Manage Recommenders

Introduction

Recommenders can be edited, duplicated, paused, or deleted at any time to fit your need. Read the sections below to learn how to manage your recommenders.

Find a Recommender

To get to recommenders, click Plugins in the left menu. Select Recommenders from the dropdown menu.

This opens the Recommenders page.

Depending on the status of your recommender, you will have to open a different tab:

  • Live Recommenders - You have already published the recommender to your website.

  • Drafts - You saved a recommender for later review, it has not been published yet.

  • Templates - You saved a reusable copy of your recommender that is not published.

  • Archived - You have archived a recommender.

Select the appropriate tab and find the recommender name.

Edit a Recommender

Select the Action dropdown to the right of a recommender name. Click Edit in the dropdown.

The recommender creation page will open. For more information about the sections when creating a recommender, see the article here. Update the desired sections.

If you are updating a live recommender, you must click Launch Now to update the recommender on your site.

Duplicate a Recommender

If you have an existing recommender close to what you need now, simply duplicate the recommender. This will create a new recommender with the same setup for you to adjust as necessary before saving or launching.

To duplicate a recommender, select the Action dropdown to the right of a recommender name. Click Duplicate in the dropdown.

The recommender creation page will open with the sections already filled out. For more information about the sections when creating a recommender, see the article here. Update the desired sections and then choose whether to save or launch your new recommender.

Pause a Recommender

If you want to remove a live recommender from your website, you can pause it. You won’t lose any of your data by pausing a recommender.

To pause a recommender, navigate to the Live Recommenders tab. Select the Action dropdown to the right of a recommender name. Click Pause in the dropdown.

The recommender will no longer appear on your website and will be moved to the Drafts tab tagged as Paused.

At any time you can publish the recommender to your website again by clicking Launch.

Archive a Recommender

Live recommenders can be removed from your website without losing their data by archiving them.

To archive a recommender, select the Action dropdown to the right of a recommender name. Click Archive in the dropdown.

The recommender will no longer appear on your website and will be moved to the Archived tab tagged as Archived.

At any time you can publish the recommender to your website again by clicking Action and selecting Restore from the dropdown. The restored recommender will appear under the Drafts tab, where you can edit, review and relaunch it.

Delete a Recommender

If you no longer want the data associated with a recommender, you can delete it. Deleting a recommender cannot be undone. You can only delete archived recommenders.

To delete a recommender, navigate to the Archived tab. Select the Action dropdown to the right of a recommender name. Click Delete in the dropdown.

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