Recommendation Rules

Use this topic to understand what recommendation rules are and how you create them.

Recommendation rules are a top-level resource in the Launch application. You can create recommendation rules as part of the offer creation flow. You create these rules to provide sales representatives with cross-sell and up-sell opportunities for existing customers based on installed base products, demographics and other account-specific attributes. You can create recommendation rules for only simple offers. You can also edit, delete, or inactivate recommendation rules.

Create Recommendation Rules

Here are the quick steps to creating a recommendation rule:

  1. During the offer creation process, click Add Recommendation Rule on the Rules page.

  2. Specify whether it's an up-sell or cross-sell recommendation, and then specify the product offer to which the recommendation is applicable.

  3. Specify the reason why a customer must purchase the recommended product.

  4. Enter the score for the rule. This score determines the comparative value of a recommendation to other recommendations and it must be unique.

  5. Enter the effective start and end dates for the recommendation you're creating.

  6. Click Add.

Here's an example of a recommendation rule where the marketing administrator recommends a small memory card.

Product

Reason

Effective Start Date

8 MB memory card that's compatible with the 2.0 MP camera.

An extra memory card is required to store more than 20 pictures.

1st June 2020