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“Merchandizing Rules” provide the ability to create and manage Boost and Bury conditions, Sort Definitions, and control how products are displayed in specific Search scenarios. Rules can be applied to both “Site” and “Category” search types.In this video, I’ll be demonstrating how to create and manage “Merchandizing Rules”. “Merchandizing Rules” provide the ability to create and manage Boost and Bury conditions, Sort Definitions, and control how products are displayed in specific Search scenarios. Rules can be applied to both “Site” and “Category” search types. In this video, I’ll be demonstrating how to create and manage “Merchandizing Rules”. To get to the Merchandizing Rules menu, in the left-hand menu, on the “MAIN” tab, click “Search”, then click “Merchandizing Rules”. To get to the Merchandizing Rules menu, in the left-hand menu, on the “MAIN” tab, click “Search”, then click “Merchandizing Rules”. This is the “Merchandizing Rules” menu. Existing “Rules” are listed here, with information about them like “Name”, “Code”, “Start” and “End Dates”, when they were “Last Modified”, and their current “Status”. We’ll discuss all sections. This is the “Merchandizing Rules” menu. Existing “Rules” are listed here, with information about them like “Name”, “Code”, “Start” and “End Dates”, when they were “Last Modified”, and their current “Status”. We’ll discuss all sections. The “Search” bar is available at the top of the page if we need to search for existing “Site Search” or “Category” Merchandizing Rules. The “Search” bar is available at the top of the page if we need to search for existing “Site Search” or “Category” Merchandizing Rules. “Merchandizing Rules” are created on a “Parent Catalog” and “Site” combination, meaning each “Site” will have it’s own “Rules”. “Merchandizing Rules” are created on a “Parent Catalog” and “Site” combination, meaning each “Site” will have it’s own “Rules”. There are two types of Merchandizing Rules that can be created: “Site Search” and “Categories”. We’ll discuss creating both, and we can choose between the two by clicking on their tabs. There are two types of Merchandizing Rules that can be created: “Site Search” and “Categories”. We’ll discuss creating both, and we can choose between the two by clicking on their tabs. Clicking the “Ellipses” on a “Rule” gives us the option to “Edit”, “Delete”, or “Clone” existing rules. Alternatively, we can click directly on the “Rule” to edit. Clicking the “Ellipses” on a “Rule” gives us the option to “Edit”, “Delete”, or “Clone” existing rules. Alternatively, we can click directly on the “Rule” to edit. To create a new “Merchandizing Rule”, we’ll select either the “Site Search” or “Categories” tab, then we’ll click the “Create New Rule” button on the top right. In this example, we’ll start with a new “Site Search” Rule. To create a new “Merchandizing Rule”, we’ll select either the “Site Search” or “Categories” tab, then we’ll click the “Create New Rule” button on the top right. In this example, we’ll start with a new “Site Search” Rule. This is the “Site Search” Merchandizing Rules configuration page. All required fields are noted with a green “star”.We’ll discuss each section. This is the “Site Search” Merchandizing Rules configuration page. All required fields are noted with a green “star”. We’ll discuss each section. First, we’ll toggle whether we want the Rule to be enabled on the Site or not. First, we’ll toggle whether we want the Rule to be enabled on the Site or not. Enter a required “Name”, optional “Code”, and optional “Description” of the Rule. Enter a required “Name”, optional “Code”, and optional “Description” of the Rule. Schedule the rule by entering a required “Start Date” and time, along with an optional “End Date” and time. Important Note - Rules will remain active indefinitely if the “End Date” field is left blank.Information can be typed into the fields or selected by clicking the “calendar” icon, which opens a date picker. Schedule the rule by entering a required start date and time along with an optional end date and time. Important note. Rules will remain active indefinitely. If the end date field is left blank. Information can be typed into the fields or selected by clicking the calendar icon, which opens a date picker. One of the most important sections for Merchandizing Rules is “Criteria”. This field allows users to enter specific “search terms” that will trigger the Rule. Letter case does not affect the “search terms” entered.When a shopper searches using any of the “Criteria” terms identified on an active Rule, we can define how the associated products are listed when they are returned in the search. We’ll discuss how we can control that shortly. One of the most important sections for Merchandizing Rules is “Criteria”. This field allows users to enter specific “search terms” that will trigger the Rule. Letter case does not affect the “search terms” entered. When a shopper searches using any of the “Criteria” terms identified on an active Rule, we can define how the associated products are listed when they are returned in the search. We’ll discuss how we can control that shortly. To add terms, type them into the “Search Terms” field and then press “Enter” after each one. To delete a term, click the “X” next to it. To add terms, type them into the “Search Terms” field and then press “Enter” after each one. To delete a term, click the “X” next to it. As we configure our Rule, we can “Preview” how the search results will display before saving. This is supported for both “Search Term” and “Category” criteria.In this example, we will preview our “Battery” search term. To do that, we’ll click on the “battery” term in the “Search Terms” field, then click “Preview”. As we configure our Rule, we can “Preview” how the search results will display before saving. This is supported for both “Search Term” and “Category” criteria. In this example, we will preview our “Battery” search term. To do that, we’ll click on the “battery” term in the “Search Terms” field, then click “Preview”. For this example, a Rule will be created to promote a specific Battery “Brand”. We also want to hide some products. The standard search can be viewed by “Previewing” the search term without any Rule conditions at this point.In this case, the search for “battery” returns a number of relevant results, but we’re going to “boost” and “hide” certain products. For this example, a Rule will be created to promote a specific Battery “Brand”. We also want to hide some products. The standard search can be viewed by “Previewing” the search term without any Rule conditions at this point. In this case, the search for “battery” returns a number of relevant results, but we’re going to “boost” and “hide” certain products. In the “Conditions” section, we can “Boost” or “Bury” any field “Attribute” that has been created or made available in the “Schema Editor”. This action allows us to change the order certain products appear in search results relative to other products.The allowable “Boost” or “Bury” value is “negative 10” to “10”. Any positive value above “0” is a “Boost”, while any negative value is a “Bury”. We’ll walk through creating a “Condition” now. In the condition section, we can booster bury any field attribute that has been created or made available in the schema editor. This action allows us to change the order certain products appear in search results, relative to other products. The allowable booster, very value, is negative 10 to 10. Any positive value above 0 is a boost while any negative value is a berry We’ll walk through creating a condition. Now, To add a new entry, click “Add Condition”. To add a new entry, click “Add Condition”. This is the new “Condition” that we’ll configure, aptly named “Condition 1”. This is the new “Condition” that we’ll configure, aptly named “Condition 1”. The “Field/Attribute” dropdown is where we’ll search and select the existing “Attribute” we want to Boost or Bury.Again, in this example we want to promote batteries based on their “Brand”, so we’ll find the Product Attribute of “Brand” and select that here. The field slash attribute drop-down is where we’ll search and select the existing attribute. We want to boost or bury. Again in this example we want to promote batteries based on their brand, so we’ll find the product attribute of brand and select that here. Next, we’ll select the “Operator”, either “equal to” or “not equal to”. Next, we’ll select the “Operator”, either “equal to” or “not equal to”. Then, we’ll enter the “Value” for this condition. Since we want to Boost a specific “Brand”, we’ll enter the name of that brand here. Then, we’ll enter the “Value” for this condition. Since we want to Boost a specific “Brand”, we’ll enter the name of that brand here. As mentioned earlier, the allowable “Boost” or “Bury” value is “negative 10” to “10”. Any positive value above “0” is a “Boost”, while any negative value is a “Bury”.We’ll define that in this section by using the slider bar to select the value of “5”, which is a “Boost” for our Battery Brand. As mentioned earlier the allowable, booster Berry value is -10 to 10. Any positive value above 0 is a boost while any negative value is a berry We’ll Define that in this section, by using the slider bar to select the value of 5, which is a boost for our battery brand. When we’ve configured all sections of our new “Condition 1”, we’ll click “Done” to save it to our Rule. Alternatively, we can click “Cancel” to discard “Condition 1”. When we’ve configured all sections of our new “Condition 1”, we’ll click “Done” to save it to our Rule. Alternatively, we can click “Cancel” to discard “Condition 1”. This is our completed “Condition”, a Boost based on a specific “brand” Product Attribute. We can click the “Pencil” icon to edit it, or click the “Trash” icon to delete it. This is our completed “Condition”, a Boost based on a specific “brand” Product Attribute. We can click the “Pencil” icon to edit it, or click the “Trash” icon to delete it. Lastly, we can block individual products from showing up in search results by specifying them in the “Blocked Products” section. Lastly, we can block individual products from showing up in search results by specifying them in the “Blocked Products” section. To add a new entry, click “Edit List”. To add a new entry, click “Edit List”. In the “Edit Blocked Products List” modal window that appears, we can search or scroll to find products.In this example, searching with the term “battery” returns all of our products related to “battery”. In the “Edit Blocked Products List” modal window that appears, we can search or scroll to find products. In this example, searching with the term “battery” returns all of our products related to “battery”. Select products by clicking the “checkbox” next to the product, then click “Update” to save. Select products by clicking the “checkbox” next to the product, then click “Update” to save. The selected products now appear in the “Blocked Products” section. We can click “Edit List” again at any time to add or remove blocked products to this section. The selected products now appear in the “Blocked Products” section. We can click “Edit List” again at any time to add or remove blocked products to this section. We can also remove a product from this list by clicking the “Ellipses” next to the product and selecting “Unblock Product”. We can also remove a product from this list by clicking the “Ellipses” next to the product and selecting “Unblock Product”. As we did before, we can scroll back up to the “Criteria” section, click on a term in the “Search Terms” section, and then click “Preview”. After configuring and implementing our “Conditions” and “Blocked Products”, the results are now tailored to what we want users to experience when searching for this term.We have boosted the “Duralast” brand to the top, and blocked all “battery accessories” that we didn’t want showing with these results. As we did before, we can scroll back up to the “Criteria” section, click on a term in the “Search Terms” section, and then click “Preview”. After configuring and implementing our “Conditions” and “Blocked Products”, the results are now tailored to what we want users to experience when searching for this term. We have boosted the “Duralast” brand to the top, and blocked all “battery accessories” that we didn’t want showing with these results. Hovering over the “Info” icon on a search result gives users insight into the “Relevancy Score” output. This score is compiled based on different search factors, including any “Boost” or “Bury” Conditions we’ve added. As we change the Conditions, we will see these scores updated in the preview.“Total Score” can also include any “Personalization” scoring as configured in the “Search Configuration” menu, and is toggled “on” or “off” on the top right of the preview pane. We discussed “Search Configuration” in a separate video. Hovering over the info icon. On a search result, gives users insight into the relevancy score output. This score is compiled based on different search factors including any booster Berry conditions. We’ve added As we change the conditions, we will see these scores updated in the preview. Total score can also include any personalization scoring as configured in the search, configuration menu and is toggled on or off on the top right of the preview pane. We discussed search configuration in a separate video. Users can manually change results in the “Preview” to override any Conditions that were set. This can be done by modifying product “Ranking”, “Pinning” products in place, or manually “Adding Products”. Users can manually change results in the “Preview” to override any Conditions that were set. This can be done by modifying product “Ranking”, “Pinning” products in place, or manually “Adding Products”. To modify the ranking of a result, we can edit the “Rank” text box to the desired value. The ranks of all other results will then adjust accordingly. To modify the ranking of a result, we can edit the “Rank” text box to the desired value. The ranks of all other results will then adjust accordingly. Alternatively, we can “click and drag” the “Re-sorting” icon to move the product to the desired location in the list. Alternatively, we can “click and drag” the “Re-sorting” icon to move the product to the desired location in the list. Users can lock a single result in any position by clicking the “Pin” icon on it. To “unpin” it, click the “Pin” again. Users can lock a single result in any position by clicking the “Pin” icon on it. To “unpin” it, click the “Pin” again. Products can then be ranked or moved around it, but the “pinned” line item will always remain in the same position. In this example, the “7 Year Platinum Automotive Battery” is “pinned” at Rank “4”. If we manually change the ranking of the “ACDelco Size 51R” to Rank “1”, all products below it are pushed down to the next Rank, but the pinned result stays in the same position, at Rank “4”, which means the product previously Ranked at “3” will now move to “5”.Important Note - It is not recommended to “pin” more than “20” products. If we want to promote a larger number of products, then Boosting will be more efficient, and have a lower impact on system load. Products can then be ranked or moved around it, but the pinned line item will always remain in the same position. In this example, the seven-year Platinum automotive battery is pinned at Rank 4. If we manually change the ranking of the AC Delco size, 51r to rank 1, all products below it are pushed down to the next rank. But the pinned result stays in the same position at Rank 4, which means the product previously ranked at 3 will now move to 5. Important note, it is not recommended to pin more than 20 products. If we want to promote a larger number of products, then boosting will be more efficient and have a lower impact on system load. Clicking the “Ellipses” on a product listing opens a menu with further ranking and product listing modifications. We’ll discuss each of these. Clicking the “Ellipses” on a product listing opens a menu with further ranking and product listing modifications. We’ll discuss each of these. Selecting “Move to Top” will move the product to the top of the “Results” list for this search term, provided that the top result is not “Pinned” in place. In that case, it will move to the highest “unpinned” position available. Selecting “Move to Top” will move the product to the top of the “Results” list for this search term, provided that the top result is not “Pinned” in place. In that case, it will move to the highest “unpinned” position available. Selecting “Move to Bottom” is similar to “Move to Top”, except this will move the product to the lowest “unpinned” position available in the list. Selecting “Move to Bottom” is similar to “Move to Top”, except this will move the product to the lowest “unpinned” position available in the list. “Block Product” removes the product listing from the Search Results, and puts the product on the “Blocked Products” list. “Block Product” removes the product listing from the Search Results, and puts the product on the “Blocked Products” list. To reset the manual product ranking adjustments back to the original state, click “Reset Order”. To reset the manual product ranking adjustments back to the original state, click “Reset Order”. Clicking “Pin” in the Ellipses menu is the same as clicking the “Pin” icon, and will keep this product in it’s place on the Search Results page regardless of any “Ranking” of products around it. Clicking “Pin” in the Ellipses menu is the same as clicking the “Pin” icon, and will keep this product in it’s place on the Search Results page regardless of any “Ranking” of products around it. Users can manually “Add Products” to the Search Results. This allows us to display additional products that wouldn’t normally appear for a “Search Term” or “Category”. Users can manually “Add Products” to the Search Results. This allows us to display additional products that wouldn’t normally appear for a “Search Term” or “Category”. To add additional products, click “Add Products” in the top right of the preview pane. To add additional products, click “Add Products” in the top right of the preview pane. In the “Add Products” modal window, we can search for or scroll to find the products we want to add. In the “Add Products” modal window, we can search for or scroll to find the products we want to add. Select products by clicking the “checkbox” next to them, then click “Move To Top” to add them to the Search Results. Select products by clicking the “checkbox” next to them, then click “Move To Top” to add them to the Search Results. This will add the new products to the top of the Search Results page. We can “Pin”, “Rank”, or “Move” these added products as needed. This will add the new products to the top of the Search Results page. We can “Pin”, “Rank”, or “Move” these added products as needed. To remove the “Added Products”, we’ll click “Reset All” in the top right of the preview pane to restore the search results to their original state. To remove the “Added Products”, we’ll click “Reset All” in the top right of the preview pane to restore the search results to their original state. When we have configured the new Merchandizing Rule for “Site Search” as needed, we’ll click the “Save” button on the top right.Alternatively, we can click the “Ellipses” button and “Delete” the Rule at any time. When we have configured the new Merchandizing Rule for “Site Search” as needed, we’ll click the “Save” button on the top right. Alternatively, we can click the “Ellipses” button and “Delete” the Rule at any time. This is the “Category” Merchandizing Rules configuration page. “Category” Merchandizing Rules behave in very much the same way as “Site Search”, with a couple of unique characteristics. This is the “Category” Merchandizing Rules configuration page. “Category” Merchandizing Rules behave in very much the same way as “Site Search”, with a couple of unique characteristics. The “General” section requires the same information as “Site Search” - a required “Name”, optional “Code” and “Description”, required “Start Date” and optional “End Date”. The “General” section requires the same information as “Site Search” - a required “Name”, optional “Code” and “Description”, required “Start Date” and optional “End Date”. In the “Criteria” section, we’ll click the “Add” button to add existing “Site Categories” instead of typing in “Search Terms”. In the “Criteria” section, we’ll click the “Add” button to add existing “Site Categories” instead of typing in “Search Terms”. Clicking the “Add” button opens the “Add Categories” modal window, where we’ll select any existing Categories and Sub-Categories as needed for the new Rule by clicking the “checkbox” next to the Category. When we have selected the Categories we need, we’ll click the “Apply” button. Clicking the “Add” button opens the “Add Categories” modal window, where we’ll select any existing Categories and Sub-Categories as needed for the new Rule by clicking the “checkbox” next to the Category. When we have selected the Categories we need, we’ll click the “Apply” button. “Conditions” are created similar to “Site Search”, where we’ll choose an “Attribute”, “Operator”, “Value”, and a “Boost” or “Bury” value between “negative 10” and “10”. “Conditions” are created similar to “Site Search”, where we’ll choose an “Attribute”, “Operator”, “Value”, and a “Boost” or “Bury” value between “negative 10” and “10”. “Category” Merchandizing Rules allow users to set a “Sort Definition” for the Search Results that are returned for the selected category. Similar to “Conditions”, this lets users define an “Attribute” or “Attributes” to sort the Search Results. “Category” Merchandizing Rules allow users to set a “Sort Definition” for the Search Results that are returned for the selected category. Similar to “Conditions”, this lets users define an “Attribute” or “Attributes” to sort the Search Results. To add a new “Sort Definition”, click the “Add Sort” link. To add a new “Sort Definition”, click the “Add Sort” link. Similar to “Conditions”, we’ll need to Search for or scroll to find an “Attribute” to create the new definition from.In this example, we’ll search for the Product Attribute “Popularity”, and list our Category Search Results based on how popular the products are with shoppers. Similar to “Conditions”, we’ll need to Search for or scroll to find an “Attribute” to create the new definition from. In this example, we’ll search for the Product Attribute “Popularity”, and list our Category Search Results based on how popular the products are with shoppers. Next, we’ll choose how we want to display the list of Search Results, either in “Ascending” or “Descending” Order. Next, we’ll choose how we want to display the list of Search Results, either in “Ascending” or “Descending” Order. When we have added the “Attribute” and determined the sort “Order”, we’ll click “Done” to save the new “Sort Definition”.Alternatively, we can click “Cancel” to discard the definition. When we have added the “Attribute” and determined the sort “Order”, we’ll click “Done” to save the new “Sort Definition”. Alternatively, we can click “Cancel” to discard the definition. This is the new “Sort Definition”. We can click the “Pencil” icon to edit the definition, or the “Trash” icon to delete it. This is the new “Sort Definition”. We can click the “Pencil” icon to edit the definition, or the “Trash” icon to delete it. “Blocked Products” are configured similarly to “Site Search”, where we click “Edit List” and select the products we do not want returned in the Search Results. “Blocked Products” are configured similarly to “Site Search”, where we click “Edit List” and select the products we do not want returned in the Search Results. Previewing a “Category” Merchandizing Rule is similar to “Site Search”. Select the “Category” by clicking on it, then click the “Preview” button. This will return the Search Results based on any “Conditions”, “Sort Definitions”, or “Blocked Products” we have configured. Previewing a “Category” Merchandizing Rule is similar to “Site Search”. Select the “Category” by clicking on it, then click the “Preview” button. This will return the Search Results based on any “Conditions”, “Sort Definitions”, or “Blocked Products” we have configured. Managing “Category” Search Results is similar to “Site Search”, where we can “Rank”, “Pin”, “Move”, “Block”, “Add Products”, and “Reset” the results. Managing “Category” Search Results is similar to “Site Search”, where we can “Rank”, “Pin”, “Move”, “Block”, “Add Products”, and “Reset” the results. When we have configured the new Merchandizing Rule for “Category” as needed, we’ll click the “Save” button on the top right. When we have configured the new Merchandizing Rule for “Category” as needed, we’ll click the “Save” button on the top right. Alternatively, we can click the “Ellipses” button and “Delete” the Rule at any time. Alternatively, we can click the “Ellipses” button and “Delete” the Rule at any time.

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