Configure Recommendations Global Settings

The Recommendations Global Settings page is how you set up the global configuration options for the Recommendations app.

About this task

On the Global Settings page you can:
  • Indicate your notification preferences
  • Select a default recommendation that can be used to flush out a list of recommendations when the settings in a recommendation don't return enough results
  • Set up global criteria that can be applied to any recommendation

Global setting configuration is the same for Standard and Premium.

Procedure

  1. In Recommendations, click the Configuration icon icon.
  2. Set up your notification preferences in the Communication Information area:
    1. If you want to receive Recommendations notifications as alerts in Bronto, check the Receive platform notifications box.
    2. If you want to receive Recommendations notifications via email, check the Receive email notifications box and enter the relevant email address in the Email Address box.
  3. Select a recommendation from the Select Default Recommendation list to set the default recommendation to use when you have recommendations that don't provide the desired number of results.

    This list contains published, active standard recommendations you have built and a Bronto Predefined Default option. Bronto Predefined Default is the default value for Select Default Recommendation. If you choose Bronto Predefined Default, products from your product catalog will be randomly selected. You can edit the Bronto Predefined Default or delete it if you do not want to use it.

    The default recommendation you select should be very generic in order to ensure that it returns enough results.

    When you create an individual recommendation, you will need to configure it to use the default recommendation if you want it to use the default recommendation you set here.

  4. Click add to add global criteria that can be applied to recommendations:
    1. Select a field to use from the Field list.

      See either product, commerce, or browse fields for more information about what each of these fields are.

    2. Select the rule you want to apply to the field from the Operator list.
    3. Enter or select the value you want the criteria to meet in the Value box.

      The Operators and Values you see are determined by the type of Field you selected. While there are several types of fields, these fields fall into three main categories:

      • Date-based. When you select a date-based field, you can specify either an exact date or a range of days relative to the operator you selected. For example, you can set a date range within the next week by selecting On or Before and entering 7 for the days from now value.
      • Numeric. When you select a numeric field, you can specify an exact number or a number range that is relative to your Operator.
      • Text-based. There are a few rules for text-based fields, which are basically any field that isn't a date or number. If your Operator is set to Equals or Does Not Equal, the content you enter for Value must be an exact match for the information stored in the field, including capitalization, and should not be wrapped in quotes. For the operators In, Not In, Contains, or Does Not Contain the values entered must be provided in a comma-separated list and each individual value must be in quotes. For example: "Sneakers", "Shoes, High tops", "Shoes, Hightops", "Shoes, High-tops", "Tennis shoes". In this example, the comma between shoes and high tops is included as part of the field in the database. The use of quotes lets Recommendations identify the difference between this type of comma and a comma separating items in your list of Values. The quotes are always required, even if there is only one item in your list.

      Some Field and Operator combinations may not require a Value.

      After you enter your value, you can click Recommendations Get Product Count to see how many products in your catalog match the criteria you specified.

    4. Click Save & Close to save your criteria and move on or Save & Add Another to save your criteria and add another global criteria option.
      Note: You still have to click Publish Changes for these criteria to be available for your recommendations.

    After it is set up, the global criteria can be applied to any recommendation but are not applied by default. When you apply global criteria, all of the global criteria rules you have set up are used. You cannot pick and choose which ones to apply. Therefore, it's a good idea to keep the global criteria rules to general rules you want to use frequently, such as only returning items that are in stock.

  5. Click
    • Publish Changes to save your changes and apply them.
    • Discard Changes if you do not want to save or apply your changes to the app.