After specifying Where (at which placements) and to Whom (which target groups) should the recommendations resulting from the given action be displayed, the next step is to set up What (which items, products, articles, videos, etc. based on the here defined rules) should these recommendations contain.

Working with the blocks of the What section

The maximum number of items in a single recommendation box

By default, a new action's empty "What" section will only include the initial block which states “Filter items based on context for 'X' items”. This means that the number of recommended items in an action (that will be displayed as a recommendation box on your site) can be between 1 and 'X'.

Please note that

  • Depending on the placement that you select in the Where section, the value of 'X' can vary.
  • Regardless of how many items you want to include in an action (between 1 and 'X') when a visitor loads one of your web pages that features the placement to which the given action is connected, this will only count as one recommendation request.

Building the recommendation logic

Below the “Filter items based on context for 'X' items” block (in the What section) you will see a blue colored vertical pipe with a "+" button at its end. Click on this button to add any new blocks to the What section. Some blocks, like A/B Test, Conditional Logics, and other Combinations will not stand alone, they will have to include further blocks.

FNyi_agYm2L6g4Wlc6moh1ICPsE-5Oke-w.jpg

Building a filter set

You can create a complex filter set by combining multiple Property and Event filters in order to reduce the pool of recommendable products according to your business needs. The process is the following:

  1. Click on a "+" button in the blue colored vertical pipe in the What section as described in the Building the recommendation logic part above, then select Filter from the list.
  2. A new block will appear with the title "FILTER Name...". Click on the "Name..." field to rename your filter. Chose a clear and definitive name that will help you remember what is the set-up inside this filter set.
  3. Below the name, you will find the first level of your filter in the blue rectangle. Here you can select the appropriate logic gateways between your filters (and the lower levels) in this set ("AND" will be the default setting).
  4. Below the blue rectangle representing the first level, you will find your first property filter by default. From this point, you will have the following options
    1. Add a new property or event filter to the same level by clicking on the "+" button below the current filter and selecting one of the filters
    2. Wrap the current property or event filter into a new logic gateway by clicking on the "+" button next to the current filter and selecting one of the gateways
    3. Wrap all the property or event filters on the current level into a new logic gateway by clicking on the "+" button below the current filter and selecting one of the gateways
    4. Delete the current property or event filter by clicking on the "trash" button next to the current filter
    5. Delete the whole level by clicking on the "trash" button next to the current level's blue rectangle
  5. After building up the desired structure from filters and logic gateways you can
    1. Change the logic gateways on each level ("AND" or "OR" and "NOT") by clicking on the related button in the levels' blue rectangle
    2. Negate the meaning of a property or event filter by adding "NOT" by clicking on the green rectangle (you can remove "NOT" by clicking on it again)
    3. Set the parameters of the property and event filters

Item Ordering

This block will help you the order of the recommendation results in the displayed recommendation box. This ordering will apply only to the results provided by the previous blocks, thereby you might want to use this block as the last one in the What section.

  1. To add an Item Ordering block, click on a "+" button in the blue colored vertical pipe in the What section as described in the Building the recommendation logic part above, then select the Item Ordering from the list. You will see a new block titled as "ORDER".
  2. You will be able to use four different item ordering options with the help of this block, by default the First X Ordered will be selected. You can find the descriptions of these options below.
     

Ordered Result

This option will create an order based on relevance from all of the output items of the previous block. Thereby the number of items that will appear in a recommendation box with this setting will be equivalent to the maximum number of items in a single recommendation box (unless you used so strict filters previously that there are less recommendable items than the maximum number of items).

First X Ordered

This option will create an order based on relevance from all of the output items of the previous block then select and display only a number of those. You can set this number by clicking on the "-" and "+" buttons next to or typing into the input box where the default value is 0.

With this option, you are able to limit the number of recommendations visible in the recommendation box.

First X Shuffled

This option will take all the output items of the previous block then randomly select and display only a number of those. You can set this number by clicking on the "-" and "+" buttons next to or typing into the input box where the default value is 0.

With this option you are able to limit the number of recommendations visible in the recommendation box.

Random X from Top Y

This option will take all the output items of the previous block, select a number of the most relevant items ('Y'), then randomly select again and display a number of these ('X'). You can set the value of 'X' (number of items to display) and 'Y' (the size of the top pool) by clicking on the "-" and "+" buttons next to or typing into the input box where the default value is 0.

This option is useful if you want to preserve a certain diversity in the recommendation boxes, so your users will unlikely see the same set of recommendations twice. Clearly, you are also able to limit the number of recommendations visible in the recommendation box with the help of this option.

Preset recommendation logic blocks

The preset recommendation logic blocks represent Yusp's pre-defined algorithms. These are non-editable blocks, but in order to fine tune their inputs or outputs according to your business needs, you can add for instance a Filter block before or after them. 

To add a Preset recommendation logic block, click on a "+" button in the blue colored vertical pipe in the What section as described in the Building the recommendation logic part above, then select one of the options from the list below.

Optimized more like this

 

This logics is an optimized blend of different types of metadata (Title, Description, etc.) and user behavior based item similarity algorithms. Depending on the amount of interactional data available for a given product (how many users clicked on it, bought it, etc.), Yusp determines, whether it can already serve accurate behaviour-based recommendations, and as long as the critical mass of data is not available about an item, Yusp measures item similarity based on text analysis, mainly of the product title and its description. This method guarantees, that results are going to be consistent from the minute you integrate the service, and get better and better over time, as we gather more and more data about how users interact with your catalog.

 

Accessories

 

The accessories logic is based on an observation that items which are frequently bought, or looked at together with other items, but cost significantly less, are likely to be its accessories in one way or another. This is the basic principle upon which this logic is based. It is completely automated, and doesn’t allow for manual item connection definition. It is only advised to utilize this logic if you have a month or more of interactional data, which is enough to establish these item connections.

 

Personal

 

The personalized logic in Yusp compares the usage history of different users with one another and recommends similar items to the last 10 products that the customer has recently interacted with based on algorithmic insights about the similarity of user histories. It is an excellent logic to feature on item pages and displayed alongside a Similar items box (Optimized more like this) it can complement the latter by reminding the customer of the types of items he was browsing, therefore giving greater perspective and creating a splendid atmosphere for product discovery. 


Popular

 

The popular logic in Yusp determines popularity on not solely purchase histories, but every type of interactional information, such as product page views and recommendations clicks (when a user clicks on an item in a recommendation box). It, therefore gives a much more complete picture of which items in your catalog are receiving traction from your visitors and highlights these in recommendation boxes. The main page is an excellent location for such recommender boxes.

 

Trending

 

The trending logic works in the same way, as the Popular, but it only takes into account behavioral data from a limited time period, therefore it is able to reflect the changes and shifts in customer behavior and product popularity trends much faster. It is an excellent choice for periods of elevated traffic, such as promotions and holidays, as well as when you, for example, introduce a new product line in your store and want to filter out historical preferences from the recommendations.

 

Top bought

 

It is possible, that you’re only interested in what products your customers are actually buying and want to put these in the spotlight. The Top bought logic is very similar to the basic Popular logics, with the only difference being, that it only takes Buy events into account. If you have an eCommerce store with a large traffic, but not that large of an item catalog, this logic might yield excellent results, but in most cases, simple Popular items result in much more diverse recommendations. 


Cart page recommendation


Cart page recommendations in Yusp are calculated based on the items in your cart. The system recommends similar / frequently viewed together items to the first three products in the customer’s cart. To set this logic up working properly, you need to have the identifiers of the products in the cart displayed on the cart page, under the same CSS selectors (for example, in meta tags). 


Popular in the category 


The popular in the category logics is meant to be displayed in category pages, highlighting the most popular items in the given category, therefore providing customers with a clear discovery thread to follow, in case they’re not looking for a specific product, but a specific type of product. To implement this logic, you need to have category identifiers in your Yusp database, as well as have these same IDs displayed or featured on your category pages.

Editorial Content block

Using this block, you can handpick a number of exact items that you would like to include among the recommend items. To add an Editorial Content block

  1. Click on a "+" button in the blue colored vertical pipe in the What section as described in the Building the recommendation logic part above, then select the "Editorial Content" option from the list.
  2. This block will include a search field where you can look for the items (typing their title or Item ID) that you want to include in the recommendations. Typing into this field will display a list of matching items based on the keywords you just typed.
  3. Click on the items that you would like to include in the recommendations so their label will appear above the search field.
  4. If you want to remove already added items, just click on the "X" button next to their title.

Note that this block does not take into consideration the output of any previous block as an input, thereby you might want to use it only as a starting block as part of a Combination block. However, you can add any block after this one (an Item Ordering for instance), those will be able to use the output items that are coming from here.

Combination blocks

Combination blocks are recommendation set-ups that can create different combinations or sets of outputs. Combination blocks include A/B Tests, Conditional Logics and Logic Combinations (simple or pattern).


To to use Combination blocks

  • Either click on the Wrap button located in the top right corner of the box you want to wrap with a Combination block. Clicking on the Wrap button produces a display menu with the four options explained below.
  • Or click on the "+" button to add a new box representing one of the four options explained below.

A/B Tests

A/B tests allow you to test different recommendation set-ups in a given action. An A/B test can provide useful and rapid insight into the impact changing a variable has on an existing campaign.

You can add any number of new scenarios you want to test by clicking on the "+" to the left (inside the A/B Test box). Each scenario can include any of the elements described here. To add a new element, click on the "+" button to the right (inside the A/B Test box).

2HOV1Zexmm8bwLLadJsFlzM7AVc9Aj_A5A.jpg


Conditional Logics

The Conditional Logics blocks are useful if you want to build really complex scenarios where you would like to have different recommendation outputs based on the current value of a certain parameter. The process if the following:

  1. After adding the block, you can rename the block itself or any branches by clicking on the "Name..." field.
  2. The first level represents the condition itself (titled "IF"). The filters here works similarly to the Filter block.
    1. By default, you will see a single Parameter filter on this level. In this, you can set up conditions for the parameters that are available in the Where section. To add more types of filters, you will have to click on the "+" button at the end of this line and select an "AND" or "OR" logic gateway. After adding one of these you will also have the option to add User action filters and User property filters by clicking on the "+" button below this line.
    2. With the help of User action filters, you can create conditions for "View", "Buy" and "Recommendation Click" events and you will be able to determine the minimum number of those too. These filters are quite similar to the Event filters at the Filter block.
    3. With the help of User property filters, you will be able to create conditions for certain attributes of the current user. These filters are quite similar to the Property filters at the Filter block with the important difference that they are only applicable to users.
  3. The second level (titled "THEN") represents the action, in those situations when the above condition evaluates to true. Here you will be able to use any of the available blocks for defining the ideal output.
  4. The third level (titled "ELSE") defines the action in those cases when the above condition evaluates to false. Here again, you will be able to use any of the available blocks for defining the ideal output.
  5. You can add further condition levels (titled "ELSE IF") by clicking on the "+" button on the blue pipe that connects the "IF" and "ELSE" levels. This can be useful when your initial conditions (on the "IF" level) can evaluate to more than two values (e.g. Category ID) and you want to define multiple outputs for each or some of those.

5-lGgjTtF53mYh3qUQeAswfM_iEGk6cYIA.jpg

Logic Combination (Simple)

With the help of Logic Combination blocks you will be able to combine different blocks in order to create a mix of various recommendation logics in a single recommendation box. The Simple logic combination is a cumulated way of doing this. The needed steps are the following:

  1. After adding the block, you can rename it by clicking on the "Name..." field.
  2. Select the number of recommended items (that will be displayed in a box) in the mix by entering a numeric value next the block name, or you can simply click on the "Max items" button, if you want to use the maximum number of items in a single recommendation box.
  3. Below, you will see the first level (titled "A"), where you can select the number of items that you want to come from the recommendation logic of this level. Clicking on the "+" button below the title "A" will allow you to insert any of the available blocks to create the recommendation logic of this level.
  4. Clicking on the other "+" button below the level (which is more to the left) will allow you to add any number of new levels.
  5. With the help of the last setting which is "Finish" by default, you can select if you want the loop of getting outputs from each level end there, or start again from the first level until it reaches the maximum number of items defined above.

Logic Combination (Pattern)

With the help of patterns, you can not only combine different recommendation set-ups linearly but you can create a specific pattern. Compared to the simple logic combination, patterns provide you with a more sophisticated and flexible option to mix different recommendation set-ups in a recommendation box. The process if the following:

  1. After adding the block, you can rename it by clicking on the "Name..." field.
  2. Below, you will see the first level (titled "A"). Clicking on the "+" button below the title "A" will allow you to insert any of the available blocks to create the recommendation logic of this level.
  3. Clicking on the other "+" button below the level (which is more to the left) will allow you to add any number of new levels.
  4. After you are done with setting up the recommendation logic of each different level you need, you can simply create the wished pattern by clicking into the "Names..." box, and selecting and ordering the different levels (each level will have one output item).
  5. Click on the "Repeat" button if you want to create a loop from your pattern until you reach the the maximum number of items in a single recommendation box.

Paste (from clipboard)

Inside the Dash is an internal clipboard. Using this tool, you can save logic blocks for later use. For every block there is a “copy” icon in the top right hand corner. Clicking on this icon will automatically copy that block and everything inside of it to the clipboard. If you want to use it in other places, then just press the “+” and select the “Paste” option from the dropdown menu.