategy displays according to the selected strategy type.

  4. Click to save the attribute value set for the parameter.