Bundle Profiles

Bundles help shoppers discover more products and quickly add them to their cart. Merchandisers can choose from a variety of bundle recommendation types, either by letting the AI automatically select products that users often purchase together, or by choosing their own curated bundles using custom profiles and cross-sell rules. For example, when a shopper is on the home page, a seasonal trending bundle can display an enticing set of items that all go together and can be added to the cart with a single click. Or when a shopper is looking at a product detail page, a cross-sell bundle can be displayed to show the current item (the "seed" product) grouped with additional items to complete the look.

Click here to see a demo of predictive product bundling.

Bundles differ from personalized recommendations in that bundle recommendations are all determined as products that go together that can be bundled together at once.

Note: Product bundling does not apply any additional discounts to the featured products. If the products already have a discount applied, that discount will display in the bundle, but the bundle itself is not discounted further.

Note: With the Snap software development kit, we have provided built-in option selectors, as well as a call-to-action (CTA) panel to display a bundle summary and an add-to-cart button. This makes the configuration and use of bundles much easier.

In the example shown below, the lavender leggings are the seed product, shown with two complementary products to create the bundle.

Below is an example of how this might be configured in the Athos console, with the bundle profile filtered by collection_handle of "hers":

The Recommendations API is aware of the exclusion status for each product, so if a bundle is requested and the seed product is excluded, then no results will be returned. This prevents the store from showing a bundle that cannot be added to the cart.

The recommendation service already prevents excluded items from being recommended, but it doesn't block them from being a seed item. That is by design, because it is valuable to show recommendations (especially similar items) when the shopper is looking at the product detail page (PDP) for an item that is not available.

Setup

In the Athos console, navigate to "Personalization" and click Bundles.

Click the "Add New Profile" button in the top right corner of the page.

Select your page placement. You have the following options:

• Product Detail Page
• Home Page
• No Results
• Order Confirmation Page
• Cart Page
• 404 Page
• User Account Page
• Other Page

In this example, we will choose "Product Detail Page". Once your page placement is selected, the system will open the next selection screen automatically.

Select the Bundle Recommendations Type, whose options include the following:

• Cross-sell Bundle = Recommend products that go well with the product being viewed
• Cart Cross-sell Bundle = Recommend complementary products to products in cart
• Search Cross-sell Bundle = Recommend products that go well with products in search
• Session Bundle = Show the shopper products that they've recently viewed
• Trending Bundle = Recommend top-selling products based on site, category, or brand trends
• Custom Bundle = Curate a filtered list of products based on criteria of your choice.
• Handpicked Bundle = Pin specific items to the bundle profile; only these items will be shown.

In this example, we will select the Cart Cross-sell Bundle.

Note: During the initial selection process, you can click the navigation at the top of the window to go back to a previous step and modify your choices.

Once you click "Create Profile" at the bottom right, which will open the Profile Editor, you can click the breadcrumbs at the top left to update the page placement and recommendation type, as long as you have not clicked the "Save Profile" button at the bottom right. Once the profile has been saved, you cannot modify the recommendation type or placement.

Click the "Create Profile" button in the bottom right corner. A new window with the Profile Editor will appear, showing the Details tab.

Profile Name

Set the name of your bundle profile in the Profile Name field at the top left. 

Template

Click the "Template" drop-down menu to select the bundle template.

Note: The recommendation service uses the precision setting to restrict results; it will return only results that meet that setting, so the actual bundle size will vary depending on the seed product used in the request. A bundle requires at least two products at minimum; the max bundle size is 10, but the default size is 3 items (the seed item + 2 additional items).

Precision tab

Click the Precision tab to configure how specific recommendations are. This value dictates how many conditions the system uses to find recommended products. Broad precision will expand the recommendations algorithm to ensure that products can be recommended even when shopper data is sparse. Narrow precision will restrict recommendations to prevent the algorithm from defaulting to related products or top sellers. This could result in bundles not being displayed for certain seed products.

Precision choices

Drag the slider to select the precision. As the precision gets broader, it includes all recommendations from narrower precision settings.

• Curated = Curated recommendations will be limited to the products set in Product Rules. If the seed product does not have one or more products associated with it in a rule, no recommendations will be returned. For example, if merchandisers want to create a "Complete the Look" experience, they would set the precision filter to "Curated" so the recommendations carousel would only show the pinned products.
• Cross-sell = Cross-sell recommendations are used on a page to recommend products that go well with the product that the shopper is viewing. 
• Similar = Similar recommendations are products that a shopper should consider buying as an alternative to the product they’re currently viewing.

Note: "Trending" is not an option for precision in a bundle, because this would be too broad for bundling.

Filters tab

Use the Filters tab to limit which products are allowed to appear in the bundle. The fields used here must first be enabled in the Recs Filter column on the Field Settings page.

Note: Adding filters to a profile may result in fewer results. This may cause the profile not to appear on all pages.

Click the "Add Filter + " button to create a new filter.

Click the "Choose" drop-down menu to select a filter. Then click the selector button to determine the formula: "is", "is not", etc. Finally, select a value for the selected filter type.

In the example shown above, the filter is for "collection_handle", the selector is set to "is", and the collection handle is "outerwear".

Configure any other filters you would like to apply, or click the "x" at the right of the filter definition to remove the filter. When you are done, click the "Save Profile" button at the bottom right of the window to save your changes and close the Profile Editor.

Integration instructions

At the bottom left of the Profile Editor, no matter which tab you have open, the system will display the "Show Integration Instructions" button. Click this button to see integration instructions for your particular installation.

A new window will appear, where instructions will be displayed for your integration type. You will see a link for the instructions specific to your integration.

API Integration

API sites will be provided with a link to our API reference guide.

Snap Integration

Snap and Snap Template sites will select from two options to see instructions for an initial profile or an additional profile, as shown below.

Click an option:

• First time building a profile
• I have more than one profile

Once you have selected the appropriate choice, click the "Next" button at the bottom right.

If this is your first time building a profile, you will see two sections of code to copy and paste into your site: one section for the Head Script (for your header or global layout file) and another section of code for the Placement Div (where you want the widget to appear). Click the "Copy Code" button at the top right of each section to copy the code, then paste it into your store's code.

If this is an additional profile, you will need to click the drop-down and select the position of the new profile before you click the "Next" button at the bottom right.

You will see a highlighted block of code in each section; click the "Copy Code" button in the first section to copy only this highlighted text, which you will insert into the existing header text within your store's header or global layout code.

Click the "Copy Code" button in the Placement Div section to copy the text that you will place in your store's code.

When you are finished updating this integration code in your store, click the "Done" button at the bottom right of the window, or click the "x" in the top right corner to close this window.

Note: If the Integration Instructions window is blank, ask your customer success manager or your professional services consultant to set the integration type for your store. If the type is not selected, the system will display "Unknown", and no instructions will appear on the recommendations profile.