Create Scheduled Campaigns

In addition to default rules for boosting or burying products, pinning products, excluding products, and facet options, you can create a scheduled campaign for one or more categories, with a set of product-boosting and -burying rules, pinned products, and product exclusions that override those default rules. As the name implies, you can configure a scheduled campaign to run for a specific time.

For example, you might want to pin a specific product or group of products to the start of a category's list pages and exclude certain other products for a week-long sale. A scheduled campaign allows you to accomplish this limited-time arrangement.

A category that you select for inclusion in a scheduled campaign not only inherits any default default boosting rules created for it, but those rules are also enabled for the new campaign. However, you can disable some or all of them for the scheduled campaign.

Follow these steps to create a scheduled campaign for one or more product categories.

  1. Click COMPONENTS in the top navigation bar, select Personalized Search, and then click the appropriate product catalog on the Personalized Search list page.

    Animated demonstration of a user clicking the COMPONENTS menu in the Monetate platform top navigation bar, clicking the name of a product catalog on the Personlized Search list page, and then waiting for the Personalized Search interface to load

  2. Click the Smart Category Merchandising icon in the left-hand vertical toolbar, and then select Single Store.

    Animated demonstration of a user clicking the left-hand vertical toolbar of the Personalized Search interface, clicking the Smart Category Merchandising icon, and then selecting Single Store under the Visual Merchandising section

  3. Click the Scheduled Campaigns tab.

    Callout of the Scheduled Campaigns tab on the Visual Merchandising page of the Personalized Search interface

  4. Click CREATE NEW.

    Callout of the CREATE NEW button on the Scheduled Campaigns tab of the Visual Merchandising page

  5. On the Category Selection modal, click the plus sign icon (+) for each product category you want included in the scheduled campaign, and then click PROCEED.

    Animated demonstration of the Category Selection modal. A user scrolls the list of product categories available on the Category Selection modal, and then clicking the plus sign (+) next to Women's Swimwear. That category name then appears in the right-hand Selected Categories table. The user then clicks the PROCEED button.

  6. Name the campaign.

    Animated demonstration of a user clicking the pencil icon in the scheduled campaign name field, typing 'Two-Piece Swimwear Promo' into that field, and then clicking outside the field to save the name

  7. If necessary, disable one or more of the default boosting rules for the product category.
    • Select Disable All from the additional options menu (...), and then click DISABLE in the Confirm Disable All modal.

      Animated demonstration of a user clicking the additional options menu (...) for the Default Boosting Rules entry, then selecting the Disable All option, and then clicking the DISABLE button in the Confirm Disable All modal

    • Click Default Boosting Rules, and then toggle Rule Status to the disabled position for each rule that you want turned off.

      Animated demonstration of a user clicking the Default Boosting Rules entry, and then switching the Rule Status toggle to the disable position for a boosting rule

  8. Configure one or more boosting rules for the campaign.
    1. Click the plus sign (+) for Scheduled Campaign Rules.

      Callout of the plus sign for Scheduled Campaign Rules on the Scheduled Campaigns page

    2. Create one or more single-attribute conditions or a group that combines multiple single-attribute conditions by following the steps in Boost or Bury Products on Category Pages.
  9. As necessary, pin products to the beginning of a category's list pages and arrange their order by following the steps in Pin Products on Category Pages.

    Callout of the edit icon for Manage Pinning on the Scheduled Campaigns page

  10. As necessary, exclude products from the category's list pages by following the steps in Exclude Products from Category Pages.

    Callout of the edit icon for Manage Exclusion on the Scheduled Campaigns page

  11. Optionally, customize the category's facets for the campaign.
    1. Click Manage Facets and then deselect Inherit from "Default Rules & Facets".

      Animated demonstration of a user clicking Manage Facets, and then deselecting the Inherit from 'Default Rules & Facets' setting

    2. Click the pencil icon to edit the existing facets rule.

      Callout of the pencil icon to edit the default facets rule on the Scheduled Campaigns page

    3. Follow steps 6 through 10 in Setting a Facets Rule in Manage Facets for Category Pages to hide facets as well as to arrange the order of the facets for the category's list pages for the duration of the campaign.
  12. Click PREVIEW to confirm the rules you've configured yield results as you anticipate.

    Animated demonstration of a user clicking the PREVIEW button, and then scrolling through the results of the category's preview page

  13. Click EDIT, and then repeat steps 7 through 12 for each of the other product categories in the campaign.

    You can copy one or more of the scheduled campaign boosting rules that you created for the first category into one or more of the other categories that you included in the scheduled campaign. Follow steps 4 through 6 of Copying Default Boosting Rules into Other Categories in Boost or Bury Products on Category Pages.

    If you created a custom facets rule for the first category in step 11, you can copy it into one or more of the other categories that you included in the scheduled campaign. Follow steps 4 through 6 in Copying a Facets Rule into Other Categories in Manage Facets for Category Pages.

    Callout of the EDIT button on the category pages preview for a scheduled campaigns

  14. Configure the campaign schedule.
    1. Click Scheduling.

      Callout of the Scheduling button on the Scheduled Campaigns page

    2. Select a time zone.

      Callout of the Time Zone selector on the Scheduling of Campaign modal of the Scheduled Campaigns page

    3. Set the date(s) by either selecting a preset option or setting a specific start date and end date using the calendars.

      Callout of the preset time span options and of the calendars for a custom start date and end date on the Scheduling of Campaign modal of the Scheduled Campaigns page

    4. Set the start and end times.

      Callout of the 'Start time' and 'End time' fields on the Scheduling of Campaign modal of the Scheduled Campaigns page

    5. Click APPLY.

      Callout of the APPLY button on the Scheduling of Campaign modal of the Scheduled Campaigns page

  15. Click SAVE & PUBLISH.

    Callout of the SAVE & PUBLISH button on the Scheduled Campaigns page

Click the pencil icon for a scheduled campaign to edit any of its settings.

Callout of the pencil icon for each scheduled campaign on the Scheduled Campaigns page

You can edit a campaign even when it's active. After you click SAVE & PUBLISH after completing the revisions, you must wait up to 10 minutes before you can see the impact of the changes on your site.

Multiple campaigns can run simultaneously so as long as they don't have any common categories. If you save a new campaign that includes one or more categories included in an already saved campaign and the two campaigns would either run simultaneously or overlap, then a warning message appears and the new campaign is saved as disabled.

The Category Conflict in Campaigns modal. The message warns that a category in the newly saved Women's Summer Sale scheduled campaign conflicts with a category in the existing Two-Piece Swimwear Promo campaign. The message concludes by noting that the new campaign and all its rules will be saved in a disabled state.

It remains disabled until you resolve any conflicts in the appropriate campaign.

Callout of the campaign status toggle set to the disabled position for a newly saved scheduled campaign that was saved but disabled because it contains a category that's also included in another scheduled campaign configured to run at the same time.

A completed campaign remains on the Scheduled Campaigns page unless you delete it. You can reuse it by clicking the pencil icon and then editing its settings as needed.