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USER GUIDE

Introduction

Recom.ai – is a powerful yet handy internal marketing tool to help you increase conversions by providing smart and configurable upsell and cross-sell recommendations.

In simple words the app delivers non-intrusive product recommendations on nearly any page. The app places its widgets on the pages you select and displays matching items there.

After you install our app, you will see 5 tabs on the left column:

  1. Home
  2. Widgets
  3. Upsells
  4. Analytics
  5. Billing

Home

Recom.ai Home screen is a dashboard with general statistics on the app’s performance.

Status indicator reflects the current state of the app. means the app is ready to work, – see additional notifications on Home screen and / or contact Support . 

The main screen demonstrates pages with widgets assigned to each. Next to each widget there’s basic stats on it: views / clicks

Each page has additional action buttons available on hovering over the block:

+” symbol takes to Widgets screen where widgets can be added, reassigned or modified

Live view – takes to the store’s frontend to see how the widget looks like on the live site

Total Impressions stands for all views from all widgets for the past 30 days

Total Clicks is a meter of clicks in all widgets for the past 30 days

Widgets

  • Introduction
  • Create a widget
  • Set rules for the widget recommendations

Introduction

Widget is a form of presentation of the recommendations on your frontend, i.e. a design element with products in it. Widgets are added to the store’s pages by Recom.ai.

The widgets screen is the main working space that hosts all currently active widgets. On this screen, you can create widgets, assign widgets to pages, and customize the widgets’ look and feel, color, shuffle the order of appearance (if the page has several widgets) etc.

Create a widget

To create a new widget

Click + Add and select the type of widget you’d like to create from the list of available widgets
  1. Last Viewed – log of all products viewed by the page visitor recently
  2. Similar Look – AI-driven widget. Automatically analyzes the look of the viewed item and displays recommendations with similar looking / matching products
  3. Trending Now – recommends most popular products for the past 30 days
  4. Trending Now from the same category – recommends most popular products for the past 30 days within the category of products currently viewed by the customer 
  5. Top Sellers – best selling items of the store
  6. Top Sellers from the same category – best selling items of the store within the category of products currently viewed by the customer
  7. New Arrivals – products new to your inventory
  8. New Arrivals from the same category – products new to your inventory within the category of products currently viewed by the customer
  9. Bought Together – products purchased together with the product currently viewed by the customer
  10. You may also like – basic widget with configurable recommendations. By default shows random items
  11. Custom – flexible widget to address any needs. Can be configured from the scratch to show specific recommendations

Widget configuring screen

Each widget is configured in 3 easy steps.

Step 1.

Set rules for the widget recommendations

  1. Rule is a combination of conditions which tells the app what to display in a widget as recommendation.
  2. Attributes are used to group up or differentiate products. Collection, tag, type, title – all these are attributes
  3. Condition is a combination of attribute and a logical operator (for example, “equal to”, “is not”, “less than”)

After you’ve added the widget, you’ll see a screen to configure the Sorting (i.e. how the matching items will be shuffled in the widget), Widget products qty and widget Rules.

 In this section, we’ll go through how to set the rules that will determine what the widget will display as product recommendations.

Main operators in this screen are:

  1. Switch – enable / disable the rule
  2. Bin – delete the rule

By default the rule shows any products for any products – i.e. the recommendations are random.

Click on the rule to edit. All conditions that tell the widget which products to pick and with which product to demonstrate are set here

On this screen, you’ll see the rules. Each rule consists of five parts:

  1. Rule name: In the screenshot above, the rule name is Related Products. You can click on the pencil icon to edit the rule name.
  2. Rule status: The default rule is Shown for any product, Displays all products. This means that the recommendations are random.
  3. Configuration:
    • Widget title: The widget title overrides the general rule title when this specific rule is in effect.
    • Max products to display: You can enter a number here to show the maximum products that the rule will display.
  4. Which product pages will display this widget: This refers to the product/products that will trigger the recommendations.
    • All products mean the widget will appear with any product.
    • Specific products list the items which will activate this specific rule.
    • All conditions/Any condition tells the app to either consider all the conditions before launching the widget.
  5. Which products will be displayed in the widget: The actual recommendations are set here. This part of the rule defines what exactly to pick from your inventory and show as product recommendations as defined in parts 1-4 above.

+Add new condition opens a series of dropdown menus where the required condition can be configured and saved.

Once you are done with setting the rule configurations, the app will know the exact product or product group that the widget will recommend.

For each of the rule configurations, you can check the effect of the condition by clicking Preview.

When you’re done editing, click the Save button at the top right corner.

Congratulations! The rule will be implemented, and your widget will be live.

Note: You can have unlimited number of rules per widget. The widget will only show recommendations on the rules that match the conditions. The priority of rules is a vertical hierarchy from top to bottom. Upper rules will always have priority over the ones below and will fill the widget in first place If several rules are triggered. You can always tell the app how many products per each matching rule to show up in the widget in Max products to display rule field.

Now the widget has a rule and it’s time to select pages where this widget will work.

Step 2.

Select pages and widget order.

After you are done with the rules click Next to proceed. Here is the list of all available pages. Check the pages where the widget will appear. 

Every page can have unlimited number of widgets. The order of appearance is set by drag’n’drop.

Step 3.

Design.

Each widget has 3 design options: 

  • Global
  • Custom
  • Insert code

Global sets unified look of all widgets and can be configured in Widgets screen Global Look and Feel.

Custom option has a toolset to tweak the look of the widget

Template selector has a dropdown with available pre-built templates along with the Default Template which fits most store themes and has all available features included.

Placement Type and Path configs are responsible for moving the widget on the page. It is based on element classes and id’s on the page structure. Type dropdown defines the position of the widget and Path tells the app to which element on the page the widget must be anchored.

These are advanced features for users familiar with HTML / CSS basics. Our Support team will always advise the correct settings if you don’t feel confident enough.

Options below help configure the look of the widget

Size – defines how many products will be seen in the widget at the same time. It also defines the width of the widget itself on the page
Slider – configs stand for sliding the images in the widget and the look of slider buttons
Header – configures the text of the header and colors
Product title – configures fonts, sizes, colors and layout for the item’s title in the widget
Vendor – enable / disable vendor name, set font color and size
Price – enable / disable price, set font color and size
Sale price – configures style of presentation and font colors
Sale badge – enable / disable sale badge, set font color and style of presentation
Add to cart – enable / disable Add to Cart button, set style for multi-variant products, font and button colors
Quantity – option to add multiple pieces of the same product to the Cart.
Star rating – enable / disable star rating, set font color and size. Note: the configs will only work if Shopify Product Reviews app is installed.

All configs are instantly previewed right below the customization options

Note: All changes are saved and applied automatically.

Insert code contains the code of Recom.ai default template. Store developer or code savvy owner can craft any custom template based on our code. Save the new custom template once done.

Click Publish to finalize setting up the widget. It is ready to perform immediately.

Upsells

Upsell Offer is a popup with configurable conditions which suggests customers to update their current cart with additional products at discounted price

To create a new Upsell Offer, click + Add

Each Upsell offer is configured in 3 easy steps

Step 1.

Trigger Conditions. The screen has 3 options

  1. Minimal Cart value to trigger the Offer
  2. Minimum product qty
  3. Products to trigger the Offer
    – All products
    – Specific products

Step 2.

Upsell Products. Set which products will be offered as upsells

The app’s AI-engine can provide automatic upsell offers based on the main product or you can set the products manually. Below the upsell mode selector is the qty option which stands for the number of items in the Upsell Offer 

Step 3.

Discount.

Set discount in a certain amount or % or the upsell item cost and hit Publish

Analytics

Analytics module of Recom.ai pulls data from all widgets and represents the performance in graphical and numerical forms: diagrams and numbers.

Main filters include dropdown with:

  1. Active widgets
  2. Metric – report by impressions (views), clicks on recommended products, Add-to-cart clicks, purchases and sales
  3. Date range for the reporting period.

Below the graph there is a table chart view with the stats.

Billing

Billing screen is related to the current plan and billing history. 

Note: If you are on the Recom.ai trial, you will not see the Billing screen until the trial is completed.

Settings

In the upper right corner there is a dropdown with User Guide, Settings, Support mailer and Log Out button.

Settings screen has 3 features:

  1. IP/DDNS exclusion – Recom.ai utilizes Usage-based billing model. It counts impressions / views i.e. appearance of widgets on the pages to define the shifting plans. Submit your IP for an exclusion to make sure your own views are not counted when you visit your store to check the effect of your rules and widgets.
  2. Add snippet to active theme – a specific feature used only when you change your active theme. In most cases adding our snippet to the new theme is automatic but sometimes manual action is required.
  3. Sync products forces update of your stock and collections. The app monitors all changes to your collections but it might take time to update everything. This is a manual option to speed the process up.
Note: all updates are automatic. Use this feature only if you see discrepancies in your stock, i.e. items show up without images, widgets don’t show up etc.

Support Team will be happy to help you with anything. Let us know what’s on your mind.

User Guide

User Guide is where this guide lives. Refer to it whenever you need to fresh up the basics or proceed to Get help to contact our support.

Get Help

You can contact our support team for any queries on this page. We are happy to help you with anything, so feel free to message us if you have any questions.

Happy selling!

Glossary of terms

For easy reference, here are the definitions of terms:

  1. Widgets. A widget displays the recommendations for products on your frontend. It is represented as a slider with products in it.
  2. Rules
    • Rule is a set of conditions that you can configure to tell the app what to display in a widget as product recommendations.
    • Attributes are used by Shopify to group together or differentiate products. Some examples of attributes are “Collection”, “tag”, “type”, and “title”.
    • Condition is a combination of attribute and a logical operator (for example, “equal to”, “is not”, “less than”).
  3. Templates. A template is a designed layout of how the widget will look like on the frontend. There is a Default template which fits most themes and several more templates designed to fit other popular themes.