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How to: Select my Product Recommendations

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ShippingEasy's Customer Management add-on makes it easy to increase sales via Product Recommendations.

With Product Recommendations, you can suggest additional products to your customers on packing slips, shipment notification emails and automated email campaigns. There are two recommendations methods, Global and Randomized. Find out what makes these methods different. Each of these methods can be used, alone or together, to maximize order growth potential.

To select which Products to feature in your Product Recommendations:

  1. From the blue navigation bar, expand the MARKETING tab and select PRODUCT RECOMMENDATIONS.Screen_Shot_2017-11-13_at_6.53.42_PM.png
  2. There are a few requirements that must be met before you can start using Product Recommendations.
    If you haven't yet set up these requirements, you'll be asked to do so.
    Getting_Started_with_Product_Recommendations.png
    Once your account meets the minimum requirements, you'll see the "Lets get you started" page.
    Let_s_Get_You_Started.png
  3. In Step (1) Select Recommendations, click Get Started.
    Select_Recommendations_-_Get_Started.png
  4. You can select up to 30 Global Recommendations. Learn more about Global Recommendations.
  5. If you wish, use the search and "Store" filter to narrow down your options.
    Global_Recommendations_-_Search_and_Filter.png
  6. Click on Product images to add the Products to your Global Recommendations.
    Global_Recommendations_-_Select_Product.png
  7. Use the arrows to prioritize your Global Recommendations list.
    Global_Recommendations_-_Arrow_Left.png
  8. Once you have selected Global Recommendations from all your stores, click Next Step.
    Next_Step.png
  9. You can opt to use Randomized Recommendations. Learn more about Randomized Recommendations. If you choose not to use Randomized Recommendations, skip to step 16.
  10. To turn on Randomized Recommendations, click Off to toggle the feature On.
    Randomized_Recommendations_-_Turn_On.png
  11. By default, all Products are included in your Randomized Recommendations. Use the tools on this page to choose which Products to exclude from Product Recommendations.
  12. If you wish, use the search and "Store" filter to narrow down your options.
    Randomized_Recommendations_-_Search_and_Filter.png
  13. Click on individual Product images to exclude those specific Products.
    Randomized_Recommendations_-_Click_Product.png
  14. Click on the Exclude All button to exclude everything within the searched and/or filtered results. Likewise, click the Include All button to include all results.
    Randomized_Recommendations_-_Exclude_All_and_Include_All.png
  15. Once you have configured your Randomized Recommendations for all your stores, click Next Step.
    Next_Step.png
  16. Now it's time for step (2) Review Stores. The "Stores with Product Recommendations" will give you an overview of which stores are configured for Product Recommendations.
    Review_Stores_-_Stores_with_Product_Recommendations.png
    Each icon gives you information about how the Product Recommendations have been configured for the store and Product Recommendation option.
    Icon
    Description
    Review_Stores_-_Stores_with_Product_Recommendations_-_check.png The Recommendations, either Global and/or Randomized, have been fully configured.
    Review_Stores_-_Stores_with_Product_Recommendations_-_x.png The Recommendations have not been fully configured. Return to the previous steps to finish setting up the Global and/or Randomized Recommendations.
    Review_Stores_-_Stores_with_Product_Recommendations_-_exclam.png There are no Products available because they either have not been linked (learn more) or are missing an image (learn more).
  17. Within the "Select Store for Manual Orders" section, you can choose which store's Product Recommendations to use for orders that are added manually. These orders are either uploaded via CSV file or entered from the QUICK SHIP page. Expand the menu and choose a store. Or leave it as No Recommendations if you do not want to suggest any Product Recommendations to these Customers.
    Review_Stores_-_Select_Store_for_Manual_Orders.png
  18. Once you have completed the Review Stores step, click Next Step.
    Next_Step.png

Now you're ready to activate your Product Recommendations! Learn more.

 


Related articles:

How to: Activate my Product Recommendations
What the difference between global and random recommendations?
Which stores support Product Recommendations?
What is Customer Management?

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