Personal Recommendation Preset
Refreshes once a day. Best for email placements.
Event-based Personal Recommendation Preset
Refreshes in real time as customers browse. Best for on-site placements.
Personal Recommendation Preset
This preset only generates recommendations for customers with activity in the last 90 days. Everyone else will see either recommendations calculated earlier (if the preset is more than 90 days old) or a fallback to the Bestsellers preset.
- Best used for “Next order suggestion” flows and win-back mechanics — placements that don’t need an in-session reaction.
- Identified customers only.
- Available through the API (recommendation widget) and email.
- Signals used: the customer’s views, orders, and list activity, plus behavior from similar customers (Look-A-Like).
- Refresh: once a day.
- Limit: up to 5 instances per project.
- Segment: can be limited to a product segment.
- Auto-filters: checks the product’s area and brand (multi-brand projects); excludes items the customer has already bought.
Event-based Personal Recommendation Preset
This preset only generates recommendations for customers with activity in the last 90 days. Everyone else will see either recommendations calculated earlier (if the preset is more than 90 days old) or a fallback to the Bestsellers preset.
- Best used for the homepage, account page, 404 pages, and search results.
- Works for identified and anonymous customers.
- Available through the API (recommendation widget) and email.
- Refresh: real time.
- Limit: up to 1 instance per project.
- Auto-filters: checks the product’s area and brand (multi-brand projects); excludes items the customer has already bought.
How to set it up
1
Open Product recommendations
Go to Content → Product recommendations and click Add mechanic.
2
Choose the preset
Pick Personal Recommendation Preset or Event-based Personal Recommendation Preset, depending on the placement.
3
Name the preset
Give it a clear name so you can find it later in widgets, emails, and reports. Click Continue.
4
Configure general settings
To draw recommendations from a specific slice of your catalog, choose a scheduled segment of products. Leave it empty to recommend from the full catalog.
5
Launch the preset
Activate it. The Product recommendations page shows the preset’s status and the timestamp of its last update.