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See how the Automatic Related Products extension works.

Guide for Automatic Related Products for Magento 2

Motivate customers to purchase more from your store using special blocks with cross-sells, up-sells, or related products. Automatically promote products with smart algorithms for product relation and increase the average order value.

  • Create attractive product offerings using smart relation algorithm
  • Utilize various conditions to differentiate products display
  • Show related items based on customers' views or purchases
  • Exclude out-of-stock products from the display
  • Use automatic relation results instead of manual configuration
Find out more about improved Automatic Related Products here.

General Settings

To configure the extension please go to Stores → Configuration → Amasty Extensions → Automatic Related Products and expand the General section.

Provide shoppers with the functionality to easily return or exchange products with the Magento 2 RMA extension.

Data Gathered Period (days) - specify a time period for stats data gathering that will be used in related, upp-selling, cross-selling, ‘bought together’ and ‘viewed together’ products.

Order Status - specify the order status that needs to be considered when the system selects matching products for 'Bought together' condition.

In the Bundle Packs section, you can fine-tune the main settings of product bundle packs.

Display Position - choose the position to display product bundle packs: either below product info or on a product tab.

Tab Title - when displaying bundle packs on a product tad, specify a custom title for the tab.

Choose CMS Page - Choose a CMS page to show bundle packs on.

Add Bundle Packs Link to Top Menu - choose the position for a bundle packs link on the top menu.

Bundle Packs Item Label - specify the bundle packs item label that will be used for a link in the top menu.

Display Upsell Message in Cart - display one random hint message in a cart, telling a customer which products to add to get the Bundle Pack discount.

Display Bundle Pack in Cart - display one random Bundle Pack in a cart, telling a customer which Bundle Pack he can add to get a discount.

To create rules for linking products, please go to Catalog → Amasty Related Products → Related Product Rules.

On the product rules grid, you can see all existing rules for displaying related, up-sell and cross-sell items on different pages and in various positions in your store.

The rules are sorted by the ID and the Name. You can see the Status of each rule and change it right from the grid by clicking the necessary rule and setting the Enable Rule option to Yes or No.

All the rules are provided with the information about the Store View, Rule Type, its Position on the frontend. You can also check the Priority of each rule.

Only one rule can be applied in one position. If there are several rules, the rule with the highest priority will be executed.

Check the progress and effectiveness of each product block performance by tracking the number of Views, Clicks, CTR, Orders Made and the final Revenue.

Change the columns’ position with a handy drag-and-drop function.

The dropdown menu allows to Delete, Enable, Disable, Duplicate or Edit each rule or several rules in one click.

Create rule for linking products

To create a new algorithm for displaying relevant products automatically, click Add New Rule button and expand the Rule Information tab.

Enable Rule - set to Yes to activate the rule.

Rule Name - create the rule title that will be displayed on your backend settings so that you could easily manage it from the grid.

Priority - only one rule can be applied in one position, but if some products fall under several rules, the extension will execute the rule with the highest priority. Here 1 is the highest priority.

Stores - set up products display according to the particular store.

Customer Groups - specify particular customer groups for which the block will be visible.

Recommend products on various pages

Go to the ‘Where to Display’ Conditions tab.

Block Position - customize the location for your related products block. Choose its position on the Product Page, Shopping Cart Page or Category Page.

You may also configure a Custom Position for the block with related products. This option provides a custom code to be inserted into layout. Thus you can place the block anywhere on your website. To use the option create a New Rule, choose 'Custom Position' in Block Position window and save the rule. A custom code will appear in the 'Block Embedding' window. Copy the code to the xml file with needed page layout (commonly xml files are located here: your_magento_instance_folder/design/layout/catalog_product_view.xml). Use before/after tags to indicate the exact position of the widget. You may also add the code to any product or category page by inserting it into the 'Layout Update XML' window in Design section.

For 'Shopping Cart Page' the conditions are applied only to the latest added item.

If Add into Native Up-sells Block on a product page or Add into Native Cross-sells Block on a shopping cart page is chosen, you will have an option to specify the Replace Type.

The extension matches related products automatically. However, you can not only replace manually added products, but also append to them.

See how to add related products manually here.

After specifying the position, choose the conditions to define the products the “related items” block will be displayed according to color, size, price, category, etc. You can use the combination of the attributes if needed.

Show only for ‘Out of Stock’ Products - enable this option to display related products block for ‘out of stock’ products and provide customers with the items they can purchase.

Check the products that fall under the conditions created by clicking the Preview Products button.

You can see the Thumbnail, the Name, the Type and other additional information about each product. Use handy filters to find necessary products according to the name, type, price, status, visibility, etc.

If you are not satisfied with the list of products, change the conditions and hit the Preview Products button again.

Choose a source type for displaying

To sort the items that will be shown at the related products block, expand the Products to Display tab.

Conditions - select the attributes according to which the products will be shown.

Click Preview Products to check the products list if needed.

Source Type - choose the way for related products to be assorted.

Only Product Conditions - choose this source type to display the items that fall under the conditions specified.

Viewed Together - enable this type to let the system show the products according to the history of views based on the statistical data.

Bought Together - this type displays products according to the statistical data of purchases.

Please enable 'Product View' report at the Configuration > General > Reports for the 'Viewed Together' data source works properly.

Apply “Same As” Condition - enable this option to select products by the same attribute value to display in the block.

For ‘same as’ condition you can set any attribute value: category, material, size, color, price and etc. For example, you can choose how to show products: display from any category or only from the same category with the selected item. The price is also variable.

Sort products to show

To customize the related products block according to your needs, go to the Display Settings tab.

Block Title - add a custom title to capture customers' attention.

Sort by - define the way to display the products: sort them by name, price, newest or leave it random.

Block Layout - choose the style of the block: grid or slider.

Display “Add to Cart” Button - enable this option to let your customers add products to the cart right from the block.

Max Products to Display - specify the suitable for your website max number of products displayed in a product block.

Show “Out of Stock” Products - exclude out-of-stock items from displaying to provide your customers with the products they can purchase immediately.

The extension is compatible with GraphQL. It allows to expose product data like SKU, name, link, image, price etc. in order to build PWA/JS based frontend.

Replace Items Manually

According to the rules, the extension matches related products automatically. However, you can replace or add related items manually in each product block.

Go to the Catalog → Products.

Choose the product needed and expand the Related Products, Up-Sells, and Cross-Sells tab.

To add items to the necessary category, click the Add Related/Up-Sell/Cross-Sell Products button.

Choose the items and hit the Add Selected Products button.

On the preview grid you may see the information about the products: the thumbnail, the name, active status and attribute set, SKU, price.

Also, you can Remove them in one click if needed.

Bundle Packs

To configure and manage product bundle packs, please, go to Catalog → Bundle Packs.

Here, you can easily manage all existing bundle packs and get the necessary information on each of them (including Main and Bundle Pack Products, Discount Amount and Discount Type, the date of creation, etc.).

Create New Bundle Pack

To create a new bundle pack, please, go to Catalog → Bundle Packs → Add New Pack button.

Status - set to Yes to make the bundle pack active.

Enable From - specify the period during which the bundle pack will be active. The bundle will be automatically enabled and disabled on the specified date and time.

Bundle Pack Name - define the name of a bundle pack (for internal use only).

Store - choose the store views to show a bundle pack for.

Customer Groups - select customers groups to show a bundle pack for.

Title - specify the bundle pack title that will be displayed on the products page.

Discount Type - choose a discount type for a bundle pack^ a fixed or percentage one.

Discount Amount - specify the discount amount.

The discount for bundle packs products will be applied above the special price if it is set.

Apply Discount to the Main Product - enable the option to apply the discount to the main product in a bundle pack.

Upsell Message - specify the upsell message that will be displayed in a shopping cart. Use variables: {product_names}, {discount_amount}. The upsell message will appear only when the Bundle Packs > 'Display Upsell Message in Cart' setting is enabled in the configuration.

On the Bundle Pack Products and Main Products grids, you can choose the main and bundle pack products accordingly. Choose the order of bundle pack products on the appropriate grid via drag-and-drop.

Bundle Packs do not work with Grouped and Gift Card product types.

Cron Tasks List

To manage all existing cron tasks, please, go to System → Cron Tasks List.

Here, you can see all the existing cron tasks and their statuses. Run cron tasks and generate their schedule by clicking the ‘Run Cron’ button. Also, delete tasks in bulk, apply filtering and sorting options when it is needed.

Automatically show highly demanded items on a product page.

Increase revenue with up-selling products based on specified parameters.

Get more orders by showing cross-selling products on a shopping cart page.

Speed up the search, catalog and related products with improved indexing with the Elastic Search extension.

Show Bundle Packs on the Frontend

Here's how product bundle packs display on the frontend:

1. On the product tab:

2. After product description:

3. In the shopping cart:

4. On a CMS page:

Find out how to install the Automatic Related Products extension via Composer.
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magento_2/automatic_related_products.txt · Last modified: 2019/07/22 14:01 by skudrov