Manage Facets for Category Pages

The indexed attributes, or facets, from the mapped product catalog appear as filter options on product category list pages. You can customize which filters appear and in what order they appear for each product category.

The default order of the default set of facets for Personalized Category Pages is set via the Facets tab of the Personalized Site Search Customizations page. The facet's name as it appears on your site is set on this same tab as well. See Search Results Customizations for more information.

If your Monetate contract includes both Personalized Site Search and Personalized Category Pages, then excluding a facet via the Facets tab of the Personalized Site Search Customizations page also excludes it as a facet for any category.

You can either fully control the order of the facets for a category page, or you can engage Personalized Search's machine learning models to revise the facet order based on how your customers interact with your site's category pages and search.

For the AI option to function optimally, ensure that you've implemented addPurchaseRows or include the monetate:context:Purchase event in Engine API requests. The machine learning models use this data along with data about customers' searches and category page views to continuously optimize facet order.

If you opt to use the machine learning option, you can still hide, pin, and order facets yourself.

Setting a Facets Rule

A facets rule allows you to hide facets as well as to arrange the order of the facets for a category's list pages for a single store.

You cannot add facets to a category using a facet rule. If a default facet is not available for a category, then the products in that category don't have values for the corresponding attribute in the mapped product catalog.

Follow these steps to create a facets rule for a category for a single store.

Refer to Personalized Category Page Queries in Calling the Personalized Search API as well as Retrieve and Apply Facets for the parameters and values that you must include in the request call.

  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 manage facets, 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 Facets.

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

  6. If necessary, select AI from FACET ORDER to engage the machine-learning option. Skip to step 10 if you don't plan to exclude or pin any facets.

    Callout of the FACET ORDER selector and its Default and AI options on the Manage Facets panel of the Default Rules page

  7. As necessary, exclude any facet(s) from the category's pages.

    You can exclude 50 facets maximum.

    • To exclude facets individually, place your mouse pointer on the facet's name, and then click the exclusion icon that appears at the end of its row in the table.

      Animated demonstration of a user's mouse pointer moving down a list of facets on the Manage Facets panel, and then clicking the exclusion icon that appears at the far-right end of the row that contains the 'grams' facet. The facet then moves to the bottom of the table, and the exclusion icon appears to the left of the facet name.

    • To exclude multiple facets at once, select them and then select Exclude from the additional options menu (...).

      Animated demonstration of a user's mouse pointer moving down a list of facets on the Manage Facets panel, selecting the Materials, Tags, and 'grams' facet options, and then selecting Exclude from the additional options menu (...). The facets then move to the bottom of the table, and the exclusion icon appears to the left of each facet name.

  8. As necessary, pin any facet(s) to the top of the facets list for the category's pages.

    You can arrange the order of pinned facets only. You can pin 10 facets maximum per category.

    • To pin facets individually, place your mouse pointer on the facet's name, and then click the pin icon that appears at the end of its row in the table.

      Animated demonstration of a user's mouse pointer moving down a list of facets on the Manage Facets panel, then clicking the pin icon that appears at the far-right end of the row that contains the Brand facet, and then doing the same for the Size facet. The two facets then move to the top of the table, and the pin icon appears to the left of each facet's name.

    • To pin multiple facets at once, select them and then select Pin from the additional options menu (...).

      Animated demonstration of a user's mouse pointer moving down a list of facets on the Manage Facets panel, selecting the Brand, Size, and Price Range facet options, and then selecting Pin from the additional options menu (...). The facets then move to the top of the table, and the exclusion icon appears to the left of each facet name.

  9. As necessary, rearrange the pinned facets.
    1. Select PINNED.

      Callout of the PINNED option on the Manage Facets panel of the Default Rules page

    2. As necessary, drag and drop a facet into the position where you want it to appear on the list on the category's pages on your site.

      Animated demonstration of a user's mouse pointer moving down a list of three pinned facets on the Manage Facets panel, then dragging and dropping the Size facet to the top of the list, and then dragging and dropping the Price Range facet to be second on the list.

  10. Click APPLY.

    Callout of the APPLY button on the Manage Facets panel of the Default Rules page

  11. 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 changes to the category's facets on your site. If you selected AI in step 6 and didn't make any other changes to the facets, you won't see immediate changes to the facet order.

Editing a Facets Rule

Follow these steps to revise an existing facets rule, regardless if FACET ORDER is set to Default or AI.

  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. Click MANAGE RULES & FACETS.

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

  3. On the Category Selection modal, click the plus sign icon (+) to select the product category for which you want to manage facets, 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.

  4. On the Default Rules page, click the edit icon for Manage Facets.

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

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

    Callout of the pencil icon to edit the existing facets rule on the Default Rules page

  6. As necessary, revise the facet settings.
    • To restore a hidden facet, place your mouse pointer on its row in the table, and then click the show icon. The facet is restored to the position in the order that it held before it was hidden.

      Animated demonstration of a user's mouse pointer moving down a list of facets on the Manage Facets panel, and then clicking the show icon that appears on the right end of the row for the Tags facet. That facet then moves automatically to appear at the end of the visible facets list.

    • To unpin a facet, place your mouse pointer on its row in the table, and then click the unpin icon. The facet is restored to the position in the order that it held before it was pinned.

      Animated demonstration of a user's mouse pointer moving down a list of facets on the Manage Facets panel, and then clicking the unpin icon that appears on the right end of the row for the Brand facet. That facet then moves automatically to appear as the first unpinned facet in the list. The user then repeats this process for the Size facet, which moves automatically to appear as the third unpinned facet in the list, the position it held before being pinned.

    • As necessary, follow steps 7 through 9 in Settings a Facets Rule to hide, pin, or reorder pinned facets.
  7. Click APPLY.

    Callout of the APPLY button on the Manage Facets panel of the Default Rules page

  8. 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 changes to the category's facets on your site.

Copying a Facets Rule into Other Categories

Copying a facets 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 facets 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. On the Default Rules page, click the edit icon for Manage Facets, and then click the copy icon for the facets rule.

    Callout of the copy icon for the facets rule for the women's swimwear category on the Default Rules page.

  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 Facet Settings 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 Facet Settings panel, with the Specific Categories option selected and the selector of product categories expanded.

  6. Click APPLY.

    The Copy Facet Settings panel, with a callout of the APPLY button.

  7. 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.

If a facet doesn't exist in a destination category, it's still copied over as pinned or excluded but has a DELETED/DISABLED tag.

Callout of a DELETED/DISABLED tag that appears for a facet in the table on the Manage Facets panel of the Default Rules page

Any facet with this tag is not visible on the relevant category's pages.

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