Pin Products on Category Pages

When you pin products using Monetate's Personalized Category Pages feature, you ensure the selected products always appear first on the first page for the 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 pinned products settings for a single linked site that is not the primary site, then you have two options:

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

Pinning Products for a Category

Follow these steps to create a default rule that pins one or more products to the beginning of 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 pin 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 Pinning.

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

  6. Find one or more of the products that you want to pin.
    • 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 pinning.

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

    • 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 either click the checkmark in the upper-left corner of a product's entry to reserve it for pinning or pin all the search results by clicking the additional options menu (...) and then selecting All Search Results.

      Animated demonstration of a user who previously entered 'one piece' into the search field on the Manage Pinning panel then clicking the additional options menu (...) to the right of the search field, selecting All Search Results, and then clicking YES in the Confirm modal

  7. If necessary, click PIN SELECTED if you only reserved products for pinning in the previous step.

    Callout of the PIN SELECTED button to the right of the search field on the Manage Pinning panel

  8. Click Set Product Orders.

    Callout of the Set Product Orders tab on the Manage Pinning panel

  9. As necessary, arrange the order of the pinned products using any of these options:
    • Drag and drop a product tile into the position where you want it to appear.
    • Change a product's position by typing a different numeral into the edit field, as indicated by the pencil icon.
    • Click the unpin icon to remove a product.

    Animated demonstration of a user dragging and dropping a product from near the end of the pinned product order to the third position, then dragging and dropping the fifth product into the fourth position, and then clicking the unpin icon to remove a product from the pinned product order

  10. Click APPLY.

    Callout of the APPLY button on the Manage Pinning panel

  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 pinned products at the start of their targeted category pages on your site.

Unpinning Products

After you've saved and published the pinned products, you can unpin products directly on the Manage Pinning panel.

  • Click the unpin icon to remove a product.

    Animated demonstration of a user on the Manage Pinning panel placing the mouse pointer on a pinned product and then clicking the unpin icon that appears in the upper-right corner of the product tile

  • Select All Products from Unpin to remove all pinned products.

    Animated demonstration of a user on the Manage Pinning panel clicking the Unpin selector and then selecting All Products

Ensure that you click SAVE & PUBLISH after you finish revising the pinned products. You must wait up to 10 minutes before you can see the pinned products at the start of their targeted category pages on your site.

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