Personalization Settings: Cross-sell Rules tab

You can find all cross-sell rules on this tab. The rules on this tab affect the way that cross-sell recommendations are generated. Cross-sell rules affect only cross-sell, cart-cross-sell, and bundle recommendations.

Note: You can hover over a product, category, or brand to see its unique ID.

This table offers multiple options at the top right:

• Upload = Click this button to import a CSV file containing the rules for the selected table. Note that the imported data will replace any existing data in that rule set. If you wish to add rules while keeping the existing rules intact, first export the existing data and add your rows before importing.
• Download = Click this button to export a CSV file of the rules from the selected table.
• New Rule button = Click this button to add a new rule.
• Search field = Click within this field and key in a value, then press <Enter> or click the magnifying glass icon to search among the rules defined here and filter which ones are shown.

Category Rules

Use these rules to curate the types of categories that should be recommended based on what the shopper is viewing. Category rules apply to Bundle, Cross-sell and Cart-Cross-sell profiles.

Within the table, the following data is displayed:

• Seed Category = The base category upon which the similarities are based
• Pinned Categories = The categories that are given priority over other results. Pinned categories will always take priority over items selected by the data science.
• Blocked Categories = Categories that are prevented from appearing in recommendations.
• Options = Users may edit or delete the individual rules by clicking the "..." button and choosing the Edit and Delete options.

Click the "Edit" option to edit a rule. Within this pop-up window, you may edit an existing rule, add other categories to the existing rule (scroll to the right to see more empty spaces for additional categories), and modify the categories selected in the drop-down menu.

Click the Blocked Categories tab (at the top left, next to the Pinned Categories tab) to add or edit blocked categories.

Within this pop-up window, you may edit an existing rule, add other categories to the existing rule (scroll to the right to see more empty spaces for additional categories), and modify the categories selected in the drop-down menu.

Brand Rules

Use these rules to curate the types of products that should be recommended based on the brand of the item that the shopper is viewing. These Brand rules apply to Bundle, Cross-Sell and Cart-Cross-Sell profiles. Blocked brands are global rules and can be found on the Global Rules tab.

Within the table, the following data is displayed:

• Seed Brand = The base brand upon which the similarities are based
• Pinned Brands = The brands that are given priority over other results. Pinned brands will always take priority over items selected by the data science.
• Options = Users may edit or delete the selected rules by clicking the "..." button and using the Edit and Delete options.

Click the Edit icon to edit a rule.

Within this pop-up window, you may edit an existing rule, add other similar brands to the existing rule (scroll to the right to see more empty spaces for additional brands), and modify the brands selected in the drop-down menu.

Cross-sell Product Rules

Use these rules to curate the specific products that should be recommended based on what the shopper is viewing. Cross-Sell Product rules apply to Bundle, Cross-Sell and Cart-Cross-Sell profiles.

Within the table, the following data is displayed:

• Seed Product = The base product upon which the recommendations are based
• Pinned Products = The products that are given priority over other results. Pinned products will always take priority over items selected by the data science.
• Blocked Products = Products that are prevented from appearing in recommendations.
• Actions = Users may edit or delete the individual rules using the Edit and Delete icons.

Click the Edit icon to edit a rule.

Within this pop-up window, you may edit an existing rule, add other cross-sell products to the existing rule (scroll to the right to see more empty spaces for additional products), and modify the items selected in the drop-down menu.

You may also click the Blocked Products tab (at the top left next to the Pinned Products tab) to add or edit products to block when the shopper is looking at the selected product.

Sibling Handling in Personalization

If your catalog uses exploded variants (also known as "split variants"), you have the ability to customize siblings in cross-sell and similar product rules.

What are siblings?

A sibling is a member of the parent-level group of items in the catalog that are displayed on a single product detail page (PDP) on the website. For example, all the colors for a shirt have been exploded as separate items in the catalog, but on the shirt's PDP, they appear to the shopper as a single item with color swatches to choose from. This occurs on sites for different reasons (SEO, platform restrictions, etc.), but unfortunately, it has a detrimental impact on personalization.

Too many siblings in a recommendations carousel can prevent other products from being displayed. Thus, you have the option to utilize similar product rules or cross-sell product rules to control which siblings are displayed in recommendations for a particular seed item.

In the examples below, we'll show how this works with cross-sell product rules and similar product rules.

View siblings

When you edit a cross-sell product rule, the window displays siblings under the "Add siblings" drop-down.

In the image above, the system displays a scrollable list of all available siblings for the selected item.

Add and remove siblings

Click the "Add Siblings" link to add a sibling.

Click the minus sign in the list to remove a sibling.

Change siblings

You may decide that the product shown is not the one you want to display; in that case, click the drop-down arrow for the "Product" field and select a different item. The system will show siblings of the current product, but it will also display other items.

Move siblings

When you add a sibling, it is placed in the right-most slot. In the example below, the Treccia scarf, a sibling of the Cuore Scarf on the far left, has been added, so the sibling appears in the last position. Use the six-button icon at the top left of each product to re-position it in the carousel.

To have the Treccia scarf display next to the Cuore Scarf, simply click and drag the icon at the top left to move the item two spaces to the left.

If you decide you don't want the Treccia scarf to display after all, click the trash can icon at the top right of the product.

On the Similar Rules tab, the same options are available when creating Similar Product Rules. Simply click the "Add siblings" link and use the drop-down menu to select a sibling. From here, you may add or delete siblings.