Exclude & filter items in recommendation blocks

Item exclusions

Exclude items from recommendations based on user activity or messaging history.

Event exclusions

Exclude items based on event activity in the past 366 days. For example, exclude items a user has already purchased by adding a checkout event exclusion.

Configure the Event Name, time window (From Past, To Past, Time Unit), and Item reference. The Item dropdown lets you select an Item in Event or Parent Item, to exclude both, add a separate row for each. The system displays a computed date range so you can verify the exclusion window. Click + Event to add additional exclusion rules, or click the trash icon (🗑) to remove a rule.

Messaging exclusions

Exclude items based on messaging activity in the past 31 days. Click + Messaging Event to add a messaging exclusion rule.

After adding a rule, the Min number of previous messages field appears. This sets the threshold for how many times a specific item can be recommended to the same user within the time window. For example, if set to 2, the same item cannot be recommended to a user more than 2 times in the last X days.

Item filters

Use item attribute filters to control which items are included or excluded from the recommendation results. Filters are organized into three groups:

• MATCHES ALL OF THESE — Items must match every filter in this group. Use this to limit results to a specific category or attribute.
• MATCHES ANY OF THESE — Items must match at least one filter. Use this to include items from multiple brands or categories.
• MATCHES NONE OF THESE — Items matching any filter in this group are excluded. Use this to eliminate specific items by SKU, title, or other attributes.

For each filter, select the Item Attribute Name, an Operator, and the Item Attribute Value. Click + Item Filter to add filters within a group.

Filter using values from user or product attributes

Select the Filter using values from user/product attributes checkbox to compare item attributes against user or product attributes dynamically. When enabled, the filter value is not a static value you enter manually; instead, it is resolved at runtime from the user profile or the product catalog.

For example, you can filter recommended items to match the user's preferred brand, or compare one product attribute against another.

Additional restrictions

The Additional Restrictions section controls item availability and uniqueness within the block. When your scheme has multiple blocks, this section also includes de-duplication controls across blocks.