Creating a recommendation banner for e-mails - with Brevo

Potions allows you to create recommendation banners in your email campaigns.
This self-service setup is available only for campaigns powered by Brevo.
For other marketing automation tools, you can setup e-mail recommendations that will be placed in html banners, created by Potions teams just for you.
Go to the list of all recommendation experiences for mails by clicking on "Personalized Recommendations - Mails" in the left-hand side menu.
You will see the status of each recommendation experience, and activation date.
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To create a recommendation banner for yours mails :
  1. Click on “new personalized recommendation” button
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  1. Change the name of the recommendation banner in the header
  1. Configure Brevo feed name
    1. Unless you need to put a specific name, you should leave this field empty. At the creation of the recommendation experience, it will automatically be generated according to the model: potions-[uuid].
      You will need this name to set up your feed in the Brevo app.
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  1. Configure Algorithms
    1. This section allows you to select the algorithms to apply to retrieve the products to display. They are executed in order and the final result is a concatenation of the sub-results.
      Indeed, if the first algorithm returns 5 products while we want a final result of 20 products, we will move to algorithm 2 for the 6th product and so on.
      It is possible to give a name to each Algorithm.
      To add an algorithm, just click on the "+ Add an Algorithm" button.
      Finally, for each algorithm, we can configure additional parameters:
      • The maximum number of products returned by this algorithm
      • If a product limit has been set, it is possible to mix the product list in the goal to the algorithme don’t always return the same products.
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  1. Configure Filters
    1. This section allows you to filter the results returned by the algorithm.
      We can apply filters to all algorithms or per algorithm, thanks to the different tabs:
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      To add a new filter, click on the "+ Add a filter" button and choose the logical condition between the two (AND or OR). It is also possible to add an "OR" condition in the filter using the "+ or" button.
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  1. Configure Product Highlights
    1. In this section, you can add products that will be at the forefront of the final result. These products may not be returned by the algorithms.
      Even if the highlighted product is not returned by the algorithm, it will only be displayed once.
      The highlighted products are configured by algorithm.
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      To add a product to highlight, click on the "+ Pick the products to promote" button. It open a menu with all products.
      You can search and filters products, add one or many products, or remove one.
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      It is also possible to add catalog products with the "import products" button.
      You will need to write a list of product identifiers from the Catalog, separated with a defined character. If a product does not exist in the catalog, an error message is written and no product is selected.
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  1. Configure Conditions
    1. In this section you can add conditions. When a conditional clause is verified, the result of this condition replaces the default result.
      Conditions are applied by algorithm.
      A condition is set up as follows:
      • Clause: condition that must be verified for the result to be applied
      • Algorithm
      • Filters
      • Shuffle
      • Promoted products
      To add a new condition, you must click on the "+ Add a condition" button
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  1. Configure Options
    1. In this section, you can exclude cart items and viewing item in the results of the recommendations.
      You can also fixed a number of products for the final result.
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  1. Configure parameters
    1. Parameters depending on algorithms used in this experience.
      You can configure algorithms parameters with dynamic variables of application.
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  1. You can get a preview of your recommendation banner by enter an email which is the Brevo database
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  1. Finally, you can save your recommendation banner with the “save” button in the header.
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