Exclude Products from Category Pages

When you exclude products using Monetate's Personalized Category Pages feature, you ensure the selected products don't appear on any of the category's pages.

You can exclude up to 100 products from a category.

Prerequisites

If you navigate to the Default Rules & Facets tab of the Visual Merchandising page for any site that's part of a cluster either by selecting Single Store from the Smart Category Merchandising menu in the left-hand vertical toolbar or by selecting the site from Store in the upper-right corner of the Personalized Search interface, then you see a message warning you that the site is part of a cluster.

The Visual Merchandising page for a site in a cluster, with a warning on the Default Rules & Facets tab that reads, 'This store is currently part of Cluster: US Ops and uses cluster rules. If you wish to override cluster rules, you can create a Scheduled Campaign.'

If you want to override the cluster's excluded products settings for a single linked site that is not the primary site, then you have two options:

To override the cluster's excluded products settings for a cluster's primary site, you can create a scheduled campaign or delete the cluster.

Excluding Products from a Category

Follow these steps to create a default rule that excludes one or more products from a category's pages for one site.

  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 the product category for which you want to exclude products, 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 edit icon for Manage Exclusion.

    Callout of the edit icon to the right of the Manage Exclusion entry on the Default Rules page

  6. Find one or more of the products that you want to exclude from the category's pages.

    You cannot exclude a pinned product.

    • Click View All Products, scroll through the listings of all the products in the category, and then click the checkmark in the upper-left corner of a product's entry to reserve it for exclusion.

      Animated demonstration of a user clicking the View All Products button on the Manage Exclusion panel, and then clicking the checkmark in the upper-left corner of two products to reserve them for exclusion

    • Enter a word or phrase into the search field to view only those products in the category that have your search query in an attribute value, and then click the checkmark in the upper-left corner of a product's entry to reserve it for exclusion.

      Animated demonstration of a user who previously entered 'one piece' into the search field on the Manage Exclusion panel then selecting three products to exclude. Three products have a pin icon in the upper-left corner of their respective tile and are unavailable for exclusion.

  7. Click EXCLUDE SELECTED.

    Callout of the EXCLUDE SELECTED button to the right of the search field on the Manage Exclusion panel

  8. Click APPLY.

    Callout of the APPLY button on the Manage Exclusion 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 the excluded products no longer appear on their targeted category pages.

Restoring Excluded Products

Follow these steps to restore products that you've previously excluded to their category pages.

  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 the product category for which you want to exclude products, 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 edit icon for Manage Exclusion.

    Callout of the edit icon to the right of the Manage Exclusion entry on the Default Rules page

  6. Click the Include Products tab.

    Callout of the Include Products tab on the Manage Exclusion panel

  7. Restore the product(s) to the category's pages.
    • Click the plus sign (+) in the upper-right corner of each product's tile.

      Callout of the plus sign (+) in the upper-right corner of each of four product tiles on the Include Products tab of the Manage Exclusion panel

    • Select All Products from the additional options menu (...) if you want to restore all the excluded products, and then click YES in the Confirm modal.

      Callout of the All Products option in the additional options menu (...) on the Include Products tab of the Manage Exclusion panel

  8. Click APPLY.

    Callout of the APPLY button on the Include Products tab of the Manage Exclusion panel

  9. Click SAVE & PUBLISH after you finish adding or revising any other default settings.

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

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

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