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Learn how to create and edit an email recommendation, and define the settings for the recommendation. Use the recommendation in an email and check its performance.

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 simple email recommendation, see Example: Recommending most viewed products in an email newsletter.

Creating an email recommendation

To create an email recommendation:

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

    1. Enter a descriptive name for the recommendation. You can change the name later, if necessary.
    2. Select the configuration used to create recommendation. The list contains all the available recommendation configurations defined for the site. 
    3. Click Create.

  4. Define the recommendation settings.
  5. To save and preview the recommendation, click Save and preview.

You have now created the email recommendation. Next, create and copy the email recommendation code and use the recommendation in an email.

Editing an email recommendation

Once you've created the code snippet 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 recommendations list, find the recommendation you want to edit, and click its name.
  3. Edit the recommendation settings.
  4. To save and preview the recommendation, click Save and preview.

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
Recommendation settings

Filter the products displayed in the recommendation based on, for example, the product type, ID, category, and/or brand. The available filters depend on the selected recommendation configuration.

To filter products:

  1. Enter a value for the filter.
  2. Click Add filter.

For example, to display only products from the shoe category, in the categoery filter field, enter "shoes".

To remove the filter, click "x" for the filter.

Design settings
Title

Enter a title for the recommendation, and define the style settings for displaying the title in the email:

  • Display: Select or deselect to display or hide the title in the email.
  • Font family: Select the font for the title text.
  • Font size: Define the size of the title text.
Product name

Define the style settings for displaying the product names in the email:

  • Display: Select or deselect to display or hide the product name in the email.
  • Font family: Define the font for the product name.
  • Font size: Define the size of the product name.
Product price

Define the style settings for displaying the product prices in the email:

  • Display: Select or deselect to display or hide the product price in the email.
  • Font family: Define the font for the product price.
  • Font size: Define the size of the product price.
Number of productsDefine the number of products to display in the email recommendation. You can display two or three products.

Figure: Defining the recommendation settings

Creating the email recommendation code

Once you're happy with your recommendation content and design, create the recommendation code to be used in the email.

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

To create the recommendation code:

  1. In the email recommendation settings view, click Create code.
  2. To confirm, click Create code.
  3. Copy the code snippet:
    • To copy the code directly to your clipboard, click Copy to clipboard.
    • To download the code to your computer, click Download HTML. An HTML file containing the code snippet is downloaded to your browser's default download location.

  4. Click Close.

After creating and copying the recommendation code, you can use it in an email

Using the recommendation in an email

How exactly you paste the recommendation code to an email template depends on the email service or marketing automation system you use. 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 on how to use a recommendation in an email created and sent through HubSpot, see Example: Recommending most viewed products in an email newsletter.

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