Creating a Data Source for Recommendations

The data source is a recommendation filtering algorithm that can be applied to the website, media channels, and mobile application.

Creating a data source is mandatory when setting up any recommendation type in Yespo.

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Note

When setting up website recommendations in the Yespo admin panel, you can select the data source directly when configuring recommendations.

Automatic Data Source Creation for Triggers

When the Professional plan is activated for an organization with web tracking enabled, Yespo automatically creates the predefined data sources required for recommendation triggers.

The data sources are created only once. If some of them already exist, Yespo creates only the missing ones. A data source that was created automatically and then deleted is not recreated.

If a product feed has not been uploaded yet, the data sources are created with predefined required fields, such as product ID, name, and price. You can still create data sources manually for custom or other recommendation algorithms.

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Note

If your site blocks unknown crawlers or has a firewall, allowlist the following IPs used to crawl your site for recommendation data: 18.193.171.62, 3.66.101.249, and 52.16.166.210.

Creating a Data Source in Account Settings

1. Go to account settings:
2. In the menu on the left, select the section Data sources and click New data source → Recommendations for messages or website:

3. Select a recommendation algorithm:

• Recommendations based on visitor data: The recommended products will be unique for each visitor. If the visitor is not authorized, bestsellers of all products will be displayed.

• Recommendations based on product data: for pages that show a product or a product category.

• General recommendation algorithms.

In addition, you can add custom filtering rules for the block.

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Note

For email recommendations, use the following data sources:

• Abandoned cart (up to 6 products);
• Recommendations for 6 abandoned products in the cart (up to 6 rec.);
• Abandoned view (up to 6 products);
• Recommendations for 6 abandoned views (up to 6 rec.);
• Personal recommendations or bestsellers (up to 6 rec.) — for promo campaigns.

To find out which source is better to use for other triggered campaing types, please contact our support team at [email protected]

4. Specify a unique source name.

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Important

• The name may contain only Latin letters (A–Z, a–z), digits (0–9), and the underscore _.
• The name cannot start with a digit.
• The use of spaces or special characters is not allowed.

Examples: name_source, User123, DATA_2025.

5. Configure advanced settings below (optional), and click Save.

The created data source will appear in the general list.

You can use the generated source when setting up recommendations for your site, app, and campaigns.

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Note

Renaming a data source is safe on its own, but any messages or workflows that reference the data source by its old name will break — update those references to the new name after renaming.