Add to Recall for Widgets

This guide gives an overview of the Add to Recall operation for Widgets. Furthermore, it discusses how to apply this operation to individual Pathways and Recommendations widgets.

💡 Prerequisites


Technical Prerequisites
Make sure the Recommendations and Pathways feature is enabled.

Knowledge Prerequisites
We recommend that you read the following guides:

  • Add to Recall guide: This guide introduces you to the Add to Recall feature. This will help you better understand the context for Add to Recall for Widgets.
  • Widget Configurator and Managing a Widget: These guides walk you through the process of configuring widgets. Add to Recall for Widgets uses a similar widget management workflow.

What is Add to Recall operation for Widgets


Add to Recall operation for Widgets allows you to make changes to the recall set of pathways and recommendations widgets. It enables you to add a product to the widget recall set and let the algorithm take care of the product’s placement. You may also choose a custom ranking for the product.

Why use Add to Recall operation for Widgets


  • More product visibility: Add to Recall for Recommendations enables you to get more visibility for promotional products or newly launched products by adding them to the recall set of multiple widgets.
  • Clearing inventory: This operation can also be used for changing the recall set to clear the inventory of certain products by globally boosting them in widgets. The use cases may vary as per your needs.

How this operation works


When you enable Add to Recall for a product in the widget recall set, the product gets added to the recall set of all related widgets.

Let’s consider enabling Add to Recall for a Frequently Bought Together widget. Note that Add to Recall is available for the Frequently Bought Together widget at Widget Global Level only. When you enable Add to Recall for a product in a Frequently Bought Together widget, the product gets added to the recall of all Frequently Bought Together widgets at a Global level.

Suppose you’d like to add a specific brand’s product with an associated PID to the recall set of the Frequently Bought Together widget at a Global level. You can do so by enabling the Add to Recall toggle for the brand’s product from the visual editor. Turning on Add to Recall will make the associated product a part of the recall set, and our default algorithm will determine its placement.

To force add and boost the associated product to the top of the Frequently Bought Together widget recall set, use Boost to top + Add to Recall operations. This makes the specific brand’s product appears at the top of all Frequently Bought Together widgets.

Operation Scope

Add to Recall operation will be available for the following widgets:

Pathways Widget
The following Pathways widgets are supported both at Widget Global and Widget Query levels:

  • Search widget
  • Category widget

Recommendations Widget
The following Recommendations widgets are supported at the Widget Global level:

  • Frequently Viewed Together
  • Frequently Bought Together
  • Similar Products
  • Experience-Driven Recommendations
  • Past Purchase

Note: Add to Recall is not available with Bestseller and Trending Products widgets.

How to use Add to Recall operation for widgets


Add to Recall for widgets can be enabled via the Visual editor by turning on the Add to Recall toggle or in the left side product search panel in the Widget creation of Recommendations tab.

Modifying Widget Global Recall with Visual Editor

The steps for adding products and making changes to a widget’s Global recall are discussed below:

Note: You can create a new widget or modify settings of an existing widget. In this example, we are modifying the recall of an existing Frequently Bought Together widget by using the Widget Global Settings option.

Step 1

Go to Pathways & Recommendations to view the Widget Configurator.

Step 2

Find the already created widget. Click the Manage > Widget Global Settings. Then, on the Widget Global Rules page, click Manage >Edit Rule.

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Step 3

Click on the Product Grid tab. Now under the, enter the desired Product ID(s) in the Product search bar.

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Enter the Product ID in the Product search bar.

Step 4

Toggle Add to Recall ON for the desired products from the visual editor. Refer to the table below to apply any further operations according to your use case:

Operations Use Case Steps to be Followed Desired Result
Add to Recall only Turn ON the Add to Recall toggle Force add the product to the recall of influenced widgets.
Add to Recall + Boost to Top
  • Select Boost to Top operation
  • Turn ON the Add to Recall toggle
1. Force add the product to the recall of influenced widgets

2. Globally boost the product in the widget recall set.

Boost to Top Select Boost to Top operation Boost the product in the selected widget’s recall set. This will not affect the recall of other related widgets.
Add to Recall + Bury to Bottom
  • Select Bury to Bottom operation
  • Turn ON the Add to Recall toggle
1. Force add the product to the recall of influenced widgets.

2. Globally bury the product in the widget recall set.

Bury to Bottom Select Bury to Bottom operation Bury the product in the selected widget’s recall set. This will not affect the recall of other related widgets.
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Widgets Global merchandising operations in the Visual Editor for Recommendations widgets.

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Widgets Global merchandising operations in the Visual Editor for Search and Category Pathways widgets.

Step 5

Save the rule

Modifying Widget Global Recall using the Left side search panel

In the Left side Search panel, you can search for a product using the keyword/product ID and select Recall Settings from the operation dropdown to add this product to the recall of the widget recall set.

For instance, you may want to include a peacock maxi dress (PID: 68711) in the recall set of frequently bought together. This can be done by searching for a Peacock maxi dress (PID: 68711) in the Left side Search panel and enabling the Add to Recall feature for the peacock maxi dress.

The steps to modify the widget Global recall using the Left side search panel are discussed below:

Note: You can create a new widget or modify settings of an existing widget. Here, we are modifying the recall of an existing Frequently Bought Together widget by using the Widget Global Settings option.

Step 1

Go to Pathways & Recommendations to view the Widget Configurator.

Step 2

Find the already created widget. Click the Manage> Widget Global Settings. Then, on the Widget Global Rules page, click Manage > Edit Rule.

Step 3

Enter the Keyword/Product ID in the Left-side product search bar.

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Enter the Product ID in the Product search bar.

Step 4

After finding the desired product, follow the steps in the table below for your Add to Recall use case:

Operations Use Case Steps to be Followed Desired Result
Add to Recall Click on the Recall Settings option under the + menu on the product card. 1. Force add the product to the recall of the associated widgets.

2. Product’s position in the Product Grid is defined by the algorithm

Add to Recall + Boost to Top
  • Click on the Recall Settings option under the + menu on the product card.
  • Click on Boost to Top operation.
1. Force add the product to the recall of the associated widgets.

2. Boost the product in the recall of the associated widgets.

Add to Recall + Bury to Bottom
  • Click on the Recall Settings option under the + menu on the product card.
  • Click on the Bury to Bottom operation.
1. Force add the product to the recall of the associated widgets.

2. Bury the product in the recall of the associated widgets

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In the Left side search panel, choose the "Recall Settings" operation to add the product to the recall of influenced widgets.

Note: In the left-hand side product search panel, if any operation is applied on a product that is not part of the recall, then that product will be added to the recall by default.

Step 5

Save the rule.

Note: The maximum number of products you can Add to Recall in a widget is 100.

❗️

For Recommendation widgets at the Query level, you may not be able to Preview the product(PID) customizations made using the LHS. You can see the product(PID) customizations in the Preview window only after saving the rule. This is a temporary bug that will be fixed in the next release.

👍

Add to Recall for Search and Categories Pathways widgets

The Add to Recall feature works the same way as above for the Search and Category widgets. Add to Recall is available for Search and Category widgets at the Widget Query and Widget Global level rules.


What´s next?

Learn how to implement Add to Recall for Global Widget Configurations

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