Magento 2 Personalisation · By Sophie Calder · Updated 12 Sep 2026 · 6 min read

Magento 2 Personalisation: How to Increase Conversions with Smarter Product Recommendations


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Overview

Magento 2 personalisation works best when each recommendation answers a real shopping question. Use the cart to offer a useful add-on, and use category merchandising to help shoppers find products that are available and relevant. Then measure clicks, adds and orders instead of judging the change by eye.

This guide separates those two jobs and shows where Moogento fits:

  • SmartCart shows rule-based add-on recommendations on the cart page, mini-cart and checkout sidebar.
  • SmartListings ranks category products using availability, manual boosts, sales signals and, on eligible plans, customer behaviour.

The result is a more useful Magento product discovery journey without replacing your catalogue or search engine.

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What does Magento 2 personalisation mean in practice?

Personalisation means changing the products a shopper sees, or the order in which they see them, using a relevant signal. In a Magento store that usually means:

  • suggesting an accessory when the cart contains the product it fits;
  • putting available products before unavailable ones in a category;
  • reordering a category for a returning customer using their views and purchases;
  • holding back a product after purchase until the shopper is likely to need it again.

These are different jobs. A category ranking should not try to behave like a cart recommendation, and a cart offer should not depend on a vague site-wide popularity score.

Start with cart recommendations that have a clear reason

SmartCart lets you create a rule with a trigger and a recommendation pool. A trigger can be a SKU in the cart, a category in the cart or a product attribute. The pool can contain specific products, a category or an attribute value. That gives you a direct answer to questions such as, "What belongs with this item?"

To create a first rule:

  1. Go to Moogento > SmartCart > Rules and click Add New Rule.
  2. Choose the trigger type and enter the SKU, category or attribute that should activate it.
  3. Choose the pool type and select the products that make sense as an add-on.
  4. Set the display copy, priority and store scope, then save the rule.
  5. In Stores > Configuration > Moogento > SmartCart > Where: Placements, enable one placement first: cart page, mini-cart or checkout sidebar.

SmartCart filters out-of-stock items, products already in the cart and other excluded candidates before it displays an offer. You can also restrict a rule by customer group, minimum cart subtotal, coupon status and purchase history. Start with one or two offers, then use the rule grid's 30-day impressions, add rate, purchase rate and revenue to decide what to keep.

For a store with enough order history, Moogento > SmartCart > Drafts can hold mined or AI-assisted rule suggestions for review. Drafts stay out of the storefront until an administrator approves them.

See the detailed SmartCart guide for trigger and pool examples.

Use category merchandising to improve product discovery

SmartListings handles the category page rather than the cart. Its availability-aware ranking puts in-stock products first, can push low-stock items down, and can move end-of-life products out of the way when configured. It can also show a message and related collections when a category is completely out of stock.

The first setup is deliberately simple:

  1. Go to Stores > Configuration > Moogento > SmartListings > Availability Sorting.
  2. Set Magento's Default: Product Listing Sort By to Position so SmartListings can control category order.
  3. Enable Push Out-of-Stock to Bottom and review the Category Sort Readiness check.
  4. Save the configuration, run php bin/magento smartlistings:score:refresh, and clear the Magento cache.

If a shopper selects Name, Price or another toolbar sort, that choice overrides the SmartListings order for that visit. This is why checking the default sort and category-level overrides matters.

For campaign merchandising, create a Product Boost under Moogento > SmartListings > Product Boosts. A boost can target products, categories and a date range, so a seasonal promotion can expire without a manual cleanup. A boost does not defeat the in-stock priority when that guardrail is enabled.

When should you turn on behaviour-based personalisation?

On the Growth plan, SmartListings can collect view and purchase signals for attribution. On Pro, those signals can also reorder category results for each visitor. Enable it under Stores > Configuration > Moogento > SmartListings > Behaviour-Based Merchandising:

  • Enable: Behaviour Tracking = Yes
  • Enable: Personalized Results = Yes
  • Mode: Personalization = AJAX or Server-side
  • Customer Behaviour Tracking: Data Retention Period = a deliberate number of days

AJAX mode keeps the base HTML cacheable and applies the personalisation in the browser. Server-side mode applies the ranking while the category query is built. For repeat-purchase catalogues, Wait: Re-Suggest After Purchase can hold a purchased product back until the customer's usual reorder interval, when enough history exists.

Do not switch this on before deciding what success means. Pick one category, record its conversion rate and add-to-cart rate, then compare the same period after the signals have had time to accumulate.

Measure recommendations, not just clicks

Use the signal that matches the feature:

  • SmartCart event tracking records impressions, clicks, dismissals and purchases with placement context. Its Rules grid reports add and purchase rates and attributed revenue.
  • SmartListings records behaviour and widget interactions, and can pass attributed sales into ProfitEasy and AnalyticsEasy Pro.
  • For a qualitative check, use the SmartListings debug overlay by adding ?sl_debug=1 to a category URL while logged in as an administrator on Pro. It shows the score breakdown for each product.

Keep a simple baseline for the chosen category or cart rule. Compare conversion rate, add-to-cart rate, revenue per session and the share of recommendations that are actually in stock. A recommendation that gets clicks but cannot be fulfilled is not an improvement.

Common Magento personalisation mistakes

  • Mixing the jobs. Use SmartCart for contextual add-ons and SmartListings for category order. One rule should have one clear outcome.
  • Showing too many offers. Start with one or two cart offers and a small, relevant category boost.
  • Ignoring availability. Keep out-of-stock and end-of-life handling explicit so personalisation does not send shoppers to dead ends.
  • Skipping cache and sort checks. SmartListings needs Position sorting, and server-side personalisation needs a cache plan. AJAX is the safer first test for a heavily cached storefront.
  • Publishing unreviewed ideas. SmartCart's generated drafts are suggestions for an administrator, not automatic storefront rules.

Frequently asked questions

Does Magento 2 include personalised product recommendations?

Magento provides catalogue and related-product primitives, but the rule-based cart placements and behaviour-informed category ranking described here come from extensions such as SmartCart and SmartListings.

Is Magento personalisation the same as cart recommendations?

No. Cart recommendations respond to the items already in the cart. Personalised category results change the order of products in a listing using shopper or catalogue signals. Treating them as separate jobs makes the rules easier to explain and measure.

How should I start with Magento product recommendations?

Choose one high-volume cart trigger, create one or two complementary offers in SmartCart, and measure the rule for a week. Separately, set SmartListings to Position sorting on one category and verify that available products appear first.

Can personalisation work with Magento full-page cache?

Yes. SmartListings' AJAX mode applies the visitor-specific order after the cached page is served. Always test the storefront with the cache and CDN configuration used in production.

A practical rollout plan

  1. Pick one cart rule and one category where the operational outcome is clear.
  2. Configure SmartCart or SmartListings with the smallest useful scope.
  3. Record a baseline before enabling the change.
  4. Check stock, cache, placement and mobile rendering.
  5. Review attributed adds, purchases and revenue after a full buying cycle.
  6. Expand only the rules that improve a customer outcome, not just a dashboard number.

For implementation details, continue to the SmartCart documentation and the Magento 2 cart recommendations guide.