Draft profiles will have the grey "Draft" status listed next to the page title. Draft profiles aren't able to be installed or presented on your site until they are activated.
While the profile is still a draft, you have the ability to change the Profile-id listed under the title. Once activated, you will no longer be able to edit the Profile-id, which is used for both installation and tracking purposes.
Save & Activate
You'll need to save & activate your profile in the Integration Code tab before continuing. This locks in the Profile-id you've selected to use for this profile, and makes the profile available for use on your website.
Editing a Profile
A normal profile will show Live or Paused by the page title to show its current status.
The profile's type determines the pool of products that it will pull from, and how they will initially be sorted.
- Complimentary Items: We will only show products that have also been purchased along with the seed product(s) within the past 90 days. Sorted to show the most commonly purchased together first, unless you set up Boost Rules to override the sort order.
- Similar Items: We will only show products that have also been viewed along with the seed product(s) within the past 90 days. Sorted to show the most commonly viewed together first, unless you set up Boost Rules to override the sort order.
- Custom: We will pull from all products that SearchSpring has from your store.
Once you've selected your initial profile type, you can further narrow down the pool of products to show from by applying filters here.
A common example might be that you'd only want to recommend products that are in stock, so you could set up a filter stating that products must have something like "ss_in_stock is 1".
Just like Boosting Rules in Visual Merchandising, this allows you to create rules that will dynamically boost products with certain attributes to the top of your recommended products. These rules will continue to stay in affect and re-group your products in real time as their information changes.
Note: Boost rules override the Also-Bought or Also-Viewed sort order.
Below the editing section, you can easily view recommendations for any product(s). Simply search for them on the left and instantly see which recommendations would appear. This preview will update in real time as you change filters and boosts on this profile.
You can also click any of the recommended products to view what the recommendations are for them. The History panel below the product seed shows what other products you've recently viewed recommendations for.
Note: Profiles that don't use a seed product will not have the seed product on the left.
Note: You can combine multiple product seeds when on a Basket or Confirmation page profile.
This is where you can change how the profile looks and behaves on your store.
See also: Tailored Recs Templating
Begin by selecting a template from the dropdown. The SearchSpring Templates will always be available to everyone. If any custom templates have been set up for your site, they will appear separately here.
The minimum threshold is the minimum number of products needed for this profile to display at all.
Example: If this is set to 4 and a product only has 2 recommended products to show, then the profile will not show on your site at all in that case.
Other Template Settings
The rest of the settings in this section are entirely custom set by the creator of the template itself, and should be described by hovering over the help question mark next to its name. If there is none or you are still unsure, contact the creator of that template for clarification.
Ready to Install?
Check out Installing a Profile to continue.