When setting your recommendation strategy, you can add dynamic filtering rules to customize the algorithm. These filters are based on inclusion/exclusion rules in addition to the algorithm chosen.
Filters based on the page type properties
Category filters enable you to show only items from the same category or parent category as the currently-viewed product page or category page. For example, use this filter if the user is viewing a shirt and you want recommendations to only show shirts.
Only include items that match the viewed item's category:
Returns only products that match the full category path. It does not loosen the filter if no products are available that match the complete path.
Example: If the current product is Men | Shoes | Sneakers, no other products are shown aside from ones in this category.
- Only include items that match the viewed item's parent category:
Returns products that match the category path without the last category. In this logic, it continues to loosen the filters if no products are available that match that path.
- Current product: Men | Shoes | Sneakers
- Recommends products from Men | Shoes, Men | Shoes | X or Men | Shoes | Y, and so on for any product under Men | Shoes.
- If there are still no products to show, it ignores the Shoes attribute and fills the widget with Men's products. The first category in the tree is never ignored, even if it means serving empty slots.
Product property filters
Product property filters ensure that recommendations match or do not match the currently viewed item's properties, and enable you to match the recommendations to the currently viewed product page by any attribute of the feed. For example, use this filter to show items of the same brand or for the same gender.
Note: If the Categories filter is used, it loosens the restrictions (see the Keywords example in Filter Logic). We advise using this filter sparsely, and using the designated category filter instead.
- Exclude/Include items that match viewed item properties such as:
Brand | Color | Gender | Keywords
Brand | Color | Gender:
Returns products that match all item properties, but loosens the restrictions if no products are available that match all of the properties.
Recommends: Brand | Color | Gender
If there are not enough products to complete the widget, the recommendation logic loosens the last property – Gender – and recommends items that match Brand | Color.
If there are still no products to show, it ignores the Color attribute and fills the widget with Brand products. The first category in the tree is never ignored, even if it means serving empty slots.
Returns products that match all item keywords, but loosens the restrictions if no products are available that match all keywords.
- Recommends: Material | Pattern | Size
- Loosens the restrictions in the same way as the previous example, leaving only Material, which is never ignored.
Note: If Categories, Keywords and Product attributes are used in the product properties filter, the first attribute in the keywords (Material), as well as the first product attribute (Brand) and the highest category hierarchy are always enforced, so choose the order of properties wisely.
Filters based on past user behavior
User behavior filters ensure that visitors are not being recommended items that they have recently viewed or purchased, online or offline. In order to exclude offline purchases, you need to identify them.
The filter does not loosen if no matching products are available, and in this case empty slots are displayed.
Exclude items currently in cart
Filters out up to 150 items the user currently has in their cart. To enable this filter, you must implement the Sync Cart event. The filter works based on the last sync event (must be from the past 24 hours). Therefore, we strongly recommend that you implement the Sync Cart event on every page load, and upon every action performed on the cart (add to cart or remove from cart).
To activate this feature, contact your Customer Success Manager.