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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.

Table of Contents

Quick start

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

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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

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  1. In the Frosmo Control Panel, in the sidebar, select Data Management > Recommendations More > 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.

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To edit an email recommendation:

  1. In the Frosmo Control Panel, select Data Management > Recommendations in the sidebar, select More > Email Recommendations.
  2. In the email recommendations list, find the recommendation you want to edit, and click its recommendation 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.

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

Table: Email recommendation settings

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