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How To Configure Collections Based Rules
How To Configure Collections Based Rules

Create smart recommendations with collection-based rules.

Strauss Van Wagenen avatar
Written by Strauss Van Wagenen
Updated over a week ago

We will go over how to configure collections rules in our data source. These rules are typically paired with a Complete The Look widget to display products from one collection to another.

There are two major things that we can do with collections rules:

  • IF Collection

  • RETURN Collection

Logical operators are how we determine when we want our rule to match and our customer to see the product(s) or collection(s) we’ve chosen to recommend! Here is a list of the available operators:

  • Contains Any: The customer is on any of the product pages from the specified collection or the product is in the cart. (Most commonly used).

  • Does Not Contain Any: The customer is not on the product page from the collection. (Less Common).

This example uses both IF Collection and RETURN Collection for a Complete The Look widget:

When viewing anything from the Earrings collection, the returned products will be:

Two necklaces from the Necklaces collection,

A bracelet from the Bracelets collection,

And a ring from the Rings collection.

Using just a few rules we are able to return products from three different collections to complete the look.

IF Collection Example:

This rule will return the t-shirt when they are viewing anything from the 'Apparel' collection. This is useful if you have a cheaper item that you want to be recommended when viewing items from a certain collection.

RETURN Collection Example:

Selecting 'Preview Ruleset' and then 'Simulate' will allow you to preview what will be returned.

The rule will display products from the selected collection.

Checkout collection-based rules in action by viewing any product page here.

Smart Sort

At present, when utilizing the collection rules in conjunction with the "sort by" functionality within the data source, there are two distinct alternatives to choose from - Smart Sort and Similar Sort.

Smart Sort offers suggestions for items that have been previously purchased alongside the current product. This feature takes into consideration the purchasing history of customers to provide relevant and complementary product recommendations.

On the other hand, Similar Sort focuses on suggesting products that are similar to the current one. The algorithm analyzes the characteristics of the product, such as its features, category, and attributes, to suggest products that have comparable qualities.

Both Smart Sort and Similar Sort are designed to enhance the user's shopping experience and provide relevant product suggestions to customers. The use of these features can lead to increased customer satisfaction, higher sales, and improved customer retention.

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