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. . 

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 calls to action (CTAs) to choose options for each product. This makes the configuration and use of bundles much easier.

In the example shown below, the orange sweatpants 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 filtered by collection_handle of "hats":

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, click the "Next" button in the bottom right corner.

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
• 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.

In this example, we will select the Cart Cross-sell Bundle. Click the "Create Profile" button in the bottom right corner.

A new window with the Profile editor will appear.

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.

Maximum Bundle Size

Set the maximum bundle size (number of products) in the field. The total number of products allowed in the bundle includes the seed product. The default setting for the maximum bundle size is three (3) = the seed product + 2, but you can set the bundle size between two and 10. The minimum size is two (2) = the seed product + 1.

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.

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. The precision choices available will differ based on the type of recommendation bundle you are configuring.

• 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.
• Trending = Trending recommendations are top-selling products across a rolling window of time. This recommendation type supports either site-wide trending or trending within a category or brand.

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".

When you have finished configuring the filter, click the green checkmark to confirm it.

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 pop up and will display a link to open instructions specific to your installation: Snap, v3, etc. Click the "x" in the top right corner to close this pop-up window.