User Guides


  • Episerver Perform: Merchandising user guide
    The Merchandising tool in Episerver Perform gives you the flexibility and control to further refine the recommendations generated by Perform algorithms, or completely override the Perform recommendations in order to execute specific campaigns in line with your overall site strategies and targets...

  • Episerver Reach: Mail user guide
    In this guide, you can find detailed information on how to create and configure Episerver Reach Mail recommendations widgets and generate the HTML links to insert into your email campaigns. Click here to download the the most recent user guide.    Episerver Reach Mail was previously known as Peer...

  • Episerver Reach: Mail strategies
    In this document you will find a list of strategies currently available in the Mail and a brief explanation of each one. You can also find this information in the Help section in the Configuration tab for a Mail campaign. Click on the "Help" button (highlighted below) to access it.

  • Episerver Reach: Trigger user guide
    The Episerver Reach Trigger tool enables automated personalized emails to be sent via an Email Service Provider(ESP) that have been triggered by the on-site actions of the email recipient. These actions typically consist of some form of abandonment. It could be an abandoned basket, an abandoned ...

  • Episerver Reach: Mail campaign examples
    In this document you will find examples of strategy configuration for Episerver Reach Mail campaigns, which you can use in various types of email campaigns.

  • Integration Guides


  • Integration Types
    There are a number of different ways that Episerver Personalization can be integrated with Episerver and other platforms. The graphic below gives an overview of the benefits and limitations of each:   As you can see from the above table, the different integration options will suit different cust...

  • Catalogue feed specification
    Click here to download the most recent feed documentation.

  • Episerver Native integration guide
    Episerver Personalization integration for Commerce If you are running Episerver Commerce v11.3 or later, there is a native integration supported which allows integration between an Episerver Commerce site and the Episerver Personalization service. This is done via a Nuget package which is install...

  • JavaScript API integration guide
    Click on the link below to download the the most recent JavaScript API integration documentation. 

  • Server-to-Server API integration guide
    Click here to download the the most recent Server-to-Server API integration documentation. 

  • SMART-API integration guide
    The SMART-API is an API that the client calls which, primarily, returns product recommendations or content. The client sends the API a request containing information about the user and the transaction. The SMART-API returns a list of recommended products. These recommendations can be shown on a c...

  • Integration FAQ


  • How do I exclude products from recommendations?
    If you wish to exclude a product from showing up in recommendations universally across your whole site (Perform recommendations) and all emails (Reach recommendations), it is best to do this at the feed level. If you use the Episerver Personalization RSS feed format, you can set the <p:recomme...

  • Can current behaviour be taken over to a new site?
    If you are updating your existing site then yes behaviour can be taken to a new site but there are certain considerations eg are the product codes remaining the same, is the site structure changing etc. It is best to discuss the detail of your requirements by contacting developersupport@episerver...

  • Why does Episerver Personalization need to have access to our staging environment?
    We need to review the code prior to going live to ensure that there are no errors which will cause issues with the integration and potential errors on the Episerver Personalization live environment.

  • Is there a reference site that I can look at as an example of a current integration?
    The Quicksilver project as best practice starting point for installing Native is available in the Episerver Commerce reference architecture:  https://github.com/episerver/Quicksilver   You can find more information about how to set up and configure Perform here:  http://world.episerver.com/blogs...

  • Can Episerver Personalization integrate with our CMS?
    Yes Episerver Personalization can integrate with your CMS, but dependent on the integration method the level of integration will vary. Please see Q:What exactly is required from a client for this integration?  

  • What exactly is required from a client for integration?
    This is dependent on the integration method. Native integration Set up your development environment. You will need to have an Episerver Commerce site set up in order to utilize the Recommendations package to integrate with Episerver Perform and Reach. Obtain an Episerver Personalization account....

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  • Feed FAQ


  • What is a product feed?
    A product feed or product data feed is a file made up of a list of all the products you sell on your site. For each product, the feed typically contains a product image, title, product identifier, URL, price, currency and product attributes. The product attributes allow Episerver Personalization ...

  • What is the ideal format for the feed?
    The preferred format is an Episerver Personalization RSS feed, although custom XML and delimited (CSV, tab etc.) files are also accepted. NB: All feed files must be UTF-8 compliant plain text. For more information, please refer to the latest feed specification in this article.

  • What fields are mandatory in the feed?
    The following fields are mandatory: title description pubDate (although in it allowed to be empty) guid link p:imageLink p:price (this field has 3 elements, Unit Price, Sale Price and Currency) category p:stock The names above refer to the Episerver Personalization RSS feed format. If you are u...

  • What fields are optional in the feed?
    The following fields are optional: p:title p:description p:link p:brand p:inStock p:recommend p:tags start end p:recommended p:attribute The names above refer to the Episerver Personalization RSS feed format. If you are using a custom XML or delimited (CSV, tab etc.) file, you can also add opti...

  • How is the feed passed to Episerver Personalization?
    A feed can be passed to Episerver Personalization in 1 of 3 ways: Uploaded to a URL which Episerver Personalization will access at agreed times Pushed to the Episerver Personalization FTP for us to access Placed on your FTP for us to pull the feed from

  • How to keep your feed fresh
    The personalized recommendations on your website and in email templates can’t perform without being fed the relevant information. At least once a day Episerver Personalization will download the product feed which is provided by each of our clients. If you need some information on where this feed ...

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  • Tracking FAQ


  • How is website data collected and is it accurate?
    Episerver Personalization receives tracking information from every single page on your entire website. The exact method for transmitting this information depends on the integration type chosen. The Personalization tracking allows us to collect user's interactions with the site and map each user's...

  • Can you provide an example of the JSON tracking code?
    Examples of the tracking code are provided in the JavaScript API integration guide, however your Project Manager can provide you with bespoke examples that are specific to your site as part of the integration process.

  • Where should the one line of tracking script be placed?
    If you are using the JavaScript API to integrate Episerver Personalization on your website, the one line tracking script should be placed just above the closing </body> tag and before any Google Analytics scripts or slow loading social media tags. <script type="text/JavaScript"...

  • Is the tracking code required on all pages?
    The tracking code is required on all pages that are relevant to the customers purchasing experience. If you use the JavaScript API integration, make sure that the PeeriusCallbacks.track variable is defined and that you are calling the tracking script on all pages. <script type="text/JavaS...

  • Can you flag pages without tracking code as “other” automatically?
    Unfortunately this is not possible. You need to configure the tracking code on all pages of your site so that they can be tracked by Episerver Personalization.

  • Why do we need to track “unimportant pages” like landing pages, content pages etc?
    It is important that we track the customers' entire journey and therefore need to be able to track all pages. Our personalization engine considers all previous browsing and purchase behavior of a user to create personal profiles for each visitor that, together with placing the emphasis on the int...

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  • Reporting


  • What is the Episerver Perform attribution model?
    Our attribution model is the industry standard. If a user visits your site and clicks on a Perform recommendation, and returns to the site within 30 days and buys the product they clicked on/converts, then full attribution for the conversion will be given to Perform. A question that gets asked a ...

  • Episerver Perform Reporting overview: Orders (start page)
    Total Orders - total number of transactions tracked on the site From Perform Recommendations - the number of orders in which a Perform recommendation was purchased. Average % from Perform recommendations - the percentage of orders in which a Perform recommendation was purchased. Total revenue ...

  • Episerver Perform Reporting overview: Site Engagement
    Total impressions - total number of page impressions, where recommendations were served Total clicks - total number of clicks on recommendations Click through rate - click through rate for recommendations, shown as percentage (sum of clicks divided by sum of impressions) Click to purchase conver...

  • Episerver Perform Reporting overview: Products
    Shows best-selling products on the site based on the revenue generated from recommendations Graph 1 Average order value - the average order value of orders that contained a Perform recommendation compared to those that did not over the specified period Graph 2 Average units/order - the averag...

  • Episerver Perform Reporting overview: Page types
    Shows all page types on the site, where recommendations are served, and how much recommendations revenue is generated from each. Pie chart Page type report by revenue - shows which page types are generating the most recommendations revenue Table Page type Impressions Clicks CTR Items bought...

  • Episerver Perform Reporting overview: Widgets
    Similar to the Page type report, but broken down further to individual widgets (some pages may have more than one widget). Shows recommendations widgets which are used on a site and how much recommendations revenue is generated from each. Pie chart Widget report by revenue - shows which recomme...

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  • Episerver Perform FAQ


  • Can I turn off an Episerver Personalization widget as and when I choose?
    If you are on our standard integration then no, this will have to be done by the Episerver Personalization team. Please contact developersupport@episerver.com If you are on our JSON integration then yes, you will have the ability to turn this off as and when you choose. Please note it is advised ...

  • How can I set a product to always show in the recommendations on site?
    This can be done through the Merchandising tool in the Personalization Portal. Please click here for the tutorial.

  • How can I change the title/style of the Episerver Personalization widgets?
      JavaScript API, Server-to-server or Episerver Native integration If you are using the JS API (JSON) integration or the Server-to-server API or Episerver Native (Recommendations package) then the widget is completely controlled by you, meaning you are able to change the look and feel as you wish...

  • Why am I seeing out of stock products in Episerver Personalization recommendations?
    Episerver Personalization has been set up to never recommend out of stock products. However, if Episerver is recommending out of stock products, then this is most likely caused by an issue with your product feed. It could be that the feed, for whatever reason, has not updated and is still telling...

  • Why are there no recommendations showing on site?
    Based on the integration type, there are a few areas to check why no recommendations are appearing on the site.  For all integration types, please check your product catalog feed first. Feed check Ensure the feed is not empty - if there are no products in the feed then no products will display o...

  • How can I set up an AB test?
    Episerver Perform has built in split testing functionality which allows you to test different widgets and personalization strategies against each other. If you are interested in AB testing your on-site product recommendations, please get in touch with your Customer Success Manager to discuss your...

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  • New Recommendation Tools


  • PLA widget (Google Product Listing Add widget)
    The PLA widget is not a permanent fixture on the site but instead, a custom widget which only appears if a user has come to the page by clicking on a Google product listing add. The widget was created to solve the high bounce rate issues many companies experience when a user comes to the site thr...

  • Interstitial page with recommendations
    An interstitial page will change the shopping journey for the user by adding in an entirely personalized page to the checkout journey. The page can be shown either after the product page before the basket page, or after the basket page before the checkout pages. The page will usually consist of 2...

  • Recommendations in "Added to bag" lighbox/drop down
    Putting a different twist on the add to basket action, this widget can be displayed when a product is added to the basket in the fashion of a top page drop down confirmation or in a lightbox. This gives the ability to display an alternatives recommendation strategy when viewing the product detail...

  • Widget titles examples
    The titles shown for recommendations widgets on a site are fully controlled and customized by the implementation of the rendering code.  We recommend using titles that reflect the personalization strategy which is configured for the widget, but are also generic enough to accommodate the fact tha...

  • Merchandising


  • When do I use "Handpicked" or "Default" Algorithms?
    When a rule is being created there is the option to select from 4 algorithms The two most common that will be used for a rule set up are Default and Handpicked "Handpicked" - This is used when you are merchandising with a specific product (Refcode) or product set (Product Set). As you ...

  • How do I exclude a product from a recommendations widget on site?
    Exclude a product from appearing in a widget Master Rule: none (this rule is not dependent on any other variables) Recommendation Rule: “Unit price” “Greater than or equals” “0” Exclusions: insert the Sku of the product/ products to be excluded   Before starting you need: The Sku of the product/...

  • How do I override a recommendation?
    This is an example how to create a Merchandising campaign to override the recommendations generated by Episerver Personalization algorithms with your own manually selected product. If you are not yet familiar with the Merchandising tool, please read this article. We will apply the following rule:...

  • How do I create a category rule?
    This is an example how to create a Merchandising campaign to show recommendations from a specific category, based on the category of the product currently being viewed. If you are not yet familiar with the Merchandising tool, please read this article. We will apply the following rule: On product ...

  • How do I create a price point rule?
    This is an example how to create a Merchandising campaign to show recommendations at a fixed price point, lower than a fixed price point or over a fixed price point. If you are not yet familiar with the Merchandising tool, please read this article. We will apply the following rule: On the product...

  • How do I create a product set?
    If you want to use your own selection of products in Merchandising campaigns, for example to only recommend items from a certain group of products or to exclude these products from recommendations, you can achieve this with Product sets. Follow the steps below to create your own product set:   L...

  • Episerver Reach FAQ


  • What email service providers are supported by Episerver Reach Triggers?
    Episerver Reach Triggers enable you to send automated personalized emails via an Email Service Provider, that have been triggered by the on-site actions of the email recipient. These actions typically alert the user of a price reduction or some form of abandonment. Since Episerver Personalization...

  • What is an email variable?
    An email variable or placeholder is a field that can be added to email templates, and which your Email Service Provider (ESP) uses to pull in a recipient's email address when a message is sent out. This variable is required in the HTML links for email recommendations so that Episerver Reach can r...

  • I want to generate the HTML for my Mail campaign but my Email Service Provider is not included in the drop down. What should I do?
    Episerver Reach is completely ESP-agnostic and can be used in email templates sent by any Email Service Provider. In the HTML and preview tab we have added a list of popular ESPs, but this list is not exhaustive and is updated on a regular basis. If you don't see your Email Service Provider in th...

  • I used my email address in Preview but did not get personalized recommendations. Why?
    If your email address is unknown to Episerver Personalization (i.e. it has not previously been tracked on the site), then we will not be able to serve any personalized recommendations.  To solve this, you can registers or log in a user account on the website or make a purchase. This will tie up a...

  • How do I change the ALT text or title for email recommendation images?
    By default, email recommendation image tags include alternate text ("alt") and title tags, which have the value "Just for you". If you want to change the alternate text or title for recommendation images you can do this directly in your email templates or a text editor by edit...

  • Will you recommend out of stock products?
    By default Episerver Personalization tools will never recommend out of stock products. If you are experiencing issues with out of stock products being recommended, then you need to check that your product feed has been updated and has the correct stock levels for products. If you have checked you...

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  • Case Studies


  • Motoral harnesses the power of artificial intelligence
    Read the case study here to find out how artificial intelligence improves wholesale business

  • Globetrotter increased order volume by 42% with Episerver Perform recommendations
    Read Globetrotter case study here

  • Cath Kidston email campaign generates 40% extra revenue with Episerver Reach
    Read Cath Kidston case study here

  • The White Company achieves an exceptional ROI using Episerver Reach behavioural email triggers
    Read The White Company case study here

  • M&Co increases email conversion by 55% with hyper-targeted campaign using Sale Booster
    Challenge M&Co realised the knock-on effect that Black Friday and deep discounting at the end of November could have on its Christmas Day sales. In order to avoid peak trading disappointment, M&Co needed to engage its customers with relevant content and products that would encourage cruci...

  • Hawes & Curtis increases revenue per session by 32% with personalization
    Visit the link below to find out how Episerver Personalization helped Hawes & Curtis reduce bounce rate by 10% and increase conversion rate by 26% Read Hawes & Curtis case study here

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