Articles on: Recommendation rules

How to Set up Custom Recommendations Rules

Plans: All Plans Platforms: Shopify

Overview



AfterShip Personalization enables you to set up custom recommendation rules for your checkout and post-purchase page. In simple terms, you can configure rules and conditions based on which the product recommendations will be shown to the customer during the pre and post-purchase scenarios to keep the shopping experience clean, targeted, and precise.

What you’ll learn



In this article, we will show you:

Custom recommendations rules setup
“Exit if matched” function
Conditions for setting up custom rules
Actions for checkout custom rules
FAQs

Steps to setup custom recommendations rules



Custom recommendation rules setup is the same for all the pre and post-purchase scenarios. In this tutorial, we have taken checkout page to help you understand the set up process.

From your Shopify admin, go to Apps > AfterShip Personalization
Click Checkout page. To Edit an existing smart offer, click Edit
On the Checkout smart offer editor page, move to Product settings > Custom rules > Edit rules
Set up Rules and configure Conditions and Actions as per your needs
Save the changes
Set the rules in order of priority with a simple drag-and-drop

Important things to remember when setting up custom rules


There is no limit to the number of rules you can create
You can set the priority of the rules with a simple drag-and-drop
Each rule requires conditions and product attributes to trigger an action
You can set up custom conditions that will trigger an action
You can choose what action will be triggered when the conditions are matched
The selected action (product recommendations) will only be displayed when all the predefined conditions are met
By checking Exit if matched all the rules configured afterward will be ignored




How does the “Exit if matched” function work?



CASE I: If the ACTION configured for RULE I is ITEM 1 and must contain Product tags women and “Exit if matched” is enabled, our system will only show ITEM I as a product recommendation on the order checkout page. RULE 2 and its respective CONDITIONS and subsequent ACTION will be ignored.



CASE II: If the ACTION configured for RULE I is ITEM 1 + ITEM 2 + ITEM 3 and must contain Product tags women, and for RULE 2, it’s ITEM 4 + ITEM 5 + ITEM 6 must contain Product tags women. In this case if “Exit if matched” is not enabled for either of the rules, based on the priority of the rules, in this case, it’s RULE I at the top, so the products that will be displayed on the order checkout page would be ITEM 1 + ITEM 2 + ITEM 3 since we only have the limit of displaying a maximum of 3 products at a time.




In this case, if the ACTION configured for RULE I is ITEM 1 and RULE 2 it’s ITEM 4 + ITEM 5 + ITEM 6, and “Exit if matched” is not enabled for either of the rules, the products that will be displayed on the order checkout page would be ITEM 1 + ITEM 4 + ITEM 5. ITEM 6 though meeting the criteria, will not be shown because of the display limit (maximum 3).



Conditions



What are the conditions you can configure to customize checkout recommendations?


CONDITIONS are triggers based on which a certain action will set off. You can set up Cart and Product conditions based on which selected action will be taken




1. Cart conditions


TypeLogicMeaning
Cart value>, <, =, ≥, ≤The total sum of all products purchased during an order process
Number of products in cart>, <, =, ≥, ≤The total number of products in the shopper’s existing cart
Product in cartInclude, Do not includeSpecific products in the shopper’s existing cart


2. Product conditions


TypeLogicMeaning
Product typesContain any of, Do not containProduct types as defined in your Shopify store will display here
Product tagsContain any of, Do not containProduct tags as defined in your Shopify store will display here. You can also reach out our support team to unlock popular AI-generated product tags for free.
Product vendorsContain any of, Do not containProduct vendors as defined in your Shopify store will display here
Product collectionsContain any of, Do not containProduct collections as configured in your Shopify store will display here




Important things to remember when setting up conditions


There is no limit to the number of conditions you can set up
There are two LOGICS based on which CONDITIONS will trigger an ACTION

A. IF {condition A1} AND {condition A2} are matched, an ACTION will be triggered

Meaning: Both the conditions A1 and A2 should match for an action to set off.



B. IF {condition A1} AND {condition A2} OR IF {condition B1} AND {condition B2} is matched, an ACTION will be triggered

Meaning: One of the conditions, either A1+A2 or B1+B2, should match for an action to set off.



Actions



What are the actions you can configure to customize checkout recommendations?


ACTIONS are responses, in this case, product recommendation type, that will be displayed on the checkout page when the conditions are matched.

TypeMeaning
Frequently bought togetherProduct suggestions that are often bought together to fulfill a joint demand
ComplementsComplementary items purchased at the same time by a large number of previous customers
Same product upsellSimilar products, cheaper or more expensive than the ones the shopper has bought
Similar productsCarousel or list of products that have similar attributes to the primary product, like color, price, size, etc
BestsellersThe products from the store that have been sold the most
New arrivalsThe products that have just been added to the store for sale
Manual selectionManually choose the products from your catalog to be displayed as recommendations


Product property

To narrow the selection of product recommendations during different pre and post-purchase scenarios, you can apply additional product conditions like product type, tags, and collections on the product recommendation type opted to be displayed when the pre-defined conditions are matched.

TypeLogicMeaning
Product typesContain any of, Do not containProduct types as defined in your Shopify store will display here
Product tagsContain any of, Do not containProduct tags as defined in your Shopify store will display here. You can also reach out our support team to unlock popular AI-generated product tags for free.
Product collectionsContain any of, Do not containProduct collections as configured in your Shopify store will display here




Important things to remember when setting up conditions


Only 1 action will be triggered for the {n} number of conditions defined
For manually selected product recommendations, you can choose as many products as you want from your catalog
For each action (product recommendation type) maximum of 3 products will be displayed
Product displayed at checkout will be determined based on the combination of custom rules, product property(ies), product type pinned, and excluded products

FAQs



1. Will the pinned products appear first despite the predefined custom rules?


Yes, no matter the number of custom rules you have configured for checkout order bump and post-purchase offer, the pinned product will always appear first, followed by the product recommendations.

Example: If the result (ACTION) of RULE I is ITEM 1 + ITEM 2 + ITEM 3, and the pinned product is ITEM 4, the product recommendations on the checkout and post-purchase page would be,

{pinned product} + {product recommendations of RULE I} = {ITEM 4} + {ITEM 1 + ITEM 2}

Please note that the display limit of product recommendations is maximum 3.


2. How does the exclusion rule work for the custom rules?


The products you have selected to be excluded from being recommended for checkout upselling will not show on the checkout and post-purchase page, even if they are the result of the custom rules set up by you.

Example: If the result (ACTION) of RULE I is ITEM 1 + ITEM 2 + ITEM 3, and the excluded product is ITEM 1, only ITEM 2 + ITEM 3 would show on the checkout page.

Reach our support team should you have any questions.

Updated on: 19/02/2024

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