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Deploy Commerce Cloud Einstein

Learning Objectives

After completing this unit, you’ll be able to:

  • List the type of data that Einstein tracks.
  • Explain the importance of the Einstein Data Privacy Agreement.
  • List four actions the Commerce Cloud Recommendations Validator tracks.
  • List the two ways you can activate feeds during deployment.
  • Explain how Einstein uses the data feeds.

Now that your planning and prerequisite setup is done, you’re ready to install and configure various Einstein features.

Where's the Data

Machine learning algorithms require substantial data sets to discover and use valuable correlations and statistical patterns. Though 2 years of data is ideal, Einstein can work with the data you currently have, even if it has not been collected for that long.

To use Einstein on your B2C Commerce storefront, try getting the data from these sources.

  • Catalog: She collects product information stored in the catalog by running a catalog feed against her production instance.
  • Orders: She collects order information generated on the storefront by running an order feed against her production instance.
  • Clickstream: The site automatically collects clickstream data in real time using pixel tracking. This is live data: There’s no need to do anything to collect this data.

Einstein uses machine-learning models that:

  • Analyze this data.
  • Identify products that are frequently purchased together for more effective product sets and bundles and promotions.
  • Identify terms to add to search dictionaries for improved search results.
  • Use content slots to show recommended products.
  • Use a search flyout and Business Manager settings to personalize type-ahead search guidance.
  • Sort search results.

Enable Activity Tracking for Storefront

Einstein uses browser-based activity tracking to respond to shoppers actions on your site in real-time. To ensure the activities are enabled in production:

  1. In Business Manager, click the Apps Launcher and then select Merchant Tools | Site | Site Preferences | Privacy Settings.
  2. Select Enabled for Tracking (Default for new storefront sessions).
  3. Click Apply.

Commerce Cloud Recommendation Validator

Merchandisers can use the Recommendation Validator Chrome extension to validate and debug Einstein product recommendations and sorting rules on your storefront. You can use its dashboard to analyze baskets and view site activity, site recommendations, and email recommendations data.

Note

This extension is only available for the Google Chrome browser.

Here’s how to load the extension.

  1. In the Chrome browser, go to the Chrome Web Store extension page. Commerce Cloud Recommendation Validator
  2. Click Add To Chrome
  3. To confirm the installation, click Add Extension.

The Recommendation Validator user interface showing the Add To Chrome button

The extension icon appears to the right of the address bar.

The Recommendation Validator begins running once it’s installed. When you to a site that uses Einstein features, it instantly validates recommendation activities and sorting rules. When it recognizes an event, a numbered footnote appears within the icon that shows the number of events it caught.

Here’s how you use this tool.

  1. Open the storefront.
  2. Trigger activities by navigating through the storefront.
  3. Click the Validator icon (1) when footnotes appear to view the status of triggered activities. In this example, there are two footnotes. 

Information that shows on Recommendation Validator

  1. Take a look at the recognized events (2). In this example, clickCategory is activity.

Once you enable recommendations, the tab populates with information.

Validator Events

When the Validator recognizes an event, an icon appears with the number of events it detected. Based on the activity, the Validator shows a response. Developers can review the Infocenter documentation when validating their implementation.

This table shows the action a shopper takes (for example, clicking a category), the trigger within the code, and then the results that display in the Validator.

What the shopper does (action)

Trigger

Results

Click a category.

viewCategory

If clickstream tracking is configured correctly, you see “viewCategory is Okay” in the Validator.

Click a product.

viewProduct

If clickstream tracking is configured correctly, you see “viewProduct is Okay” in the Validator.

View recommendations content slot.

viewReco

If recommendations are enabled on a page and working correctly, you see “viewReco is Okay” in the Validator. To view individual recommender information, click the Recommendation tab.

Click a recommended product.

clickReco

If clickstream tracking is configured correctly, you see “clickReco is Okay” in the Validator.

Add an item to the cart.

addToCart

If clickstream tracking is configured correctly, you see “addToCart is Okay” in the Validator.

Click to begin checkout.

beginCheckout

If clickstream tracking is configured correctly, you see “beginCheckout is Okay” in the Validator.

Finish checkout.

finishCheckout

If clickstream tracking is configured correctly, you see “finishCheckout is Okay” in the Validator.

Perform a search and the search results display.

viewSearch

If clickstream tracking is configured correctly, you see “viewSearch is Okay” in the Validator.

Deploy Einstein

Deploying Einstein on your B2C Commerce storefront helps you create personalized shopper experiences.. The Einstein Deployment service transfers data from product catalog and order feeds to Commerce Cloud Einstein. Predictive machine-learning models use the data feeds to generate recommendations. Einstein Deployment also feeds the data into the Configurator tool, where merchandisers can configure business rules to fine-tune how the system generates product recommendations.

An administrator controls how often catalog and order data deploys to Einstein, and runs the deployment often enough to keep the data fresh. Because deploying can impact the storefront performance, deploy based on catalog change frequency. Figuring out the best frequency can take several tries.

Here are the steps to initiate the data feed process that deploys Commerce Cloud Einstein.

  1. In Business Manager, click the Apps Launcher and then select Administration | Operations | Einstein Status Dashboard.
  2. In the Site column, click the site you want to configure.
  3. Select the region that corresponds to your primary business geography. This setting determines where predictive data is physically stored and processed. For example, select The Americas.
  4. To get Einstein search dictionary suggestions, configure the region setting in production and staging instances.
  5. If needed, modify the Host setting (Example: www.northerntrailoutfitters.com, with https:// not included).
  6. Select one or more features you want to include.
    • Out-of-Stock Products: Lets you serve recommendations on product details pages that are out of stock.
    • Variation Products: If your catalog has variation groups, this allows for recommendations to be served at the variation group level (for example, at the color level).
    • Multi-Locale: If your site supports multiple locales, this brings in product information across all of them.
  7. Select or enter the date after the export orders were created.
  8. Enter a number for the maximum orders per run, for example, 10,000.
  9. Select the On switch. If the switch is inactive, the catalog and order feeds are not scheduled for the site.
  10. Schedule when to start the feeds and how often they run.
    • Run the feeds immediately for a one-time capture, or
    • Configure a recurring schedule.
  11. Click Save.

You have successfully configured the initial data feeds. The system takes 24 to 48 hours to process the data before the Einstein features become active.

Next Steps

In this unit, you learned about the importance of signing the Einstein Data Privacy Agreement. You also learned how your storefront’s order, product, and clickstream data can give your company valuable information about shoppers so merchandisers can improve shopper experiences with more targeted product recommendations and better search sorting. In the next unit, you explore how to review data with the Configurator tool.

Resources

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