Create a Market

To use the Markets feature, you must first create a market. You can later edit aspects of the market.

Creating a Market

Follow these steps to create a market.

  1. Click the settings cog and then select Sites.

    Callout of the Sites option in the settings menu

  2. Click Markets.

    Callout of the Markets tab

  3. Click CREATE NEW.

    Callout of the CREATE NEW button

  4. Name the market.

    Callout of the Market name field on the Create Market modal

  5. Select each account that you want to belong to the new market.
    • Type the account name into the search bar, and then select the result in the account listing.
    • Select either PROD or DEV to narrow the options in the account listing.

    Callout of the search bar and the PROD and DEV list-narrowing options

  6. Add comments about the market in the Notes field, and then click CONFIRM.

    Callout of the CONFIRM button

  7. Review the list of accounts you selected and then click SAVE.

    Callout of the SAVE button

The market is now available to use in recommendation strategies.

Editing a Market

Follow these steps to edit a market.

  1. Click the settings cog and then select Sites.

    Callout of the Sites option in the settings menu

  2. Click Markets.

    Callout of the Markets tab

  3. Place your mouse cursor near the name of the market you want to edit, and then click Edit when it appears below the market's name.

    Callout of the Edit button below a market name on the Markets list page

  4. As necessary, revise the market's name, add or remove accounts, and add or revise any comments in the Notes field, and then click CONFIRM.

    The Edit market modal with callout of the CONFIRM button

  5. Review the list of accounts in the market, and then click SAVE.

    Callout of the SAVE button on the Edit market modal