Create Synonyms

To better ensure that customers find the products they want to view when they use your site search, Monetate Personalized Search allows you to configure two types of synonym relationships between words and phrases:

  • Unidirectional — for example, a synonym configured so that a customer search query of laptop expands that search to include Chromebook, but a customer search query of Chromebook doesn't also include laptop in that search
  • Bidirectional — for example, a synonym configured so that a customer search query of rucksack expands that search to include backpack and vice versa

Before configuring synonyms in the Personalized Search interface, be aware that the feature's language-processing functions work in ways that eliminate the need for you to create some types of synonyms yourself:

  • Inflections — Personalized Search identifies and indexes both a base word and its inflections, particularly the singular form of a noun and its plural form (for example, battery and batteries)
  • Contextually relevant synonyms — Personalized Search identifies relevant synonyms for a word based on the context in which it's used (for example, a search for 3-panel curtains leads to the indexing of drape and drapery)

Because Personalized Search continually learns from customers' use of your site search, it can expand its lexicon of synonyms over time. However, if you want to ensure that certain word relationships are established, you can create synonyms for the feature to use.

You can create synonyms one at a time, or you can upload a CSV file for bulk creation.

Configuring Individual Synonyms

Follow these steps to configure a synonym.

  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 Synonyms.

    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 Synonyms option to load the Synonyms page

  3. Type into Keyword the word or phrase for which you want to create a synonym relationship.

    See Formatting Synonym Phrases for guidance if you're creating a synonym for a phrase.

    Callout of the Keyword field on the Interface tab of the Synonym Management page of the Personalized Search interface

  4. Select a directional operator.
    • Select => for a unidirectional synonym relationship.
    • Select <=> for a bidirectional synonym relationship.

    Callout of the directional operator selector on the Interface tab of the Synonym Management page of the Personalized Search interface. The selector is expanded to show the two choices: => for a unidirectional synonym relationship, and <=> for a bidirectional synonym relationship.

  5. Type into Corresponding synonyms the word(s) or phrase(s) that you want Personalized Search to use in the search in addition to the word or phrase you input in step 3.

    Callout of the 'Corresponding synonyms' field on the Interface tab of the Synonym Management page of the Personalized Search interface

  6. Click ADD.

    Callout of the ADD button on the Interface tab of the Synonym Management page of the Personalized Search interface

You must wait up to 15 minutes before you can see the impact of the new synonym on search results in the store.

Uploading Synonyms

Instead of creating synonym relationships one at a time, you can create them in bulk by uploading a CSV file that contains both bidirectional and unidirectional synonyms.

To designate a bidirectional synonym relationship, type the words on a single line with a comma separating each word. Consider the following examples:

glass,container,glassware
box,case,compartment
fiber,fabric,cloth,material,textile

To designate a unidirectional synonym relationship, use the same => directional operator between the customer search query and the word(s) that you want to serve as synonyms. Remember to separate with a comma each potential synonym that appears to the right of the directional operator. Type the relationship on a single line. Consider the following examples:

stretchy=>spandex,elastic,stretch
bedstand=>nightstand,bedside table

Only one search query can appear to the left of the => directional operator. You cannot create a unidirectional synonym relationship with a comma-separated string of multiple search queries before the => operator.

The CSV file cannot exceed 2 MB. Download this CSV file to view an example: Sample Synonyms (CSV).

If synonyms already appear on the Interface tab of the Synonyms page, then you must navigate to the File Upload tab, download the current file, and then add your synonyms to it. If you fail to use the current file as a starting point for your additions, then all existing synonyms are removed from Personalized Search and replaced with the synonyms in the file that you upload.

Follow these steps to upload a synonyms CSV file.

  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 Synonyms.

    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 Synonyms option to load the Synonyms page

  3. Click the File Upload tab.

    Callout of the File Upload tab of the Synonyms page of the Personalized Search interface

  4. Click SELECT FILE, and then navigate to and select the CSV file that you want to upload.

    Callout of the SELECT FILE button on the File Upload tab of the Synonyms page

  5. Click UPLOAD.

    Callout of the UPLOAD button on the File Upload tab of the Synonyms page

You must wait up to 15 minutes before you can see the impact of the new synonyms on search results in the store.

Managing Synonyms

The table on the Synonyms page includes icons that you can click to edit or to delete a synonym. If you revise or remove any synonym, the change can take up to 15 minutes to impact search results.

Formatting Multiword Synonyms

Sometimes you may need to include a pair of ampersands not separated by a space between them (&&) between each word in a multiword search term you're using in a synonym if you do not want them to be searched as a phrase.

Consider the following example synonym entry for a skincare products retailer: travel size <=> sample size.

The retailer expects that the results should be similar for whichever multiword term—travel size or sample size—its customers search for. However, the results may be different and here's why:

  • If a customer searches for travel size, then Personalized Search interprets the query and the related synonym as (travel AND size) OR ("sample size").
  • If a customer searches for sample size, then Personalized Search interprets the query and the related synonym as (sample AND size) OR ("travel size").

With the inclusion of the operator AND between the words travel and size in the first search query interpretation, Personalized Search searches for products for which both the words travel and size are found in the product catalog. The words do not have to appear one after the other in the retailer's product catalog.

Additionally, Personalized Search searches the product catalog for "sample size". Because this multiword synonym is enclosed in double quotation marks, both words in the order in which they appear in the phrase sample size must appear in the same attribute for a product to qualify for the search results.

If the retailer does not want sample size to be treated as a strict phrase, then the synonym should be revised as follows: travel size <=> sample && size.

The presence of && ensures Personalized Search interprets the customer's search query as (travel AND size) OR (sample AND size).