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:
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During the offer creation process, click Add Recommendation Rule on the Rules page.
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Specify whether it's an up-sell or cross-sell recommendation, and then specify the product offer to which the recommendation is applicable.
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Specify the reason why a customer must purchase the recommended product.
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Enter the score for the rule. This score determines the comparative value of a recommendation to other recommendations and it must be unique.
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Enter the effective start and end dates for the recommendation you're creating.
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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 |