Creating and Managing Dynamic Categories

This guide will walk you through the process of creating and starting to use a Dynamic Category. Here is an overview of the entire process:


1. Create a New Dynamic Category

To start creating a Dynamic Category, head over to Setup → Dynamic category management in your Bloomreach Dashboard.

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Permissions

Only users with the “Category User” Role assigned to them on any management level higher than Site in User Management can access Dynamic category management to create or modify Dynamic Categories

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Feature Scope

Dynamic categories are linked to a Catalog, so they can be managed and created from any site level.

Next, click on the “+ New dynamic category” button at the top right of the screen.

You will see the category creation wizard, where you can configure your new category.

Start by giving your category a name and choosing the Catalog to which it should be added. Next to it, you will also see all the sites powered by the selected Catalog for which the Dynamic Category will be available.

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Dynamic Categories and the Catalog

Dynamic Categories become part of your product catalog through indexing, and hence work just like native categories.

A new Dynamic Category is added to the root level in your categories hierarchy (eg. /Valentine's Gifts).

We’re working on adding a feature to control the position/placement of the new category in your hierarchy.

Note: One Dynamic Category can only be linked to one Catalog.

2. Add Products to the Category

The next step is to populate your category with desired products. You can choose either of the following two methods to add products to your new category.

Add Products through Conditions

This method allows you to define rules that govern the category’s products. This keeps the category dynamically updated as new products that satisfy these rules are automatically added to the category.

Follow the steps given below to add products by defining conditions:

  1. Select "Define conditions" under “Add products”. This opens the Configure conditions setup options.

  2. Now, choose how you want to match the conditions for each product:

    • Match ALL of the following: Products must match all conditions defined for the Dynamic Category set. The conditions will be combined by the AND operator.
    • Match ANY of the following: Products should match at least one condition to be included in the Dynamic Category set. The conditions will be combined by the OR operator.
  3. Click on “+ Add condition” to start adding the conditions. First, specify the category, as illustrated below. You can search for the Category by its name or ID.

  4. Click on “+ Add condition” again if you want to add more attribute filtering rules. For numeric attributes, additional operators will be available for targeted range control.

    • is equal to: The product attribute value must match the exact input value.
    • is greater than or equal to: The product attribute value must be greater than or equal to the input value.
    • is less than or equal to: The product attribute value must be less than or equal to the input value.
    • matches range: The product attribute value is more than or equal to the minimum value and less than or equal to the maximum value.
  5. Once you’re satisfied with the conditions, click on the "Apply conditions" button. This will fetch and display the matching products in the bottom viewing panel.


Add Products Manually

This method helps you upload specific products manually in bulk to populate your category, giving you total control over the products that appear in the category.

Note that the category will not update dynamically if the products are added manually.

Follow the steps given below to add products manually:

  1. Select "Add specific products" under “Add products”.

  2. Next, click on “+ Add products”. This opens a modal to start adding products.

  3. You can add products either by -

    • Copying and Pasting up to 10,000 PIDs from your catalog. These can be separated by comma, space, or pipe symbol.

    • Uploading a CSV file containing valid PIDs.

  4. Select the desired method and click on Add/Upload after adding the products. All the PIDs added will appear, and the matched products will be fetched and displayed in the bottom viewing panel.


3. Save the Category

You can review the matched products in the bottom viewing (Category preview) panel to finalize your products. Please note the following details about the preview panel:

  • The products in the preview are not ordered/ranked, and their order can differ between sites (use the site menu at the top right corner to switch between sites).
  • If you added products manually, the preview will only show the first 950 products.

After reviewing the products inside the preview panel, Save your category from the button on the top right.

You can then see the new Dynamic Category listed on the Dynamic category management page with the status Indexing pending. Note its unique Category ID for passing in the API call to display the category on your site.

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Under the Search or Merchandising Standard packages, one Catalog can only have up to 150 Dynamic Categories at a time.

Reach out to your Bloomreach representative and upgrade to the Search or Merchandising Premium package to have unlimited access to Dynamic Categories.

4. Indexing Dynamic Categories

Dynamic Categories work just like native feed categories. This is possible because Bloomreach actually integrates them into your feed through the feed indexing process.

A Dynamic Category can get indexed when:

All New, Modified, and Deleted Dynamic Categories will be picked up on each indexing and updated in that catalog feed accordingly.

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Permissions

Only users with the Catalog Feed Developer or Catalog Reindexing IAM Roles can trigger the feed indexing.

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Run Indexing Resourcefully

Indexing can be a time consuming and resource-heavy process, especially for large catalogs.

We encourage you to group your Dynamic Category changes and only run the indexing when necessary.

Refer: Service Quotas for Feed Indexing

After indexing, the Dynamic Categories will behave just like native feed categories. They will be visible on the All categories page and as a Facet value under the Category filter. They also become ready to be merchandised and displayed on your website.

Indexing from Dynamic Categories Management

To trigger the Indexing process from the Dynamic Categories Management tab, click on the Start indexing button on the top right of the homepage.

If you do not see the button (or it is locked), you would need the required User Permission Role mentioned above to run indexing.

Select the catalog for which you want to run the indexing and start it.

The process can be triggered only for one catalog at a time. Note that only the catalogs with any pending changes of Dynamic Categories to be indexed will be available in the dropdown.

Once the category starts indexing, its status will show as Indexing in the Dynamic Categories list. Once indexing is successfully completed, its status will change to Ready to use.


Modifying or Deleting Dynamic Categories

Existing Dynamic Categories are listed on the Setup → Dynamic category management tab in your Dashboard.

Catalog Selector

Using the Catalog Select dropdown, you can choose from all the product catalogs available for that account. The list will only display the Dynamic Categories associated with the selected catalog.

Category ID

The Category ID is a unique identifier for your Dynamic Category. Dynamic Categories will always have an ID with the prefix brg_dyn_, which can help you distinguish them from native feed categories.

The Category ID is important because:

  • It must be passed in the Pixels for collecting tracking data.
  • It should be passed in the Product & Category Search API to fetch the Dynamic Category for using it on your site.

Status

This column displays the status of your Dynamic Category based on the stage of Indexing it is on. Given below are the possible category statuses:

  • Indexing pending: The dynamic category is new or has changes that have not yet been reflected in the catalog.
  • Indexing: The indexing process for the catalog of which the dynamic category is part is currently in progress.
  • Processing: The indexing process is completed, and the catalog is up to date. Other processes are running to make the category available for merchandising.
  • Ready to use: The dynamic category is up to date in the Catalog, available for merchandising, and ready to be used on your site.

Modifying

To modify the details or rules of a Dynamic Category, hover over the desired category from the list and click the Edit button that appears on the right side.

Note that any changes to a Dynamic Category will only be reflected in the feed and become ready to use after running the indexing process.

Deleting

To delete a Dynamic Category, hover over the desired category from the list and click on the Dropdown arrow next to “Edit” that appears on the right side.

Click on Delete and confirm the deletion on the pop-up that appears.

After deletion, it will be instantly removed from the Dynamic Categories management and All Categories pages, but to delete it from the feed, you must run the indexing for the associated catalog.

Any ranking rules associated with the deleted category will still be available, but you can’t create new rules for that category.