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Create Personalized Content Recommendations
Updated over 2 weeks ago

BlueConic leverages your first-party customer data to deliver personalized recommendations at scale. By tailoring content suggestions based on individual behavior and preferences, you can enhance engagement, drive conversions, and build customer loyalty.

BlueConic offers a range of tools to customize personalized content recommendations. It uses contextual filters and algorithms to tailor recommendations to the current page, offers rotating variants for optimization, prevents repetitive content with exclusion rules, and ensures consistent delivery with fallback options.

Before you begin

  • Set up a Content Collector Connection to gather the content from your channels that will be used for recommendations.

  • Make sure you have the Content Recommendations Toolbar Plugin added to your tenant.


Add content recommendations

Content recommendations can be added to your channels in the form of BlueConic Dialogues:

  1. Open the dialogue you want to use for content recommendations.

  2. To add a content recommendations section, edit an interaction and click "Insert object" from the content editor toolbar.

    How to add personalizationn with content recommendations to Dialogues in BlueConic to create individualized marketing and personalization
  3. Select "Content Recommendations" to add a placeholder to the content editor.

  4. Click and edit or double-click the placeholder to open the Content recommendations pop-up where you can configure the content placement.


Configure your content recommendations

Once you've added a placeholder for your content recommendations, you can configure the following settings:

  1. Select a Content Collector from your tenant, which serves as a source from which recommended items will be chosen.

  2. Click the dropdown menu to choose a template to display your recommendations. You can also choose to edit your own template for recommendations.

  3. (Optional) Set a frequency cap to exclude articles after the user has seen the article a set number of times and not clicked.

  4. Specify the number of displayed recommendations. The default setting is 4 items per set, with one algorithm and filter. Add sets for varied recommendations.

    1. Double-click on a recommendation set to edit its algorithms and filters.

    2. Click Copy to duplicate a recommendation set.

    3. Reorder recommendation sets by dragging and dropping the recommendation bar up or down.

    4. Click Delete to remove a recommendation set.

  5. (Optional) Use fallback algorithms to fill recommendation gaps when defined sets are insufficient. Fallback items, matching your filters and algorithms, populate the remaining slots.

  6. Save your settings.

How to enable fallback items for BlueConic personalizatin and content recommendations sets; content store

Define or edit your content recommendation algorithms

To refine the algorithms that choose recommended items:

  1. Click on the algorithm box in a recommendation set to open an edit window.

  2. In the Algorithms tab, you can control which algorithms are used to generate content recommendations.

    1. BlueConic offers recommendation algorithms that are profile-based, aggregate usage stat-based, and content-based. For details on how each algorithm operates, see BlueConic content recommendation algorithms.

      How to use machine learning algorithms for BlueConic personalization and content recommendations using the content store
  3. In the Filters tab, you can include or exclude content based on its metadata or other settings, like whether or not a user has already seen a piece of content.

    1. When you click the Add filter button, you can construct a new metadata filter tailored to the data your content collector gathers. For example, if your content consists of articles tagged by the categories Sports or Entertainment, you can filter for articles that exactly match those categories.

      How do I use metadata to include or exclude content in BlueConic personalization content recommendations and the content store?
  4. As you make changes, they will be reflected in the content placement in your editor window.

  5. Save your settings.


Next steps

  • Refine your content recommendation algorithms with A/B testing.


FAQs

I removed an article from my page. When will it be removed from the recommended items?

A content item will be added to a queue to be deleted when the required fields can no longer be scraped in the browser of the visitor, even if a visitor views the item -- for example, if the article has been deleted or if the publication date is no longer available.

I cannot see item X in my personalization recommendations. What could cause this?

Items or articles are added to the recommendations queue when a customer or visitor views the item. Articles that have no views from customers or visitors won’t be added to the queue.

Items in the recommendations queue are evaluated and if the required fields become valid, those articles are added to the content store for personalization.

How does indexing work with personalized content recommendations?

Indexing items may take some time while when the collector is still collecting items Depending on how much traffic your channel has, there might be a short delay indexing content items when the collector is still actively collecting items.

When will my item be added to the queue to be evaluated?

Items are added to the queue for the first time when a visitor views an article. Also, when an item or content article has been clicked on twice, but no view follows the click, the system checks for all required fields and re-evaluates whether to include or delete the item.

How can I view my top recommended items?

To see which content items are recommended most often, use the Top recommended items insight.

How do I add content recommendations to emails?

Using the Open-Time Email Recommendations feature, you can deliver dynamic, individualized content or product recommendations via email based on up-to-the-minute customer data. These recommendations are updated the moment your customers open their email.

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