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)
List available strategies
Fetch strategy options from API.
GET /api/v1/recommendations/strategiesPick strategy by context
Map page intent to strategy objective (discovery, conversion, retention).
Use decision matrix below.Configure strategyConfig
Provide strategy-specific parameters where needed.
{ "strategy": "category_based", "strategyConfig": { "includeCategories": ["Shoes"] } }Preview before activation
Validate result quality with preview endpoint.
POST /api/v1/recommendations/:id/site/:siteId/previewMonitor 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
| Field | Required | Type | Used by events | Description |
|---|---|---|---|---|
strategy | Required | RecommendationStrategy | Recommendation create/update | Core recommendation logic selector. |
strategyConfig | Optional | object | Recommendation create/update | Strategy-specific tuning options. |
productsToShow | Optional | number | Recommendation display output | Number of products returned in placement. |
pageTargetingJson | Optional | object | Placement eligibility | Page 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_queryEvent or Endpoint Decision Matrix
| Scenario | Use This | Why |
|---|---|---|
| Need curated hand-picked list | manual | Maximum editorial control. |
| Need category contextual relevance | category_based | Aligns product set with current category context. |
| Need social-proof style winners | bestsellers or trending | Highlights high-demand catalog items. |
| Need PDP affinity suggestions | similar_products or viewed_together | Contextual relevance on product detail pages. |
| Need cart cross-sell | bought_together | Purchase affinity driven cross-sell. |
| Need personalization | ai_personalized or user_history | User-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