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Configuring recommendations - using points logic with product tags

Automatically recommend the best-matching products from your catalog by assigning product tags to quiz answer options and weighting them with points.

Written by Chris MaGill

Use product tags with points logic to automatically surface the best-matching products from your catalog based on quiz answers. Assign tags to answer options, weight them by importance, and let Okendo score and rank the recommendations for you.

In this article, you will learn about;


Benefits of using product tags

  1. Pull recommendations from a large product set: If you want recommendations to draw from a large number of products in your catalog, product tags are ideal. Rather than adding each product one by one, you include tags and Okendo automatically pulls in all associated products.

  2. Handle out-of-stock products automatically: Stores where products frequently go in and out of stock can use product tags. Out-of-stock products are replaced by in-stock products that share the same tag, keeping your quiz up to date without manual intervention.

💡 The Show Unavailable Products toggle in the Configure tab is off by default and disabled when using product tags.


Selecting points logic with product tags

  1. Create a new quiz and select Blank Points Quiz, or edit the logic selector for an existing quiz and select Points Logic.

  2. Within the Points Logic settings, change the Set points for dropdown to Product Tags.

  3. Set the maximum number of products to recommend and, optionally, a runner-up count — the products with the next highest point totals. For example, with a maximum of 3 recommended products and 2 runners-up, the top 3 products appear in the recommended section and the 4th and 5th highest-scoring products appear in the runner-up section.

  4. Enter a title for the recommendation page. This acts as an internal identifier and displays as the page title for the quiz taker. Optionally, add a subtitle to give quiz takers more context about the recommended products.

  5. Toggle on Show "Other Recommended Products" section to display additional products unrelated to quiz results. Add a title, optional subtitle, and choose the additional products to display.


Adding product tags to the quiz

Once you've selected points logic with product tags, choose the product tags for the quiz.

  1. Below the logic switcher, search for a tag from your store or start typing to add a new one. If you add a tag that doesn't exist in your store, you'll need to create it in the Shopify Admin first.

💡 Shopify limits the list to 250 tags. If a tag exists in your store but doesn't appear in the dropdown, type it in manually.

  1. Select multiple tags at once by choosing them from the dropdown.

  2. To remove or change a tag, click to edit it. Either type to select a new tag or use the 3-dot menu to delete it.

  3. Click on any tag to see a list of up to 10 associated products, giving you context on whether it's an appropriate tag for the quiz.

  4. Once all tags are added, you can begin assigning points to them.


Assigning product tags to questions

There are two ways to weight product tags in a quiz:

Assigning product tags to each question

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

  2. Hover over an answer option and click Add Tags to assign tags to it.

  3. Choose the product tags. To edit the points assigned, click the 3-dot menu and then Edit Weightings.

  4. Assign positive or negative points to set the weighting for each product tag. For example, if a customer answers "sensitive skin," you'd assign positive points to a tag that suits that skin type, and negative points to the opposite.

  5. Click Apply to save your changes.

Using the Set All Points matrix

The Set All Points matrix lets you set points for all questions and product tags at once. Tags appear on the horizontal axis and question options on the vertical axis.

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

  2. Add points to each question option / product tag combination as needed. If no points are assigned to a combination, that product tag won't be associated with that question option.

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


Understanding product and tag scoring

Products are ranked based on the total points assigned to their associated tags. For example:

Tag

Total points

Oily Skin

15

Dry Skin

10

Sensitive Skin

5

Product

Tags

Total points

A

Oily Skin, Sensitive Skin

20

B

Dry Skin, Sensitive Skin

15

C

Dry Skin

10

Product A is recommended first because the combined points of its associated tags are highest.

💡 If multiple products score the same number of points, two tie-breakers apply: first, the more expensive product (by Price From in Shopify) is shown first; if prices are equal, products are sorted alphabetically.

Positive and negative weightings let you emphasize certain preferences or characteristics in your recommendations. This gives you a more nuanced, personalized outcome based on each quiz taker's responses. For more information on weighting, refer to the Points Logic article.

For points logic quizzes using product tags, any product scoring 1 point or more is eligible to be recommended. Products scoring 0 or fewer points are excluded — this ensures only products associated with the intended tags are shown.


Testing

Once your quiz is set up, test it using Test mode. Refer to this article to learn more about testing points quizzes using product tags.

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