Data-Driven Questions and Filters

Simplify Flow Creation With Data-Driven Questions and Filters

As you, perhaps, already know, the basic idea of a web-based Product Finder is that you ask the customers questions, and provide them with a number of answers, having analyzed which, Product Finder 360 algorithm form the list of recommendation, i.e. products from your catalog that match the needs of your customer best. 

At the end of the questions and answers flow, you can also provide some filter panels, with options of which the customers can specify or modify their answers. 

It's quite a common case that answers to some questions or options to some filters fully resemble the values of corresponding product attributes. For example, you've got an attribute "color" and its values are names of the colors, e.g. "red", "green", "white", etc., or an attribute related to the manufacturer, that contains names of manufacturers, etc. In this case,  when asking a question or creating a filter that relies on such attributes, the use of data-driven questions/filters will do two main things: 

  • Save your time: You won't need to create the options manually

  • Make sure the Product Finder is consistent: Once a new value appears in the catalog or a value becomes unavailable in the catalog, the list of answers is updated automatically.

Moreover, you can additionally define columns that will be used to automatically upload the answer image and description. 

1. Create a Data-Driven Question or Filter

To create a data-driven question or filter, go to the bank where you usually add answers to the question of options to the filter and activate the "Data-driven question" or "Data-driven filter" toggle (1).

Click the settings icon (2).

In the emerged window, maximize the "Data-driven question settings" section

Select the column of the product catalogs, values whereof will become answers for the question/options for the filter.

For example, we will select values of the catalog column "category" (1) as options for the question "What type of bike are you looking for?" (0)

The preview will be generated automatically. (2). As you can see, currently, there are seven possible values for this question.

Click the "Apply" button to apply the changes.

Mapping rules for such answers will be defined automatically

1.1. Automatically Updated Answer/Option Values

If the catalog is updated and some of the values are removed or added for the column assigned for a data-driven question/option, they will be automatically updated in the Product Finder.

For example, initially, there are seven values in the "category" column of our Product Finder, and they are used as answers to a data-driven question. 

In the catalogIn the question bankIn the Product Finder

 Once this column of the catalog has been manually updated and published or has been updated with Automated Data Feed, the list of answers will be updated automatically. 

In the catalogIn the question bankIn the Product Finder

In the same way, the answer-values that are no longer available in the catalog will be removed from the list of answers to a corresponding data-driven question. 

2. Add Automatically Updated Image and  Description

Along with the list of answers retrieved from the assigned column of the catalog, you can dedicate columns of the catalog for the answer image or answer description. 

For example, we've got Categories: folding, classic, adventure, city, commuter. Let's add:

  • A column "answer image" with links to the images for each type of bike. 

  • A column "Construct" with the text for each type of bike.

2.1. Add New Columns

To ensure the correct application of the added values, it is important to have all the rows filled with the values. If they are not initially provided in the catalog, you can easily add them using computed attributes.
For example, this is the rule for the answer description.


You can also assign an existing column of the catalog - if you've got the required ones from the start.

2.2. Assign the Columns to the Description and Image

So far, in our catalog, we've got columns for the answer, its description, and its image.

Go to the data-driven question/option and open the settings, and select the fields from the dropdowns for each of the settings (same as for the "Answer label").

The values will be uploaded and added to the previews.

Whenever new values will be added to the "Answer label" column, the answers and other corresponding values will be updated.