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What are Rules for?

 

Rules can change which products appear in which order in any product listing

You can define a strategy for each widget of each of your WPO (Widget & Page Optimizer) and this strategy will be responsible to define dynamically what products should appear in which position.

However, sometimes, you want to force one or several products to appear on top, in a specific position, or to be removed from the results. While you should only do that for special cases and use dynamical strategies and logic for most situations, it happens you need to have a final control on the results. This is what Rules are for!

To create a rule, you must first know and select on what Widget you want this rule to apply (a rule is connected to one widget always), so if you do not know what widget you want to work on, go the the main WPO view to retrieve your widgets strategy and identify the right one.

Then, Rules always promote or remove one specific product or a segment of products. This is defined by a filter on a product attribute (e.g.: the product id) and values.

It is possible to connect your Rules with a context to make them Conditional so they only apply in specific situations (e.g. : in a specific category or when people make a specific search query).

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To force one or several products to appear first in a product list

To bring a product on top, you need to create first your Rule and connect it to the right widget (see topic 1 for support on this)

Bringing a product on top is defined by the right part of the edition or the Rule: the Effect. Indicate what product you want to put on top (for example: field: "id" and values with the id of the product, then select the effect "rank" and put the ranking position to 1. If your product was already in the result list (but not on top) that's enough, but if your product was not there, you must also select the check box "force include" to include it in the results. Otherwise, it will be pushed on top only if it was already part of the results and not otherwise.

Alternatively, you can simply include or exclude the product (instead of ranking it), Include just make sure it is part of the results, but doesn't affect its position and exclude removes it from the product results. Finally you can use the option "boost" if you want to promote it with a specific weight (see the weighting of your Scorers in your WPO Strategy for more details about boost weights and the scoring formula).

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Make your rule only active in some cases (e.g.: for a category or a search query)

If you want your rule not to apply all the time in your widget, but only in specific situation or for specific people, you will need to set a context and make your Rule conditional.

After defining your Rule for the right widget (see help in topic 1 and 2), you can define a Context on the left part of the Rule Edition Dialog Box.

You can create your Context condition on many different aspects, such as : a search query (so it only happens on specific search pages), a filter (so it only happens on a specific category page), a context item (so it only happens for product recommendations on the product detail page on specific product pages or basket recommendations when specific products are already in the basket) or as a specific variant of an A/B test by defining a test variant.

 

General

Element

Use

Publish the rules in test-mode.

Allows you to edit the rules as JSON data. (this is more for advanced users)

Opens a dialog to add a new rule.

 

Widget column

Displays the Widget but also lets you edit it by clicking on it.

Item id column

Displays the value of the effect of this rule.

Context column

Displays the search query and context item of the context of the rule.

Effect column

Displays the effect type and if available, it’s value.

Force include column

Displays whether the rule should be force included.

Click to view and edit the rule.

Click to make an exact copy of the rule.

Click to remove the rule.

 

 

1.5.2 Dialog

1.5.2.1 Context

Element

Use

Or filter

Decides if it is an or-filter or a and-filter

Allows you to select what kind of context you would like to add using the add button.

Adds a new context according to what is currently selected in the dropdown.

Search query*

Allows you to specify a search query that this rule will apply to.

Context item*

Allows you to specify a context item that this rule will apply to.

Context parameters

Allows you to set a parameter and its value that the rule will apply to.

Variant*

Allows you to specify a test variant that this rule should apply to.

Filter dropdown

Allows you to select a field

Filter value

Click on the blue underlined value to edit. Allows you to set a filter value.

Filter

Opens the inline response dialog to make a query and add a result.

Filter

Deletes the filter.

*Can only be added once

 

 

1.5.2.2 Effect

Element

Use

Field

Select which field should be affected.

Value

Select what value should be affected.

Opens the inline response dialog to search for and add values.

Effect type

Select what kind of effect the rule will have:

  • Add/exclude an item from the result list.

  • Boost an item to the top of the result list.

  • Put an item at a set rank in the result list.

Boost weight

Amount that this item will be boosted.

Rank in position

Set the rank at which this rule should be positioned at.

Force include

If set, this forces the item to be included in the context.

 

 

1.5.3 Ranking Configuration for Search Use-Case

Navigate to the testing site in our intelligence. Configure the request for the search.

In the “General” tab first select the “search” strategy, set the language and the mode to “test mode with live data”.

Switch to the “context” tab and enter the query in the first text field. Press “Get results”.

Press on “Add rule” for the product you want to configure the rule.

 

Set the “Effect type” to “rank” and define the position. As you press “Save” the result will automatically reload with the rule you defined. Check if the result is correct and proceed to publish your changes as per chapter 7.3 “Standard Publishing”.

Note: In the configuration for the ranking it’s important that the first position is defined and to continuously increment the position if other products are defined. It’s not possible to skip positions.

 

 

1.5.4 Ranking Configuration for Navigation Use-Case

Navigate to the testing site in our intelligence. Configure the request for the navigation.

In the “General” tab first select the “navigation” strategy, set the language and the mode to “test mode with live data”.

 

Switch to the “context” tab and set the filter with the category Id you want the ranking to apply to.

Press “Get results”.

Press on “Add rule” for the product you want to configure the rule.

In the “Context” section select in the drop-down “Filters” and press “Add”. Set the field you want to filter on, in this case “Category” and set the value in the text field. Set the “Effect type” to “rank” and define the position. As you press “Save” the result will automatically reload with the rule you defined. Check if the result is correct and proceed to publish your changes as per chapter 7.3 “Standard Publishing”.

Note: In the configuration for the ranking it’s important that the first position is defined and to continuously increment the position if other products are defined. It’s not possible to skip positions.

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