Merchandising

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Use Case 1: Precision Catalog Curation with Include/Exclude Rules

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Scenario: Targeted Product Displays for a Luxury Collection

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How It Works

1. Configuring Include Rules :
   The retailer uses Experro Discovery’s include rules to force the display of products from specific, curated premium brands. For example, when a user searches for “luxury watches,” the system is configured to show only those items from trusted, high-end brands.
2. Configuring Exclude Rules :
   Simultaneously, exclude rules are applied to remove products that are out-of-stock or discontinued from search results. This ensures that customers are only presented with available and desirable products, enhancing their overall shopping experience.
3. Rule-Based Automation :
   Once these rules are configured, Experro’s intelligent algorithms continuously monitor customer search behavior. The system automatically updates the search results to reflect these criteria, ensuring that only relevant and in-stock luxury items appear when customers perform a search.

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How to Implement This Use Case

1. Access the Merchandising Module:
   • Log in to your Experro workspace.
   • Navigate to Discovery → Merchandising from the left-hand menu.
   • Select the appropriate rule category (typically, a Search Rule or Global Rule based on your strategy).
     
2. Creating the Rule:
   • Click Add Rule and enter a rule name (e.g., “Curate Luxury Accessories”) along with a brief description.
   • Select the rule operation as Include to force the display of premium products, or Exclude to filter out items like out-of-stock or discontinued products.
     
3. Define the Rule Conditions:
   • For including premium products:
     • Set a condition such that the product attribute (e.g., Brand) equals one of the curated premium brands and add the search keyword as ‘jackets’
   • For excluding unwanted products:
     • Set a condition where the specific product is excluded.
   • You may add additional conditions using the Add Condition feature to further narrow the criteria with logical operators (AND/OR).
     
4. Set the Duration:
   • Define the active period for the rule if necessary (e.g., during specific promotional events or seasonally.)
5. Save and Validate:
   • Click Save to activate the rule.
   • Validate the configuration by searching for luxury items to ensure that only the curated products are displayed in the results.

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Outcome

• Enhanced Brand Perception:
  Customers searching for luxury items receive a refined list featuring only high-end products, reinforcing the retailer’s premium image.
• Improved Customer Satisfaction:
  By excluding out-of-stock or discontinued items, the system ensures that only available, desirable products are shown, reducing customer frustration.
• Higher Conversion Rates:
  Curating the product display increases the likelihood of purchase, leading to better sales performance and a more engaging user experience.

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Use Case 2: Optimized Product Placement and Promotions

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Scenario: Promoting New Arrivals While Demoting Out-of-Season Items

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How It Works

1. Setting Up Merchandising Rules :
   The retailer uses Experro Discovery’s rule-based merchandising system to create dynamic rules. Specific rules are configured to elevate (boost) products that are part of the new fall collection, while separate rules are set to demote (bury) summer products during the autumn season.
2. Rule-Based Automation :
   Experro Discovery’s intelligent algorithms continuously analyze customer behavior. Once the rules are in place, the platform automatically adjusts product rankings—so when a customer searches for “jackets” or browses the “Outerwear” category, the fall jackets appear at the top while summer apparel is relegated to lower positions or removed from the visible area.

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How to Implement This Use Case

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Step 1: Access the Merchandising Module

1. Log In and Navigate:
   • Log into your Experro workspace.
   • From the left-hand navigation panel, select Discovery → Merchandising.
   • Choose the appropriate rule category based on your desired scope (for example, a Global or Category rule if you want the changes across the entire site or within a specific product category).
   

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Step 2: Create a New Merchandising Rule

1. Initiate Rule Creation:
   • Click the Add Rule button to open the rule configuration interface.
2. Define the Rule:
   • Enter a clear and descriptive Rule Name, such as “Promote Fall Jackets, Demote Summer Apparel.”
   • Optionally add a description explaining that this rule is intended to boost the visibility of new fall arrivals while burying out-of-season summer items.

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Step 3: Configure Rule Conditions for New Arrivals

1. Select Operation:
   • Choose the Boost operation for new arrivals.
2. Set Conditions:
   • Configure conditions to identify fall jackets:
     • For example, set the product category field to “Jackets & Blazers” and enter the search keyword as ‘women’s’
3. Adjust Boost Level:
   • Use the slider for the Boost Level Configuration to determine how much these products should be elevated.

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Step 4: Configure Rule Conditions for Out-of-Season Items

1. Create a Separate Rule:
   • Create another rule (or configure an additional condition if your system supports multiple actions) to demote out-of-season summer apparel.
2. Select Operation:
   • Choose the Bury operation for items that are out-of-season.
3. Set Conditions:
   • Define conditions such as setting the “Categories” attribute to equal “Summer Handbags” (or any relevant indicator that the items are not in season).
4. Adjust Bury Level:
   • Use the slider for the Bury Level Configuration to push these items lower in the search results.

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Step 5: Schedule and Save the Rules

1. Define the Duration:
   • Set the start and end dates for each rule so that they automatically activate during the autumn season and deactivate afterward.
2. Save the Rules:
   • Click Save to apply each rule.
3. Test the Implementation:
   • Run a sample search to confirm that fall jackets are prominently displayed and summer handbags is relegated to lower positions or removed.

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Outcome : Increased Conversions

• Enhanced Visibility for New Arrivals:
  Fall jackets are consistently showcased at the top, drawing customer attention and leading to higher engagement.
• Increased Conversion Rates:
  With the most relevant products prominently featured, customers are more likely to make a purchase, leading to improved sales metrics.