Personalized Search Overview

Contact your dedicated Customer Success Manager (CSM) if you want to add any of Monetate's Personalized Search features to your account.

Monetate's Personalized Search features allow you to show in any channel auto-complete search suggestions, search results, and category pages to your customers based on their behavior on your site and other context. These features combine large language models, natural language processing, and your own merchandising rules with many of the same functionalities that power Monetate's Product Recommendations and Dynamic Bundles offerings. Semantic enrichment automatically adds synonyms, adjusts for plural forms, and normalizes product data, such as colors and sizes. The result is a more relevant, targeted, and optimized search experience for your customers.

A search modal overlays a clothing retail site. A customer has typed 'swim' into the search field, and beneath Personalized Search has autosuggested 'stonewashed slim jeans' as well as the categories Men's Swimwear, Boys' Swimwear, and Women's Swimwear, along with three individual products: a women's bikini top, a pair of men's swim trunks, and a pair of women's binkini bottoms.

Personalized Search consists of two primary components that you can add to your existing Monetate implementation either separately or as a package: Personalized Site Search and Personalized Category Pages.

At this time Personalized Search is a RESTful API. If you have a Monetate JavaScript API implementation (also known as a Monetate tag implementation) and want to use Personalized Search, you must have your own development resources to implement it. You can review the Personalized Search API documentation in the Monetate Developer Hub.

Personalized Site Search

The settings and options that you can configure for Personalized Site Search not only enhance customers' ability to find the products they're looking for on your site, but they also enhance your ability to show off products that customers may not realize they're looking for.

Returning results for a search is more than just matching the words in a search query to words in a product's name or description. Personalized Site Search allows you to boost or bury individual products as well as products that share values for attributes in a product catalog dataset. You can promote products at the top of the results using pinning rules, and you can exclude products from results entirely.

Animated demonstration of a user scrolling through the list of 10 products promoted by a The modal that appears after clicking the icon to preview the products promoted by a Keyword Level Visual Merchandising rule. At the top of the modal appears 'Top products for the keywords: beanies,snow hats,knit caps,knit hats,stocking caps,winter hats.' In each row of the scrolling list appears a thumbnail image of a product along with the name of the product as it appears in the product catalog.

The very attributes found in your selected product catalog dataset become filters on your site that customers can then apply to narrow search results.

Furthermore, customers who use your site search to find specific pages of your site—returns policy, sizing information, seasonal content, and more—will also find what they're looking for when you configure URL redirects.

Finally, when you're ready to deploy a Personalized Site Search experience, you pair it with a recommendation strategy. The strategy's configuration joined with Personalized Site Search configurations lead to relevant, personalized, contextual, optimized search results.

Not only can you view analytics for these Personalized Site Search experiences, you can also view analytics for search queries, search users, and other metrics.

Personalized Category Pages

The settings and options that you can configure for Personalized Category Pages allow you to adjust the ranking order of products on product list pages with boost and bury rules, as well as pin products and exclude products from the list pages. You can create these same rules that run for a limited time in a scheduled campaign. In fact, you can even limit a scheduled campaign to a specific time zone.

Callout of the SAVE & PUBLISH button on the Default Rules page of Monetate's Personalized Category Pages feature

Analytics are available so that you can see how the default rules as well as scheduled campaigns impact category views, product views, and sales from sessions that originated from category pages.

As with Personalized Site Search, the attributes in your selected product catalog dataset become filters that customers can then apply to narrow the scope of products displayed on the product list pages. Not only can you select which filters you want displayed, but you can also set their order or opt to allow machine learning to continuously optimize their order.

Preparing a Product Catalog for Personalized Search

The product catalog dataset that you select for use with one or both Personalized Search features should be optimized to best serve the capabilities available. Here are some key considerations to keep in mind for specific attributes and their values in Monetate's product catalog dataset specification.

Your dedicated Customer Success Manager (CSM) will assess your product catalog dataset and alert you to specific modifications required as part of the Personalized Search onboarding process.

Attribute Description
id A product's unique identifier limited to 50 total alphanumeric characters, dashes, underscores, spaces, or periods.
title A product's name is limited to 150 characters and is truncated if the value exceeds this limit.
image_link The URL for a product's main image cannot exceed 2,000 characters.
link The URL for a product's detail page cannot exceed 2,000 characters.
description Ensure that each value accurately describes the product and is not placeholder text. The character limit is 5,000, and is truncated if the value exceeds this limit.
price The format must be [0-9].[two decimal places] (for example, 12000.00).
product_type Each segment of the string can't exceed 100 characters, and the full string cannot exceed 750 characters.
availability The value for this attribute can only be [Ii]n [Ss]tock or [Oo]ut of [Ss]tock. This attribute is required for Personalized Search.
additional_image_link The URL for an additional product image cannot exceed 2,000 characters.
age_group The character limit is 200, and is truncated if the value exceeds this limit.
brand The character limit is 200, and is truncated if the value exceeds this limit.
color The character limit is 200, and is truncated if the value exceeds this limit.
condition The character limit is 200, and is truncated if the value exceeds this limit.
gender The character limit is 200, and is truncated if the value exceeds this limit.
material The character limit is 200, and is truncated if the value exceeds this limit.
rating The format must be [0-5].[one decimal place] (for example, 4.9).
sale_price The format must be [0-9].[two decimal places] (for example, 12000.00).
size The character limit is 200, and is truncated if the value exceeds this limit.

Keep in mind these best practices as you prepare a product catalog dataset for mapping with Personalized Search.

Title

Ensure to include the main product noun (for example, "coat", "lamp") in the title value so that natural language processing can more readily understand the object the title identifies. Personalized Search identifies the main product noun from every title value and prioritizes relevant products when customers search for the respective product noun.

Avoid including unnecessary information such as technical specifications or additional parts in the title value. The title should first and foremost identify on what the product is (for example, Men's Wool Sweater or 32-inch LED Monitor), and move supplementary details to their respective attributes (for example, color).

Description

Descriptions should complement—not replace—the product information in the title and other supplemental attributes, such as size and color. The description is the attribute where you can provide details such as potential use cases and suitability criteria.

Use natural, clear language when writing descriptions, and avoid incomplete sentences, which can impact relevance scores.

Size

Although Personalized Search can normalize size information, such as equating S with small and M with medium, use consistent values for this attribute throughout the product catalog when possible. For example, avoid using S for some products but using small for others.