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You can use the Static Relationships ingredient in Evergage Recommend to define which items should be recommended with other items. This ingredient is only available if you have Evergage Recommend and Static Relationships enabled on your account, and you are tracking products on the dataset.

The ingredient requires a basic setup in which you associate relationships between products, which can be configured individually or by uploading a CSV that includes the links between categories and/or items. Once products are linked to each other, they can be served in recommendations through the Static Relationships ingredient. 


Create a Relationship Type

Before you can link products, you must create a relationship type. Each dataset is limited to 10 static relationship types. Typically, relationship types are based on how the items you want to associate relate to each other. For example, you could create an "Accessories" relationship type, but accessories could mean anything from the jewelry, belt, and shoes that go with a particular dress, to the adapter, port replicator, and monitor that go with a particular laptop.

  1. Log into Evergage with administrator permissions
  2. Select Catalog > Catalog Setup from the left navigation menu
  3. In the Static Relationship Names section, enter the name and click ADD RELATIONSHIP NAME
  4. Click to delete a relationship name
  5. Continue to add relationship names as needed
  6. Click SAVE to save changes


Configure Product Associations

Once you have defined the relationship types, you can associate products with each other. This can be done manually or by uploading a CSV.

Configure with CSV

Manual merchandising like this can be tedious for large amounts of products, so Everage offers the ability to upload a CSV to link all of your products together at once. 

NOTE

  • As with individual configuration, linking is not two-way.
  • If you make a mistake, you may upload the same .CSV file and select the option to Remove relationships from items. Or you can manually make adjustments by following the instructions in the Configure Individually section below.

Create a CSV

The format of the .CSV file is detailed in the image at the right. The first column name should be listed as "items" in cell A1, followed by the item IDs that will serve as anchor items for the ingredient. The second column name should be listed as "linkedItems" in cell B1, followed by the item IDs you want to link (separated by commas) to each item in column A. In the example at the right, in row 2, prodB is linked to prodA and prodC; prodC is being linked to prodA in row 3, and so on.


Upload CSV to Evergage

  1. Log into Evergage with administrator permissions
  2. Select Catalog from the left navigation menu
  3. At the top right, click UPLOAD RELATIONSHIPS
  4. Select the relationship type that the CSV includes 
  5. Select Remove relationships from items if you want to remove any previously associated relationships between products 
  6. Click UPLOAD RELATIONSHIPS
  7. Drag and drop the CSV or click Select files... to choose a file location
  8. Click UPLOAD

Configure Individually

Once you have defined the relationship types in Catalog Setup, you can associate products. Unlike linking for SmartBundle or Incompatible Relationships, Static Relationships are not two-way. For example, if you only link product A to product B, if product A is the anchor item, product B will not be returned unless you also link product B to product A (as shown in the CSV example).

  1. Log into Evergage with administrator permissions
  2. Select Catalog > Products from the left navigation menu
  3. Double click a product you wish to link to another product (or select it and click EDIT)
  4. Click the Relationships tab
  5. Click  under the desired Static Relationship
  6. Enter the item name or ID to search for the product
  7. Press [Enter] to select the product
  8. Add additional linked products as needed to the same or a different relationship
  9. Click SAVE to save changes
  10. Now, when this item is the anchor item for a static relationship ingredient, any linked products will be recommended

Configuring Recommendations

Once the relationships are configured, you can create a recipe that uses one of the configured relationship types. Continuing the example above, if visitor is viewing prodB, the recommended items will be prodA and prodC. If visitor is viewing prodC, he'll see prodA. Like all recommendation ingredients, this ingredient will work with any other ingredients included in the recipe. If you create a multi-ingredient recipe, the items served up don't necessarily need to be from the static relationship ingredient. For example, even if a product is not explicitly linked to another product, it can still show up in a multi-ingredient recipe with a Static Relationship ingredient if that product is eligible to be served from another ingredient.

  1. Create or edit a recipe
  2. Add the Static Relationship ingredient
  3. Set the Weight for this ingredient, if you will include other ingredients in the recipe
  4. Select the anchor item of choice (i.e. on page) and the relationship type
  5. Add any Exclusions, Boosters, or Variations needed
  6. Train and publish the recipe

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