Create Widgets

1

Open the Recommendations Tab

• In the left navigation panel, click Discovery → Recommendations.
• The menu has three further options: Home, Analytics, and Widgets.
• Select Widgets to see your existing widgets and then click on the Add Widget button to create a new widget.

2

Launch the Add Widget Flow

• Click Add Widget.
• A full-screen panel appears listing all available recommendation algorithms (RFY, Frequently Bought Together, Similar Products, etc.).

3

Choose Your Algorithm

• Find and click the algorithm that fits your goal (e.g. “Recommended For You” for personalized picks).
• Each algorithm tile includes a brief use case description.

4

Name & Describe

• In the modal that appears, fill out:
  • Widget Name: A descriptive title (e.g. “Homepage RFY Carousel”).
  • Description (optional): Notes for your team about placement, audience, or context.
• Click Save to create your widget.

5

Configure Your Default (Global) Rule

• You’re taken to the widget’s Rules screen.
• A Global rule is selected by default—any merchandising or fallback settings configured here apply wherever this widget is rendered (homepage, PDP, cart).
• Global rule is mandatory; you cannot remove it.

6

Add Page-Level Overrides (Optional)

• To customize behavior on specific pages, click Add Rule and provide the following details :
  • Rule Name: A descriptive title.
  • Description: Notes for your team.
  • Rule Type: Select Homepage, Product, or Cart based on the context you want to target.
  
• Each page-level rule overrides the Global rule for that context, whether Homepage, Product, or Cart page.
  
  You may only have one rule active for each context in a given time window.

7

Edit a Rule

• Click the Edit Rule option against the global rule or the Edit option under Actions next to custom created widget rules.
• Toggle Merchandising on/off and configure boost/pin/slot/sort/include/exclude rules.
• Toggle Fallback Algorithm on/off and select your backup recommendation engine.
• Click Save within the rule editor to apply.

8

Activate & Publish

• Once all rules and settings are configured, toggle your widget Active if it is not already active.
• Navigate to Content Library to map the widget you created to the storefront.
• Read about Publishing Widgets on Storefront to publish the widget on your storefront.

Key Concepts

• Global Rule: Applies everywhere the widget appears.
• Page-Level Rule: Overrides Global on homepage, product, or cart.
• Only one rule per page type may be active at any given time.
• Merchandising + Fallback toggles live inside each rule’s editor.