Linking choices to products
This is how your Linking Panel will look:
Pickzen uses a voting system to recommend products. Products need to be linked to choices in order to receive votes. Products with more votes will be shown first.
Choice modes
All defined choices are shown with Include / Exclude buttons:
Include: Selected products will be included in the recommendation.
Exclude: Selected products will be excluded from the recommendation.
When products have been linked to a choice their buttons will be highlighted:
Filter vs Relevance
This feature mode is only available in selected plans.
By default, Pickzen works as Relevance, like a voting system. In this case, no products will be excluded from the recommendation unless they are explicitly linked to choices using the Exclude button. However, sometimes we need that only products defined in the include mode are recommended (Filter). For example, if Flat is selected we want only flat shoes to be recommended (Filter), and not flat shoes first and after them heel shoes (Relevance).
Relevance: When the filter icon is disabled, the products linked to each choice will be recommended first.
Filter: When the filter icon is enabled, only selected products will be recommended.
In order to configure a question as Filter, click on the filter icon:
If we have two or more questions configured as Filter the recommended products shown at the end will be the products selected during the Filtering process. The Filter mode acts as an AND filter. So it’s possible when having multiple questions configured as Filter that no products can be recommended.
For example: Say you have two questions, the first asking for flat or heel, and the second one asking for the color. When using the Filter mode, only flat and red shoes will be recommended if the user selects the Flat and Red choices. If there are no flat and red shoes in your feed, no products will be recommended. Conversely, if using the Relevance mode, flat or red shoes will be recommended first, but shoes with heels and other colors can also be recommended next.
Skipping choices
If we have a question configured by Filter, by default all choices have to have linked products. Otherwise selecting a choice with no products will lead to a no products found message at the end.
For example, if the user selected I don't mind, no products will ever be recommended with this configuration:
If we want to configure the choice I don't mind so it is not used to recommend products, click on the Skip choice icon:
Once done, that choice won't be used to recommend products:
Selecting products
Each choice can have different products associated. When the Select products button is clicked, a pop-up, as shown below, will be displayed:
There are different ways of selecting the products for a choice:
Manually: You will select the products one by one.
By tags: You will compose rules of tags that will select a set of products.
By price: You will define price ranges that will filter out products.
Manual linking
In this mode, you have to select all the products that are supposed to be linked to the answer manually:
We can boost certain products by increasing their weight. For example, if we want to boost the Filger Woman shoes, we can set a weight of 5:
By tags linking
If you’ve imported your products from a tagged feed, or you have manually categorized each product through attributes, the products and choices can be auto-linked. To link this way, change the link type to By tags:
Depending on your subscription plan you will find two different ways of defining the products:
By tags linking in Free and Lite plans
You will see a panel similar to this:
In this example, we want to link all flat products to the Flat choice so define it as:
When you click on the Add button you will see all the products that have been auto-selected based on the attributes of your products:
When you click on the Accept button, the Flat choice will be linked to the defined rule.
By tags linking in PLUS and PRO plans
You will see a panel similar to this:
In this example, we want to link all flat products to the Flat choice. Click on Simple Rule and define it as:
Once completed, you can see all the products that have been auto-selected based on the attributes of your products:
When you click on the Accept button, the Flat choice will be linked to the defined rule.
When using rules, the choices will be linked to a rule, not the products. If there are new products that match the rule after a feed synchronization, those products will appear in your pickzen results. Similarly, if products have been removed from the feed, they will be also removed from the Assistant.
By price linking
If you have a question about price, you can automatically link it to your products through the By price type. For example, if you have created a price slide with two choices: Expensive and Economic, it would be displayed as:
With this configuration, all shoes priced between $0 and $50 will be auto-categorized as Economic.
Multi-select questions
This feature mode is only available in selected plans.
In the case of multi-select questions (multiple choices), you need to specify if the products you’d like to recommend must have all selected choices by the user (ALL), or if it is enough with any of the selected choices (ANY). We can enable (ALL) or disable (ANY) this mode by clicking on the three lines icon:
For example, if the user selected Red and Blue:
If disabled, Pickzen would recommend products Red or Blue. Conversely, if enabled, Pickzen would recommend products Red and Blue.
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