When you create a product recommender, you specify the type of recommendation and the
strategy you want to use. You can also add rules to fine-tune the
recommendation.
Before you can configure a recommender for product recommendations, make sure that an
administrator has configured catalog and order feeds for you site. These feeds
provide the Einstein Configurator tool with necessary information for configuring
the recommenders. You must also ensure that the administrator set up an account for
you to use the Configurator tool.
To configure a recommender:
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In a web browser, access the Einstein Configurator.
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Log in to the Configurator tool using the credentials provided to you by your
administrator.
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From the Select Site... list, select your site.
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Click the Site Recommendations tab.
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Click New Recommender
The Create New Recommender dialog opens.
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In the Choose a Recommender Type section, select one of the recommender
types.
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In the Recommender Name field, enter the name of the recommender.
Note: The recommender name must be unique for the site. The name can contain
letters, the hyphen (-) character, and the underscore (_) character. The
length of the name must be less than 100 characters.
You can't change the recommender name after you save it. The recommender name
appears in other locations, for example, the Content Slot recommender and in
Einstein Dashboard reporting. Best practice is to include the name of the
page where you plan to apply the recommender as part of the recommender
name.
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Click OK.
The Create New Recommender dialog closes, and the Recommender
Configuration page is opened.
Note: The newly created recommender isn't saved at
this point. It's saved later in this procedure when you click
Save.
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(Optional) Click the General tab in the left pane and
specify an upper limit on the number of recommendations in the Max # of
Recommendations field.
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(Optional) In the same General tab, specify a
description for the recommender.
This description is visible within the selection
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(Optional) Click the Strategies tab.
Note: This tab is not available for all recommenders.
The
Strategies tab shows a table where each row is a single strategy. The highest
priority strategy appears in the top row, the second highest strategy, if any,
appears in the second row, and so on.
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(Optional) To create another strategy, click New
Strategy.
A new strategy row appears at the bottom of the table. You can then
select a new strategy by choosing a value in the Strategy Name field and
clicking
OK.
You can delete a strategy by clicking on
its row in the table, and then clicking Delete.
Deleting strategies enables you to change the strategies used or to change
the order of strategies by deleting and readding strategies in the desired
order.
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(Optional) Click the Rules tab.
Recommender rules allow for control over what products are shown to
shoppers.
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(Optional) Click New Rule to create a new rule.
A new row appears in the rule table where you can create a rule by
selecting values and clicking OK.
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To save the configuration, click Save in the upper right
hand corner of the page.
Note: If you click Cancel, or if you leave the
configuration page entirely, your changes are discarded.
While you are configuring strategies and rules, you can
preview them to see what recommendations will be passed to the storefront at run time.