Commerce and Coffee - AI and Automation

This session goes in depth on Adobe Commerce’s AI capabilities. We discuss what AI and Automation is, what customers have come to expect and why businesses can’t ignore it. Corey then runs through a thorough demonstration of Product Recommendations and Live Search within the Adobe Commerce platform. The presentation and demo are accompanied by a live Q&A with Corey.

Transcript

Hello everyone. Thank you so much for joining us at today’s commerce and coffee. We’re going to give everyone a chance to log in and we’ll get started in just a moment.

All right. Hi everyone and welcome to this month’s commerce and coffee session, AI and automation. We have a lot of people on the line today and more joining as we speak, but we have a very full and informative session planned for today. So I’m going to jump right in and get us started. If this is your first time joining us, commerce and coffee is an ongoing webinar series hosted by myself and Cori Gelato. This session is designed to be interactive so we encourage you to ask questions in the question box on the go to webinar control panel throughout the presentation. Just type them in there and we will do our best to answer as many of those for you as we can. I want to mention a few housekeeping items before we get started. In the handout section, you should see an Adobe commerce site assessment file. Feel free to download that and share it with your teams. We will be recording this webinar to be viewed on demand and shared with other members of your teams that might not be able to attend today. Audio is routed through your computer, so please ensure that your speakers are not muted. If you can hear me, then you are good to go. All participants are in listen only mode, so please submit your questions by typing them in the chat box on the far right of your screen. And we will have a Q&A today. So again, feel free to start asking questions throughout the presentation as they might come up. And if your question is not answered, though, please follow up with your customer success manager for additional information. And lastly, at the end of our event, please complete the short survey that will pop up on your screen so we can continue to deliver the best and most relevant information to you. Now we’ll quickly go over today’s agenda. First, we’ll do a quick welcome. I’ll formally introduce myself and Corey Gelato, our Senior Commerce Strategy Consultant. Then I’ll hand it off to him to take us through today’s presentation. After that, Corey will then take us through a demo of a few features, including product recommendations and live search, both powered by Adobe Sensei. After the demo, we will have a Q&A where Corey will be answering questions that have come in from all of you. So again, please feel free to start asking throughout the presentation. We will get to as many as we can during that time. But again, if yours is not answered, please follow up with your customer success manager. Now let’s switch gears and I will briefly send out a poll that you should see on your screen in just a moment. Please answer the question that pops up and we will get started right away.

So which Adobe Commerce features does your website currently offer? Product recommendations, live search, both or neither? I see a lot of responses coming in, which is great.

I’ll give everyone a few more seconds to answer and then we will move on. Great. Awesome. All right, Corey, we can go to the next slide. Thank you everyone for participating. Now I’ll just quickly introduce myself. Hi, my name is Julia Fish. I started at Adobe last year and I’m currently a Commercial Customer Success Associate focusing on content strategy for Adobe Experience Cloud. I also support digital events for Adobe Commerce, such as this one. I graduated from Cal Poly San Luis Obispo last June with a Bachelor’s Degree in Marketing Management and a Statistics minor. And I’m excited to be here with all of you today. Now the one and only Corey Gelato is our Senior Commerce Strategy Consultant who brings a ton of experience to us and Adobe today. Corey has over 15 years of experience in e-commerce, mostly advising merchants across various industries from SMBs to Fortune 500 companies. A majority of those 15 years are with Adobe Commerce, formerly Magento specifically, so he brings deep knowledge of the product features and how to use them best. Corey strategizes directly with merchants to ensure that they are maximizing what Adobe Commerce has to offer. We’re very lucky to have Corey here as a mainstay at our webinars to help guide and answer all of our questions. And so with that, I’m going to hand the presentation over to Corey. Corey Gelato, Senior Commerce Strategy Consultant, Adobe Commerce Awesome. Thanks, Julia. Welcome, everybody. I’m going to preface it. Everything today, I am just getting over an illness. So I’m hoping that my voice is going to last the entire time. But if I have a long break, please excuse me. But I’m hoping to get through everything today. But I am really excited about this session. You know, AI automation, it’s a big buzzword. It’s a big thing that’s happening in the ecosystem, in the commerce landscape, in the content space, in kind of any consumer product, etc, shopper experience, thinking of AI, thinking of automation, thinking of how to engage customers at a scaled approach, but more into effective a one to one experience. So, you know, really kind of to start this off, I really like to kind of think about this, the what and the why of AI. You know, what is AI? AI enables a machine to simulate or emulate human behavior, essentially. So it’s kind of going back to what I was just saying, you know, around AI, around how to engage consumers, engage shoppers, buyers, etc, in more of kind of that one to one fashion, but in a way that you are able to do this where it’s not so much human interaction that you need to do from a business perspective. So customers expect AI powered commerce like experiences. So personalization for recommended products, maybe some things with live search, or with searching capabilities, or really kind of anything when it comes to their online experience or more of that omnichannel experience. Thinking about the numbers here, these are kind of staggering and, you know, looking at it without much preface behind it or kind of explanation of it, just seeing it is very kind of robust around it. But let’s digest these numbers a little bit. A survey conducted in 2021 by our team here at Adobe and Forrester concluded that 56% of businesses are investing in AI. So, you know, looking back at that poll and seeing that, you know, about 71% of the 63% voted did say that they’re not actually using either product recommendations or search currently. So this is an opportunity knowing that, you know, potentially your competitors are doing that. Looking at this from 56% of all businesses back in 2021 of businesses surveyed, they are planning on investing in AI. So that’s a huge point to take a look at. And predictions by AI studies are saying by 2030, AI will lead to an estimated $15.7 trillion or an increase of 26% in global GDP. So again, huge staggering points, things that are going to be impactful to your business. So it’s starting to make sure that you’re, you know, with the curve, with the ecosystem and with what shoppers are expecting to get out of their shopper experience within your business. And Gartner also concluded or conducted a study that showed 43% of buyers desire a seller-free sales experience. AI can truly help personalize this and that type of buyer experience in an automated but scaled fashion. So again, you’re thinking of this, even if you are say B2C or B2B, you know, really thinking about it from a B2B side, you know, with that 43%, they’re expecting that type of an experience. So more of, you know, figuring out the catalog and making sure it’s more of that one-to-one experience is important.

Recommending products in the shopping cart. So this is huge. So those UX studies have shown that cart recommendations that are personalized to that shopper increase conversion rate by nine times. So this is, again, you know, this is a huge point to think about throughout the shopper experience, not just thinking about it from a homepage side, which a lot of time, I would say is very impactful. Thinking of where consumers, where shoppers typically land on your homepage, but think about that cart side of it too, and more kind of, you know, who bought this, bought that at the same time. We’re going to go through that today during our demo. And our big three with Adobe Commerce, right? So the things that we’re really going to be focusing on, but, you know, the three AI features that I’d like to kind of cover today, you know, AI can automate and simplify this process using natural language processing. It analyzes the language customers use to search for products and learns which real world words and phrases or synonyms, which your, you know, product tags are there. So that onsite search capability that’s highlighted here. So AI can help update product tags with their natural language equivalents, make it search even faster for customers. So when we’re going through this today, keep in mind, what is your consumers do today? What does your shoppers do today from an onsite search perspective? Kind of focusing now and honing in on our product recommendations here. So this is custom tailored recommendations that are ready and entrenched in part of today’s online shopper experience. So, you know, within, and I’ll kind of quote this out there for 2.3. So those of you that are on Commerce 2.3 and above, this is readily available to you. And one of the things that we’ll cover today is the B2B facets of this too. So personalized product recommendations are increasingly becoming a requirement for both businesses, buyers and consumers. So 70% of businesses buyers say personalized recommendations help them obtain more value from their vendors. So this is, this is again, it’s a huge point that you’re thinking about. And as we’re talking about these big three. And then for site merchandising, AI makes merchandising both easier to develop and maintain in a more effective way. So for example, AI can automatically search a product information database for changes and make updates to the e-commerce system. So no human intervention is really required. Similarly, AI could track how different product images and copy form in real time and continually make adjustments to optimize your conversion rates. It could do the same for content and offers. So, you know, kind of thinking of it from that side from a merchandising side too. And leveraging, I love this statement, but leveraging AI doesn’t look at who a customer is, but rather what they do. So, you know, as I kind of say it as like a personalized experience, a one-to-one experience that really does think about it as like a who, but essentially it’s what that person is doing. So as their experience, what are they expecting from that experience? What types of things are they expecting for your business and to showcase to them? So, you know, really think about it, think about it from that side. What is your customer doing? What’s their behavior? What is their expectations from your business? And with that, I’m going to jump into the demo because we do have a lot to cover today. I’m going to be really going into product recommendations as well as live search today. Definitely feel free to ask questions in the chat. I will kind of get to that towards the end, but to start off, really, I’m going to go with product recommendation first. So here, really what I want to start with is what you see on the screen. So how to get to your product recommendation tool itself on your admin side, go through marketing and you’ll actually see this underneath promotions, underneath the related product rules in between the car price rules. So product recommendation here. So when you first get to the page, what you’re going to first and foremost see is just the overall dashboard of what product recommendations offer. So you have the name, you have page. So which page is this specifically or specified on? So again, you can see some of mine that already have set up. I have the order confirmation page, homepage. I have some things through content pages. So page builder, product detail pages, et cetera. And I also have two different pages here too. So even if I go to the next page, you’ll also see that here too. Thing that I really like about this as well is what are the stats, right? I think that that’s a huge important thing. So what’s working, what’s not working. So even though that this is automated, what is really kind of my focus points and where my impressions are happening? What does my revenue look like from this? What’s my viewability for certain things? So you could see like my homepage, for instance, is very high for viewability. And you can even see within page builder on certain points that I am getting purchases for this. So this is a really good kind of snapshot to look at what types of things I’m seeing here. Thing to kind of call out here for product recommendations. So I kind of alluded to it before, but product recommendation supports category permissions, also shared catalogs. So those that are B2B think about that. And also customer group specific pricing. So again, you are delivering a more personalized experience and we’ll kind of unpack that a little bit as we go through the demo around, you know, what kind of segments and customer groups and so forth, so on that we’re looking at here.

Now homepage, and I’m going to be bouncing back between the front end and the back end of here, but to kind of go through my homepage that I currently have set up here, I have multiple places where I’m using product recommendations right now. So my most popular products are actually done through the just direct product installer element that’s within page builder. So that’s one thing I just want to kind of call out. But towards the bottom here, I have two areas where I really am hitting on the product recommendation side. So I have inspired by your, your shopper trends or shopping trends here. And then I also have trending here. So the more one-to-one experience, so product recommendation types, which you’re going to go through in just a second. One of them here that I have that’s more personalized is based on the actual shoppers experience. So what are they doing? What’s their behavior look like? And based on that, I’m making recommendations, excuse me. And then at the bottom here, the trending is more holistically. So it’s my business in general. It’s what is trending within my catalog? What are people clicking on the most? What’s most clickable, et cetera. And that’s where these are kind of coming into play here too. So as from the back end, I just want to showcase those two specifically to start. So here, I’m going to go through my homepage. So recommended for you is the type that’s here. You can also see within this, this location, what types are in here. And just one thing I’ll cover here too, just before we jump in a little bit further within this cog wheel at the top, you can also select the specific columns that are relevant for your business. So if you’re not too interested, if something, you know, when was it last edited, so forth, so on, you can basically uncheck these and you kind of see it just disappears, you know, that specific column that’s in here. So you can always do that through here as well.

So once I click on a specific recommendation, so the one that I’m showcasing right now is the inspired by your shopper trends one. So that was the one on the homepage. And I’m just highlighting the label here, but essentially this kind of gives me an idea of just a quick look, see at exactly what this recommendation set up as. So, you know, the thing that I see here is that the type is recommended for me. So this is a, again, a personalized recommendation type. I also see that the placement of this is at the bottom of my main content. So the bottom of the content on the homepage specifically, I also see the position. So position is based off of, if I have multiple. So again, thinking about mine, I do have two different ones that are set up on my homepage right now. One of those trending, one of those that again is based on the consumer experience, that person’s experience specifically, and then a number of products as well as display labels. So this just again is saying, you know, the label that I’m using on the front end, my filters that created on and last edited on. So within this screen, I can obviously go back to the main screen that we were on just before. I can edit this specifically, and I also can deactivate this specific recommendation. I also can delete this through here too by hitting that arrow that’s right here. I’m just going to go in and edit this one because I want to showcase exactly what this is kind of displaying as right now. And again, just how this type is, and we’re actually going to create one in real time right now for the cart. So we’ll kind of go through this in just a second. I’m going to just bypass this page type because we’re going to go through that in a second, as well as the recommendation type. The only thing I’ll highlight here is that the recommended for you again is that personalized one. It is more of the one-to-one experience versus something that’s more kind of again at scale, which is like a trending or a conversion rate or most added to cart, most viewed, etc. So think of again, the more personalized one is the recommended for you, as well as the recently viewed aspect. So here, just looking at this, this is my inspired by my shopping experience. That’s just that label that I have that’s on that front end. So again, what you see here is kind of again, what I’m showcasing right here. So inspired by your shopping trends on that front end aspect. Here, I’m also saying that I want to showcase five products. And I also want to again showcase that at the bottom of the main content well. I can always move it to the top if I wanted to here. And you can also see kind of the sort options that are available. So again, since I have to, if I wanted to move one around, you could see just dragging and dropping is just basically changing the sort or changing the position that’s here. Then at the bottom here, I do have filters that are currently active. So the best way I kind of usually describe to merchants what the filters are typically and commonly used for is business intervention or manual business intervention. So if you are looking to say, you know, if you offer out of stock products, for instance, but with a product recommendation, you know, that’s probably not the best time to recommend something that is out of stock. It’s more for those types of experiences, it should be something that’s readily available. So think of like a product recommendation that’s on cart, you know, people that bought this, bought that, so forth, so on. You don’t want something to be within that location that is essentially out of stock. So if you order offer out of stock products, but you offer that, you know, product alert, sign up, something like that, you might want to exclude that. So that’s an area of what you might want to do it as some sort of exclusion or, you know, again, even from an exclusion side, you know, you might want to say a specific product that you want removed. So you kind of see in mind for recommended products overview right now, I have tux shirts and so forth, so on that are available in here. So I might want to exclude something like that here too. So you can kind of see in my exclusion, what I have is you can kind of see, again, I am excluding certain products within this, I am excluding out of stock, et cetera. So things that are not going to show up in something like that. So again, that’s just showcasing it at a very high level from that homepage side. But I think really where I want to kind of start here is I want to start with first off, just activating one that we currently have. So one of the ones I really truly like to, you know, based on like what I typically see in a consumer experience and what I’ve done a lot of research around is certain things like Azure kind of going through PLPs and categories, you know, there might be a trending within that category. So kind of how can you really pivot and highlight on something like that? So within mine, I actually have a trending now that is currently inactive. So if I just kind of go through this, I’m going to go through on my, you know, say I’m in the men’s, I’m in the top, I’m in jacket side, right? So go into this category specifically, you kind of see at the top right now, there’s nothing in there, it just kind of goes right into the PLP, right into the category, right in the products that are listed there. We kind of go back here and just go right into that trending now category here. I’ll click on this one. And just to activate anything that’s inactive, you can simply click on activate here.

And once this has been activated, now, we go back to the front end, I’ll quickly do a quick refresh here, you’ll actually see that that’s now available at the top of the page, I’m starting to see products come in that are trending now. So a really kind of neat feature of just seeing kind of quickly how how fast you can get something added into this. And if I right now this is across all my categories. So I can exclude certain products, same thing that you saw with the homepage, excluding including, I can do that all right through here to to say I don’t want certain products to show. So if I didn’t want the test products to show, and then the new sprite one here, basically, if I said anything without images, I don’t want to showcase in here, I could also do that through that product recommendation. So you know, the one that we have that set up right now, let’s say it’s this one, that category one that we’re doing, I’ll go into this, I’ll edit it. And we’ll say, okay, well, one of the things I don’t want to showcase in that is specific products. And the ones that I don’t want to show, let’s say is the test products, right? So I have those test blue, the test red shirts. And you can kind of see as I’m just typing that in products are showing up pretty quickly. I’m seeing the ones that I want to exclude in there. So I’ll say, okay, I want to enable this feature. Click on Save here, come back to the front end might take a few seconds.

As we do that refresh, and perfect, that actually has already removed those two that are in there. So this is based on, again, the trending of entirety. So it’s not specific on this category, I kind of used as the train of recommendation to be kind of across the entire of my catalog. So it doesn’t matter which category this person’s on currently. So another thing I want to kind of highlight, so it’s backtracking a little bit, but I want to give you kind of again, a sense of that little personalization aspect of the personalized experience. So here within that one for the inspired by your shopping trends. I’m right now just not logged in, not registered on me near as a guest customer. But let me actually pull up another window here. And I’m actually going to just log in as a customer. So you can see I actually have two windows open here. I’m just going to go in and log in as my own customer that I have created here. So I’ll log in as this. And again, that inspired by my shopping trends should be based on what I’m typically shopping for. So it’s based on my behavior as a consumer. So my past and my current. So what am I currently shopping for? What am I currently clicking on? So if I scroll down here, you can see that inspired by my shopping trends is actually different than what is here. So it’s based on that experience that I’ve done that type of shopper experience. So if I start clicking around, again, you can see that difference right here. That’s with like kind of the straps, etc. But if I started clicking around with say this user, and I start clicking around with my experience, I go to specific categories, specific products, you’ll start seeing those come in and start populating into that trend. So it is real time to it is that AI that’s capability that’s really kind of learning my behavior based off of that. Okay, so as kind of the next portion that I want to really walk through is I want to kind of go through specifically around how to enable so I want to show again, just how quickly you can really kind of take and you can move, you know, really, again, how fast you can move something and add something into this. So in here, what I’ll do is I’m going to create a new recommendation. And let’s just call this our cart rack. Right, so we’ll do that. Now to talk about the types. I’m going to stop here because I mentioned I’m going to go through each of these quickly for you. So you get a little bit more context. But essentially, the way that these types work is thinking about all facets of the customer experience. So it’s the homepage. It’s also the PDP, it’s also the PLP or the category page, it’s cart, it’s or a confirmation. It’s also content pages too. So if you have say, a spring sales event coming on or a winter event, etc, you can actually create this for those specific landing pages or any sort of CMS page and use at any time. So that’s a good area of just, you know, kind of where you can use it free freely anywhere that you need to. The other thing that I want to kind of highlight here with the recommendation type, so you can see what’s currently available to me. It’s not specific to any type of product, I’ll say. One of the things that I really like about this is if you click on say product detail, you’ll actually see that the viewed this, viewed that, viewed this, bought that, bought this, bought that, and more like this is actually available now at this point instead of it being say on the homepage where those recommendation types are not available. The reason why is because on the homepage or say page builder, or even within a category, you could have many products or no products that are on that specific page. So you need a recommendation type that is going to again be more generalized or something that’s a little bit more holistic to your catalog versus say again if you’re on a product detail page, you know the product that you’re on if you’re creating something like this. Same exact idea as if you’re on cart. So you can actually see these are actually the same types of things that you’re going to see. So within cart two. So let’s say in here we wanted to add this new cart one and we wanted it to be specific towards kind of highlighting, you know, those that typically buy the products that you have in your cart are also buying these. So we’re going to use bought this, bought that, and in here we’re going to actually say it as bought this, bought that. Again you can have this label be anything that you want it to be. And here I’ll say let’s say I want to just highlight three products. We don’t want to make it too complicated. We want it to be something that’s a little bit of a smaller of a bite size. Here this is I’m making sure that this is at the bottom of the main content. And then within the filters again same idea as what I mentioned before but in this one I just want to exclude specifically the out of stock products. So I want to say, you know, I’m enabling this. I’m excluding my out of stock products specifically here. And then once I’m done just again so you can see how quickly this is. I’ll activate this. You can also save this and draft it for essentially later on. But for now I’m actually going to activate it. So you can see here’s that one. It’s bought this, bought that. That’s the type that we’re using. We just created this. It was at last. I did it obviously a minute ago. Now if I go back to my shopper experience and I’d say let’s let me say I’ll add, you know, this messenger bag to the cart and something like this. Once I kind of get into here I’ll show you kind of the cart side of it now.

And when we go down here so I have a few different things. So I’m using related product rules here but I also have the bought this, bought that. So here is that product rec tool that’s in place here. So you could see those that are buying these types of products or this specific type of product that’s in my cart is also buying these ones. So it’s buying the push-up grips. It’s buying the specific hoodie and this duffel bag. So kind of a really great way to entice customers. Again based on that stat we saw before that nine times is really kind of pushing those types of conversions. You can add something like this that again is going to be more AI driven, more machine learning based on consumer behavior. And again you could still have something where you have that manual aspect of related product rules that is that cross-sell opportunity which again that is part of my more choices here. But this here you could kind of see. And one of the things I wanted to highlight before that I didn’t mention just around the styling of this. So the add to cart button being blue. This is just based off of my style CSS sheet. So if you have blue add to cart buttons or if you have red add to cart buttons etc. If you’re showcasing prices in a certain way, if you have currency in a certain way etc. All those will show based on your styling, based on your CSS sheets. So let’s say for instance we didn’t want something like the GoGetter push-ups. Again same exact idea here. If we go into that we go back into editing this. So I’m just clicking on the specific rec here. I’ll go into this edit aspect. And in here again in the exclusion side if we wanted a specific product we could choose that right here. We can kind of change it where even low stock for instance. Let’s say we want to exclude low stock and this is based on the only x left threshold. So I believe on mine currently within my quote unquote luma brand I have this set to 19. So if you have 19 if I have 19 of a product over less left it’s essentially going to exclude this type of product. So I could say yes I want to enable this and exclude this specific product. So any products that are low quantity that only have x left threshold I essentially don’t want them to showcase in something like this too. You can also do this based on categories too. So if there’s a specific category you don’t want to show, if there’s specific products in the price point you don’t want to show, you can also do that here. So you can see you know that are set with a specific price range. You can put a numeric value in here. You can do specific products. You also don’t want to show specific products. I mentioned that before. You also have types too. So if you want a simple product or a configurable product or gift cards not to show up or downloadable products anything like that you can essentially also enable that for product types too. So wide range of kind of that manual intervention. Again all of everything that you’re seeing is based on behavioral aspects anyways within my business. So again it’s more of a catalog globally or it could be at a point of again more of that one-to-one fashion more of the segmented type of an experience. Okay so the next part something I’m super excited about showing today because it’s not something I presented really in the past within these webinars. So one of the things that we also have is visual similarity type of recommendation. So I think you saw it a little bit before but it is something that is available. So the best kind of way to explain what this is. So the visual similarity recommendation type offers recommendations for other products in your catalog that have visual similarities. So it could be to an image. So aspects of kind of how that works. It could be color, could be shape, could be size, texture, material or even style etc. And Adobe Sensei essentially uses AI to process and analyze the imagery in your catalog and build attributes used to determine visual similarities. So by default this is actually disabled because it may not fit all verticals in industries. So you know really the way that I say this is kind of where I think similarities is really geared towards where shoppers make purchase decisions based on visual characteristics. So as an example apparel, fashion, home furnishing, furnishing may benefit from something with visual similarities or you know kind of again on that type itself. So just to kind of show you what this one looks like what I have set up currently. This I’m using for PDP specifically which again that’s where this makes the most sense. You can see I’ve selected visual similarities or similarity and then I’m saying similar products here. So this again is on the PDP. I’m showcasing this at the bottom of the content well. I do have two different ones that are available here. Again same idea here I can exclude, I can include certain products etc. The really cool thing here too is I can also see a preview of this from the admin side. So I don’t need to see this only on the front end side. So let’s say I have a weight bench. I want to see just kind of what this looks like. So this again will show you similar products. Similar products based on characteristics. Again it could be color, could be shape, size, texture, anything with this imagery and it’s based on the AI capability. So I want to show this on the front end because I think it’s again it’s really cool because it’s not something where you need to have complete criteria around it. So say this this messenger bag here for instance. So we found other products you may like is one area that I have that’s product recommendations but then I also have here the one that’s just a general one and here’s that similar products one. So this is where the visual similarities type is in place. You can see it’s based on the products that are in here. So a good way to kind of look at this too let’s say we kind of go back into the jacket side. I’ll go into this this boom out one. Same idea here if I kind of scroll down you’ll actually see similar products and it does it really it doesn’t have like a duffel bag or anything like that. It’s really geared towards what that product similarities are. So it again it kind of really focuses in that area. So again a nice cool new feature that’s within this and I want to just kind of quickly highlight how this is set up for you. So those that are currently using product recommendation the way to enable this as long as you’re I believe this is part of the November release. So what you’ll actually see here is within your settings. So at the top here click on settings you’ll see visual recommendations here. Just click on enable this and basically just give some time it’s about an hour and then once you have that set up it will adjust all that data grab that information and you can start using the visual similarities. So we’ll see that through here. Now the next part I want to quickly highlight before pivoting and going into the live search capabilities again another feature that we were talking about before is making sure your catalog syncs are are in place. So I’ve had that question come in the past just around how the catalog syncs work within product recommendation. So underneath your system side here so go to system you’ll be able to go to catalog sync here underneath the data transfer.

Once you’re on this page it’s going to showcase your specific catalog. So here you’ll actually products that have been synced to here is 100 percent. You’ll also see my last sync. So right now I have one that’s in progress but I did have one that just happened at 10 44 this morning my time eastern time and you’ll also see the specific products. And what I really like about this too is it also tells you the different elements that have been associated here. So you click on a product you’ll actually get a little pop-up that kind of showcases and tells you what has been updated. So the specific name that’s been ingested specific maybe images as well as pricing and so forth so on. So kind of anything that’s around that you’ll be able to see through this too. So again this is just mostly to showcase these all my catalog synced or not you can see that right through here.

All right so the next part that I want to quickly kind of cover and then we’ll start getting into some questions and everything like that is live search. So I’m going to show this mostly from the front end first. We’ll go and bounce between back end or the admin side to the front end side. But here as you know you probably have used elastic search or you know some sort of search capability. The great things about live search is that it is behavioral based. So it’s based on what consumers are typically searching for and clicking on and it is in more of that one-to-one fashion too. Or again even the one-to-many. So you know things like facets and synonyms and so forth so on really could kind of help you and drive a little bit more of kind of that more personalized experience and more relevant experience too. On-site search is honestly one of the things that from throughout my career I’ve seen is always one of the biggest you know helps with conversion. So if you have a you know sizable catalog so you know if let’s say you have anything that’s over 10 you know any quantity over 10 you know you want to have something that is going to be a powerful on-site search. So you know with live search one of the things I really love is say even just kind of the auto-complete. So the search as you type within the auto-complete that’s here gives you suggestions, gives you different things that are coming up here as you as you’re going through it. And it’s the same thing even as I go into say the actual search results page here. So again very quick, very fast. But some of the things that I really like about this is I can also do searches directly on here too. So if I want to start typing in something new here. If I want to type in something that isn’t even say relevant with the actual product name itself. So if I just want to look up video. So here you can kind of see I don’t have video on any of these names but based on data that’s part of these products you’ll actually see that these are coming up. So these these are specific videos. Let’s say that I wanted to look up say you know a short I could do that as well. So you can kind of see anything that’s part of kind of product data that’s been ingested will will show up here. Really neat feature here too is that the left hand or layered navigation or filtering navigation that you have here. These attributes essentially will change depending on what products are within that search criteria. So you know as I’m searching for this you’ll see that there is color, there’s eco collection, there’s size, there’s climate, there’s categories, there’s price. Now let’s say I kind of go back to that video aspect. You’ll see here that that change to just having activity. Price and categories is what’s called a pin facet that I have here. So I’m going to show you that in just a second on the admin side which just so you can really get a sense of how this interacts and how this works. So let me jump to the admin side. We’re going to keep going back and forth here between the front end. When you get to to live search or when you get to the admin side of live search this is underneath marketing, underneath SEO and search and then live search here. When you first get to the page you’ll get to the performance aspect. So similar to what you saw with the product recommendation side this is going to tell you your unique searches, your zero results, your popular results as well as kind of anything that you see as click-through rates, conversion rates and so forth so on. So since my site is not heavily trafficked in any way you’ll actually see that I don’t have too much data around this but I do see my unique searches. I don’t currently have any zero certain result searches so that’s a really good thing but you know maybe something like this if you do see a zero search results you might want to create a synonym that’s going to create something or a redirect rule that’s in place. You’ll see here I also have popular results so even within this this actually gives me what revenue I’m driving from this, what types of impressions I get. So what are my most popular results or you know what are people clicking on the most anything like that. You also have the ability to do this by a date range and you have the ability to export this performance by CSV. Kind of a neat way to just be able to see things. Now I highlighted this before but fascinating so again I’m sure we’ve all done it as consumers ourselves but as you get to a search results you might be filtering, you might be changing certain criteria so it’s based on what you are looking for specifically. So if I search for pants maybe I’m looking for black pants, maybe I’m looking for jeans, maybe I’m looking for you know sweatpants, anything like that. So I might want the ability to kind of filter even farther down and I’m sure all of us have used it in our own consumer experience before. Facets are hugely important to that factor. So here I actually have my pin facets as being again they’re based on attributes that I have but my attributes that I’ve pinned here so I always want them to show up no matter what the search results is, is my price and categories too because again you know within my product catalog for videos for instance I have them in two different places. I have them in training but I also have them in my yoga category so I want those to be able to be categorically set up too and be able to have consumers be able to choose which they want to see that. So you’ll be able to see those as my pin facets. Dynamic facets are exactly kind of as they seem to be so it’s based on specific data points of products. So I know that not every single product has an eco collection. Every single product doesn’t have climate, every product doesn’t have size. Again using the video one for an example there that didn’t have any sort of specific size to it it was just a video. It had category, it had price and it also had kind of the type of or activity type that it was focused on but other than that you know there’s certain attributes like sleeve and color and so forth so on that aren’t going to make much sense for that video. So this is a great way to kind of showcase that and if you ever had a an additional facet adding them super simple to do. I have all of them already added that I have available for here but you could see this is just adding them into it. So let’s say you know color wasn’t showing here and I wanted a search for it or I had a lot you can kind of see that here just again search as you type that comes into play here and we can actually add that into this as any of that. Or let’s say that we did want to you know activity we know it’s on every single product and we wanted to pin that. We could also pin that here you could see it moves right up to the top here we can actually move these around too so if we wanted you know categories to show first we can actually move that to category showing first etc. And then just by publishing the changes as long as you’re you know if your caching is in place might take a few minutes to actually showcase and show up on the front end but you’re just so you can kind of see how quickly and how easy that is. So same thing if we wanted to unpin something we can unpin it move it around kind of move that back down to activity. You could also see just within here you know editing something you can say you know well I don’t want this to be a multi-select or handle where I want it to be specific to something. I want it to be alphabetical instead of count you know something like that. Again you can change all these you can also change the amount of results that are shown in this so let’s say you had 10 that were in that you can do that or if you only wanted to show eight or two etc. you could change that here too. So up at the top another thing just you can see all facets pin facets so again if you have a ton of facets based on your product data you might want to be able to filter this down so you can just see this specifically the dynamic ones for instance or you know which pin ones you have that are currently open or available to you. So you can kind of see that at the top here. So synonyms are you know I’m going to discard these but synonyms essentially is just exactly as they seem so they are keywords or words that you might have that are that are folks that you might have you know as people are searching for things that you want more of kind of a one-way or even a two-way etc type of an experience. So you know as a for instance here I’ll use an example with the yoga let’s say for yoga we wanted exercise balls as products to show up as well but we don’t want it the other way around so if somebody searches for exercise ball we don’t want yoga products to show up essentially. So that’s kind of what you have set up here you also have that from a two-way side so if somebody searched for pants they’re going to see trousers vice versa if somebody searches for trousers pants are going to show up in slacks and so forth so on. So again you can kind of see that adding synonyms super simple again you can see you know you have two-way you have one-way you can add the terms here you can add those as common delimited as well which is exactly again what you see here with kind of the blue you know having different colors that are available essentially for something like that. So adding them again super simple to add into there you know is let’s say that we wanted a search term of say pant here and we wanted anything that that’s going to expand on that to be pants or something like that or let’s say we wanted you know anytime that pant is searched for we also want shorts to show up something like that we could do that through here as well. Saving it we’ll add it into this you can kind of see again pants shorts available that’s simply right there and I’ll show that on the front end I’ll actually use say yoga for instance here let me come back into this I will use yoga as that example and if we kind of do that search again looking at it here we want exercise ball to also show up here so within that search results kind of again we’ll keep going down here if I had an exercise ball you would see that available in here so again it’s a really kind of a neat way to do those different types of synonyms but if you had again exercise ball is like being you know what you’re trying to focus on again you would see that that’s not going to kind of show into that as well. So that’s your synonym same thing here you could see the different types that you have available you could search for a specific one you’re able to add you’re able to delete so if you ever wanted to delete something again you could see here just leaving something pretty simple to add into it. Now rules, excuse me, rules I really love this because this does give that ability to do some sort of manual intervention so I typically when I’m speaking to merchants about this the best use case that I have for it usually is you know let’s say that you have an overabundance of stock so we all know that stock and inventory is you know tough to come about you know at this time so one of the things I always kind of use this for commonly used for that I see is if you’re trying to boost a specific product you know within a search result so as somebody’s searching for something maybe you want to boost a specific product that you have an overabundance sock for or vice versa to that maybe you want to bury something specifically. So I’ll use the one that I have here I’m going to show you a few different ones here but I’ll use the first one here just around this this ether gym pan here you can actually see you can edit it you can do the view details of it again same idea adding new rules just clicking that you can also see the status specific ones the details of it will actually give you an idea of what the boost or what the rule is specifically for so or specified for so it gives me a quick highlight of you know this is of a query that contains pan what event actually happens is it’s boosting two different products it’s boosting the ether gym pan but also these geo insulated jogging pants and it’s hiding a specific product too and I could also see if I had to start and end date so if you wanted specific dates to be able to kind of activate a rule and deactivate a rule you can do that through here you can also have a description around it too if needed you can also enable and disable it directly right through this as well so I’m actually going to jump into it so you can see kind of the editing aspect of this so here what you see is I have a search query that contains you have the ability to do query is query starts with ends with etc so I’m just doing contains here you also see the next thing is is essentially the events around it so it’s either the boost the bury the hide etc that you have around it so available you can kind of see if I just drop this down you have boost you have that very pin product or even hide products so pinning you could say I want it to be at a specific location so if we wanted to say pin the ether gym pen to a specific spot within here we could say we want to position the one or I want a position two or I want a position three so forth so on so you can kind of see as I’m moving around the ether gym pan is moving around I also have again that geo insulated pan I also am hiding a specific product so excuse me let’s say I wanted this Thorp track gym pants to be boosted as well instead of hiding it like say I received an overrun so that stock you can see now I’m boosting this one it’s been moved to the top as well so these rules again it’s more of that manual business intervention that you might need with this and you can add as many events as you want so if you wanted to add a secondary one that says I also want to move up the zeppelin yoga pin or I want to move those down you can add that into here so you can mix and match you don’t have to have it as just a boost or just a pin you could kind of mix it based on the specific query that you might have you know again and you could see exactly what this looks like on this side of it for those the results essentially that’s available so let’s say this test one I didn’t want to show right I wanted to say okay I have test pant one so let me say I want to hide this product and it is test pant one so again we can see it’s updated at this time so forth so on and I want to essentially just hide that product available to it so you can see it’s no longer showing up in the results even if I kind of keep scrolling down and searching down here you see that that product is no longer available in here again same thing that you would see if there’s a berry too so I have another one set up just so you can get a good another little bit of a flavor around this but you know I have a berry and a high products for yoga specifically so if search terms are essentially starting with or starts with or ends with that query so here I have it search query starts with yoga I’m burying the messenger bag here so the wayfarer messenger bag I’m also hiding a product so they go get a push-up products I’m also hiding another product that is the rival field messenger bag so if I kind of scroll down here what you’ll kind of see is throughout this is is everything that’s yet available within that result essentially so if I say all right well I want to change this to not be yoga but just yoga in general so anything that’s coming up with yoga I want specific products to move up I want specific products to move around you’ll see as I kind of see this I do I’m starting to see some bags I’m starting to see some different things maybe there’s certain things maybe I want to push up the videos that are here if I load more again I could see all the different results and as I keep scrolling down here again you’ll see anything that’s available within that search term anything that’s been moved anything that’s been pushed down you’ll start seeing that here you’ll start seeing any specific products so let’s say for instance I wanted this luma yoga for life to be pushed down a little bit I want to bury that a little bit further so I can add another event here I want to bury this product down I’ll say actually you know what I’ll use this watch instead so that dash digital watch I want that to actually just move down you can see I’m as I’m searching the product it’s almost in real time it’s instantaneous that we’re kind of seeing that so I’ll bury this specific product you’ll see that that product is no longer here if I scroll down and as I’m scrolling down you’ll actually see the buried product so here’s that wayfarer messenger bag you’ll see the dash watch that we just buried the ones that are hidden obviously aren’t going to show yours because they are hidden but let’s say that we wanted to boost one of these videos up too so let’s say the luma yoga for life one that we wanted to boost up so I’ll say all right I want to boost this product specifically the luma yoga and as I’m typing again you can kind of see the query happening in there you’re getting different things that are coming into this so the luma yoga for life click on that I want to boost that essentially up you’ll see that product’s been boosted here we can move some products around as we need to so again it is more of that manual intervention out of it for those specific rules and just so you kind of see that from the front end right so we had yoga before by search for yoga things that we’re not going to see is the bags we’re not going to see specific things that are within that or again even if we do yoga we didn’t save anything yet but you can kind of see what does this look like from that front end side what types of products do we want to start pushing and moving around and maneuvering as we need to so you can see what specific products are showcasing here same thing again layer navigation side we’re starting to really kind of see that come to life as the product results that are there outside that with kind of the the rule side of it you know again you can hide you can move you can deactivate things you can see you know boosting the yoga pan have that as an active right now you can always activate it again looking at the view detail side of it we can activate something like this directly through here can edit it kind of see what that looks like again same thing you could see cogwheel side so if we did have a start date and an end date for things you could see specifically the zeppelin yoga pan that was deactivated for a specific reason so that’s why that’s no longer activated at this point because we did have an end date for it so you also have that based on you know maybe specific specials or promotions that you might have that are going on right now all right awesome well i’m gonna pull back up the presentation i’m going to turn this over to julia just for a few minutes so we’re going to get to your questions in just a few minutes here awesome thank you kori for a great presentation and demo as a reminder this is being recorded so you can watch any of that demonstration back at your own pace at adobe dot ly forward slash adobe commerce webinars now just an overview of some upcoming events for you all the registration links for our next two events can be accessed with the qr codes on the right so feel free to scan those in march we have our 2022 adobe summit this is a free virtual event held from march 15th through 17th where you’ll learn the future of cxm directly from adobe executives customers and other industry experts there are over 230 breakout sessions and training workshops for you to attend so make sure to register today and pick the ones that you’re interested in after that we have dx quarterly or digital experience quarterly where you’ll learn from speakers about the latest updates and features of specifically adobe commerce but also learn a bit about other digital experience products such as adobe marchetto engage and adobe experience manager so keep an eye out in your inboxes for invitations to that as well and then as always we have our commerce and coffee sessions which is what you’re at today these sessions are typically hosted every other month and always discuss the latest e-commerce trends in ways that you can stay one step ahead of the competition using adobe commerce with that i think we are ready to jump into our q a cori i will hand it back to you for our first question is it possible to add a product recommendation to a specific category below a banner but still at the top of the category page so yeah it’s a great question so if you recall what we did before is we activated one that’s on the category specifically so i’m just gonna pull back open the demo for a second here and i’ll actually showcase that so one of the things the way that i would i would recommend is i’m going to answer this in two different ways because it’s a great question so essentially yes you can add that product recommendation to any category so again if we look at categories themselves you know if i’m looking at say the jacket side of it you have that top level where you have the category essentially showcasing the product so you can also exclude certain products include certain products etc through this too but if we had a banner for instance you know let’s say um this is probably not the best example but if i had only a banner that was specified on here the best way to do this in the way that i would typically recommend is underneath the catalog and underneath your categories right i’ll go into a specific category and i’ll just choose anything that’s available to me here but essentially what i was what i would do is i would create a product recommendation that is specified for page builder and within the content section i would actually use page builder to edit that so within page builder you have the ability to say okay well yeah i want to add a row that’s a banner essentially but i also want to add in product recommendations so if i created this added one into here i should add a row first so if i added a row in here say the first one and i’m just showing this really quick really dirty but here i’ll say i want to add a banner at this point but also below that i want to add product recommendations so you can see i’m actually building that out a little bit and then i can edit this with product recommendations and specify that so you would specify which product rec you’re using for page builder yeah you can create a specific category one that could be a little bit more into it and more specific so it’s a great question and yeah that’s exactly how i would do it so instead of it being kind of across all of them create it as that or again if i wanted it to be below a banner i would do it through there great question great thank you our next question is what’s one of the most underutilized features or functions in adobe commerce something that’s not given enough credit for the results that it produces that is a an amazing question and a very robust question too so i in my opinion the thing that i’ve worked so i’ve been working with with magento slash adobe commerce since 2008 so what i’ve seen that is kind of most often forgotten about is the customer segmentation and personalizing experience through dynamic box and as just a a wink wink um here we do have a session that’s going to be coming up in the next few months around personalizing experiences for shoppers and we’ll really highlight it but i would say it is probably one of the most underutilized features it’s one of the things that is the most powerful at the same time because it does deliver more of those one-to-many experiences so using customer segmentation dynamic box category permission so really everything that’s available to you right at your fingertips to create more of a categorical experience and more of again in that scaled approach but even a one-to-one experience so it’s an amazing question and in my opinion i truly believe based on what i’ve seen and working with probably 3 000 plus merchants on the platform i would say is is definitely something that is most often forgotten about but should definitely get a lot of credit for it so great question though i love that awesome okay next question for product recommendations can you exclude products that are not available via search yeah so great question and absolutely so i’ll actually go through that one more time just so you can see it um i still have a demo open always like showcasing things rather than kind of seeing it as as just talking about it but you can essentially excuse me you can exclude certain products that are not available for search so the way that that the question is kind of said is is around uh search catalog or catalog search so if i go into oh any of these i should be able to kind of exclude that um within the exclusion aspect i could say so so type wise again we talked about that one before but visibility is specifically to exclude so if we had a product that we only wanted to be or showcase that is not available through search we can say we only want products or you know again we only want we don’t want to showcase this one or showcase that one we only want products that are going to be catalog and search so this is a visibility that is set on the product so this is the way that i would do that so you’re just excluding all products that are only available catalog are only available search that are available catalog and search great question um and just looking through so a few others that came up pretty quickly towards the end here and i’m just looking through some of the questions um so i i’ve seen a few questions around the simplicity of adding in live search and product recommendations i’ll say it from my side i’m not a developer once i had these modules installed so these are modules that are available on our marketplace that are available at no additional cost as commerce customers so a very big point that i’m noting there this is available to you as a commerce customer as a commerce merchant you don’t have to pay anything additional for it essentially you just install the extensions that are created by us by adobe and once you install them and now i’ll kind of talk about it from that side after they’re installed to configure it it was very easy for me from product recommendation side and from live search side both sides are easy to do from product recommendations if there’s nothing yet set up you know basically when you get to this page it’s essentially just going to be empty you’re not going to have anything in here you’ll basically be creating recommendations as you need to kind of the same thing with live search it’s going to ingest the catalog data it’s going to grab that information and then it will start showcasing in there and the things that you’ll need to create is api endpoints that are done through your magenta account or adobe.com account but outside that you know really everything else it’s just configurations it’s all adminable aspects i’ll say it that way which again typically is is kind of ease of ways to kind of set those types of things up and similar to that question or piggyback on that question i had a question that came in around what versions these are available for so one point product recommendation was available starting with 2.3 so it’s available for anybody that’s on 2.3 and above for live search you have to be on 2.4 and above to start utilizing live search and similar question that i saw come in around b2b for that product recommendations is available i noted it before but it was earlier in the demonstration but product recommendations is available for b2b it’s not yet available for live search but it is something that’s on a road map but for b2b product rex is available powered through that adobe sensei um and then i did see something come in just around where to get to each one of these again i’ll show that pretty quickly here um so within the product recommendation side that’s just underneath marketing so once that extension is installed everything’s activated as you need to you go into marketing and underneath promotions between related products and car price rules product recommendations is right here and that’s where you kind of manage everything the other point again i know i showed it before but for the catalog sinks which is for product recommendations you’ll see that through data transfer and then catalog sync here and then for live search again just to highlight that that’s also through marketing underneath seo and search you’ll see live search here so that’s available to you all right i will pass this back over to you thank you well that’s all the time we have today so that wraps up our session if we didn’t get to your question please do reach out to your customer success manager thank you again for joining us and keep an eye out in your inbox for a recording of today’s event and please answer the short survey questions that will pop up as you’re leaving the event have a great rest of your day everyone

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