Experro Merchandising rules provide granular control over how products are presented across your digital storefront. With a layered system, you can apply these rules at different levels to meet both broad site-wide objectives and specific contextual needs, ensuring that each customer receives the most relevant product display.
Global Rules (Site Rules)
Global rules — sometimes referred to as site rules — apply universally across your entire website. They serve as a consistent baseline for your merchandising strategy by automatically affecting every search query and category page.
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Application: Global rules are ideal for site-wide promotions, such as boosting high-margin products or consistently demoting underperforming items.
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Example: Use global rules to promote high-margin products across the entire site or to demote underperforming items, ensuring a continuous influence on product ranking regardless of individual user searches.
Category Rules
Category rules allow you to tailor product displays for specific product categories. This ensures that the shopping experience is fine-tuned to each category’s unique characteristics.
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Application: These rules are applied only when customers browse a particular category, enabling targeted promotions and display adjustments.
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Example: If a retailer wants to prioritize a specific brand of shoes within the “Footwear” category, a category rule can be created to boost those products exclusively when that category is being viewed.
When you choose Category as the scope, you can apply the rule in one of two ways:
- All Categories — The rule applies to every category page across your storefront. Use this when you want the same product behavior on all category pages without creating a Global rule that also affects search results.
- Specific Categories — The rule applies only to the categories you select. Use this for category-by-category tuning.
Search Rules
Search rules are designed to customize search results based on specific keywords or search queries. They dynamically adjust product rankings according to customer search behavior and intent.
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Application: These rules ensure that, when a customer enters a query like “running shoes” or “formal footwear,” the most relevant and profitable products are featured prominently at the top of the results.
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Example: A search rule can be configured to elevate products that best match the customer’s query, ensuring that high-demand items are always displayed first.
When you choose Search as the scope, you can apply the rule in one of two ways:
- All Searches: The rule applies to every search query on your storefront. Use this when you want consistent behavior across the search experience without affecting category pages.
- Specific Searches: The rule applies only to the search terms you enter. For each search term, you set a qualifier (operator) that controls how the term is matched against incoming queries. Available qualifiers include Equal to, Contains, Starts with, and Ends with. Use Equal to for exact-match terms (for example, “running shoes”) and Contains or Starts with when you want a single rule to cover a family of related queries (for example, every query that contains “diamond”).
One Active Rule Per Scope
To prevent conflicting behaviors on the same surface, the following restriction applies.
You can have only one Active rule per scope, per rule type. For example, you can have one active Pin Rule and one active Variant Slicing Rule on the search term “running shoes,” but not two active Pin Rules on the same term. If you try to activate a rule whose scope is already covered by another active rule of the same type, Experro flags the conflict and asks you to deactivate the existing rule first.
Integrated Strategy
By combining Global, Category, and Search rules — and within each, the choice between an “all” application and a specific application — Experro Discovery provides a robust and dynamic merchandising framework. Each level addresses different aspects of your digital storefront. This layered approach allows you to:
- Maintain consistent product presentation across the entire site.
- Tailor displays to specific customer segments or product categories.
- Dynamically adjust to changing search queries and customer behaviors.
This comprehensive strategy empowers you to optimize product visibility and drive higher conversion rates by ensuring that every product placement aligns with your business objectives. 
