Excluding category of recently purchased products in recommendations

Published June 23, 2022

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Personalized product recommendations are incredibly effective because they use your customers’ search, browsing, and purchase history to recommend products that are tailored to their specific requirements and preferences. To create even better communication, you can exclude from recommendations the categories of items recently bought by a customer.

In this use case, you will learn how to create a personalized recommendation campaign which uses an aggregate to exclude the categories of recently purchased products.

Prerequisites

Configure an item feed.
Configure an item catalog for recommendations. Enable the personalized recommendation model.
Implement transaction events using SDK or API.

Process

Create an aggregate of recently purchased products’ categories to exclude them from personalized recommendation campaign.
Create a recommendation.

Create an aggregate

In this part of the process, create an aggregate that will return categories of products already bought by the customer.

Go to Analytics > Aggregates > Create aggregate.
As the aggregate type, select Profile.
Enter the name of the aggregate.
Click Analyze profiles by and select Last Multi.
Select Consider only distinct occurrences of the event parameter.
In the Size field, enter the number of returned categories.
Select the product.buy event.
Select the category parameter.
Define the period from which the aggregate will return products from the event.
This period will affect which purchases are included when checking for categories to exclude from the recommendation.
Save the aggregate.

Create a recommendation

Go to Communication > Recommendations > Add recommendation.
In the top left corner, enter the name of your recommendation.
In the Type & Items feed section, click Define.
From the Items feed dropdown menu, choose the provided feed.
Choose the Personalized recommendation type.
Click Apply.

Configuraion of the catalog and recommendation type section
In the Items section, click Define.
1. Click Add slot.
2. Define the minimum and maximum number of items that will be recommended to the user in each slot. In our example, one slot returns 4 products
3. Click Static filter.
  
  Note: Learn about the difference between elastic, static, and distinct filters.
4. From the dropdown list, choose Visual Builder.
5. Click Select attribute.
6. From the dropdown list, choose the category attribute.
7. Click Operator.
8. From the dropdown list, choose Does not equal.
9. Click the value type icon () a few times until it changes to the aggregate icon.
10. From the dropdown list, choose the aggregate you have created.
11. In the Level range input area that appear, you can define the category level as a numeric value.
  
  Note: If your products categories have a X > Y > Z structure, level 0 will be X > Y > Z. Level 1 will be X > Y and so on. Here, you define how granular the category recommendations will be. For example, if you are selling shoes, you will have an Outdoor > Sport > Running category and an Outdoor > Sport > Football category. If level 0 is selected, the two categories are excluded. If level 1 is provided, the Outdoor > Sport category and any of its subcategories will be excluded.
12. Click Apply.
  
  Example of static filter conditions
In the Items section, click Apply.
Optionally, you can define the settings in the Boosting and Additional settings sections.
Tip: Learn more about boosting and additional settings.
Save the recommendation.

What’s next

You can display the recommendation to customers in a number of ways. For example by using the recommendation insert in dynamic content, or in mobile application with content widget, both on Android and iOS.

Check the use case set up on the Synerise Demo workspace

You can also check the aggregate and recommendation configuration directly in Synerise Demo workspace.

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