Recommender Strategies

After determining which recommenders you plan to use, you can specify recommendation strategies.

Strategies represent different approaches―different algorithms―for generating lists of recommendations (product IDs). When generating a list of recommended product IDs, Commerce Cloud Einstein employs one or more of the strategies listed in the table.

The best practice is to select at least a primary strategy and a secondary (fallback) strategy. But you can select up to three strategies. Strategies are applied in the order that you select them. In the rare case the first strategy doesn't return recommendations or has insufficient data to produce high-quality results, the second strategy backfills to send recommendations to the page.

The order of strategies matters. The first strategy listed is preferred to the second strategy, which is only used if the first strategy fails to generate enough recommendations. The second strategy is preferred to the third strategy, and so on.

Note: Configuring too many restrictive rules can constrain the recommender results.

This table lists the supported strategies, a brief description, and the recommender type for which the strategy is available.

Strategy Description Available for recommender types
Customer recently viewed items

Generates recommendations based on items that the customer recently viewed.

Recently viewed
Customers who viewed also viewed

Generates recommendations by analyzing the viewing behavior of other customers who viewed the same product.

Product to Product
Customers who viewed ultimately bought

Generates recommendations by analyzing the purchasing behavior of other customers who viewed the same product.

Product to Product
Customers who bought also bought

Generates recommendations by analyzing the purchasing behavior of other customers who bought the same product.

Product to Product
Recent top sellers

Generates recommendations by analyzing which products were recently purchased by other customers.

This strategy provides a selectable timespan with the following options:
  • Realtime: Identical to the pre-existing Recent Top-Selling Products strategy model, this strategy provides real-time approximation for top-selling products, aggregated by user geographical location and device. It uses a dynamically calculated time window (on average, a rolling 7 days) to ensure sufficient data to produce quality recommendations.
  • 7 Days: This strategy uses a rolling, 7-day time window that updates daily to return recommendations that are similar to top sellers found in your weekly sales reporting.
  • 30 Days: This strategy uses a rolling, 30-day time window that updates daily to return recommendations that are similar to top sellers found in your weekly sales reporting.
Note: For categories with low sales, some situations can result in recommendations not showing when using either the 7-Day or 30-Day options.
  • Products in a category
  • Products in all categories
Recent most viewed

Generates recommendations by analyzing which products other customers recently viewed.

Note: The maximum number of recent most-viewed products is 10.
  • Products in a category
  • Products in all categories
Product affinity algorithm

Generates recommendations by analyzing the product's similarity to other products.

Product to Product
Real-time personalized

Generates recommendations by analyzing the customer's current viewing and purchasing behavior and by analyzing the customer's past viewing and purchasing behavior.

  • Products to Product
  • Products in a category
  • Products in all categories

Salesforce recommends that you specify at least two strategies, so that if the first strategy fails to return enough recommendations, the system can use the second strategy. Specifying at least two strategies is considered best practice. However, the Recently viewed recommender type is an exception, as it applies only one strategy.

We recommend using the first strategy based on an individual’s real-time behavior. This table shows strategies that use individual customer experience and history blended with the entire customer base of your site.

Strategy Anchor Expected Result
Product affinity algorithm product-id Model-generated affinity recommendations based on the purchase history of the entire customer base are used.
Real-time personalized None The highest ranked products for a specific user based on the user’s recent browsing history are returned. The most recent four products that the user is most likely to be interested in viewing next are shown.

When choosing a second strategy, choose one that applies to your site's entire customer base. You can then use other strategies based on an individual's history. Using multiple strategies provides a more personalized experience for both new and existing customers.

This table shows strategies that use the entire customer base of your site.

Strategy Anchor Expected Result
Customers who viewed also viewed product-id View-to-view correlations
Customers who viewed ultimately bought product-id View-to-buy correlations
Customers who bought also bought product-id Buy-to-buy correlations
Recent top sellers category-id or none Selectable timespan for the products-in-all-categories and products-in-a-category recommender types. You can choose from the following options:
  • Realtime: Identical to the pre-existing Recent Top-Selling Products strategy model, this strategy provides real-time approximation for top-selling products, aggregated by user geographical location and device. It uses a dynamically calculated time window (on average, a rolling 7 days) to ensure sufficient data to produce quality recommendations.
  • 7 Days: This strategy uses a rolling, 7-day time window that updates daily to return recommendations that are similar to top sellers found in your weekly sales reporting.
  • 30 Days: This strategy uses a rolling, 30-day time window that updates daily to return recommendations that are similar to top sellers found in your weekly sales reporting.
Note: For categories with low sales, some situations can result in recommendations not displaying when using either the 7-Day or 30-Day options.
Recent most viewed category-id / none Most viewed products within a specified category or from all categories when a category is not specified are recommended.

Maximum number of recent most-viewed products is 10.

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