Search Results Customizations

The settings available on Monetate's Personalized Site Search Customizations page allow you to set what options customers have to filter search results, as well as to include or exclude products that are out of stock from search results.

Follow these steps to access the Customizations page for a specific product catalog.

  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 Search icon in the left-hand vertical toolbar, and then select Customizations.

    Animated demonstration of a user clicking the Smart Search icon in the left-hand vertical toolbar of Monetate's Personalized Search interface, and then selecting the Customizations option to load the Customizations page

General Settings

The General Settings tab is the default view when you load the Customizations page.

Personalized Site Search by default excludes out-of-stock products from search results. If you want them included in results, select Show out of stock products in search results and then click SAVE.

Animated demonstration of a user selecting the 'Show out of stock products in search results' setting and then clicking SAVE

You can disable this setting at any time.

Facets

Click the Facets tab to configure which product catalog attributes from your mapped product catalog appear as filter options that customers can apply to their search results.

Personalized Search provides for three types of filter formats:

  • A list of options from which the customer can select, with the options derived from the values present for the product catalog attribute on which the filter is based (for example, a Color filter with Red, Blue, Green, and Multicolor options that the customer can select)
  • A slider with minimum and maximum values so that the customer can select a range between them (for example, a Price Range filter with the slider's minimum set at $24.99 and the maximum set at $199.99)
  • A list of set numerical ratings from 1 through 5

See Retrieve and Apply Facets in the Monetate Developer Hub for more details about filters and their options.

You must contact your dedicated Customer Success Manager (CSM) if you want to use a Rating filter.

All indexed attributes from the mapped product catalog appear on the Facets tab. By default, Personalized Site Search shows all the indexed attributes as filter options for search results. The attribute name that appears in the Attributes column appears on your site as the filter name.

The Facets tab of the Customizations page

To remove a facet as a filter option, click to deselect it.

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

Animated demonstration of a user clicking the checkbox to the left of the 'tags' facet on the Facets tab of the Customizations page

You can revise or rename a facet so that it appears on search results pages with a different filter name. Type the name you want used into Facet Caption, and then click outside the field to save it.

Animated demonstration of a user typing 'Brand' into the Facet Caption field for the facet 'brand,' and then clicking outside the field to save the change

You can also change the order in which the filter options appear on search results page. Reorder the attributes using either of these two methods:

  • Drag and drop a row into the position you want.
  • Type the numeral into Order.

Animated demonstration of a user dragging the Category facet from position 6 to position 3, and then typing '8' into the Order field for the Type facet, which then changes it from position 5 to position 8.

The values automatically update when you change the order of attributes.

Ensure that you click SAVE after you're finished modifying the facets.

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