Adding steps and personalization to your recommendation plan

You can use these additional steps ensure that you have enough recommendations.

About this task

At a minimum, you need one Request recommendation plan and one Fallback. This plan is enough in most circumstances. However, you can add more steps in your recommendation plan. The additional steps are run in order until your recommendations are delivered. You can configure up to six steps in your recommendation plan, plus one fallback. The fallback recommendation is used only when all other requests are exhausted.

Procedure

  1. Select a business case that you want to add to your recommendation plan. Refer to Business cases for selecting targets.
  2. Select the recommendation plan to which you are adding a step.
  3. Click Add Request in the recommendation plan.
  4. Specify the Target, Offer, and Header text for the additional request.