Make content recommendations

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Optimizely Content Recommendations delivers personalized content recommendations in real time to website visitors. The recommendations are delivered by a widget for which you can set up individual rules – flows – for excluding and including content.

This user scenario provides an example of how to work with Optimizely Content Recommendations. For installation and configuration instructions, see Optimizely Content Recommendations on Optimizely World.

In this user scenario, you

  1. Use the Content List to review the ingested content items and test filters
  2. Create flows and apply them to a section
  3. Apply the section to a delivery widget
  4. Analyze recommendations

Filter content

In this scenario, your developer has just implemented Optimizely Content Recommendations on your website (the source), and Optimizely Content Recommendations ingested content items. Use the Content List to get an overview of the ingested content items.

  1. In the upper menu bar, click Content > Content list.
  2. In the filter area, select Source is at least one of {your source's name}. Click Apply.
  3. At the bottom of the content area, below the list of content items, the total number of content items from the selected source is displayed. In the example, Optimizely Content Recommendations ingested 17844 pages from the website.

    Image: Ingested total number of content items

  4. Click a content item for more details, for example, the topics that Optimizely Content Recommendations extracted using natural language processing (NLP).

    Image: Content item details

  5. Return to the Content List view and create filters to include or exclude content, for example, content from the editorial section of your website without archived and outdated pages (in the example, content under /archived and /items). See how the total amount and origin of the content items change according to the set up filters.

    Image: Content list filters

    To check the number of content items filtered by a filter setting that excludes content, flip the condition from does not contain to contains. Example: Original URL does not contain /archive shows a total amount of 16078 items. When flipping to Original URL contains /archive, the total amount changes to 134 items. So there are 134 items under /archive on the website.

  6. If you want to reuse this filter setting in the future, save the filter settings by clicking Save As.... If the filter setting may be useful for your colleagues, activate the Share this filter with other members of my organization check box.

    Image: Save filter options

Saved Content List filters cannot be used in the Flows view. To recreate a complex filter created under Content List in the Flows view, you can take a screenshot (under Windows: Windows key + Shift + S) of the filter.

Create flows

Flows are rules that define which content is used for recommendations. You may want to recommend only dedicated website content or exclude archived or outdated pages.

You can create multiple flows and group them in a section. The section is then applied to the delivery widget that delivers the recommendations to your website:

Image: Flows - Section - Delivery widget diagram

To create a flow, add filters from widest to narrowest until the preferred range of content is covered. Flows follow a clear structure and do not allow nesting. You have to create multiple flows for different tasks and bundle them in a section.

Example: To deliver recommendations from the blogs, articles, and tips pages of your website, you have to create three flows, each filtering content items from www.exampleWebsite.com/blogs, www.exampleWebsite.com/articles, or www.exampleWebsite.com/blogs. Then, to use all three flows, apply them to a section.

Image: Flows collected in a section

To create Flow 2 from the example above, follow these steps:

  1. Click Content > Flows in the upper menu bar.
  2. Click Create Flow.
  3. In the filter area, select Source is at least one of {your source's name}.
  4. Add a filter by clicking Add (+).
  5. Select Original URL contains /articles.
  6. Under Options, the total amount of content items diminished to 1500 items.

    Image: Options in the Flow view

    Click Preview to see 10 sample items.

  7. Optional: As 1500 items appear too much, you can investigate the filtering using the Content List. Save the flow by entering a Flow title and clicking Save. Then, go to ContentContent List and set up the same flow as you did in the Flows view. For tips on how to analyze content items, see the Filter content chapter. When you finished the analysis, return to the Flows view and select the flow you worked on.
  8. The content under www.exampleWebsite.com/articles/archive contains historical pages kept for completeness and should not be part of recommendations. To exclude this content, click the + icon and select Original URL does not contain /archive.
  9. Check the Options area. In the image below, the total amount diminished to 821 items, which seems appropriate.
  10. In the ... take these actions area, click Approve to give the filtered content approval status.

    If you select the Move to bin check box, the affected content will automatically be moved to the trash can when re-ingested. These contents are then no longer available for flows or analyses. Instead of excluding the /archive area of the website by a flow in the example, you can alternatively create a flow that automatically moves content elements from this area to the trash can.

  11. Under Add to Sections, enter a name for a section. Optimizely Content Recommendations will automatically create a section with this name. Assign further flows to this section. If you already created a section, click into the field and select a section from the drop-down list.
  12. Click save.

    Image: Final flow settings

  13. Follow steps 2-12 to create more flows that refine the content in your newly created section.

Apply a section to a delivery widget

Your developer implemented a widget on your website to show visitors' content recommendations. For information on installing and configuring Optimizely Content Recommendations, see Optimizely Content Recommendations on Optimizely World.

You can apply the newly created section to the delivery widget if everything is set up properly.

  1. Go to Engage > Deliveries.

    The menu item Deliveries requires extended user rights. Contact your Content Recommendations administrator.

  2. Select the delivery widget to deliver the content recommendations on your website.
  3. In the Edit Delivery view, drag the section that groups your flows onto the Personalized Content area.

    The Personalized Content area is for flows and sections that define content recommendations for website visitors whose data you have already collected. If you drag sections into the Unpersonalized Content area, content recommendations are shown to users who visit the website for the first time.

  4. As the flows in the section approve the filtered content automatically, select approved content under Approval state.
  5. Click Save.

    Image: Configure delivery widget

  6. If the widget is already in place on your website, go to your website and check if recommendations are displayed.

Analyze recommendations

Use the Engage Dashboard to see the performance of deliveries in a specific time period. You can compare personalized content recommendations with un-personalized content recommendations shown to users who visit the website the first time.

Image: Engage dashboard