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Configuring Recommendations (Conditional Logic)
Configuring Recommendations (Conditional Logic)
Norma Cooper avatar
Written by Norma Cooper
Updated over a week ago

All product recommendation quizzes require the configuration of recommendation logic.

Recommendation logic takes into account the answers provided to questions in a quiz to generate the most tailored product & collection recommendations to a prospective customer.

Once the questions have been added to the quiz, it’s time to start configuring the recommendations.

In this article, you'll learn about:

Naming the page and adding products

Once the questions have been finalized, it's time to configure the recommendations. Recommendations will be shown to visitors after they've completed the quiz.

  1. Click + below the Recommendations header.

  2. Input a title for the recommendation page. This will act as an internal identifier and display as the title for the quiz taker. ​
    Note: A separate internal title can also be set instead of using the title. This can be helpful to differentiate recommendation pages within the Build and Analytics tab (Results and Responses).

  3. Optionally, add a subtitle to the page which can provide additional information about the recommended products.

  4. Add the desired products and configure the recommendation to be triggered by certain conditions. For example, if a customer answers “Acne” to the question “What are your main skin concerns”, they will be routed to this particular quiz recommendation.

Note: To configure a specific variant for a product, click on the 3-dot menu and select Set Recommended Variant.

From there, select a variant of the product to recommend to a quiz taker.

The recommendation page will display the product along with the recommended variant in the title.

Clone Recommendation Pages

Recommendation pages can be cloned and edited. This can save time compared to setting up each new page from scratch, especially if there are minor adjustments between each one.

To clone a recommendation page:

  1. Click on a recommendation page.

  2. Click the 3-dot menu in the top right and then Clone.

  3. If a change is made to the page first, click Clone & Apply to apply the changes and clone the page.

  4. Click on the 3-dot page with (clone) in the title and make the required changes.

Conditional Logic

Conditional logic refers to taking a combination of answers from a quiz taker and showing a recommendation based on that information. Inclusion conditions should be applied to determine which recommendation is shown, depending on which answers are given.

Recommendations will be shown to visitors after they've completed the quiz. If multiple recommendation pages are eligible to show, the earliest page in the list will take priority. To configure the priority of the pages, click on the sidebar and drag up and down as desired.

Each product recommendation will have an Add to Cart button that automatically adds the product to the customer’s cart. An Add All to Cart will be displayed to add all recommended products to a quiz taker’s cart.

When a product has variants, a visitor will be able to select the variant on the page before adding the product to their cart.

Suggest Other Products on the Recommendation Page

Additional products to those that are recommended can be added to a Recommendation Page. Under the Recommendations section in the Build tab, click Settings and toggle Show “Other Recommended Products” section. Add a title and subtitle and then the products to the page.

Use cases include:

  • Cross-selling and promoting additional products.

  • Suggesting popular products to purchase in case a quiz taker is not interested in the recommended products.

Exclusion Conditions

Exclusion conditions can be applied within each recommendation to exclude certain products depending on which answers are given. It can be configured by clicking on the 3 dots next to a product and selecting Add Exclusion Condition.

For example, if a visitor answers that they’re allergic to a particular ingredient, the recommendation could exclude any products that contain that allergen.

Fallback Recommendations

A fallback recommendation will be shown when a visitor's answer combinations are not satisfied by the conditions set for other recommendation pages.

To configure the fallback recommendation, select the pen icon, input the title (for example, “Here’s a gift card!”) and select the fallback products. A fallback recommendation does not allow conditions to be specified and will be shown if no other recommendation matches.

Redirect Pages

For complete control over the recommendations page's styling and content, a redirect to a custom page can be utilized instead.

  1. Create a new page or edit an existing page and under the Behavior section click the dropdown menu. Switch from Show product recommendations to Redirect to another page.

  2. Enter a URL for the quiz to redirect to after a visitor has answered all of the questions. The URL could be a store page with products matching the conditions specified for the page.

Edit Pages and Analytics

When editing recommendation pages on a quiz that has already received responses, you will have an option of configuring how the quiz's analytics will be displayed.

Upon saving the quiz, a dialogue will display with two options for the recently edited pages:

  • Treat them as new recommendations

  • Treat them as the same recommendations

If the edited page is a new recommendation, the old page will be archived and the results will be counted separately in the reporting analytics to the old version. E.g. if the products for a page are updated, both versions of the page can be compared to see which products are performing stronger.

If treating the edited page as the same recommendation, the results will continue to be counted with the old version of the page in the reporting analytics. E.g. if the title of the page is updated, the new title will be reflected in analytics with the historical results counted against it.

Learn more about Quizzes Analytics here.

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