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Comment: Published by Scroll Versions from this space and version 12.3

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The preview displays the recommended items in slot order, that is, in the order in which the items are recommended to visitors (when not adjusted for affinity). The preview also displays selected information, such as ID and name, for each item. Finally, the preview provides two links for each item: one to the item details page in the Frosmo Control Panel, and the other to the item page on the site, such as a product page.

Previewing the recommendation data of a strategyImage Modified

If the strategy relies on a target category or item against which to generate recommendations, enter the name of a category or item, and click Show. The name must be the exact full name tracked for the category or item by the Frosmo Platform.

Specifying the target category for the recommendation data previewImage Modified

If you edit the strategy, you need to regenerate the recommendation data to preview it. To regenerate the data, click Save and generate.

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The following table describes the settings you can define for a recommendation a recommendation strategy in the Frosmo Control Panel.

Table: Recommendation strategy settings

SettingDescriptionRole
NameEnter a name for the strategy.Required
ID

The Control Panel automatically generates a unique ID for the strategy based on the name.

You can edit the ID when you create a new strategy, but only until you save the strategy for the first time. Once you save the strategy, the ID becomes non-editable.

Required
DescriptionEnter a description for the strategy. You can use the description to, for example, explain what sort of recommendation the strategy generates.Optional
Anchor
setting-pagetype
setting-pagetype
Page type

Select the type of page on which the recommendation is displayed. The page type determines the available algorithms.

The available page types are:

  • cart: Shopping cart page or other checkout funnel page.
  • category: Any page that displays information about multiple items belonging to the same group. For example: game category page, product category page
  • other: Any page that does not match the other types. For example: site home page, user profile page
  • product: Any page that displays detailed information about a single product or other item. For example: product page
  • search: Search results page.
Required
Anchor
setting-fixeditems
setting-fixeditems
Fixed items

Define the items that are always included ("fixed") in the recommendation.

You must at minimum define either one algorithm or one fixed item for the strategy.

If a fixed item also appears in the results generated by an algorithm, the platform automatically removes the duplicate from the final set of items returned by the strategy.

Adding a fixed item

To add a fixed item:

  1. Click Add item. The Control Panel adds an undefined item.
  2. In the empty field, enter or select the item ID. The field automatically lists items tracked for the site.

    Entering the item ID

  3. Enter the slot number for the item. The slot number determines the item's absolute position in the recommendation results. The position is not affected by algorithms, filters, or shuffling. For example, if you set the slot number to "1", the item is always displayed first in the recommendation. You cannot enter the same slot number for multiple items.

    Entering the slot number for the item

Editing a fixed item

You can change the ID and slot number of a fixed item.

Removing a fixed item

To remove a fixed item, click X for the item.

Removing a fixed item

Optional
Anchor
setting-algorithms
setting-algorithms
Algorithms

Select the algorithms for the strategy. The algorithms together determine the dynamically generated set of items returned by the strategy. You can further refine the set by applying filters and affinity.

The strategy You must include at least one algorithm. at minimum define either one algorithm or one fixed item for the strategy.

You can select a maximum of five algorithms. A new strategy includes a single preselected algorithm, which you can change.

How algorithms work

The platform runs each algorithm separately against the same source usage data and combines the results from the algorithms in the order in which the algorithms are selected. For example, if you have Bought together with current item - 60 days with 5 items as your first algorithm and Viewed together with current item - 30 days with 3 items as your second algorithm, the strategy returns a total of eight items: the first five items are the top five items from the former algorithm and the remaining three items are the top three items from the latter algorithm.

The platform automatically reruns the algorithms at regular time intervals, thereby periodically regenerating the recommendation data returned by the strategy. The platform reruns each algorithm separately based on its regeneration frequency. If you select multiple algorithms with different regeneration frequencies, some parts of the data returned by the strategy will be updated more frequently than other parts. To find out the frequency of an algorithm, see Supported algorithms.

Adding an algorithm

To add an algorithm:

  1. Click Add algorithm. The Control Panel adds an algorithm with default settings.
  2. Select the algorithm you want to use. For more information about the supported algorithms, see Supported algorithms.

    Selecting the algorithm

  3. Enter the maximum number of items returned by the algorithm. The algorithm will always return this many items, unless it cannot find enough items matching its criteria.

    Entering the maximum number of items returned by the algorithm

Changing an algorithm

You can change the selected algorithm and the maximum number of items returned by the algorithm.

Removing an algorithm

To remove an algorithm, click X for the algorithm.

If the strategy has only one algorithm, the algorithm does not show an X, meaning you cannot remove the algorithm.

RequiredOptional
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setting-filters
setting-filters
Filters

Create filters to further refine the set of items returned by the strategy.

The platform applies the filters separately to the full results of each algorithm, removing items based on the filter settings. The platform then picks the top items for each algorithm, and combines the top items and any fixed items into the final set of recommended items returned by the strategy.

Limiting the results to the viewed category

If the Page type of the strategy is category, and if you only want to return items that belong to the category currently viewed by the visitor, select Only return items whose type matches the viewed category or Only return items whose categories include the viewed category, or both. Your selection depends on whether item data for your site uses the type (string) or categories (array of strings) attribute, or both, for storing category information.

If you select both options, the strategy only returns items whose type and categories attributes both match the currently viewed category. (The platform, in other words, treats the options as combined with a logical AND operator.)

Limiting the results to the viewed category

Limiting the results to the viewed item's categories

If the Page type of the strategy is product, and if you only want to return items that belong to the same category or categories as the item currently viewed by the visitor, select Only return items whose type is the same as the viewed item's or Only return items whose categories include at least one category to which the viewed item belongs, or both. Your selection depends on whether item data for your site uses the type (string) or categories (array of strings) attribute, or both, for storing category information.

If you select both options, the strategy only returns items whose type matches the currently viewed item's type and whose categories attribute contains at least one category also found in the currently viewed item's categories. (The platform, in other words, treats the options as combined with a logical AND operator.)

Limiting the results to the viewed item's categories

Adding a filter

To add a filter:

  1. Click Add filter. The filter settings open.
  2. Define the filter settings.
  3. Click Save.

Editing a filter

To edit a filter:

  1. Click Edit for the filter. The filter settings open.

    Editing a filter

  2. Edit the filter settings.
  3. Click Save.

Removing a filter

To remove a filter, click X for the filter.

Removing a filter

Optional
Anchor
setting-affinity
setting-affinity
Affinity

Set the level of visitor affinity applied to the recommendation. The higher the level, the more personalized the set of recommended items is for each individual visitor.

The platform applies affinity separately to the full results of each algorithm, after first applying filters to the results. Applying affinity reorders (reranks) the items to a greater or lesser degree depending on the level of affinity selected and how closely a given visitor's affinities match the algorithm results.

The possible slider values are:

  • 0% (no affinity applied, an algorithm fully determines how the items it returns are ranked)
  • 25%
  • 50% (affinity and algorithm have equal weight in determining how the items returned by an algorithm are ranked)
  • 75%
  • 100% (affinity fully determines how the items returned by an algorithm are ranked)

If a visitor's affinity is not known, the platform does not apply any affinity to the recommendation for that visitor.

For more information about affinity and how it works, see Feature: Super-Affinity.

Required

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