There are several things to consider when you start creating endcaps with the Product Recommendations add-on. The following worksheet is designed to help you keep track of what you need to consider and what Monetate needs to know, to build a solid endcap.
Endcap Design Worksheet
Endcap name
On what page(s) should the endcap appear?
Type the page on which the endcap will display
Where on the page will the endcap appear?
The location of your endcap is important. Here, you can choose a single location for the endcap or choose several to test against each other.
Header
Footer
Product Display Area
Navigation Area
Other
What should it look like?
Describe the appearance and style of the endcap.
Orientation
Choose either horizontal or vertical.
Horizontal
Vertical
Dimensions
Determine the size of the endcap (including the header, footer, and scrolling) in pixels.
Pixels Wide
Pixels High
Creatives
Define or create graphical elements to represent the header, footer, and scroll options in the endcap. All these elements are optional.
If you've designed a creative for the element location, check the corresponding boxes below.
Header (top)
Footer (bottom)
Right Scroller
Left Scroller
Products in the Endcap
Define the maximum number of items contained in the endcap (maximum of 99) as well as the maximum number of items visible at one time. The maximum number of items visible is limited by the physical dimensions of the endcap.
Total number of items in the endcap
Total number of visible products in the endcap
Visible Product Attributes
Which product attributes would you like to be visible in your endcap?
Thumbnail Image
Short Description
Price
Alternate Price (or Sale Price)
Add to Cart Button (requires a platform services controller, or PSC)
Endcap Styling
Endcap styles should typically match the page on which they are deployed. For example, if your page is blue and white, your endcap should also be blue and white. Use this section to define all stylesheet information including fonts, colors, or any other included CSS.
Endcap Behavior
Describe the desired scrolling behavior for the endcap. This is only necessary when the total number of items in the endcap exceeds the total number of visible items.
Scrolling
- By items
- By how many items?
- By how many items?
- By Page
Auto-Scroll
Animated Scroll
Endcap Fill
First, you need to decide if you're populating the endcap manually (by picking the products yourself) or if you're relying on algorithms to pick the products for you. For algorithmic endcaps choose the algorithm by which the endcap is populated.
Manually
Algorithmically
- Top selling by purchase count
- Newest Products
- Recently viewed products
- Purchased also purchased
- Selective
- Top selling by gross revenue
- Most Viewed (product detail page)
- Viewed and also viewed
- Viewed and later purchased
- Item Similarity - Attributes
Geo-Targeting
By default best seller algorithms are global, but you can restrict them to a specific geographic region through geo-targeting. This can be useful to show endcaps to a specific target audience.
None
By Country
By Region (state/province)
Restriction
By default recommendation algorithms are applied to all products in your catalog, but you can also choose to have the algorithm recommend only products from specific categories or a list of products that you supply.
No, consider all categories
Yes, restrict to the following categories:
Yes, restrict to the following products:
Exclusions
By default recommendation algorithms are applied to all products in your catalog, but you can choose to have certain categories or products omitted from your product recommendations.
No, consider all eligible categories and products
Yes, exclude these categories:
Yes, exclude these products:
Insufficient Products to Fill an Endcap
An endcap populated by an algorithm, especially one that is geo-targeted, may not produce a fully populated endcap in all cases. When this happens you can choose not to display the endcap, or you can choose one of the alternate options below.
Do not show the endcap
Show the endcap anyway (it may be empty or have "black" space)
Use a Fallback Algorithm
- Top selling by purchase count
- Newest Products
- Recently viewed products
- Purchased also purchased
- Selective
- Top selling by gross revenue
- Most Viewed (product detail page)
- Viewed also viewed
- Viewed and later purchased
- Item Similarity - Attributes