25 Real World Examples of Rule-Based Product Relations in Magento Enterprise

Cross-selling and up-selling are two commonly used eCommerce product recommendation methods for driving on-site conversions. In addition to both cross-sell and up-sell relations, Magento Community Edition supports related product recommendations. However, all of these relations must be created on a per-product basis.  This article looks at 25 real world examples of rule-based product relations as a way of highlighting Magento Enterprise Edition’s solution for handling targeted merchandizing.

Rule-Based Product Relations in Magento Enterprise

One of the benefits of the Magento Enterprise Edition is the presence of Rule-Based Product Relations – or “Target Rules” – to create automatic links between your products. This provides standardized targeted merchandizing on a subset of products to your customers. Through Magento, you can create multiple rules. These rules can be permanent or apply from and to a specific date; and you can prioritize your rules to ensure which is to be used when several may apply.

You can also define within a rule the criteria for which products will be displayed and to which the rule will apply. Magento’s attribute filter rule engine, used here, enables you to build rules based on attribute values. The rule is applied then upon being saved the appropriate linked products are displayed in their corresponding Blocks.

To utilize this feature within Magento Enterprise Edition, please navigate to “Catalog > Rule-Based Product Relations” within the Magento admin panel. **Please note that the real-world examples listed here assume the existence of necessary and relevant attributes for the scenario they are depicting. Even if not every example is immediately applicable to your store, each example should reinforce the importance of these marketing tactics and the flexibility of Magento’s rule engine.

As with Community Edition, there exists three basic relations: Cross-sell, Up-sell, and Related Products.

Cross-sells

Cross-sell items appear when the customer navigates to their shopping cart. In a brick and mortar environment, these products are intentionally positioned near the checkout. They can be thought of as impulse buys.  Here, we are asking the customer if they “would like to make that into a combo”.  We will now take a look at some examples:

#1. Recommend Wine Glasses, if the Customer is buying a Bottle of Wine

PRODUCT MATCH CONDITIONS:

Clicking on the green plus (+) sign reveals a variety of options with which to create the logic for your rule.  In this example, we want the rule to apply when a bottle of wine is present in the cart.

If ALL of these conditions are TRUE:

Category is [SELECT CATEGORY FOR BOTTLES OF WINE FROM LIST]

PRODUCT RESULT CONDITIONS:

In this example, we want to display wine glasses.

If ALL of these conditions are TRUE:

Product Category is Constant Value [SELECT CATEGORY FOR WINE GLASSES FROM LIST]

#2. Suggest Clearance Sales Items before Checkout

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply in all cases so that we can clear out this inventory.

If ALL of these conditions are TRUE:

(leave blank for matching all products)

PRODUCT RESULT CONDITIONS:

In this example, we want to display clearance items.

If ALL of these conditions are TRUE:

Product Category is Constant Value [SELECT CATEGORY FOR CLEARANCE FROM LIST]

#3. Recommend Paper and Toner, if the Customer is purchasing a Printer

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply when a printer is present in the cart.

If ALL of these conditions are TRUE:

Category is [SELECT CATEGORY FOR PRINTERS FROM LIST]

PRODUCT RESULT CONDITIONS:

In this example, we want to display both paper and toner.

If ANY of these conditions are TRUE:

Product Category is Constant Value [SELECT CATEGORY FOR PAPER FROM LIST]

Product Category is Constant Value [SELECT CATEGORY FOR TONER FROM LIST]

#4. Recommend Products by the Same Brand

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply with any item in the cart.

If ALL of these conditions are TRUE:

(leave blank for matching all products)

PRODUCT RESULT CONDITIONS:

In this example, we want to display products from the same brand.

If ALL of these conditions are TRUE:

Product Brand is Matched Product Brand

#5. Recommend Different Products by the Same Brand, Excluding the Same Kind of Product

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply with a cart that contains a relatively large, potentially single-purchase item like a television set.

If ALL of these conditions are TRUE:

Category is [SELECT CATEGORY FOR TVS FROM LIST]

PRODUCT RESULT CONDITIONS:

In this example, we want to display products from the same brand that are of a different category from the product we have already matched.  This is useful, for instance, to suggest different products from the same electronics corporation, without recommending a second television that a customer may be unlikely purchase.

If ALL of these conditions are TRUE:

Product Brand is Matched Product Brand

Product Category is not the Same as Matched Product Categories

#6. Recommend Purchasing an Extended Warranty Before Checkout

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply in all cases.

If ALL of these conditions are TRUE:

[SELECT ATTRIBUTE FOR OFFERS WARRANTY FROM LIST] is Yes

PRODUCT RESULT CONDITIONS:

In this example, we want to display extended warranties for products in the cart.

If ALL of these conditions are TRUE:

Product Category is the Same as Matched Product Categories

Product Category is Constant Value [SELECT CATEGORY FOR WARRANTY FROM LIST]

#7. Recommend Purchasing Other Items That Can Be Delivered Next-Day

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply whenever the cart contains an item that is marked as supporting next-day delivery.

If ALL of these conditions are TRUE:

[SELECT ATTRIBUTE FOR NEXT-DAY DELIVERY FROM LIST] is Yes

PRODUCT RESULT CONDITIONS:

In this example, we want to display other products that can be delivered tomorrow.

If ALL of these conditions are TRUE:

Product [SELECT ATTRIBUTE FOR NEXT-DAY DELIVERY FROM LIST] is Matched Product [ATTRIBUTE FOR NEXT-DAY DELIVERY]

#8. Recommend Products of a Child Category from the Cart

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply with any item in the cart.

If ALL of these conditions are TRUE:

(leave blank for matching all products)

PRODUCT RESULT CONDITIONS:

In this example, we want to display other products that can be delivered tomorrow.

If ALL of these conditions are TRUE:

Product Category is one of the Child of the Matched Product Categories

#9. Recommend Camera Accessories for Budget Cameras

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply to cameras in the cart of a certain price.  This demonstrates nested conditions.

If ALL of these conditions are TRUE:

Category is [SELECT CATEGORY FOR CAMERAS FROM LIST]

If ALL of these conditions are TRUE:

Price equals or greater than 0

Price equals or less than 400

PRODUCT RESULT CONDITIONS:

In this example, we want to display other products that can be delivered tomorrow.

If ALL of these conditions are TRUE:

Product Category is one of the Same as Matched Product Categories

Upsells

Upsell items appear on the product view page.  The customer could purchase these products instead of the product they are currently viewing.  They are the equivalent of asking the customer if they “would like to upsize”.  We will now look at some examples:

#10. Upsell Women’s Clothing

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply to women’s clothing.

If ALL of these conditions are TRUE:

[SELECT ATTRIBUTE FOR GENDER FROM LIST] is [VALUE FOR WOMEN]

PRODUCT RESULT CONDITIONS:

In this example, we want to display women’s clothing that is more expensive.

If ALL of these conditions are TRUE:

Product [SELECT ATTRIBUTE FOR GENDER FROM LIST] is Matched Product [ATTRIBUTE FOR GENDER]

Product Price equals or greater than Matched Product Price

#11. Upsell to a Greater Model

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply to any product.

If ALL of these conditions are TRUE:

(leave blank for matching all products)

PRODUCT RESULT CONDITIONS:

In this example, we want to display the greater product equivalent.  It assumes similar SKUs.

If ALL of these conditions are TRUE:

Product Category is Matched Product Category

Product SKU contains Matched Product SKU

Product Price equals or greater than Matched Product Price

#12. Upsell to a Product of the Same Brand

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply to any product.

If ALL of these conditions are TRUE:

(leave blank for matching all products)

PRODUCT RESULT CONDITIONS:

In this example, we want to display products of the same brand.

If ALL of these conditions are TRUE:

Product Brand is Matched Product Brand

Product Price equals or greater than Matched Product Price

#13. Upsell to a Greater Material

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply to plain chairs.

If ALL of these conditions are TRUE:

Category is [SELECT CATEGORY FOR CHAIRS FROM LIST]

PRODUCT RESULT CONDITIONS:

In this example, we want to display better chairs.

If ALL of these conditions are TRUE:

Product Category is the Same as Matched Product Categories

Product [SELECT ATTRIBUTE FOR MATERIAL] is not Matched Product [ATTRIBUTE FOR MATERIAL]

Product Price equals or greater than Matched Product Price

#14. Up-sell Up to a Certain Price

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply to products with a price no greater than $100.

If ALL of these conditions are TRUE:

Price equals or less than 100

PRODUCT RESULT CONDITIONS:

In this example, we want to display similar products, up to a certain price.

If ALL of these conditions are TRUE:

Product Category is the Same as Matched Product Category

Product Price equals or less than Constant Value 300

Product Price equals or greater than Matched Product Price

#15. Downsell

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply to product greater than $500.

If ALL of these conditions are TRUE:

Price equals or greater than 500

PRODUCT RESULT CONDITIONS:

In this example, we want to display similar products, up to a certain lower price.

If ALL of these conditions are TRUE:

Product Category is Matched Product Category

Product Price equals or less than Constant Value 300

#16. Upsell to Competing Brands

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply to any product.

If ALL of these conditions are TRUE:

(leave blank for matching all products)

PRODUCT RESULT CONDITIONS:

In this example, we want to display similar products, from different brands.

If ALL of these conditions are TRUE:

Product Category is Matched Product Category

Product Brand is not Matched Product Brand

Product Price equals or greater than Matched Product Price

#17. Upsell to a Larger Pack Quantity

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply to products with a “Pack Size” attribute.

If ALL of these conditions are TRUE:

[SELECT ATTRIBUTE FOR PACK SIZE FROM LIST] is

PRODUCT RESULT CONDITIONS:

In this example, we want to display larger packs.

If ALL of these conditions are TRUE:

Product [SELECT ATTRIBUTE FOR PACK SIZE FROM LIST]  greater than Matched Product [ATTRIBUTE FOR PACK SIZE]

Related Products

Related Products appear on the product view page alongside Upsells.  The soft distinction is that upsell items are to be purchased instead of a product and related items could be purchased in addition to a product.  We will now look at some examples:

#18. Recommend Camera Accessories, if the Customer is purchasing a Camera

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply to when a camera is viewed.

If ALL of these conditions are TRUE:

Category is [SELECT CATEGORY FOR CAMERAS FROM LIST]

PRODUCT RESULT CONDITIONS:

In this example, we want to display camera accessories such as chargers, cases, or tripods.

If ALL of these conditions are TRUE:

Product Category is Constant Value [SELECT CATEGORY FOR CAMERA ACCESSORIES FROM LIST]

#19. Recommend Similar Products That are Part of a Spring Sale

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply when a product that is on sale is viewed.

If ALL of these conditions are TRUE:

[SELECT ATTRIBUTE FOR IN SPRING SALE] is Yes

PRODUCT RESULT CONDITIONS:

In this example, we want to display related products that are also on sale.

If ALL of these conditions are TRUE:

Product Category is the Same as Matched Product Categories

Product [SELECT ATTRIBUTE FOR IN SPRING SALE FROM LIST] is Matched Product [ATTRIBUTE FOR IN SPRING SALE]

#20. Recommend a Set of Related Products

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply only on one particular SKU.

If ALL of these conditions are TRUE:

SKU is [SELECT ATTRIBUTE VALUE FOR SKU FOR STAINLESS STEEL CHAIR FROM LIST]

PRODUCT RESULT CONDITIONS:

In this example, we want to display related products that are part of the same set of furniture.

If ALL of these conditions are TRUE:

Product Brand is Matched Product Brand

Product Color is Matched Product Color

#21. Recommend a Set of Related Products (More Specific)

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply only on one particular SKU.

If ALL of these conditions are TRUE:

SKU is [SELECT ATTRIBUTE VALUE FOR SKU FOR STAINLESS STEEL CHAIR FROM LIST]

PRODUCT RESULT CONDITIONS:

In this example, we want to display related products that are part of the same set.  Rather than match on brand and colour like in the previous example, here we assume there is a dedicated attribute to indicate if a product belongs to a set of related products.

If ALL of these conditions are TRUE:

Product [SELECT ATTRIBUTE FOR SET FROM LIST] is Matched Product [ATTRIBUTE FOR SET]

#22. Recommend Boy’s Kids Clothes of the Same Brand and Age

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply only to boy’s clothing.

If ALL of these conditions are TRUE:

Category is Boys

PRODUCT RESULT CONDITIONS:

In this example, we want to display other boy’s clothes from the same brand and for the same age.

If ALL of these conditions are TRUE:

Product Category is the Same as Matched Product Category

Product [SELECT ATTRIBUTE FOR AGE] is Matched Product [ATTRIBUTE FOR AGE]

#23. Recommend Recent Books By The Same Author

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply on all books.

If ALL of these conditions are TRUE:

Category is Books

PRODUCT RESULT CONDITIONS:

In this example, we want to display other boy’s clothes from the same brand and for the same age.

If ALL of these conditions are TRUE:

Product Category is the Same as Matched Product Category

Product [SELECT ATTRIBUTE FOR AUTHOR FROM LIST] is Matched Product [ATTRIBUTE FOR AUTHOR]

Product [SELECT ATTRIBUTE FOR DATE RELEASED FROM LIST] equals or greater than Constant Value [DESIRED YEAR]

#24. Recommend Products of the Same Promotional Type (e.g., 2/$20)

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply products part of a 2/$20 promotion.

If ALL of these conditions are TRUE:

[SELECT ATTRIBUTE FOR PROMOTION FROM LIST] is [VALUE FOR PROMOTION 2/$20]

PRODUCT RESULT CONDITIONS:

In this example, we want to display other products of the same promotion.

If ALL of these conditions are TRUE:

Product [SELECT ATTRIBUTE FOR PROMOTION] is Matched Product [ATTRIBUTE FOR PROMOTION]

#25. Recommend Products That Are the Same Price

PRODUCT MATCH CONDITIONS:

In this example, we want the rule to apply all products.

If ALL of these conditions are TRUE:

(leave blank for matching all products)

PRODUCT RESULT CONDITIONS:

In this example, we want to display other products of the same price.

If ALL of these conditions are TRUE:

Product Price is the Same as Matched Product Price

I hope these examples help you to form your own fine-tuned rules to maximize your usage of Magento.