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Configuring Recommendations - Using Points Logic with Product Tags
Configuring Recommendations - Using Points Logic with Product Tags
Adarsh Subramaniam avatar
Written by Adarsh Subramaniam
Updated over 3 months ago

Product tags can be used in conjunction with Points Logic to recommend products with those tags. The product tags are assigned to question options and can be allocated points depending on the importance of each question to the recommendations.

In this article, you'll learn about:

Benefits of Using Product Tags

  1. Pull recommendations from a large amount of products: If you would like the recommendations to pull from a large amount of products from your catalogue, using product tags is ideal. Rather than adding each product to the quiz one by one, tags can be included which will automatically pull in products associated with them.

  2. Manage products becoming unavailable: Stores with products that frequently go in and out of stock can use product tags in combination with toggling off Show Products Unavailable For Sale toggle in the Configure tab of a quiz. This will automatically hide out of stock products and replace them with in stock products that are tagged. This can help keep a quiz up to date considering stock levels without manual intervention.

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. Configure the maximum number of products to recommend and optionally the runner-up count - recommended products which 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.

  4. 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.

  5. 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.

Adding Product Tags to the Quiz

Once Points Logic with Product Tags has been selected, 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 tag. If a tag is added which does not exist in your store, then it will need to be added within the Shopify Admin.

  2. Add multiple tags at a time by selecting them from the dropdown.

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

  4. A list of up to 10 products associated with a tag will be shown when clicked on to provide context as to whether it's an appropriate tag for the quiz.

  5. Once all the tags have been assigned to a quiz, points can begin to be assigned 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 on a question and click the edit button.

  2. Hover on an answer option and click the Add Tags button to assign tags to it.

  3. Choose the product tags. 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 product tag. For example, if a customer answered “sensitive skin,” it would be best to assign a positive weighting for a product tag 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 product tags at once. The tags will be shown on the horizonal axis and the question options on the vertical axis.

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

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

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

Understanding Product & Tag Scoring

Products are weighted based on the points allocated to the tags that they are associated with. 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 will be the first recommended product because the total of the tags associated with it has the most amount of points.

Note: If multiple products score the same amount of points, two tie-breakers will be applied. The first will be the Price From amount in Shopify where the more expensive products will be shown first. If they both have the same price then they will be sorted in alphabetical order.

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. For more information on weighting, refer to the Points Logic article.

For Points Logic quizzes using Product Tags, any products scoring 1 point or more will be eligible to be recommended and any products scoring 0 or less will not be recommended. This is to ensure only products associated with tags that are intended to be recommended are shown rather than every product associated with a tag.

Testing

Once quiz has been set up, it can be tested using Test mode. Refer to this article to learn more about testing Points quizzes using Product Tags.

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