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Interaction Studio recommendations present unique product and content suggestions to individual visitors. This functionality leverages advanced machine learning algorithms, a deep understanding of each visitor's behavior, and a contextual understanding of your business. Recommendations offers configurable algorithmic strategies, called "recipes", that can be used to boost content or product engagement/discovery on your site, mobile app, emails or onsite search. Once you have created and published a recommendation recipe, you can use them to show promoted content any campaigns based on what others have viewed or purchased (including offline transactions). The predictive algorithms available in Interaction Studio can even dynamically adjust to temporary shifts in consumer behavior.

Interaction Studio Classic Only

  • The contents of this article are intended for customers using Interaction Studio (formerly Evergage Classic). Do not adjust your beacon version to downgrade or upgrade.
  • The Visual Editor Chrome Extension will no longer be available starting January 1, 2023. For more information, see this knowledge article.
This Article Explains

This article covers the process for creating a campaign with promoted content using Machine Learning. For additional information about recommendations campaign placement, please refer to Choose a Location for Recommendations.

Sections in this Article

Create a Campaign and a Message

Any type of message can be driven by recommendations - popup, infobar, inline, or callout. Once you create your campaign and message, you'll configure it to add promoted content and exclusions, if desired, before adding either dynamic content or item blocks to show the recommendations.

Add Promoted Content

After you create your message, you need to configure it to use promoted content.

  1. Click  next to the message
  2. Select Promoted Content
  3. Select Recommendations
  4. Select the Recipe you want to use as the basis for the recommended items or content
  5. Set the Minimum and Maximum Recommended Items
  6. As needed, select Omit recommended items already shown in other messages
  7. Click OK


Add Message Level Exclusions

While you may Add Exclusions to a Recipe, exclusions can also be added at the message level to give you the flexibility to use the same recipe for multiple messages, while excluding certain items in each message. For example, you could have four areas showing recommendations driven by the same recipe, but each one could exclude a different category of items. Rather than cloning the recipe three times and changing the exclusions in each one, you can use the same recipe and control the exclusion at the message level.

NOTE

  • If there is a conflict, exclusions, whether at the recipe or the message level, always take precedence over inclusions
  • In the email message editor only, Interaction Studio does not support recipes or exclusions that require an anchor item
  1. Still in Message Settings, click Add exclusion
  2. Select the type of exclusion

    NOTE

    Exclusion types are based on the selected recipe’s recommendation type, so the exclusion options will change depending on the recipe. For example, price exclusions are not applicable to recipes based on brands because brands don’t have a price.
  3. Select whether to Exclude or Include this category
  4. Select the type of items to exclude (or include). In the example at the right, items from the Department being viewed are included


Add Dynamic Message Content

Once you have created the message and set it up for promoted content or items driven by recommendations, you need to either add dynamic content and style the message yourself or use item blocks to add a pre-formatted layout to your message with minimal styling required. The instructions below are for adding dynamic content. For more information, reference the following articles: Style Interaction Studio MessagesUse Dynamic Message ContentAdd Item Blocks, and Advanced Dynamic Content Cheat Sheet

  1. Select the existing message text box or add a new text box (Insert Element > Text Box)
  2. Click 
  3. Select Promoted Item then select the content type from the list to generate the dynamic code that will pull item information from your catalog
  4. To add an Image URL:
    1. Click 
    2. Select Promoted Item
    3. Select Image URL
    4. Copy the Image URL dynamic text string (example: ${item.imageUrl}) 

    5. Click Insert Element
    6. Select Image
    7. Paste the Image URL dynamic text string in the Image Source URL field