How to Set up Custom Recommendations Rules

Overview

AfterShip Personalization enables you to set up custom recommendation rules for your checkout and post-purchase page. In simple terms, you can configure rules and conditions based on which the product recommendations will be shown to the customer during the pre and post-purchase scenarios to keep the shopping experience clean, targeted, and precise.

What you’ll learn

In this article, we will show you:

• Custom recommendations rules setup
• “Exit if matched” function
• Conditions for setting up custom rules
• Actions for checkout custom rules
• FAQs

Steps to setup custom recommendations rules

Custom recommendation rules setup is the same for all the pre and post-purchase scenarios. In this tutorial, we have taken checkout page to help you understand the set up process.

1. Go to your AfterShip Personalization admin
2. Select the scenario where you want to set up condition based rules to trigger product recommendations. Custom recommendations rules are available for smart checkout and smart upsell widgets.
3. To Edit an existing smart offer, click Edit
4. On the widget editor page, move to Product settings > Recommendation rules > Custom rules > Add rules
5. Set up Rules and configure the corresponding Conditions and Actions
6. Save the changes
7. Set the rules in order of priority with a simple drag-and-drop

Important things to remember when setting up custom rules

• There is no limit to the number of rules you can create
• You can set the priority of the rules with a simple drag-and-drop
• Each rule requires conditions and product attributes to trigger an action
• You can set up custom conditions that will trigger an action
• You can choose what action will be triggered when the conditions are matched
• The selected action (product recommendations) will only be displayed when all the predefined conditions are met
• By checking Exit if matched all the rules configured afterward will be ignored if the current rule is matched

How does the “Exit if matched” function work?

CASE I: If the ACTION configured for RULE I is ITEM 1 and must contain Product tags women and “Exit if matched” ** is **enabled, our system will only show ITEM I as a product recommendation on the order checkout page if the condition is matched. RULE 2 and its respective CONDITIONS and subsequent ACTION will be ignored.

CASE II: If the ACTION configured for RULE I is ITEM 1 and must contain Product tags women and “Exit if matched” ** is **enabled. If the condition does not match for RULE I, RULE II will be checked if its conditions are matching the existing checkout scenario. If the condition does not match for RULE II, and “Exit if matched” ** is **enabled, RULE III, if applicable, will be checked and the corresponding action will be triggered if matched.

CASE III: If the ACTION configured for RULE I is ITEM 1, ITEM 2, ITEM 3 and must contain Product tags women, and for RULE 2, the product recommendation type is Best sellers and must contain Product tags women. Say the conditions of both the cases are the same and “Exit if matched” ** is **not enabled for either of the rules. Based on the priority of the rules, in this case, the manually selected items for RULE I and Best sellers both will appear if RULE I is matched. RULE II will automatically match since the conditions were the same for both. First the product recommendations of RULE I will appear and then your store's Best sellers (RULE II) will appear. So the products that will be displayed on the order checkout page would be (ITEM 1, ITEM 2, ITEM 3) and (Best sellers). The items of each rule can appear in any order among themselves.

CASE IV: If the ACTION configured for RULE I is ITEM 1 and RULE 2 it’s ITEM 4, ITEM 5, ITEM 6. Say the conditions of both the cases are different and “Exit if matched” ** is **not enabled for either of the rules. If the condition(s) of RULE I does not match, RULE II will be checked and the corresponding action will be triggered if matched. If matched, the products displayed on the order checkout page would be ITEM 4, ITEM 5, ITEM 6.

Conditions

What are the conditions you can configure to customize checkout recommendations?

CONDITIONS are triggers based on which a certain action will set off. You can set up Cart and Product conditions based on which selected action will be taken

1. Cart conditions

2. Product conditions

3. UTM conditions

The UTM conditions allow you to set up custom product recommendation rules based on specific parameters in a URL and suggest products accordingly. The UTM parameters are tags added to the URLs to track the progress, effectiveness and source of tracking of the marketing campaigns like email and SMS.

UTM conditions work only with Attentive integration. The UTM parameters in the URLs of the Attentive email campaigns and the same ones used to defined UTM specific custom rules in the smart upsell widget will help AfterShip Personalization decipher from where the customer has landed on the URL given in the email and what type of product recommendations needs to be shown to them. Without the Attentive integration, the UTM conditions will not work.

Example: For example, show Best sellers on the checkout page when the utm_source is attentive or when the utm_campaign is welcome_email.

This is the example of a link visited by a customer from the welcome email sent by Attentive with the UTM paramters added.

https://antiquevase.myshopify.com/? utm_campaign=welcome_email& utm_content=VASE& utm_id=6060453& utm_medium=email& utm_source=attentive& utm_term=VASE

Important things to remember when setting up conditions

• There is no limit to the number of conditions you can set up
• There are two LOGICS based on which CONDITIONS will trigger an **ACTION **

A. IF {condition A1} AND {condition A2} are matched, an ACTION will be triggered

Meaning: Both the conditions A1 and A2 should match for an action to set off.

B. IF {condition A1} AND {condition A2} OR IF {condition B1} AND {condition B2} is matched, an ACTION will be triggered

Meaning: One of the conditions, either A1+A2 or B1+B2, should match for an action to set off.

Actions

What are the actions you can configure to customize checkout recommendations?

ACTIONS are responses, in this case, product recommendation type, that will be displayed on the checkout page when the conditions are matched.

Product property

To narrow the selection of product recommendations during different pre and post-purchase scenarios, you can apply additional product conditions like product type, tags, and collections on the product recommendation type opted to be displayed when the pre-defined conditions are matched.

Important things to remember when setting up conditions

• Only 1 action will be triggered for the {n} number of conditions defined
• For manually selected product recommendations, you can choose as many products as you want from your catalog
• Product displayed at checkout will be determined based on the combination of custom rules, product property(ies), product type pinned, and excluded products

FAQs

1. Will the pinned products appear first despite the predefined custom rules?

Yes, no matter the number of custom rules you have configured for checkout order bump and post-purchase offer, the pinned product will always appear first, followed by the product recommendations.

Example: If the result (ACTION) of RULE I is ITEM 1 + ITEM 2 + ITEM 3, and the pinned product is ITEM 4, the product recommendations on the checkout and post-purchase page would be,

{pinned product} + {product recommendations of RULE I} = {ITEM 4} + {ITEM 1 + ITEM 2 + ITEM 3}

2. How does the exclusion rule work for the custom rules?

The products you have selected to be excluded from being recommended for checkout upselling will not show on the checkout and post-purchase page, even if they are the result of the custom rules set up by you.

Example: If the result (ACTION) of RULE I is ITEM 1 + ITEM 2 + ITEM 3, and the excluded product is ITEM 1, only ITEM 2 + ITEM 3 would show on the checkout page.

Reach our support team should you have any questions.

Updated on: 06/09/2024