Creating a Cart similar block
A Cart similar block recommends products similar to the ones the user has already added to their cart. Unlike Wishlist similar (opens in a new tab), it uses the cart as its source, not the favorites.
1. Creating the block
To create the block, enter a name in the Name field, select "Similar Products to Cart Block" in the "Type" field, and specify a unique identifier used to retrieve the entity. Click Add, and the block appears in the table.
2. Editing the block
The block settings screen has the following sections:
- Details: Name* and Marker
- Block settings (the Settings for 'Similar to Your Cart' block card, with a Help button next to it that gives a detailed explanation): Maximum items, Exclude items from cart, Fallback to trending when cart is empty
- Audience filter
- Automatic matching by attributes (Match by attributes)
- Selection of similar products
- Context for preview: the Test cart (product IDs) field
- Preview
Automatic matching by attributes
This is the main section of the block. Here you choose the attributes used to find similar products:
- Set of attributes: the attribute set that provides the characteristics to compare.
- Attributes for comparison: the attributes that must match for products to count as similar.
- Minimum matches: how many of the selected attributes must match for a product to be included in the results.
For clothing and footwear, set Minimum matches = 1; otherwise, the selection will include few products. For strict selections (for example, spare parts and compatibility), raise the value to the number of selected attributes.
The Found products section previews the product list for the current settings. To see why a product was selected, open the Explanation tab of the Block preview (opens in a new tab) window: an attribute match is marked with a Matching attributes badge that lists the matched attributes and their count, for example "Matching attributes: color, brand (2)".
Selection of similar products
Below Match by attributes is the Selection of similar products section, the same one as in the similar products block in automatic mode (opens in a new tab). Similar products are selected for each product in the cart based on the meaning of its description and are recalculated on every request: when the cart changes, so does the selection.
- How important is a close price: a slider from 0 to 1. The higher the value, the further down the list products priced far from the source product move; 0 means price is ignored.
- What kind of product should be to get into the block: required conditions. A product gets into the block only if all of them are met. The "matches" condition compares against the source product's value. This is also where the Non-indexed products checkbox is: it sets whether to include products that have not been indexed yet.
- Show as a single card products that match by: the criteria by which variants of one product (sizes, colors) are shown as a single card, namely the Title checkbox and attributes grouped by set. If nothing is selected, each product gets its own card.
- Where to search for similar products: the categories to take similar products from. If nothing is selected, the search covers the product's own categories; selected categories replace that scope entirely.
Below the settings, diagnostics for the saved block show how many products are in the catalog, how many models remain after merging, and how many products will have fewer than two similar products.
The Found products preview is based on the Test cart (product IDs) field in the Context for preview section: comma-separated product IDs (up to 50).
Audience filter
The block's audience is set in a separate editor; see Audience Filter (opens in a new tab).
Preview
The Open in modal button opens the Block preview (opens in a new tab) with the Basic, Explanation, and Investigate tabs.