Adding, Viewing and Editing Automated Recommendations in NeedsTarget

After adding services and products to your bodQR app (see the Adding, Viewing and Editing Services List in NeedsTarget FAQ) you can use the NeedsTarget recommendation engine to automatically trigger specific recommendations for prospects and members following the completion of a scan (feature available in Consult and Coach Plans). These service and product recommendations appear in the Next Steps section of the Consult and Evaluation Views. Note that recommendations will not appear for contacts when they are assigned to locations where are recommended product or service is not available (so for example, a Monthly Membership available only at Location A would not appear for a contact assigned to Location B).

To add a recommendation, select the NeedsTarget item in the main navigation and click on Add Recommendation. On the Add Recommendation form, give your recommendation a name, select the service to recommend (one per recommendation), then select the characteristics of the individuals to receive the recommendation. For global recommendations made to all prospects and members you can use the select all toggle. While the primary recommendation criteria correspond to Body Analysis scan metrics as these are the most commonly completed, you can add more criteria from other scans using the drop-down field at the bottom of the form. Note that recommendations made with Goal & Activity Profile, Fitness Diagnostic and Weight Diagnostic scan metrics as criteria will only trigger when those scans are completed. Once you’ve finalized your recommendation and are ready to take live, toggle to active.

To view recommendations, select the NeedsTarget item in the main navigation and click on All recommendations.

On the All Recommendations page, you can edit a recommendation by clicking on the corresponding edit icon (pen) in the recommendation list.

On the Edit Recommendation page, make any desired changes to recommendation criteria, then click on the Update Recommendation button.

 

Your recommendations may now appear on the Recommendation page in the Next Step section of the Consultation View and Evaluation View in your bodQR app.

Note that you can control the (global) display of recommendations using the BrandExplain settings found in the Settings Menu (main navigation) on the APP page. Toggle the Recommendation setting off or on based on your preference then click Submit to save.