Intelligent Item Recommendations in Commerce Marketing

What Are Intelligent Item Recommendations in Commerce Marketing?

The new Intelligent Item Recommendations feature in Commerce Marketing allows businesses to utilize data-driven insights to improve conversion rates and enhance customer experience. This feature enables users to analyze the effectiveness of item recommendations, streamline item selection, and customize the user interface for personalized shopping experiences.

Key Features of Intelligent Item Recommendations

What is the Intelligent Item Recommendations Workbook?

The Intelligent Item Recommendations: CRM Conversion Workbook provides a comprehensive analysis tool for examining conversions influenced by item recommendations. This workbook offers three distinct views:

• Recommendation Conversions Table: Tracks conversions influenced by item recommendations, including filters for date, scenario, employee, customer, transaction, transaction type, and item.
• Estimated Revenue Table: Summarizes projected revenue tied to transactions driven by recommendations.
• Daily Estimated Value Area Chart: Visualizes daily aggregated revenue over the past 30 days.

To access this workbook, navigate to the Analytics tab, and find it listed under Workbook Templates.

How to Filter Available Items?

When using Intelligent Item Recommendations on sales orders, estimates, or opportunity records, now it’s possible to limit displayed items to only those that are available. This functionality allows businesses to focus on items that are either in stock or available for backorder, enhancing operational efficiency.

Customizing Intelligent Item Recommendation Results

Users can tailor their experience by customizing the columns that appear in the recommendations popup. Available options for customization include:

To adjust these settings, access the Intelligent Item Preferences.

What Happens When Recommendations Aren't Available?

In cases where intelligent recommendations are not available, users will see a list of popular items instead. This feature helps users discover additional products, ensuring that they have options even when specific recommendations are not applicable.

Accessing Intelligent Recommendations Preferences

Intelligent Recommendations preferences can be easily accessed from multiple locations within NetSuite:

• As an Administrator: Go to Setup > Company > AI Preferences > Intelligent Recommendations subtab.
• From Commerce: Navigate to Marketing > Recommendation Preferences.
• As a Sales Manager: Access preferences at Setup > Sales & Marketing Automation > Recommendation Preferences.

UI Updates Aligned with Redwood Theme

Recent UI updates have improved the aesthetics and functionality of the Intelligent Item Recommendations feature. Enhancements include:

• Updated popup windows for sales orders, estimates, and opportunity records.
• An improved Recommendation Availability page for a better user experience.

To activate the Redwood Theme, go to Home > Set Preferences and enable settings in the Appearance tab.

Regardless of your theme, the button for alternative item recommendations on the item line has been renamed to Alternative Items.

Who This Affects

This feature impacts various roles within a business, including:

• Administrators
• Sales Managers
• CRM users and marketers

Key Takeaways

• The Intelligent Item Recommendations feature enhances conversion tracking and revenue forecasting.
• Users can filter to view only available items, improving order accuracy.
• Customizable columns in recommendations help tailor the shopping experience.
• UI updates align with the Redwood Theme for improved usability.

Source: This article is based on Oracle's official NetSuite documentation.