To build a rule, the first step is to use the rule editor to define the conditions in the shopper’s query text that trigger the associated events. Then, complete the rule details, test the results, and publish the rule.
A Search query is where you define a specific search term, conditions and ranking types.
A Default rule can be set which is applied to all queries, unless a more specific search query is defined. Only one default rule can be set and it cannot contain any conditions. If you select Default, the Conditions interface is not displayed.
Choose the default Intelligent ranking type and any manual rankings you want applied to all default searches. Manual rankings are always applied.
Conditions are the requirements to trigger an event. A rule can have up to ten conditions and 25 events. A default rule cannot have any conditions.
Currently, it is not possible to target rules to a specific customer group.
Under Build your rule, select the Condition to be met, and follow the instructions to complete the statement.
Search query is and Match
All can have only one condition.
The results appear immediately in the Test your rule pane and are numbered by priority. You can use the Results per row slider in the upper right to change the number of products in each row.
To test other queries, change the query text in the Test your rule search box and press Return.
Initially, the test pane renders the query from the Conditions search box. But now it is rendering the query from the test query box. The test pane renders only one query at a time.
If you like the result, update the text in the Conditions search box. Then, click anywhere on the page to update the results in the test pane.
To build a simple rule with one condition, go to Step 3: Add events.
To build a rule with multiple conditions, click Add condition.
A rule can have up to ten conditions. The logical operator that joins two conditions is based on the current Match setting. By default, Match is
All and the logical operator is
Select the second condition and enter the required query text.
To change the logic of the rule, change the Match setting to determine how closely the shopper’s search criteria must match the query condition. Set Match to one of the following:
OR and the results appear in the test pane.
AND and the results appear in the test pane.
The Match value determines the logical operator that is used to join multiple conditions. Changing the Match setting changes all logical operators in the rule. It is not possible to combine
OR in the same rule.
In this example, rather than searching for “yoga pants”, there are two separate queries that search for “yoga” or “pants”. This rule is less specific and is triggered more often in the storefront than the other.
To add another condition, click Add condition and repeat the process.
Intelligent ranking combines user behaviors and site statistics to determine product ranking.
Store owners can set up the following types of ranking strategies:
viewed-viewed data point - Shoppers who viewed this SKU also looked at these other SKUs
Apostrophes and quotes in queries may lead to some minor issues with ranking and relevance in some languages.
Manual Ranking (formerly referred to as Events) are actions that modify the search results when defined conditions are met. A single rule can have up to 25 events.
The easiest way to pin a product is by drag and drop.
Click and drag a product in the Test pane. Drag and drop it at the desired position. The Product and Postion fields are automatically populated in the Events pane.
You may also click the pin icon to pin a product to its current location. Use the ellipsis context menu to “Pin to top” or “Pin to bottom”.
You can only pin products that are returned in the query.
Or events can be set manually:
Under Events, choose the Event to take place when the associated conditions are met.
For example, choose
Hide a product. Then, enter the name of the product that you want to hide. Products are suggested as you type.
For multiple events, choose any other events that you want to trigger when conditions are met.
The information that is entered here appears in the Rule Details panel.
Under Details, enter a Name for the rule. All rule names must be unique.
Enter a brief Description of the rule.
Enter the Start Date and End Date for the rule to be active or choose the dates from the calendar.
To select a range of dates, click the first date and drag to select the range.
Examine the results of the rule in the test pane.
If the rule has multiple queries, test each one that might be affected by the rule.
When complete, click Save and publish.
The rule is added to the list in the rules workspace.
Although active rules go into effect immediately, you might have to wait up to 15 minutes for the cached query results in the storefront to be refreshed.
|Search query contains
|A character or string of text that is included in the shopper’s query. The shopper’s query needs to match only a single character to meet this condition.
|Search query is
|A character or string of text that exactly matches the shopper’s query. Complex queries with multiple conditions cannot be composed when this condition is used.
|Search query starts with
|The shopper’s query begins with this character or string of text.
|Search query ends with
|The shopper’s query ends with this character or string of text.
|(Default) The logical operator
OR compares two conditions and meets the requirements to trigger an event if at least one condition is true.
|The logical operator
AND compares two conditions and meets the requirements to trigger an event if both conditions are true.
|Changes all logical operators in the rule to
OR and returns the set of matching products.
|Changes all logical operators in the rule to
AND and returns the set of matching products.
|Moves a SKU or range of SKUs higher in the search results. Each is marked with a “boosted” preview badge in the test search results.
|Moves a SKU or range of SKUs lower in the search results. Each is marked with a “buried” preview badge in the test search results.
|Pin a product
|Attaches a single SKU to a specific position in the search results. The product is marked with a “pinned” preview badge in the test search results.
|Hide a product
|Excludes a SKU, or range of SKUs, from the search results.
|The name of the rule. Rule names must be unique.
|Default or Query. Default is applied to all rules, unless a more specific Query rule is defined.
|The start date of the rule, if scheduled.
|The end date of the rule, if scheduled.
|A brief description of the rule.