Merchandising Capabilities - Bloomreach Experience - Open Source CMS

Merchandising Capabilities

Pathways & Recommendations shares certain Merchandising layers with your Search and Merchandising modules while providing certain levels of separation. This section will outline the different merchandising rule layers and the influences to align your merchandising strategies accordingly.

Global Merchandising Rule influences

The Global rules defined influence all brSM modules like Search, Merchandising and Pathways/Recommendations. Global-Search and Global-Category rules Influence the Search & Category type Pathways. 

Global-Recommendations rule scope only influences all the Recommendation type widgets like Frequently Viewed Together, Frequently bought Together, Similar Products.  

For Bestseller, Past Purchases and Experience-Driven Recommendation Widget types, the widget level merchandising functionalities are not available yet. However, Global Ranking and Global Recommendations rules can be created to blacklist the products. 

Widget Global Rule

The global widget rule refers to rules which affect all responses tied to a particular widget ID. For example, a widget ID abcd123 has a Widget Global rule to include only New arrival products. All responses served using widget ID abcd123 will only have products that have a new_arrival=true set. This type of rule can be used in both Search and Category Pathways or Recommendations widgets as well. 

Given below is the Widget Global Rule creation screen.

To create a Widget Global Rule:

  1. Go to Pathways and Recommendations > Widget Configurator. 
  2. Select the widget that you wish to set the widget global rule for and click Manage > Widget Global Settings.
  3. Click Manage > Edit Rule.
  4. Click on the Product Grid tab and make the necessary widget level rule as shown below:

      5. Click Save to apply the rule at the widget global level.

Preview Merchandising in real-time

After adding the merchandising rules, you can view the grid using the Preview button from within the Product Grid Configurator. You must enter the Product ID (PID) to view the preview changes.  

The Preview shows products as per the rule you have set as shown below:

 

Widget Query Rule

You can set the merchandising rule for the widget at the query level. The widget query rule affects responses tied to a Widget ID and the query combination.

A query rule in the case of a pathway can be a keyword like “chair” or a category ID like “ cat1234”. A query rule in the case of Recommendation widget is a Product ID like “pid1234”. 

To create a Widget Query Rule:

  1. Go to Pathways and Recommendations > Widget Configurator. 
  2. Select the widget that you wish to set the widget global rule for and click Manage > Widget Query Settings.
  3. Click Manage > Edit Rule.
  4. Click on the Product Grid tab and make the necessary widget query level rule as shown below:

         5. Click Save to apply the rule at the widget global level.

Merchandising Feature Datasheet 

There are various types of merchandising features available to you for maximum flexibility in dealing with specific scenarios that needs override of the algorithms based on business requirements. 

Feature Name  What does it do?

Pathways 

(Search/Category Type)

Recommendations

(Frequently Bought/Viewed, Similar Products)

Blacklist 

Removes PIDs from a response set

Yes

Yes

Include/Exclude rules

Filters out or include products from a response set based on attributes

Yes

Yes

Hard boost ( PID boost ) 

Includes PIDs from out of algo recall set into response

Yes

Yes ( except for Personalized algo ) 

Soft boost/bury - Description Attribute-based 

Boosts/bury a set of products that match defined attribute based criteria 

Yes

Boosts attribute match products to Top N ( carousel size defined in configurator ) 

Soft boost - Numeric attribute based

Behaviour is Widget type dependent 

Boosts set of products based on a numeric attribute 

Sorts set of products based on numeric attribute  

Product Slotting 

Pins particular products to certain positions in a grid

Yes

No 

Numeric Attribute Sort  Allows sorting of numeric attributes while creating a merchandising rule  No  Yes 

Multisite 

Please refer to Multi-site Management for brSM to get a quick context on how Multisite feature works for brSM. 

Widgets can be created at an account level or site level. Account-level widgets are visible at site level and can be used by site merchandisers. Site-level users cannot modify the rules created by account level users but can add merchandising rules to these account level widgets. Widgets created at a site level are only available for use on that particular site and not to other sites or at the account level. 

Targeting & Scheduling

You can set up rules for targeting specific segments for Pathways and Recommendations widgets based on the target type such as device, location, URL or Reference URL. To know more about how to set up Targeting audiences, click here

Targeting Rules can be set up for both Pathways and Recommendation widget global rules as well as query rules. This image shows a Targeting dimension being added for a Widget global rule. 

Scheduling rules can be added for Widget Global Rules. 

Your Widget Global rules will be listed under Widget Global rules. The listing will show both Schedulings as well as Targeting dimensions. 

Did you find this page helpful?
How could this documentation serve you better?
On this page
    Did you find this page helpful?
    How could this documentation serve you better?