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Step-by-Step Implementation

A. E-Receipt Recommendations

Transform routine post-purchase receipts into targeted upsell opportunities:

1.Navigate to E-Receipt Builder: Navigation

Go to Marketing → Templates → Add New Template → Transactional → e-receipt.

Verification: Confirm the e-receipt canvas and block library are visible.

2.Add Product Block: Layout

Drag and drop the Picked For You custom recommendation card into your layout.

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Verification: Verify the recommendation container renders inside your template canvas.

3.Configure Strategy and Scope: Rule Setup

Click Edit Configuration on the block:

  • Recommendation Strategy: Choose Customer Persona (personalized via trained model) or Best Sellers (fallback default).

  • Number of Products: Display up to 6 recommended items.

  • Product Scope: Select Similar Products Only, Complementary Products Only, or Both relative to items on the receipt.

Verification: Save configuration and confirm setting values reflect in the editor sidebar.

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B. Email Campaign Recommendations

Embed recommendations directly into email campaign templates using dynamic merge tags:

  1. Insert Dynamic Merge Tags: Drag tag placeholders for image, name, price, URL, description, or department into standard product rows.

    • Example syntax tags: ${xio.product.name}, ${xio.product.price}, ${XIO.PRODUCT.DEPARTMENT}.

  2. Build Custom Grids: Duplicate the merge tag set across rows to construct a grid of up to 6 products.

  3. Guardrails: OptCulture blocks scheduling if a campaign exceeds 6 recommended products, keeping load times and layout consistent.

C. WhatsApp Campaign Recommendations

  1. Create or select a qualifying WhatsApp carousel template requiring an image header and dynamic URL button per card.

  2. Toggle Product Recommendations to ON for the carousel card. OptCulture automatically fills image links and button target URLs with dynamic recommendation parameters.

  3. Disabling the toggle instantly restores your original static template content without manual data entry.


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