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Configuring Recommendations (Points Logic)
Configuring Recommendations (Points 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:

Benefits of Points Logic

In a product recommendation quiz, a points-based logic system can be beneficial for several reasons:

  1. Customized Suggestions: Points can be assigned to products based on quiz takers’ responses to questions about their preferences, needs, or characteristics. The accumulated points can then guide the system in providing more granular and personalized product recommendations.

  2. Scoring Relevance: Assigning different point values to each question allows a merchant to weigh the importance of certain criteria in the recommendation process. For instance, if a quiz taker indicates that affordability is a top priority, a merchant can assign more points to products that are budget-friendly.

  3. Efficient Filtering: Points can be utilized to down weight products that don't align with the quiz taker’s preferences by assigning negative weights, streamlining the recommendation process and preventing inaccurate suggestions.

  4. Dynamic Recommendation Page: Only one recommendation page needs to be set up without the need to create pre-determined product combinations. The page will dynamically populate with the most relevant products for the quiz taker.

Selecting Points Logic

Once the questions have been finalized, the product recommendations can be configured. Recommendations will be shown to visitors after they have completed the quiz.

  1. Edit the logic selector and choose the Points Logic.

  2. Configure the maximum number of products to recommend and optionally the runner-up count - recommended products that had the next highest point totals. For example, if a maximum of 3 products were configured to be recommended and 2 products were configured to be runners-up, the top 3 products would be shown in the recommended section and the 4th and 5th highest products would be shown in the runner-up section.

  3. Input a title for the recommendation page. This will act as an internal identifier and display as the title for the quiz taker. ​Optionally, add a subtitle to the page which can provide additional information about the recommended products.

  4. Toggle on Show “Other Recommended Products” section to display additional products that aren’t related to the quiz results. This involves inputting a title, subtitle (optional), and choosing which products to display as additional recommendations.

  5. Click Apply.

Adding Products and Variants

Once Points Logic has been selected, choose the recommended products for the quiz.

  1. Below the logic switcher, click +Add Product.

  2. Choose one or many products from the product selector to add to the quiz and click out of the selector once finished.

  3. Hover over a product and click the edit button.

  4. If a product has variants either include All or Selected variants from the dropdown menu. Star the default selection to choose which variant will be pre-selected on the recommendation page.

Note: To assign points to different variants of a product, add the same product multiple times to a quiz and select a unique variant for each. A product cannot be added to a quiz more than once if it does not have a different combination of variants.

Adding a Product Description

Descriptions can be added to products to display on the recommendations page to provide more information about them or describe their use cases.

  1. Hover over a product and click the edit button.

  2. Choose one of the options from the Product Description dropdown:

    1. No description

    2. Custom description - Set a description in the provided text field.

    3. Shopify description - Automatically pull in the product's description from Shopify.

Assigning Products to Questions

There are two ways to weight products in a quiz:

Assigning products to each question

  1. Hover on a question and click the edit button.

  2. Hover on an answer option and click the Add Products button to assign products to it.

  3. Choose the products. To edit the amount of points assigned, click the 3 dot menu and then Edit Weightings.

  4. Assign positive or negative points to configure the weighting of each recommended product. For example, if a customer answered “sensitive skin,” it would be best to assign a positive weighting for a product that suits that skin type, and a negative weighting for the opposite.

  5. Click Apply at the bottom to save changes.

Using the Set All Points Matrix

The Set All Points matrix can be used to set points for all questions and products at once.

  1. Click the Set All Points button at the top of the questions.

  2. Add points to each question option / product combination as necessary. If no points are assigned to a combination, the product will not be associated with that question option.

  3. Click Set All Points at the bottom of the window to confirm the weightings.

Explanation of Weightings

Positive and negative weightings can emphasize the importance of certain preferences or characteristics with respect to product recommendations. This approach allows for a more nuanced and personalized outcome based on the quiz taker's responses.

Positive Weighting

Positive weighting involves assigning higher points to preferences or characteristics that align with the quiz taker’s needs. For example:

  • Question 1 (Preferred Features): 20 points

    • If a quiz taker expresses a strong preference for certain product features, such as eco-friendliness or specific ingredients, positive weighting ensures that their score reflects the significance of these preferences in the final product recommendations.

  • Question 2 (Budget): 15 points

    • If a quiz taker prioritizes cost-effectiveness, positive weighting ensures that their budget-conscious choice is given a higher score, influencing the overall recommendation.

Negative Weighting

Negative weighting, on the other hand, involves assigning lower points to preferences or characteristics that are less desirable or conflict with the quiz taker's needs. This helps filter out products that may not align with the quiz taker's preferences. For example:

  • Question 3 (Avoided Ingredients): -10 points

    • If a quiz taker strongly wants to avoid certain ingredients due to allergies or personal preferences, negative weighting ensures that products containing those ingredients receive lower scores, decreasing the likelihood of their inclusion in the recommendations. A significant negative weighting (such as -100) can be added to ensure that a product will have no chance of being recommended, e.g. if a quiz taker is allergic to that ingredient.

  • Question 4 (Disliked Features): -15 points

    • If a quiz taker expresses a strong aversion to specific product features, such as fragrance or a certain type of packaging, negative weighting ensures that products with these disliked features receive lower scores, influencing the recommendations away from such options.

By incorporating positive and negative weightings in product recommendation quizzes, you can tailor the final suggestions to better match the quiz taker's preferences and requirements. This approach helps create a more personalized and satisfying experience for the quiz taker by taking into account both their preferences and factors they wish to avoid.

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