Create a global facet rule - Bloomreach Experience - Open Source CMS

Create a global facet rule

Scenario

Laura is a digital merchandiser at Homeoasis, which is a retail site for office supplies and computer equipment. She wants to help site visitors filter search results across all pages of the site.

Additional context for multi-site customers

If your account is setup as the multi-site account, Facet Value Ordering, Facet Value Renaming, and Global Facet Renaming have to be done at the site level. Please use the site selection menu on the top right corner of the navigation to select a site in your account to operate. This also allow you to setup unique global facet rule for different sites. In the following content, all terminology mentioning "global", the meaning is "site global" instead of "account global". 

Create a new facet rule

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If the images on this page are cut off on your screen or are blurry, then you can click the images to expand them. This tip applies to any image you see in the Bloomreach help center.

1

Open the facet rule editor

She starts by opening the global facet rule editor:

  1. Click the Configurations options from the menu bar at the top of the Bloomreach Dashboard. 
  2. Click Settings, then Global Facets in the left menu.
    The Facet Management view opens.
  3. Click the Add Rule button or click on the existing global rule if it already exists (denoted by *)

Global Facet

2

Select a page

By default, the scope of Laura's rule will apply across all pages within the Homeoasis site.

All Pages

The editor displays a list of the facets available to her in the All Facets List.

All Facets List

3

Choose actions

By default, the Bloomreach algorithm is currently managing all of her facets. Laura begins clicking the dropdown lists in the Actions column and selecting an option.

Select Order

For each facet, she chooses an action. She makes these choices:

Facet attribute

Selected action

Result

category Boost & Always Show The category facet is always displayed for paper search term queries. Because Laura chooses to boost it, Bloomreach puts it near the start of the facets on paper search result pages.
brand Algo Control The Bloomreach algorithm manages the brand facet.
gender Always Hide The gender facet is never displayed on paper search result pages. Laura makes this choice because she determined that gender is irrelevant to paper shopping. She doesn't want it to clutter the page.
color_groups Always Hide The color groups facet is never displayed on paper search result pages.
sizes Always Show The size facet is always displayed on paper search result pages, but Laura lets the Bloomreach algorithm determine where it appears.
colors Bury & Always Show The color facet is always displayed on paper search result pages, but Laura pushes it near the end of the facets. She thinks that other facets are usually more relevant to Homeoasis's paper shoppers.

Your facets are probably different

The facets that you see in your facet editor are probably different from Laura's facets. Facets come from product attributes, which Bloomreach pulls from your product catalog.

4

Choose an audience

Laura looks at the list of audiences that she can choose for her facet rule.

Audience

By default, Laura's rule affects all site visitors. She keeps this default selection.

Targeted audiences

The Audience dropdown list is a collection of all the audiences defined in the target audience tool. An audience is a group of site visitors with a specific set of common characteristics, such as the type of device they use to browse your site. Laura's audiences are based on language. Your own selections are probably different.

5

Choose a duration

Laura considers whether to set a duration for her facet rule. If she wants her changes to be temporary, then she can set a start and end date. She can select from a list of common time periods or she can choose a custom range.

Duration

Laura doesn't want to put a time constraint on her facet rule, so she decides to keep the default duration, which is All Time.

Local timezone

Durations are set in your local timezone. If you set a rule to start at 1:30am in Los Angeles, then the rule goes into effect at 9:30am in London.

6

Review actions

Laura decides to manually control the way Bloomreach handles almost every facet displayed on all pages on her site. She leaves only the brand facet in its default state.

Tip

If you're working through this scenario on your own, you might prefer to be more conservative than Laura and choose just one or two facets to change. Any facet that you don't change continues to be managed by the Bloomreach algorithm.

Facet Ordening

Before saving the rule, Laura clicks the Preview button to see how search result pages for paper look with her new facet rule.

Preview

She scrolls down to see all the facets on the left of her preview. She's happy with her facets and closes the preview.

7

Save the rule

Laura clicks the Save button. The facet editor saves her new rule and returns her to the Facet Management page of the Bloomreach Dashboard. Because of her default decision for the duration of the rule, it's automatically enabled for her.

However, she changes her mind and decides to disable the rule. She toggles the ON/OFF switch in the Status column, setting it to OFF and disabling the rule. She can return later to enable it. Or she can click the rule's name in the Identifier column to open it in the facet editor and make some changes.

Toggle Off

Finished!

How do I change a facet rule?

You can change a facet rule in the Facet Management tool: Configurations → Settings → Global Facets. Click the rule name (*) in the Identifier column to open the facet editor and make your changes. 

Alternately, you can delete a facet rule in the Facet Management tool. Hover your mouse over the rule's name in the Identifier column. A trashcan icon appears on the right. Click the icon and confirm that you want to delete the rule.

Can I boost and bury multiple facets?

You can boost and bury as many facets as you see in your facet editor. 

If you boost just one facet, then Bloomreach puts that facet at the start of the facets on your pages. Likewise, burying just one facet puts it at the end of the facets.

If you boost two or more facets, then you need to decide the order of the boosted facets. Burying two or more facets gives you the similar options for specifying their order.

Here are three boosted facets in the facet editor:

Three boosted facets

Their order on the site is currently the default order, which is the order in which their actions were selected.

To change the order, click the dark grey up and down arrows on the right of the Actions dropdown list. These arrows are only active when you have more than one boosted or buried facet.

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