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Configuring a merchandising rule in Experro is a straightforward, step-by-step process that gives you complete control over how products are displayed across your digital storefront. Whether you’re setting up a global promotion or fine-tuning product order for a specific category or search query, this guide will walk you through the process and provide best practices to ensure your rules are both effective and efficient.

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Creating a Merchandising Rule

Creating effective merchandising rules is essential for optimizing your product discovery experience. Experro’s intuitive interface makes it easy to configure rules tailored to your specific business needs. Select menu icon at the top left of the application. Next, select Discovery from the dropdown menu. The discovery screen will be displayed. Navigate to Merchandising menu icon from the navigation panel.
1

Define the Scope of the Rule

Determine the level or scope at which you want the rule to be applied and navigate to that page:
  • Global Rule: Applies to all search queries and pages across your website.
  • Category Rule: Tailors the product display for a specific product category.
  • Search Rule: Activates when a particular keyword or query is entered.
2

Define the Functionality of the Rule

  • Click the Add Rule button to start configuring a new rule.
  • Provide a Rule Name and Description that clearly explain the purpose of the rule.
  • Decide what action the rule will perform. Options include:
    • Boost: Increase the ranking of a product.
    • Bury: Lower a product’s ranking.
    • Include/Exclude: Force the presence or absence of certain products.
    • Sort: Rearrange products based on specific criteria.
    • Pin: Fix a product at a specific position.
    • Slot: Reserve a specific position range for a product.\
3

Specify the Triggering Condition (Keyword or Category)

  • For Global or Search Rules:
    Enter the exact keyword(s) (e.g., “Emerald Diamonds”) that will trigger the rule.
  • For Category Rules:
    Select the relevant category (e.g., “Diamonds”) from your product catalogue.
4

Specify the Duration

  • Set the timeframe during which the rule will be active. This is particularly useful for time-sensitive promotions (e.g., festival or seasonal sales).
  • Choose a start and end date so the rule activates and expires automatically.
5

Save the Rule

  • Once you have configured the scope, functionality, triggering conditions, and duration, click Save.
  • The rule will then be applied to your storefront according to the defined parameters.

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Best Practices for Rule Configuration

  • Plan Your Strategy:
    Define your merchandising objectives and identify the key metrics you want to improve before creating rules.
  • Use Specific Criteria:
    Set precise conditions to ensure your rules target the right products and customer segments.
  • Test Your Rules:
    Thoroughly test each rule after creation to confirm it works as intended.
  • Monitor Performance:
    Regularly review rule performance using Experro’s analytics dashboard and make adjustments as needed.
  • Prioritize Rules:
    Understand the priority order of rules to avoid conflicts and ensure desired outcomes.
  • Clear Naming Conventions:
    Use descriptive names for rules to simplify identification and management.
  • Document Your Rules:
    Maintain records of rule configurations for future reference and troubleshooting.

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Key Considerations

Sorting Rule Conflicts:
When a sorting rule is applied, pin, slot, boost, and bury rules are disabled, and vice versa.
Pin and Slot Limits:
The maximum position for pinning a product and the maximum slot range is 50, due to the display constraint of 50 products per page.

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Priority Order

Experro applies rules in a defined order to manage conflicts: Overall Rule Priority:
Pin → Slot → Boost/Bury/Include/Exclude Within Boost/Bury/Include/Exclude Rules:
Exclude → Include → Bury → Boost Example: If both boost and bury rules are applied, the bury rule takes precedence, overriding the boost rule. By following this configuration process and adhering to best practices, you ensure that your merchandising strategy is precise, effective, and aligned with your business objectives. For more in-depth guidance on each configuration step or specific rule types, please refer to the detailed documentation linked within each section.