You can integrate Optimizely Configured Commerce and Optimizely Product Recommendations to increase user conversions. See the Product Recommendations documentation to learn more.
Optimizely includes the Product Recommendations JavaScript in the base themes and blueprints. You may need to manually add the peerius.js file for custom themes and blueprints.
Generate the Products RSS Feed file in the Admin Console
- Go to the Configured Commerce Admin Console > Administration > System > Settings.
- Click the Integration tab, then go to Integration Connectors.
- Toggle Enable Product Recommendations to Yes. This automatically creates two jobs: Export Products RSS Feed and Export Historical Orders.
- Go to Administration > Jobs > Job Definitions.
- Click the Edit icon on the Export Products RSS Feed Job, and click More (...) to schedule the job. Remember to fill in the Website Name on the Schedule Job modal. Click Schedule Job when finished.
- Go to Library > Media after you run the job, and open UserFiles > _system > ProductRecommendationFeed. Ensure that it contains a Products_RSS_Feed-{WebsiteName}.xml file with your product data.
Import your Products RSS Feed file to the Product Recommendations portal
You must work with your onboarding team to complete this step. If you are out of onboarding, email support@optimizely.com and CC your Customer Success Manager.
- Go to the Product Recommendations portal and click Admin > Site Management > Feed configuration > Configure.
- Set Feed type to Generic download.
- Enter {your_site_url}/api/v1/productsrssfeed in the Feed URL field.
- Select your Default location. In general, select the language code for the default website language.
- Select the History tab and click Run feed.
- Select your site from the modal that appears, then click Run feed again.
- Wait for the feed to import successfully. If the import fails, check the error message and contact Optimizely support.
- Set a schedule for the feed to run. Optimizely recommends having the feed run daily 15-30 minutes after the feed updates from Configured Commerce.
Configure tracking in the Product Recommendations portal
You must work with your onboarding team to complete this step. If you are out of onboarding, email support@optimizely.com and CC your Customer Success Manager.
- Go to Admin > Tracking > Domains.
- Click Add Domain and input your site domain. Do not add
https://
orwww
.Your domain is now whitelisted and can receive tracking requests.
- Go to the Script tab.
- Ensure Tracking script type is set to Generic format.
You should now have tracking and your feed setup. These are the two fundamental requirements for Product Recommendations to work. You can now create widgets for the website and adjust the strategies to reflect the recommendations for your customers.
Configure tracking in the Admin Console
After creating the feed, you must adjust a few settings to ensure tracking works as intended.
You should update three areas:
-
Peerius Tracking URL – This depends on what environment you are working on.
- UAT –
//<sitename>.uat.productrecs.optimizely.com/tracker/peerius.page
- PROD (SE) –
//<sitename>.peerius.episerver.net/tracker/peerius.page
- PROD (US) –
//<sitename>.uswe01.productrecs.episerver.net/tracker/peerius.page
- UAT –
-
Peerius Site Name – This is the name given to your Product Recommendation instance. You can find this in the Product Recommendatons portal:
This example has datademosite2 as the Site Name. - Peerius API Version – This should always be v1_4.
After saving the settings, check your evironments to see if tracking is live.
- Go to your website.
- Open up the developer console and go to the Network tab.
- Search for peerius and hit refresh. You should see peerius.page. You can also go to the Sources tab and look for
<sitename>.uat.productrecs
,<sitename>.uswe01
, or<sitename>.peerius.episerver
. You should seepeerius.page
,tracker.page
, andtrackerform.page
.
If you do not see tracking, contact your dedicated onboarding team. If you are out of onboarding, email support@optimizely.com and CC your Customer Success Manager.
Configure widgets in the Product Recommendations portal
- Go to the Product Recommendations portal and click Configuration > Product Recommendations > Widgets and create your desired widgets.
- Go to Widgets per page and assign widgets to the relevant pages.
Configure Recommended Product widgets in Classic CMS
- Go to the Configured Commerce Classic CMS by adding /contentadmin to the end of your site URL or by selecting Content Editor (CMS) from the Dashboard within the Admin Console.
- Click the Edit icon.
- Select a page in the page tree.
- Click Add Content.
- Select the Recommended Products widget.
- Choose the Number of Products to Display.
- Set the Product Information to Display, the positioning, or other settings as desired.
- Click Save, then click Publish.
Configure Product Recommendations carousel widgets in Spire CMS
- Go to the Configured Commerce Spire CMS by adding /contentadmin to the end of your site URL or by selecting Content Editor (CMS) from the Dashboard within the Admin Console.
- Click the Edit icon.
- Select a page in the page tree.
- Click Add Widget, then add Product Carousel.
- Select Recommended Products for Carousel Type. You can also change the Widget Position if you plan to use several Product Recommendations widgets.
- Click Save, then click Publish.
If you serve multiple widgets on a page, such as on a product detail page, ensure the second widget has its WIDGET POSITION updated to 2.
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