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Overview

Managing your merchandising rules in Experro is as crucial as creating them. This section provides a clear, step-by-step guide on how to view, update, and delete your rules using our intuitive interface—ensuring you maintain full control over your product display strategies.

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Viewing and Searching for Rules

  1. Navigate to the Rules Screen:
    • From the left-hand navigation panel, click on Discovery.
    • Select Merchandising menu icon
    • Choose the desired rule category (Global, Category, or Search) according to your merchandising strategy.
  2. View Rules:
    • The screen displays a list of all rules for the selected category.
    • Use the search bar at the top of the list to quickly locate a specific rule by name.
    • Click on a rule name to drill down and view its detailed configuration.

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Managing and Modifying Rules

All actions—such as updating, activating/deactivating, duplicating, or deleting a rule—are available from the actions column in the rule list.
  1. Access the Actions Menu:
    • Locate the rule you wish to modify.
    • In the actions column for that rule, click menu icon to reveal a dropdown menu with multiple options.
  2. Edit a Rule:
    • Select Edit from the dropdown.
    • This opens the rule configuration interface, where you can modify details such as the rule’s settings, active duration, and the triggering keyword or category.
  3. Activate/Deactivate a Rule:
    • Choose the Active/Inactive option from the actions menu to toggle the rule’s status.
    • This feature allows you to temporarily disable a rule without deleting it or to reactivate an inactive rule.
  4. Duplicate a Rule:
    • Click Duplicate to create an exact copy of an existing rule.
    • Modify the duplicated rule as needed—for example, adjusting its schedule or tailoring it for a slightly different scenario—without starting from scratch.
  5. Delete a Rule:
    • Select Delete from the actions menu to permanently remove the rule.
    • Confirm the deletion in the popup prompt to finalize the removal.
By following these steps, you can efficiently manage and modify your merchandising rules in Experro. This ensures that your product displays remain optimized and up to date, enabling you to continuously enhance the customer shopping experience.