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Recommendation Strategies Reference

Recommendation Strategies

Reference for supported recommendation strategy types and practical selection guidance.

Audience: Personalization and merchandising teams choosing strategy logic per placement.

Critical: Strategy values must match enum-backed supported values in recommendation widget payloads.

Who This Page Is For

Use this page when deciding which recommendation strategy best fits each page context, catalog maturity, and personalization requirement.

Quick Start (2-5 Minutes)

1

List available strategies

Fetch strategy options from API.

GET /api/v1/recommendations/strategies
2

Pick strategy by context

Map page intent to strategy objective (discovery, conversion, retention).

Use decision matrix below.
3

Configure strategyConfig

Provide strategy-specific parameters where needed.

{ "strategy": "category_based", "strategyConfig": { "includeCategories": ["Shoes"] } }
4

Preview before activation

Validate result quality with preview endpoint.

POST /api/v1/recommendations/:id/site/:siteId/preview
5

Monitor performance

Track per-widget breakdown and funnel metrics after launch.

Use /analytics/recommendations/breakdown and /analytics/funnels/:siteId?steps=widget_impression,click,add_to_cart,purchase.

Required Fields / Minimum Payload

FieldRequiredTypeUsed by eventsDescription
strategyRequiredRecommendationStrategyRecommendation create/updateCore recommendation logic selector.
strategyConfigOptionalobjectRecommendation create/updateStrategy-specific tuning options.
productsToShowOptionalnumberRecommendation display outputNumber of products returned in placement.
pageTargetingJsonOptionalobjectPlacement eligibilityPage context eligibility constraints.

Supported strategies

manual
category_based
bestsellers
new_arrivals
on_sale
viewed_together
bought_together
user_history
similar_products
trending
ai_personalized
custom_query

Event or Endpoint Decision Matrix

ScenarioUse ThisWhy
Need curated hand-picked listmanualMaximum editorial control.
Need category contextual relevancecategory_basedAligns product set with current category context.
Need social-proof style winnersbestsellers or trendingHighlights high-demand catalog items.
Need PDP affinity suggestionssimilar_products or viewed_togetherContextual relevance on product detail pages.
Need cart cross-sellbought_togetherPurchase affinity driven cross-sell.
Need personalizationai_personalized or user_historyUser-specific relevance prioritization.

Common Errors and Fixes

Strategy output appears generic

Cause: StrategyConfig missing or too broad.

Fix: Add tighter constraints and preview results.

AI strategy underperforms

Cause: Low embedding/profile coverage or poor cold-start settings.

Fix: Check AI personalization coverage and fallback strategy.

Manual strategy stale products

Cause: No ongoing curation cadence.

Fix: Set update schedule for manual lists.

Contextual strategies miss expected items

Cause: Catalog metadata/category mappings inconsistent.

Fix: Normalize catalog category and product metadata quality.

Production Checklist

  • Strategy choice is documented per widget placement.Required
  • Preview validation is required before activation.Required
  • StrategyConfig is versioned for reproducibility.Required
  • Post-launch breakdown and funnel metrics are reviewed.Required
  • Fallback and rollback strategy is defined per high-traffic placement.Required

Next Steps