Quick Start : Setting up Infinity Recommendations on a website

Introduction

This tutorial details how to set up product recommendations on a single language test website using Infinity Recommendations and track the incremental number of orders gained. This will you to automatically surface the most relevant product recommendations to your website visitors and measure the benefits:

Tip! Infinity Recommendations does support multiple languages, multiple websites, multiple inventory files with product and/or content recommendations (please see the Further considerations for Infinity Recommendations for more details).

Tip! In this tutorial, we’ll be providing you with a test website* so you can complete the tutorial without any development work:

*The test website was built using Oracle Content Management - a powerful solution to allow marketers to build their own websites quickly without any coding knowledge)

Why use Infinity Recommendations?

Objectives

The objectives of the tutorial are to:

Prerequisites

In order to complete this tutorial, you must have the following:

Note : Maxymiser requires the new Recommendations Web Widget enabling in order for you to complete this tutorial. Please reach out to your Oracle Representative if you do not have this enabled.

Step 1: Create, Configure and Implement the Oracle CX Tag on the Test Website

The Oracle CX Tag is used to implement Infinity on your website. Please follow these instructions to deploy this on the test website:

1.1 Create your Oracle CX Tag

Next, we will be enabling the modules in your CX Tag to enable Infinity, Infinity Recommendations and Oracle Maxymiser on your site.

Tip! The standard Infinity module is enabled by default so we will not need to change any settings in Infinity

1.2 Configure the Recommendations Module

We now need to configure the Recommendations Module to allow Infinity Recommendations to collect data on the test website.

1.3 Configure the Maxymiser Module

We need to configure the Maxymiser Module to deploy the Infinity Recommendations content on the test website.

Tip! In this tutorial, we’ll be creating a new Maxymiser Site for the test website you’ll be using. However, if you prefer you can use an existing site skip creating a new Maxymiser step (just remember to note down the site name of the Maxymiser Site you’ll be using).

1.4 Publish the Modules to Production

To ensure the modules are published and will run on the test website, we need to promote the Test environment we have been configuring to Production (this is what will be deployed on the test website):

1.5 Deploy the Oracle CX Tag on the Test Website

Tip! Normally, we could be implementing the Oracle CX Tag on your website as per the implementation guidelines. However, we are going to be using a pre-built test website which already has the CX Tag deployed.

Our test website is especially built to allow us to use any CX tag of our choice without needing to implement the normal CX Tag code (for your browser only - it won’t load the CX Tag for other visitors).

Please complete the following steps to do this:

Step 2: Implement Infinity Tracking

Not necessary for tutorial! This step is not required in this tutorial so you can skip this step. The test website is already pre-configured with all of the required tracking.

Please note that if you are to deploy Infinity Recommendations on your own website(s) - this is mandatory. Therefore, the required calls are detailed below.

Now that the Oracle CX Tag is deployed on your website, you would need to implement tracking calls to tell Infinity when users have added products to their cart and when they have purchased.

2.1 Implement View Product Tracking

To understand what products users have viewed, we will need to implement the following tracking code when someone views a product:

Tips! 

<script>
// Send Data
var cxDataObject = { 
  "wt.tx_e":"v", // required : Denotes 'view product'
  "wt.pn_sku":"ENTER SKU", // required* : e.g. 'BJN1'. Delimit multiple values with ';' ('BJN1;PSK2')
};
 
// DO NOT EDIT BELOW THIS LINE - ORA.view()
window.ORA = window.ORA || {productReady: []};
ORA.productReady.push(['analytics', function(cxDataObject) {return function() {return ORA.view({"data": cxDataObject})}}(cxDataObject)]);
</script>

2.2 Implement Purchase Product Tracking

To understand when a user has made a purchase, we will need to implement the following tracking code when someone makes a purchase (for example, on your order confirmation page):

Tips! 

<script>
// Send Data
var cxDataObject = { 
  "wt.tx_e":"p", // required : Denotes 'purchase product'
  "wt.pn_sku":"ENTER SKU", // required* : e.g. 'BJN1'. Delimit multiple values with ';' ('BJN1;PSK2')
  "wt.tx_u":"ENTER QUANTITY", // required* : e.g. '1'. Delimit multiple values with ';' ('1;2')
  
};
 
// DO NOT EDIT BELOW THIS LINE - ORA.click()
window.ORA = window.ORA || {productReady: []};
ORA.productReady.push(['analytics', function(cxDataObject) {return function() {return ORA.click({"data": cxDataObject})}}(cxDataObject)]);
</script>

Step 3: Validate Infinity Tracking

Not necessary for tutorial! This step is not required in this tutorial so you can skip this step. This is because our test website is already pre-configured with all of the required tracking.

Please note that if you are to deploy Infinity Recommendations on your own website(s), this is mandatory as you will want to to check that your tracking is implemented correctly so

We can now test our website to see whether the required tracking has been implemented as follows:

Tip! Please see Verifying Data Collection for more information around validating Infinity Tracking with the Oracle CX Tag.

3.1 Validate the Oracle CX Tag and required Modules are firing on your website

Visit your test site ensuring that you update the URL with your ACCOUNTGUID and TAGID (as per above).

In your browser:

3.2 Validate View Product Tracking

Next, we will test whether viewing a product is tracked:

3.3 Validate Purchase Product Tracking

To check whether purchases are tracked, you can follow similar steps to the previous test:

Now that your tracking is all correctly set up, we can go forward and configure Recommendations for your website.

Step 4: Configure your Infinity Recommendations Workspace

We can now configure Infinity Recommendations to begin generating recommendations.

4.1 Import Sample Inventory File

Tip! Infinity Recommendations does support multiple languages, multiple websites, multiple inventory files with product and/or content recommendations (please see the Further considerations for Infinity Recommendations for more details).

First, Recommendations will need to understand the inventory of available products to recommend. In this tutorial, we will be providing a sample file for you.

Tip! See Setting Up Inventory for Recommendations for further information.

Next, we will map the fields in our file to fields we wish to use in Infinity Recommendations:

4.2 Create a Recommendations Service

We can now define the type of recommendations we want to show our users by creating a Service. We are going to use a Last Viewed service as a simple way to demonstrate Recommendations being shown based on the items the user has last viewed.

Tip! See Recommendations Strategies for further information about the different available models).

Now that we have set up our Recommendations Service, we can start implementing this on our website.

Step 5: Deploy the Recommendations Web Widget using Oracle Maxymiser

We will be using Oracle Maxymiser to deploy our Recommendations Web Widget on the website by using a Campaign.

5.1 Create Campaign

5.2 Set Campaign URLs

Next, we will be setting this to run on just the homepage. To do this, please follow these steps:

Before we move on, let’s quickly rename the Variant1 on the left-hand side to Show Recommendations:

5.3 Add the Recommendations Web Widget to your page

Note : Maxymiser requires the new Recommendations Web Widget enabling in order for you to complete this tutorial. Please reach out to your Oracle Representative if you do not have this enabled.

We will now add a Recommmendations Web Widget to the homepage:

Your widget is now configured and ready for use.

5.4 Set up Targeting

Tip! For more information about designing tests, please see Designing at test.

In our tutorial, we will be using the default configuration for targeting. This will automatically target 100% of web traffic but half will see the Show Recommendations experience and the other half will see the default (Default (Ctrl)) experience. This will allow us to measure the uplift in sales the Recommendations Widget brings.

By default, Targeting is set up to do this for us so you don’t need to make any changes.

You can verify this by performing the below:

5.5 Add Measurements for your Campaign

Tip! In this tutorial, we are only going to reporting on the increase in conversions - not revenue. You can configure to report in incremental revenue if you wish. Please see Tracking revenue values on a page.

To measure whether our Recommendations Web Widget is leading to an uplift in conversions, we need to track how many users reach the order confirmation page. To do this, please follow these steps:

5.6 QA your Campaign

To QA your Campaign to ensure it is working as expected, you can view use the QA Tool to preview your campaign before you publish it in on your live website:

We are now ready to Publish our Campaign to go live.

5.7 Publish Campaign to Production

To push our Campaign live on the website, we can Publish it as follows:

Your Campaign will now be live for all customers.

Step 6: You are live!

You are now up and running! Visitors can now see product recommendations if they visit your test website.

Please ask them to visit:

https://workshop-oce0002.ocecdn.oraclecloud.com/site/Infinity-Demo-Site/?cxtagguid=CHANGE-TO-YOUR-ACCOUNT-GUID&cxtagid=CHANGE-TO-YOUR-TAG-ID

Tip! Don’t forget to update the URL you provide with the ACCOUNTGUID and TAGID you defined earlier.

Recommendations live on the test website

Recommendations live on the test website

Notes:

Next Steps

You can now check your Campaign Performance report to see whether you are receiving an uplift in conversions from the Show Recommendations experience:

Viewing the uplift in Campaign Performance Report

Viewing the uplift in Campaign Performance Report

Breakdown of results in Campaign Performance Report

Breakdown of results in Campaign Performance Report

Tip! In this tutorial you are unlikely to see enough visitor traffic to report on campaign performance as you are only targeting a few users. If you were to deploy Recommendations on your real website - you would see enough traffic to view the uplift in conversions.

Please see Designing Tests for further guidance.

Frequently Asked Questions

How do I log in to the Infinity User Interface?

You will have received your login URL in your original welcome email (for example, app.oracleinfinity.com or app.eu1.oracleinfinity.com).

How do I log in to the Infinity Recommendations User Interface?

You will have received your login URL in your original welcome email (for example, app.oracleinfinity.com or app.eu1.oracleinfinity.com).

Once you have logged in, you can access Recommendations through the top-left navigation menu and by clicking Recommendations:

Accessing Recommendations Accessing Recommendations

How do I log in to the Maxymiser User Interface?

There are two types of authentication your Oracle Maxymiser account will be configured to use:

Normal Accounts

You will have received a login URL in your original Maxymiser welcome email (for example, ui.maxymiser.com or ui-us.maxymiser.com).

Single Sign On (SSO) Enabled Accounts

If you have Single Sign On (SSO) enabled for Maxymiser, you can login through the following methods:

Direct Login

You will have received a login URL in your original Maxymiser welcome email (for example, ui.maxymiser.com?partner=ACCOUNTNAME or ui-us.maxymiser.com?partner=ACCOUNTNAME).

Through Infinity User Interface

From the Infinity user interface, click Maxymiser from the top-left navigation menu:

Accessing Maxymiser through the Infinity user interface

Accessing Maxymiser through the Infinity user interface

How do I find my Maxymiser Site name?

In the Maxymiser user interface, you can find your site name as follows (for example, infinity-demo-site.com):

Finding your Maxymiser Site name

Finding your Maxymiser Site name and Maxymiser URL

Where can I find my Recommendations Service URL?

You can find the Recommendations Service URL in the Infinity Recommendations user interface as follows:

Finding your Recommendations Service URL

Finding your Recommendations Service URL

How does the Test Website work?

The test website is designed to allow you to inject your own CX Tag. This allows you to use this pre-configured site without needing to do any implementation work.

The URL for the test website is https://workshop-oce0002.ocecdn.oraclecloud.com/site/Infinity-Demo-Site/:

Test Website

Test Website

To set your browser to use your CX Tag, you will need to visit the following URL once (once set, the CX Tag details you enter will persist):

https://workshop-oce0002.ocecdn.oraclecloud.com/site/Infinity-Demo-Site/?cxtagguid=CHANGE-TO-YOUR-ACCOUNT-GUID&cxtagid=CHANGE-TO-YOUR-TAG-ID

When you enter in your ACCOUNT GUID (as CHANGE-TO-YOUR-ACCOUNT-GUID) and TAG ID (as CHANGE-TO-YOUR-TAG-ID), the site will use the CX Tag of your choice (based on the Account GUID and Tag ID you input).

Additionally, it will persist these settings so you only need to enter the cxtagguid and cxtagid query-string parameters once.

For example:

Tip! You can override the CX Tag being used by visiting https://workshop-oce0002.ocecdn.oraclecloud.com/site/Infinity-Demo-Site/?cxtagguid=CHANGE-TO-YOUR-ACCOUNT-GUID&cxtagid=CHANGE-TO-YOUR-TAG-ID again.

Further considerations for Infinity Recommendations

This tutorial shows how to configure Infinity Recommendations for:

Infinity Recommendations can support:

For further guidance on configuring Infinity Recommendations for any of the above use cases, please get in touch with your Oracle representative.

More Learning Resources

Explore other labs on docs.oracle.com/learn or access more free learning content on the Oracle Learning YouTube channel. Additionally, visit education.oracle.com/learning-explorer to become an Oracle Learning Explorer.

For product documentation, visit Oracle Help Center.