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Using Actions in Data Rules

Learn how to select and filter products using actions

Tom Nipravsky avatar
Written by Tom Nipravsky
Updated over a month ago

Actions determine WHAT products your widget shows. They answer: "Which products should appear in this widget?" Actions include selecting products via AI recommenders, manually including products, and filtering results.

How Actions Work

Actions run in sequence:

  1. Selection actions pick products to include (recommenders or manual selection)

  2. Filter actions remove products from the list

You can use multiple actions together to build your perfect product list.

Recommender Actions

Use the Use Recommender action to leverage AI-powered product selection.

Most Viewed

  • Show products with the highest view counts.

  • How it works: Tracks product page views and ranks by popularity.

  • Best for: "Popular right now" sections, trending products

Similar Items

  • Show products with similar attributes to the current product.

  • How it works: AI analyzes product attributes (type, tags, vendor, price) to find similar products.

  • Best for: "You might also like" on product pages, alternatives

Frequently Bought Together

  • Show products commonly purchased with the trigger product.

  • How it works: Uses AI and purchase history to find products bought in the same orders.

  • Best for: Post-add-to-cart upsells, bundle suggestions, product page cross-sells

Customers Who Viewed Also Viewed

  • Show products commonly viewed alongside the current product.

  • How it works: Our AI analyzes co-browsing patterns to find products frequently viewed in the same session.

  • Best for: Product page recommendations, discovery

Recommended for You

  • Personalized recommendations based on individual customer behavior.

  • How it works: Our AI analyzes the customer's browsing history, past purchases, and many other touch points to suggest relevant products.

  • Best for: Personalized homepage sections, logged-in customer experiences

Best Sellers

  • Show top-selling products.

  • How it works: We analyze sales data and identify your best-performing products.

  • Best for: Social proof, homepage recommendations, "Top picks" sections

Recently Viewed

  • Show products the customer recently viewed.

  • How it works: Tracks browsing history and displays recently seen items.

  • Best for: Re-engagement, "Continue browsing" sections

Buy It Again

  • Show products the customer has previously purchased.

  • How it works: Analyzes purchase history to suggest replenishment items.

  • Best for: Repeat purchase reminders, consumable products, subscription alternatives

Product Inclusion Actions

Manually add specific products to your widget.

Include Products

Select specific products to show in the widget.

Settings:

  • Products: Search and select individual products

Example: Always show your flagship products

Best for: Featured items, promotional products, curated selections

Include Collections

Add all products from specific collections.

Settings:

  • Collections: One or more collections to include

Example: Include products from "Summer Collection"

Best for: Seasonal recommendations, collection-based upsells

Include Products by Tags

Add products that have specific tags.

Settings:

  • Tags: One or more tags to match

Example: Include products tagged accessory or gift-idea

Best for: Category-based recommendations, cross-category upsells

Filter Actions

Remove products from your selection to refine results.

Exclude Products

Remove specific products from results.

Settings:

  • Products: Select individual products to exclude

Use case: Never show recalled items or products you don't want to promote

Exclude Out of Stock

Only show products that are currently available.

How it works: Checks inventory and removes products with zero stock.

Best for: Avoiding customer frustration, improving conversion rates

Exclude Products with Tags

Remove products that have specific tags.

Settings:

  • Tags: One or more tags to exclude

Example: Exclude products tagged discontinued or staff-only

Use case: Never show clearance items in premium recommendations

Exclude Source Product

Don't show the product the customer is currently viewing.

Why: Showing the same product they're looking at isn't helpful.

Filter by Price

Only show products within a price range.

Settings:

  • Minimum price: Products must cost at least this amount

  • Maximum price: Products must cost no more than this amount

Use case: Match price expectations, show affordable add-ons, premium upsells

Combining Actions

Build sophisticated product selections by combining multiple actions.

Example: Cross-Sell Setup

  1. Use Recommender: Frequently Bought Together

  2. Exclude Source Product: Yes

  3. Exclude Out of Stock: Yes

  4. Filter by Price: $10 - $50

Result: Shows products frequently bought together that are in stock, in the $10-50 range, excluding the current product.

Example: Homepage Best Sellers

  1. Use Recommender: Best Sellers

  2. Exclude Out of Stock: Yes

  3. Exclude Products with Tags: hidden, staff-only

Result: Shows your best-selling products that are available and not hidden.

Example: VIP Customer Recommendations

  1. Include Collections: VIP Exclusive Collection

  2. Exclude Out of Stock: Yes

  3. Filter by Price: Greater than $100

Result: Shows in-stock products from the VIP collection priced over $100.

Example: Budget-Friendly Add-Ons

  1. Use Recommender: Similar Items

  2. Filter by Price: $0 - $25

  3. Exclude Source Product: Yes

  4. Exclude Out of Stock: Yes

Result: Shows similar products under $25 that are in stock.

Example: Complementary Products by Tag

  1. Include Products by Tags: accessory, add-on

  2. Exclude Source Product: Yes

  3. Exclude Out of Stock: Yes

Result: Shows all products tagged as accessories or add-ons.

Action Priority

Actions run sequentially based on the order they are set. You can drag and drop actions to change their order.

How it works:

  1. Actions execute from top to bottom

  2. Each action builds on the results of previous actions

  3. Selection actions add products to the list

  4. Filter actions remove products from the list

Example order:

  1. Use Recommender: Frequently Bought Together β†’ Gets initial products

  2. Exclude Source Product β†’ Removes current product

  3. Exclude Out of Stock β†’ Removes unavailable items

  4. Filter by Price β†’ Keeps only products in range

Recommender

Best Use Case

Requires

Most Viewed

Trending sections

View taking data

Similar Items

Product page alternatives

Current product context

Frequently Bought Together

Cart upsells, bundles

Purchase history

Customers Who Viewed Also Viewed

Product discovery

Browse history data

Recommended for You

Personalized homepages/product recommendations

Customer browse/purchase history

Best Sellers

Social proof, homepages

Sales data

Recently Viewed

Continue browsing

Session tracking

Buy It Again

Replenishment

Customer purchase history

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