Recommendation Engine

Learn how to create Recommendation Engine and link the with our campaigns using UpsellWP plugin.

Introduction:

A recommendation engine is a sophisticated tool designed to enhance the shopping experience for customers by providing personalized product suggestions. It leverages data analysis and smart algorithms to analyze customer behaviour, preferences, and previous interactions with the website. By understanding these patterns, the engine can suggest products that the customer is more likely to be interested in, thereby increasing the chances of purchase.

This user guide explains how to create a Recommendation Engine using UpsellWP.

Example Scenarios:

How to display Past Order based Upsell products using the Recommendation Engine in the Frequently Bought Together campaign.
Display Best-selling products in the Upsell Popup with the help of the Recommendation Engine.
Showing related upsell products on the Thank You page based on the customer order history using Recommendation Engine.

Please note that the Recommendation Engine explained here is available only in the PRO version.

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Example 1: How to display Past Order based Upsell products using the Recommendation Engine in the Frequently Bought Together campaign.

Creating an Engine:

Go to WordPress dashboard -> UpsellWP -> Engines
Click on the button “Create New Engine”

Here's the screenshot of how to 'Create New Engine' shown below,

Here is the screenshot of the Engine configuration that follows,

GENERIC: The generic strategies in Engines can be fine-tuned and filtered based on different criteria to enhance their effectiveness and applied across campaigns like "Frequently Bought Together", "Product Add-Ons", "Cart Add-Ons", "Upsell Popups", and "Thank You Page Upsells". These approaches can be refined through filters such as best-selling products, tags, prices, categories, and specific item associations. This tailored filtering enhances the precision of recommendations, offering a more personalized shopping experience and increasing the likelihood of customer engagement and satisfaction.

PRODUCTS: In recommendation engines, product-focused strategies are integral to campaigns like "Frequently Bought Together" and "Product Add-Ons." These initiatives are further optimized through filters, allowing for specific product targeting, segmentation based on categories and tags, pricing considerations, and identification of best-selling products. Additionally, the system refines suggestions based on related products, cross-selling opportunities, and upselling tactics. This comprehensive approach enhances the relevance and effectiveness of product recommendations, providing users with a personalized and immersive shopping journey.

CART: Cart engines offer seamless integration with various campaigns such as Cart Add-Ons and Upsell Popups. These campaigns can be finely tuned through filters, allowing customization based on specific products, categories, tags, price ranges, best-selling items, related products, cross-sell opportunities, and upsell suggestions. This comprehensive filtering system empowers businesses to tailor their marketing strategies and enhance the overall shopping experience for their customers.

ORDER: Order strategies within engines seamlessly integrate with campaigns like Thank You Page Upsells. These strategies offer extensive filtering options, allowing businesses to target specific products, categories, tags, prices, best sellers, related items, cross-sell products, and upsell opportunities. It's important to note that the Thank You Page Upsell campaign operates exclusively within its domain and cannot be combined with other campaigns.

Details of configurations on the Engine Page are:

Step 1: Choose the Engine type as "Product"

Step 2: Enter the engine name, and click on the "Add filter" button on the engine page.

Step 3: Choose the "Frequently Bought Together" filter on the engine page, you can also choose other filters based on your needs.

Step 4: Now click "Save and Close" on the Engine page.

After creating the engine you can choose that engine on the Frequently Bought Together campaign by clicking "Link Campaign"

Here is the screenshot for your reference:

Here is the Frequently Bought Together campaign screenshot for your reference:

Details of configurations on the Campaign Page are:

Step 5: Now it's time to choose the created engine on the Frequently Bought Together page, To do that, go to the "Choose the product suggestion method for the campaign" -> Use Recommendation Engine -> choose the created engine.

Step 6: Once we have successfully chosen the created engine, click on the button “Save”

Now, we have successfully created an Engine and also set that in the product suggestion method, Let's see how it works on the product page.

Now you can see the Frequently Bought Together products on the Product page which you have set through the Recommendation Engine.

Example 2: Display Best-selling products in the Upsell Popup with the help of the Recommendation Engine.

Creating an Engine:

Go to WordPress dashboard -> UpsellWP -> Engines
Click on the button “Create New Engine”

Here's the screenshot of how to 'Create New Engine' shown below,

Here is the screenshot of the Engine configuration that follows,

Details of configurations on the Engine Page are:

Step 1: Choose the Engine type as "Generic"

Step 2: Enter the engine name, and click on the "Add filter" button on the engine page.

Step 3: Choose the "Best selling products" filter on the engine page, you can also choose other filters based on your needs.

Step 4: Now click "Save and Close" on the Engine page.

After creating the engine you can choose that engine on the Upsell Popup by clicking "Link campaign".

Here is the screenshot of the Upsell Popup campaign configuration for your reference:

Details of configurations on the Campaign Page are:

Step 5: Now it's time to choose the created engine on the Upsell Popup campaign page, To do that, go to the "Choose the product suggestion method for the campaign" -> Use Recommendation Engine -> choose the created engine.

Step 6: Once we have successfully chosen the created engine, click on the button “Save”

Now, we have successfully created an Engine and also set that in the product suggestion method, Let's see how it works on the product page.

Now you can see the Best selling products in the Upsell Popup which you have set through the Recommendation Engine.

Example 3: Showing related upsell products on the Thank You page based on the customer order history using Recommendation Engine.

Creating an Engine:

Go to WordPress dashboard -> UpsellWP -> Engines
Click on the button “Create New Engine”

Here's the screenshot of how to 'Create New Engine' shown below,

Here is the screenshot of the Engine configuration that follows,

Details of configurations on the Engine Page are:

Step 1: Choose the Engine type as "Order"

Step 2: Enter the engine name, and click on the "Add filter" button on the engine page.

Step 3: Choose the "Related products" filter on the engine page, you can also choose other filters based on your needs.

Step 4: Now click "Save and Close" on the Engine page.

After creating the engine you can choose that engine on the Thank You page Upsell campaign by clicking the "Link campaign"

Here is the screenshot for your reference:

Details of configurations on the Campaign Page are:

Step 5: Now it's time to choose the created engine on the Thanks You page Upsell campaign page, To do that, go to the "Choose the product suggestion method for the campaign" -> Use Recommendation Engine -> choose the created engine.

Step 6: Once we have successfully chosen the created engine, click on the button “Save”

Now, we have successfully created an Engine and also set that in the product suggestion method, Let's see how it works on the product page.