Select My Product Recommendations | How To
ShippingEasy's Customer Marketing 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 recommendation methods, Global and Randomized. Find out what makes these methods different. These methods can be used alone or together to maximize order growth potential.
To begin selecting which Products to feature in your Product Recommendations, a few requirements must be met.
You will be asked to do so if you have not set up these requirements.
Once your account meets the minimum requirements, you will see the "Let's get you started" page.
Select Recommendations
To get started selecting product recommendations, choose either Global or Randomized Recommendations depending on if you want more specific products recommended (global) or a random assortment offered (randomized). Click through the following options to learn how to set up each one.
Global Recommendations are products recommended to all your customers to promote newly launched, overstocked heavily, or clearance items over all other products.
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Click Get Started under Select Recommendations.
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Select up to 30 Global Recommendations. If you wish, use the search and "Store" filter to narrow your options.
Or, Click on Product images to add the Products to your Global Recommendations.
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Use the arrows to prioritize your Global Recommendations list once you have selected your products.
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Click Next Step once you have selected Global Recommendations from all your stores.
Randomized Recommendations are promoted to all your customers with no specific priority and are useful when you want to promote a wide variety of your products. Randomized Recommendations can be used alone or in conjunction with Global Recommendations, but Global Recommendations will always be promoted first if possible.
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Move the toggle to On to turn on Randomized Recommendations.
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Click the product image to mark it as Excluded to exclude from Product Recommendations. By default, all Products are included in your Randomized Recommendations.
Or, you can use the search box and "Store" filter to narrow down your options.
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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.
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Click Next Step once you have configured your Randomized Recommendations for all your stores.
Now you are ready to review which stores the products up for recommendation will be pulled from.
The "Stores with Product Recommendations" will give you an overview of which stores are configured for Product Recommendations.
Each icon gives you information about how the Product Recommendations have been configured for the store and the Product Recommendation option.
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Description |
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The Recommendations, either Global and/or Randomized, have been fully configured. |
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The Recommendations have not been fully configured. Return to the previous steps to finish setting up the Global and/or Randomized Recommendations. |
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There are no Products available because they either have not been linked or are missing an image. |
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 by the Create Label option. 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.
Click Next Step once you have completed the Review Stores step.
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