Import Default Rules and Scheduled Campaigns

Instead of re-creating default rules or scheduled campaigns that you've set up in one store in other stores you have in Personalized Search, you can export them in a JSON file from the store in which you first set them up and then import them into the other store(s).

The method for importing and exporting the JSON file allows you to import default rules as a scheduled campaign and vice versa.

Prerequisites

Ensure the following before you import boosting rules, pinned products, and excluded products en masse into one or more stores:

  • Ensure the categories in both the export source store and the import destination store(s) have the same set of product attributes and attribute values in the same language. Personalized Search ignores any mismatched or unmatched product attributes in the source during the import.
  • Note any pinned product rules or excluded product rules in the import destination store(s) because they're cleared before these two types of rules are imported from the JSON file.

    The export operation preserves the order of products in each exported pinned product rule.

  • Temporarily disable any boosting rules in the export source store that you don't want automatically enabled on import into the destination store(s). You can re-enable those rules in the export source store after you create the JSON file.
  • Determine if you want the boosting rules in the export source store to replace the boosting rules you've already created in the import destination store(s), or if you want to add them as new rules.

After you import rules into a destination store, the changes aren't applied until you click SAVE & PUBLISH. Therefore, take time to review the boosting rules, pinned products, and excluded products for each product category to ensure the changes are as you expected before you commit to them.

Exporting and Importing Default Rules

You can export the default rules that govern boosting and burying, pinned products, and excluded products for one or more product categories.

Facet rules for a product category aren't included in the exported JSON file.

Exporting Default Rules

Follow these steps to create a JSON file that contains the default rules for boosting, pinning, and excluding products for one or more product categories in one of your stores.

  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. Select one or more product categories whose default rules you want to export.

    The Default Rules & Facets tab of the Visual Merchandising page of the Personalized Search interface. Two product categories are selected.

  4. Select Export from the additional options menu (...).

    Callout of the additional option menu (...) and the Export option on the Default Rules & Facets tab of the Visual Merchandising page

  5. Click EXPORT in the Export Rules modal.

    Callout of the EXPORT button on the Export Rules modal

The JSON file downloads to your browser's default download location.

Importing Default Rules

Follow these steps to import the JSON file into the destination 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. Select the destination from Store.

    If the destination store is part of a multistore cluster, then you cannot import default rules into it.

    Callout of the Store selector on the Smart Category Merchandising page of the Personalized Search interface

  4. Click MANAGE RULES & FACETS.

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

  5. On the Category Selection modal, select each product category included in the source JSON file, and then click PROCEED.

    Callout of the PROCEED button on the Category Selection modal of the Default Rules panel of the Visual Merchandising page. Two categories have been selected.

  6. Click IMPORT.

    Callout of the IMPORT button on the Category panel of the Default Rules page

  7. Import the JSON file you created and downloaded in Exporting Default Rules.
    1. Click Choose File in the Import Wizard modal, and then navigate to and select the JSON file.

      Callout of the Choose File button on the Import Wizard modal of the Default Rules page

    2. Select which rules you want to import, and then click NEXT.

      Callout of the Default Boosting Rules option, the Pinned Products option, the Excluded Products option, and the NEXT button on the Import Wizard modal of the Default Rules page

    3. If necessary, select the destination product category that aligns to each product category included in the source JSON file, and then click NEXT.

      If the names of a destination product category and a source product category match exactly, then Personalized Search automatically maps that category. You can review and select the correct destination category, if necessary.

      The Map Categories panel of the Import Wizard modal of the Default Rules page. The Destination Category selector for the Girls' Tops category is expanded. There is a callout of the NEXT button.

    4. Select if you want the rules that you're importing to replace any existing rules in each product category or to be added to each product category as new rules, and then click CONFIRM & IMPORT.

      The Import Settings panel of the Import Wizard modal of the Default Rules page, with a callout of the CONFIRM & IMPORT button.

    5. Click CLOSE.

      The Import Wizard modal of the Default Rules page, with a message that states, '2 categories were imported successfully,' and a callout of the CLOSE button.

  8. If necessary, add new or revise existing default boosting rules, pinned product rules, and product exclusion rules for any product category that you imported.
  9. Optionally, customize the facets for any product category that you imported as explained in Manage Facets for Category Pages.
  10. 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 changes to the category's facets on your site.

Exporting and Importing Scheduled Campaigns

Unlike with exporting product category default rules, you can only export and import one scheduled campaign at a time. The operation includes the rules for boosting and burying, pinned products, and excluded products for the campaign's constituent category or categories.

Exporting a Scheduled Campaign

Follow these steps to create a JSON file that contains the rules for boosting, pinning, and excluding products for one or more product categories in a scheduled campaign that you've created in one of your stores.

If the campaign you plan to export has any default rules enabled for any of the constituent product categories, then ensure that you note those rules because they're not exported along with the campaign-specific rules. You must re-create those default rules, if necessary, in each destination product category.

  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 EXPORT.

    Callout of the EXPORT button on the Scheduled Campaigns tab on the Visual Merchandising page

  5. Click SELECT CAMPAIGN on the Export Campaigns' VM Configurations modal.

    Callout of the SELECT CAMPAIGN button on the Export Campaigns' VM Configurations modal

  6. Select the scheduled campaign and then click EXPORT.

    Callout of the EXPORT button on the Select Campaign to Export modal

The JSON file downloads to your browser's default download location.

Importing a Scheduled Campaign

Follow these steps to import a JSON file containing a scheduled campaign's rules into a store as a new or existing scheduled campaign.

  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. Select the destination from Store.

    Callout of the Store selector on the Smart Category Merchandising page of the Personalized Search interface

  4. Click the Scheduled Campaigns tab.

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

  5. As necessary, select the destination scheduled campaign, or click CREATE NEW.

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

  6. On the Category Selection modal, select each product category included in the source scheduled campaign, and then click PROCEED.

    The Category Selection modal, with the Women's Swimwear category and the Girls' Swimwear category listed in the right-hand Selected Categories table, and a callout of the PROCEED button

  7. If necessary, name the scheduled 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

  8. Click IMPORT.

    Callout of the IMPORT button on the Scheduled Campaigns page

  9. Import the JSON file you created and downloaded in Exporting a Scheduled Campaign.
    1. Click Choose File in the Import Wizard modal, and then navigate to and select the JSON file.

      Callout of the Choose File button on the Import Wizard modal of the Scheduled Campaigns page

    2. Select which rules you want to import, and then click NEXT.

      Callout of the Default Boosting Rules option, the Pinned Products option, the Excluded Products option, and the NEXT button on the Import Wizard modal of the Scheduled Campaigns page

    3. If necessary, select the destination product category that aligns to each product category included in the source scheduled campaign, and then click NEXT.

      If the names of a destination product category and a source product category match exactly, then Personalized Search automatically maps that category. You can review and select the correct destination category, if necessary.

      The Map Categories panel of the Import Wizard modal of the Scheduled Campaigns page. The Destination Category selector for the Women's Swimwear category is expanded. There is a callout of the NEXT button.

    4. Select if you want the rules that you're importing to replace any existing rules in the campaign or to be added to the campaign as new rules, and then click CONFIRM & IMPORT.

      The Import Settings panel of the Import Wizard modal of the Scheduled Campaigns page, with a callout of the CONFIRM & IMPORT button.

    5. Click CLOSE.

      The Import Wizard modal of the Scheduled Campaigns page, with a message that states, '2 categories were imported successfully,' and a callout of the CLOSE button.

  10. If necessary, customize each category's facets for the campaign as explained in step 11 of Create Scheduled Campaigns.
  11. 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

  12. Schedule the campaign as explained in step 14 of Create Scheduled Campaigns.

    Callout of the Scheduling button on the Scheduled Campaigns page

  13. Click SAVE & PUBLISH.

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

Refer to Create Scheduled Campaigns for more information about editing scheduled campaigns and how to manage conflicting campaigns.

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