Product Wizard — Builder (Steps, Rules, Result)

Where to find: Product Wizards → a wizard → Build tab Who it's for: Anyone who sets up the wizard's questions, branching and result screen In short: You add steps, decide how each option filters or scores products, set up the result screen and its buttons, and try it on your real catalogue with Test.

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Screen layout

The builder is full screen and has three columns:

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Saving: automatic, versioned, undoable

• Every change is saved automatically after 1.5 seconds. The top bar shows Saving…, Draft saved or Could not save · retry.
• Undo (Ctrl+Z) and Redo (Ctrl+Y or Ctrl+Shift+Z) cover the last 100 changes. While typing in a field, the shortcuts use that field's own undo.
• If you edit the same wizard in two tabs, the This wizard changed in another tab dialog appears: Load server version, Save mine or Decide later.

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Adding steps and step types

Click Add step on the left and choose a type:

The ⋯ menu of each step offers Duplicate, Make start step and Delete. Reorder steps by dragging the handle (⋮⋮) on the left of a step.

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Step settings (right panel tabs)

When you click a step, tabs open in the right panel depending on its type:

General

A choice question also has Selection type (Single choice / Multiple choice), Minimum selections and Maximum selections.

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Options: label, visual, branching and effects

Add options with Add option in the Options tab; click a row to open its details:

When this answer is selected (effects)

Each option gets one or more effects (Add effect):

Target types: Products, Categories (with Include subcategories), Brands, Tags, Attribute (e.g. Material = Horn), Price range, Products on sale, Products in stock.

FAQ: What if two options are selected in one step, or two steps have filters? Filters of options selected in the same step are combined with "or" (Women or Unisex). Filters of different steps are combined with "and" (Women and Horn and 1,000–3,000). Exclude filters always apply.

Range step and price

A range step has Value type (Single value / Lower and upper value), Lowest, Highest, Increment, Unit (Currency / No unit / Custom unit) and a starting value. The Use the answer as a price filter effect applies the customer's range as a price filter in the recommendation. The price is the one the customer sees on the product card (with the price list applied, if any).

Look (choice question)

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Logic: branching rules

The Logic tab sets up "if these answers were given, go to this step" rules. Rules are tried from top to bottom; the first match wins.

A rule consists of:

1. Conditions: Selected answer, Range answer, Was answered, Variable, Highest variable, Device (Mobile/Desktop), Customer (Guest/Member). Conditions are combined in AND or OR groups (nested with Add group).
2. Go to: Next step, A specific step or Go to result.

Selected-answer comparisons: is exactly, is not, any of, all of, none of.

Order in which the next step is decided:

1. The step's rules (first match)
2. In single choice, the selected option's When selected, go to target
3. Default next step
4. The next (non-result) step in the list

Example (decision tree): In "What are you looking for?", the Flavour option's When selected, go to points to the "Flavour recommendations for you" result (a result in one step). Complete set branches to "How do you like to smoke?", Accessory to "Which part do you need?".

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Scores and match percentage

In scored wizards (e.g. a scent finder) every option gives points to some products. On the result, products are sorted by their total score.

Match percentage = the product's score ÷ the sum of positive points the customer's selected options could give × 100.

Example: The customer chose "Floral" (+3, Tag: Floral), "Night" (+2, Tag: Evening) and "Romantic" (+2, Tag: Romantic). The possible total is 3 + 2 + 2 = 7. A perfume with all three tags shows 7/7 = 100%; one with only Floral and Romantic shows 5/7 = 71%.

• To show the percentage, turn on Show the match percentage in the result step. If no option gives positive points, no percentage is shown and diagnostics warn you.
• With Show "why this product" chips, the answers that brought points (at most 3) are listed under the product: "Floral · Romantic".

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Variables and personality tests

Variables collect points based on the answers. In a personality test each "type" is a variable.

1. Wizard settings → Variables tab → Add variable: Display name (e.g. "Adventurer"), Code name (e.g. adventurer), Starting value (usually 0).
2. Add a Change variable effect to each option: "Camping in nature" → Adventurer Add 2.
3. In Wizard settings → Results, set up result rules: condition Highest variable → Adventurer, Compared variables: all four → Go to: "You are an adventurer".
4. Add one rule and one result step per type; don't forget to pick a Default result.

FAQ: What if two types get the same score? The one that comes first in the Compared variables list wins. The result is always the same; it is never random.

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The result step

A result step has a Result tab.

Product recommendations

Description text

With Show answer notes on, the Add result note effects of the options are joined, in the order of the customer's answers, into one paragraph. The Intro sentence is added at the beginning ("Based on your answers we picked:"). Note texts can use the {{answer:step}} (that step's answer) and {{var:name}} (a variable's value) tokens.

Action buttons (at most 6)

Add them with Add button and reorder by dragging:

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Video step (full screen, borderless)

To ask a question with a video, pick a video with Media → Pick from gallery in the step's General tab and set Presentation → Full-screen video. The video fills the window edge to edge; the options sit on top of the video as semi-transparent chips.

Our recommendations:

• The video starts on its own, muted; you can change this with Autoplay, Loop and Start muted.
• An Info screen has a Continue when the video ends option.
• On mobile the video step opens full screen.
• For visitors who prefer reduced motion (an operating-system setting), the video does not play on its own.

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Contact step and consent text

The Contact details step asks for the customer's name, email or phone:

• If the customer shares any information, ticking the consent box is mandatory; they cannot continue without it.
• Shared details are only visible in the wizard's Responses tab and in the CSV export. The exact consent text at that moment is stored with the response.
• A customer who ticks the marketing permission box and gives an email is added to your Marketing → Subscribers list with the source "Product wizard"; the box's on-screen text is stored as the consent text. If double opt-in is on in your store, the customer receives a confirmation email and the record stays Pending confirmation until the link is clicked. An address that is already an Active subscriber is left unchanged; an unsubscribed or no-consent record is updated with the new consent. Details: Subscribers: Marketing Consent and Double Opt-in.
• Names, emails, phone numbers and free-text answers are never written to analytics events.

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Wizard settings

When no step is selected (or when you click Wizard settings), the right panel shows four tabs:

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Diagnostics: error, warning, info

The strip under the preview and the coloured counts in the step list show diagnostics. Click the strip to open the list; clicking an item selects the related step.

With an error, Publish is disabled and shows "N errors · show" instead. With warnings, clicking Publish opens Publish with warnings? listing the first warnings; continue with Publish anyway.

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Test (simulator)

The Test button in the top bar opens a drawer on the right. It tries the draft with your real catalogue; unsaved changes are included, and no customer record or analytics event is written.

1. At the top choose Device (Desktop/Mobile) and Customer (Guest/Member) — if your rules look at these, the result changes.
2. Pick the answer at each step and click Continue. The Path taken list says why each step was reached: "the target step of the “Flavour” answer", "rule 2 of the step matched", "the next step in the list"…
3. At the result you see the recommended products, match percentage, score breakdown ("+3 Floral · +2 Night"), applied filters and result notes.
4. Show in preview shows the same result in the storefront preview in the centre.

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Publishing

1. Make sure no Error is left in diagnostics.
2. Click Publish (Publish anyway if there are warnings).
3. You see "Wizard published (version N)". The storefront shows the new version within a few minutes.

Changes you make after publishing stay in the draft; to send them to the storefront, click Publish changes.