Run-Time Filters for Recommendations Email Experiences

You can build a Product Recommendations for Email experience with a recommendations action that dynamically sends the filters within the recommendation strategy used in the action. This filtering performed at run time is accomplished with a pass-through parameter in the email's HTML code.

For example, you want to recommend popular products to customers via email. For the first week of the campaign, you want those recommendations filtered for brand A. For the second week you want them filtered for brand B. You can accomplish this change with a simple edit you generate for the email experience.

Adding a Run-Time Filter to a Recommendation Strategy

Follow these steps to add a run-time filter to a recommendation strategy.

  1. Create or navigate to the recommendation strategy you want to use in the Product Recommendations for Email experience. See Create a Recommendation Strategy for the task steps.

    Example of a recommendation strategy

  2. Click ADD FILTER, and then select the attribute on which you want to filter the recommendations.

    Callout of the attribute options in the ADD FILTER selector

  3. Select the operator for the filter equation.

    Callout of the operator selector


    Callout of the USE DYNAMIC VALUE button

  5. Select the dynamic value option that contains with Run-Time Filter.

    Callout of the dynamic value option with Run-Time Filter

  6. Click SAVE.

    Callout of the SAVE button

The recommendation strategy is ready to add to a Product Recommendations for Email experience.

Creating the Product Recommendations for Email Experience

Follow these steps to create the Product Recommendations for Email experience.

  1. Click EXPERIENCES in the top navigation bar, and then select Web.

    Callout of the Web option in the EXPERIENCES top navigation menu

  2. Click the drop-down arrow to the right of CREATE EXPERIENCE, and then select Product Recommendations for Email.

    Callout of the 'Product Recommendations for Email' option in the menu available from the 'CREATE EXPERIENCE' button

  3. Click the pencil icon, enter a name for the experience, and then click the green checkmark icon to save the name.

    Callout of the pencil icon beside the experience name field

  4. Click WHAT and then click ADD ACTION.

    Callout of the WHAT settings and the ADD ACTION button

  5. Click Product Recommendations for Email on the Action Type panel.

    Callout of the 'Product Recommendations for Email' option on the Action Type panel

  6. Click the action template that you want to use.

    Example of the action templates available on the 'Product Recommendations for Email' panel

  7. Select from Rec Strategy A the recommendation strategy that contains the run-time filter.

    Callout of the 'Rec Strategy A' selector

  8. Configure the other settings in the Required Inputs section. See Create a Product Recommendations for Email Experience for more information.
  9. Click CREATE.

    Callout of the CREATE button on the email recommendations action template


    Callout of the 'GENERATE EMAIL HTML' button on the Experience Editor page

  11. Scroll horizontally to find each occurrence of the $runTimeFilter placeholder in the email HTML code. Replace each occurrence of $runTimeFilter with the value of the attribute you selected in step 2 of Adding a Run-Time Filter to a Recommendation Strategy (for example, a specific brand name if you selected Brand for the recommendation filter).

    Callout of each occurence of the $runTimeFilter placeholder in the email experience HTML code

  12. Click COPY TO CLIPBOARD and then paste the HTML into your ESP email template.

    Callout of the COPY TO CLIPBOARD button

  13. Replace all references to the $customer_id token, found in both image URLs and link URLs within the generated HTML, with your ESP's customer identifier.

    You must replace $customer_id before sending the email. Often you can do so by inserting a subscriber merge token that dynamically resolves to the ESP identifier. For this identifier to be used to personalize experiences, the ESP's identifier must be sent to the Monetate platform as part of the Web Track process or some equivalent means.