Personalization using Oracle Endeca Commerce

What is Personalization? Creating a unique experience for every customer based on interests, demographic and characteristics. Making them fe... thumbnail 1 summary

What is Personalization?

Creating a unique experience for every customer based on interests, demographic and characteristics. Making them feel like they are a top priority and treat like a valued customer.
The following approach can be used to do personalization from Endeca perspective:-
  1. Profile - Customer information is stored in Profile and maintained at commerce platform. Personalization can use as much data as is known for a guest to a site to provide unique experiences. This Profile information can be shared as needed with Endeca guided search and assemblers.
  2. Segments- A set of customer who act and behave in a similar manner and create a group. This group is called as segments. The Business user can setup different banner/recommendation based on user segments. User segments can be created in Endeca Experience manager to target a group and display content accordingly.

Personalization using Experience Manager
Use Experience Manager to control triggers and rules if content is based on a navigation state, search term or pre-defined user segments. This kind of personalization is used to target set of customers or to implement A/B testing rule.
Example -
  1. Show "free shipping banner" to logged in user and "other banner" to an anonymous user. 
  2. Show 50%  of recommendation from third-party and 50% from Endeca, based on A/B testing rule.
Set up multiple rules in experience manager for banner/recommendation and tag with corresponding user segment. Pass proper user segment to Endeca from commerce store instance while fetching the content.
Personalization using Cartridge Handlers
- User Endeca cartridge to show different product records in the recommendation slot based on product attributes and behaviour captured in the user profile.
Example -
  1. Cart Page Recommendation -  10 Top sellers based on the L1 categories of the items in cart  excluding items in Cart.Brand Page - First 10 products based on  L1 category of the first record excluding the current brand, sorted by top seller and start date.
  2. Brand Page Recommendation - First 10 products based on  L1 category of the first record excluding the current brand, sorted by top seller and start date.
Endeca cartridge handler needs to customized before making a call to MDEX using commerce Profile object.
Quiz Time
 Let's see if below requirement can be achieved using Endeca cartridge handler and how many queries. Reply to comment section
 "If user profile has Type, Size & Activity level set then use all 3 attributes.
If user profile has Type & Size level set then use only 2 attributes.
If user profile has only Type set then use only Type attribute.
If None is selected then show the 10 products configured in the Endeca Cartridge.
Products are sorted based on the lastBrandVisit will be promoted (if set in profile) and then start date Sorting.
Top 10 products based on the Type, Size & Activity selection in quiz, sorted by top seller and newest to oldest.
If less than 5 products are found based on all attributes set in profile then get the remaining products by removing the specific attributes (remove Activity and then remove-Size)."
For more Endeca related information visit:  http://www.ajayagrwal.com/

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