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Learn how to create and edit an email recommendation, define the settings for the recommendation, and use the recommendation in an email.

Quick start

To get started, watch the following tutorial on how to create an email recommendation and send it through HubSpot.

For a hands-on example on how to create a similar email recommendation, see Example: Recommending most viewed products in a marketing email.

Creating an email recommendation

To create an email recommendation:

  1. In the Frosmo Control Panel, select Data Management > Recommendations > Email Recommendations.
  2. Click Create email recommendation.
  3. Create the recommendation:

    1. In the Name field, enter a descriptive name for the recommendation. You can change the name later, if necessary.
    2. In the Type list, select the configuration for generating the recommendation. The list contains all the available recommendation configurations defined for the site. You cannot change the selected configuration after you create the recommendation.
    3. Click Create.

    Creating an email recommendation (name and type)

  4. Define the recommendation settings.
  5. When you're done, click Save. The platform generates the recommendation. Once the generation is done, the Control Panel displays a preview of the recommendation.
  6. Check the preview.
  7. To return to the email recommendations list, click Close.

You can now create and copy the email recommendation code, and use the code in an email.

Editing an email recommendation

Once you've created the code for an email recommendation, you can no longer edit the recommendation settings.

To edit an email recommendation:

  1. In the Control Panel, select Data Management > Recommendations > Email Recommendations.
  2. In the email recommendations list, find the recommendation you want to edit, and click its name.
  3. Edit the recommendation settings.
  4. When you're done, click Save. The platform regenerates the recommendation. Once the regeneration is done, the Control Panel displays a preview of the recommendation.
  5. Check the preview.
  6. To return to the email recommendations list, click Close.

Email recommendation settings

The following table describes the settings you can define for an email recommendation in the Control Panel.

Table: Email recommendation settings

SettingDescription
Filter settings

Filter the recommended items based on the available attributes. The recommendation will only return items that match the filters you define.

The available attributes depend on the request parameters (params) defined in the recommendation configuration:

  • If the recommendation type is bundle_converted, bundle_viewed, or bundle_viewed_converted, the recommendation has a single attribute. You must define at least one filter for the attribute. If you define multiple filters, the recommendation will return items that match one or more of the filters. For example, if the attribute is id, and you define the filters 123 and 456 for it, the recommendation will return items bundled with item 123 or item 456, or both.

    Filter for a bundle recommendation

  • If the recommendation type is most_converted or most_viewed, the recommendation has one or more attributes. You can define filters for any one or all of the attributes. You can also define no filters, in which case the recommended items will not be filtered by any attribute. For example, if one of the attributes is category, and you define the filter Shirts for it, the recommendation will only return items that belong to the category Shirts.

    Filter for a most recommendation

    No filters for a most recommendation

You define the filters separately for each available attribute.

Adding a filter

To filter the recommended items based on an attribute:

  1. Enter an attribute value by which to filter the items.

    Adding a filter

  2. Click Add filter.

You can add multiple filters per attribute. The recommendation will then return items that match any one of the filters. For example, if you add "Books" and "Magazines" as the filters for a category attribute, the recommendation will return any item whose category is "Books" or "Magazines".

Adding multiple filters

Removing a filter

To remove the filter, click X for the filter.

Removing a filter

Recommendation titleEnter a title for the recommendation, and define the settings for displaying the title in the email:
  • Display: Select or deselect to show or hide the title in the email.
  • Font family: Select the font for the title text.
  • Font size (px): Define the size of the title text (in pixels).
Item nameDefine the settings for displaying the item names in the email:
  • Display: Select or deselect to show or hide the item names in the email.
  • Font family: Select the font for the item names.
  • Font size (px): Define the size of the item names (in pixels).
Item priceDefine the settings for displaying the item prices in the email:
  • Display: Select or deselect to show or hide the item prices in the email.
  • Font family: Select the font for the item prices.
  • Font size (px): Define the size of the item prices (in pixels).
  • Currency: Enter the currency code or symbol for the item prices.
Number of itemsSelect the number of items to display in the recommendation. You can display two or three items.
Item templateEdit the template code for displaying item details.

Email recommendation settings

Figure: Email recommendation settings

Creating and copying the email recommendation code

Once you're happy with the email recommendation content and design, create and copy the code for the recommendation. The code is an HTML snippet that you use in an email to display the recommendation.

Once you've created the code for the recommendation, you can no longer edit the recommendation settings, but you can still regenerate the recommendation data.

To create and copy the code:

  1. In the email recommendation settings view, at the bottom, click Create code.
  2. To confirm, click Create code. The Frosmo Platform builds the code.
  3. Copy the code:

    • To copy the code directly to your clipboard, click Copy HTML.
    • To download the code to your computer, click Download HTML. Your browser downloads an HTML file containing the code.

    Copying the email recommendation code

  4. Click Close.

You have created and copied the code. You can now use the code in an email.

Using the recommendation in an email

How exactly you use the recommendation code in an email depends on the email service or marketing automation system that you're using. The recommendation code is in HTML format, so, in principle, it can be used in any HTML-based email template (or even on a web page).

The Frosmo Platform officially supports the following email services for email recommendations:

For a practical example of using a recommendation in an email created and sent through HubSpot, see Example: Recommending most viewed products in a marketing email.