Articles
Recommendation Strategies List Page
The Recommendation Strategies list page shows all the recommendation strategies for an account. To access it click COMPONENTS in the top navigation bar, then click Product Recommendations , and then click the Recommendation Strategies tab. ...
Global and Local Recommendation Strategies
When you create a new recommendation strategy, you must designate it in the Recommendation Permission modal as a global strategy, which makes it accessible to all your accounts, or as a local strategy, which makes it accessible only to the current a...
Create a Recommendation Strategy
Follow these steps to create a recommendation strategy. Follow the steps in Create a Recommendation Strategy with a Recommendations Dataset if you want to use a Recommendations dataset instead of a recommendation algorithm in a recommendation...
Create a Recommendation Strategy for Market-Level Recommendations
Follow these steps to create a recommendation strategy with a recommendation type that draws on data from a market . Ensure that the account has at least one market. See Create a Market for the steps. Click COMPONENTS in the top navigati...
Create a Recommendation Strategy with a Recommendations Dataset
Follow these steps to create a recommendation strategy that uses a Recommendations dataset. See the Recommendations Datasets category of the knowledge base for dataset specifications and steps to upload one to the Monetate platform. Click ...
Create a Recommendation Strategy with Offline Purchases Data
The Offline Purchases Data feature is part of the Monetate Personalization Enhanced product bundle and the Monetate Personalization Suite. Contact your dedicated Customer Success Manager for more information. Follow these steps to create a re...
Preview a Recommendation Strategy
You can preview most recommendation strategies in an account from the strategy configuration page within the Monetate platform. There are a few exceptions: You're still building the strategy and haven't clicked SAVE . The recommendation ...
Delete a Recommendation Strategy
You cannot restore a recommendation strategy that you delete. You can only recreate its configurations in a new strategy. You can delete a recommendation strategy if it meets one or more of these criteria: Isn't used in any recommendati...