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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 t...
Global and Local 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 c...
Configure 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 ...
Configure a 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.
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Configure a 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 ...
Preview a 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 recommendatio...
Delete a 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 ...
Upload a Recommendations Dataset
You don't need to upload a full file when you create a new Recommendations dataset schema. A file that contains the required headers and at least three rows will suffice.
All the attributes required for a Recommendations dataset must ap...