Siebel Order Management Guide > Setting Up Product Recommendations >

Creating Product Recommendations


To improve performance, you must not add more than 10 recommendations for each product. Each recommendation must be eligibility checked and priced, which can slow performance. Users only view the first three or four recommendations in the Messages list, so there is no benefit to defining more than 10.

After creating the product recommendation, you can also specify translations for the message text.

NOTE:  Before the marketing administrator can create product recommendations, the product administrator must have already created all the products involved. For more information about creating products, see Siebel Product Administration Guide.

To create a product recommendation

  1. Navigate to the Administration - Product screen.
  2. In the Products list, select the product that you want to create a recommendation for.
  3. Click the Recommendations view tab.
  4. In the Recommendations list, add a new record, and complete the necessary fields, described in the following table.
    Field
    Comments

    Score

    Enter a score that is used to determine this recommendation's rank in the Message list.

    Recommended Product

    Select the recommended product.

    Message Type

    Select the type of the recommendation. Options are Cross-Sell Recommendation and Upsell Recommendation.

    Reason

    Enter the message to be displayed in the Messages list.

    Effective From and Effective To

    Enter the start date and end date of the time period when this recommendation is active.

  5. To specify translations for the message text that you entered in the Reason field, in the Translations list that is below the Product Recommendations list, add new records and complete the necessary fields, described in the following table.
    Field
    Comments

    Language

    Enter the language code for the translation. For example, if this record contains the French translation of the message text, then enter the code FRA.

    Text

    Enter the translation of the message text. This translation is displayed in the Messages list of implementation in the specified language.

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