Boost or Bury Products on Category Pages

The default boosting rules you can set on the Visual Merchandising page are similar to the merchandising rules you can set for Personalized Site Search and that are somewhat similar to Boost and Bury filters for Product Recommendations.

This type of rule allows you to specify one or more product catalog attribute conditions that products must meet when you want to boost them higher or to bury them lower on the category listing pages. A product's score that results from meeting a default boosting rule is then combined with the product's Self Learning Score (SLS), a score that Personalized Search automatically assigns based on machine learning that determines which products are most relevant to search terms. The default value of a product's SLS is zero and is automatically updated as customers use your site search.

For example, if you want products from a specific brand to appear on the first page of a category listing, then you can specify a rule to boost that specific brand. Conversely, you can bury certain products deeper in the category's listing pages using similar rules.

See Import Category Merchandising Rules for the steps to copy the default boosting rules as well as pinned product rules and excluded product rules from one store into another.

You can build two types of attribute-value conditions when creating a default boosting rule:

  • Single attribute: A filter-like condition equation that is [product attribute] + [operator] = [value(s)] (for example, Product Type is any of = Coats & Jackets, Gloves, Hats).
  • Conditions Combination: Two or more attribute-based conditions that are combined into one using AND/OR logic (for example, Price Range is greater than = 24.99 AND Brand is equal to = MyBrand)

    When you build a condition that uses multiple attributes, you can only connect them with AND logic or with OR logic.

You can use multiple rules to further refine a boosting strategy. Whether a boost triggers with multiple rules depends on whether you've set the rule to AND or OR. When the rules are set to AND, every attribute must match the specified value for boosting to trigger. When the rules are set to OR, at least one of the attributes must match.

You can also group rules together to further refine your strategy. For the purposes of conditional evaluation, the rules of a group evaluate together. In the above example, a group is defined to trigger boosting if the product material is either gold or silver.

Setting a Default Boosting Rule with Single-Attribute Conditions

Follow these steps to set a default boosting rule that uses one or more single-attribute conditions for a single store.

  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 MANAGE RULES & FACETS.

    Callout of the MANAGE RULES & FACETS button on the Visual Merchandising page of Monetate's Personalized Category Pages feature

  4. On the Category Selection modal, click the plus sign icon (+) to select each product category for which you want to configure shared default boost and bury rules, 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.

  5. On the Default Rules page, click the plus sign (+) for Default Boosting Rules.

    Callout of the plus sign (=) to the right of the Default Boosting Rules entry on the Default Rules page

  6. Create an attribute-value condition.
    1. Click Add Rule.

      Callout of the Add Rule button on the Add New Rule panel for Default Boosting Rules on the Default Rules page

    2. Select a product attribute.

      The Add New Rule panel, with the product catalog attribute selector expanded to display the attribute options

    3. If applicable, select an operator.

      The Add New Rule panel, with Price Range selected for the attribute and the operator selector expanded to display the options

    4. As appropriate, select or input a value.

      The Add New Rule panel, with Price Range selected for the attribute, 'greater' selected for the operator, and a callout of the text field for the value

    5. If necessary, repeat steps 6a through 6d to add additional single-attribute conditions, or follow the steps in Setting a Default Boosting Rule with Conditions Combinations to add one or more conditions that use multiple attributes.
    6. If necessary, click OR to change the logic connector between the conditions.

      Callout of the OR logic connector option on the Add New Rule panel

  7. Use the slider or type a numeral into Score to set how much you want to boost or bury any products that meet the rule's condition(s).

    To boost the qualifying products, set the score to an integer between 1 and 999. To bury the qualifying products, set the score to an integer between –1 and –999.

    Callout of the Score field and slider on the Add New Rule panel

  8. Click APPLY.

    Callout of the APPLY button on the Add New Rule panel

  9. Click SAVE & PUBLISH after you finish setting any additional rules.

    Callout of the SAVE & PUBLISH button on the Default Rules page

You must wait up to 10 minutes before you can see the impact of the rules on their targeted category pages on your site.

Setting a Default Boosting Rule with Conditions Combinations

Follow these steps to set for a single store a default boosting rule that combines multiple single-attribute conditions that are joined by AND or OR logic.

  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 MANAGE RULES & FACETS.

    Callout of the MANAGE RULES & FACETS button on the Visual Merchandising page of Monetate's Personalized Category Pages feature

  4. On the Category Selection modal, click the plus sign icon (+) to select each product category for which you want to configure shared default boost and bury rules, 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.

  5. On the Default Rules page, click the plus sign (+) for Default Boosting Rules.

    Callout of the plus sign (=) to the right of the Default Boosting Rules entry on the Default Rules page

  6. Create a group of attribute-value conditions.
    1. Click Add Group.

      Callout of the Add Group button on the Add New Rule panel for Default Boosting Rules on the Default Rules page

    2. Click Add Rule.

      Callout of the Add Rule button within a grouped conditions rule on the Add New Rule panel for Default Boosting Rules on the Default Rules page

    3. Select a product attribute.

      The Add New Rule panel, with the product catalog attribute selector expanded to display the attribute options for the first attribute-value condition in a grouped conditions rule

    4. If applicable, select an operator.

      The Add New Rule panel, with Price Range selected for the attribute and the operator selector expanded to display the options for the first attribute-value condition in a grouped conditions rule

    5. As appropriate, select or input a value.

      The Add New Rule panel, with Price Range selected for the attribute, 'greater' selected for the operator, and a callout of the text field for the value for the first attribute-value condition in a grouped conditions rule

    6. Repeat steps 6b through 6e as many times as necessary to add additional single-attribute rules to the group.
    7. If necessary, click OR to change the logic connector between the conditions within the group.

      Callout of the OR logic connector option for a grouped conditions rule on the Add New Rule panel

    8. As necessary, follow steps 6a through 6g to add additional combined conditions, or follow the steps in Setting a Default Boosting Rule with Single-Attribute Conditions to add one or more standalone single-attribute conditions.
  7. Use the slider or type a numeral into Score to set how much you want to boost or bury any products that meet the rule's condition(s).

    To boost the qualifying products, set the score to an integer between 1 and 999. To bury the qualifying products, set the score to an integer between –1 and –999.

    Callout of the Score field and slider on the Add New Rule panel

  8. Click APPLY.

    Callout of the APPLY button on the Add New Rule panel

  9. Click SAVE & PUBLISH after you finish setting any additional rules.

    Callout of the SAVE & PUBLISH button on the Default Rules page

You must wait up to 10 minutes before you can see the impact of the rules on their targeted category pages on your site.

Managing Default Boosting Rules

You can delete or disable all the default boosting rules by selecting Delete All or Disable All from the additional options menu (...) that appears to the right of the plus sign (+) for Default Boosting Rules.

Animated demonstration of a user clicking the additional options menu for the Default Boosting Rules to display the Delete All and the Disable All options

To edit an individual rule, click the pencil icon under its definition. You can delete a rule by clicking the X. Toggle Rule Status to the disabled position if you need to suspend the rule.

Animated demonstration of a user placing their mouse pointer on the pencil icon, then the delete icon (X), and then on the Rule Status toggle, clicking the toggle to disable the default boosting rule before clicking the toggle again to enable the rule

You must click SAVE & PUBLISH after completing the rule revisions. You must wait up to 10 minutes before you can see the impact of the rules on their targeted category pages on your site.

Copying Default Boosting Rules into Other Categories

Copying a boosting rule into one or more other categories within the same storefront requires you to lock them to prevent any colleague who has access to Personalized Search from performing any rule work that would conflict with the actions you're taking.

Follow the steps to copy a boosting rule into one or more product categories.

  1. 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

  2. On the Default Rules & Facets tab, click the product category that contains the rule that you want to copy.
  3. On the Category Selection modal, click the plus sign icon (+) for each product category to which you want to add the copied rule, and then click PROCEED.

    The Category Selection modal, with Girls' Swimwear and Women's Swimwear selected and a callout of the PROCEED button.

  4. Click Default Boosting Rules and then click the copy icon for the rule that you want to copy.

    Animated demonstration of a user clicking the Default Boosting Rules section for the women's swimwear category and then clicking the copy icon.

  5. Select to which categories you want to copy the rule:
    • Select All Categories if you want to copy the rule into all the categories you selected in step 3.

      The Copy Boosting Rule panel, with the All Categories option selected.

    • Select Specific Categories if you want to copy the rule into a limited number of the categories you selected in step 3, and then select those categories from the list.

      The Copy Boosting Rule panel, with the Specific Categories option selected and the selector of product categories expanded.

  6. Click APPLY.

    The Copy Boosting Rule panel, with a callout of the APPLY button.

  7. Click SAVE & PUBLISH.

    Callout of the SAVE & PUBLISH button on the Default Rules page

You must wait up to 10 minutes before you can see the impact of the rules on their targeted category pages on your site.