With searchandising campaigns, merchandisers can create various rules for an upcoming promotion or strategy and apply those rules to one or more search queries, category pages, and/or facet pages.

For example, say a retailer is promoting a new sneaker. Rather than creating individual searchandising contexts for the queries sneakers, shoes, athletic shoes, and the browse categories sneakers, men's sneakers, and women's sneakers, the merchandiser can create a single campaign that includes all of those contexts. Then the merchandiser can create a single set of searchandising rules that will apply to all of those contexts.

Step 1: Choose the campaign contexts

A campaign context refers to the experience a user might choose when navigating a website. For example, entering a search query, browsing a category page, or choosing to view items from a specific brand (facet page).

In this step, you’ll select the various contexts you want included in your campaign. This can be a mix of query, category, and facet pages, or simply multiple queries, multiple category pages, or multiple facet pages.

In the below example, a merchandiser wants to promote polo shirts across their website as part of an upcoming summer promotion. They are choosing to include multiple search queries—queries specific to polo shirts and general queries about shirts—as well as categories for both shirts and polo shirts. Last, they are choosing to include a facet page for a popular shirt brand.

1. Select Workspace in the side menu of the Constructor dashboard, then select Searchandising.
2. Select + Add new rule in the top-right corner of the page.
3. On the pop-up, select Create campaign.
4. On the following page, add queries, categories, and facets by selecting the + icon for the corresponding context.
5. For each context, choose the queries/categories/facets to add to the campaign, then select Add in the bottom-right corner of the pop-up.
6. Once done, select Continue to step 2 in the top-right corner of the page.

Please note: When selecting contexts, there is a limit of 100 queries and 100 category and facet pages (combined).

Select all

Rather than select individual queries, categories, and facet pages, you now have the option to Select all. For example, if you wish to searchandise on queries that contain a specific term. Search for the term, then choose Select all.

For categories, Select all will only select the categories currently visible in the results returned for the term you entered. Look at the example below for the Sweaters & Sweatshirts category (category #1112):

Initially, only one category appears for Select all: the Sweaters & Sweatshirts category. If a retailer were to select this single category and create a boost rule, that rule would only be applied to items on the Sweaters & Sweatshirts category. The boost rule would not be applied to any of the subcategories within this category.

However, if the retailer selects the Show subcategories toggle, then those subcategories appear (e.g., Sweatshirts & Fleece, Half & Full Zip Sweaters, etc.). Now that these categories are visible, they are included in the Select all action. If the retailer were to select all, then the boost rule they create would apply to the results page for every subcategory within the Sweaters & Sweatshirts category.

Show subcategories

For categories, you can choose to enable the Show subcategories toggle at the top of the listing to show additional subcategories within top-level categories. This allows you to be more granular with your searchandising, if desired.

For example, a retailer is running a promotion on men’s scarves for the holiday season. Scarves is a subcategory of Accessories. The retailer does not want to boost or slot scarves into the broader category of Accessories because they do not want to impact the visibility of other accessories, like belts and ties. In this situation, they can enable the Show subcategories toggle and select the Scarves subcategory to include it in their campaign.

Alternatively, if the retailer wanted to boost a specific brand across the entire Accessories category (including sub-categories), they could select Show subcategories then choose Select all to include every Accessories sub-category in the campaign.

Edit contexts

To make changes to any of the selections in a context, select the pencil icon in the top-right corner of the context list. This will launch the selection pop-up. Selections appear at the bottom of the pop-up. Select the X to the left of the selection to remove it, then select Add.

Step 2: Enter campaign details

1. Enter details for your campaign in the fields provided:
   • What are you promoting today? In this field, enter a name for your campaign. This will help you identify the campaign from others in the main Campaigns listing.
   • What promotional goals are you aiming for? In this field, share promotional strategy with your team so others viewing the campaign in the listing can understand the intent of the campaign.
2. Select Start searchandising in the top-right corner of the page.

Step 3: Create searchandising rules

On the following page, you can create the searchandising rules you wish to apply to the various contexts selected for the campaign.

Boost and bury rules

With boost and bury rules, you can boost or bury specific items or item attributes across all of the selected contexts. If boosting, this will help increase the ranking score of corresponding items, whereas burying will decrease the ranking score of those items.

The extent to which items are boosted or buried will vary by context as Constructor’s ranking algorithm calculates item ranking scores as a user views results for that context. For example, a boosted polo shirt might appear in the #3 position for the polo shirts query but in the #5 position for the Tees and Polo category. This is because other ranking and personalization factors are being considered for the user viewing the results. However, in both contexts, the polo is being boosted by the specified strength level.

Slotting rules

With slotting rules, you can slot an item into a specific position across all of the selected contexts. For example, a blue cotton polo shirt slotted into position #2 will show in that position for all queries, category pages, and facet pages included in the campaign.

Another option is to slot by item attribute. For example, a retailer can slot a specific category into position #2 and Constructor will display the most attractive item from that category for the user performing the search or viewing the category or facet page.

Step 4: Save a campaign

When you are ready to save the campaign, select Save Campaign in the top-right corner of the page.

Resolve errors when saving a campaign

If you receive an error while attempting to save a campaign, you will need to resolve the error before you can proceed.

Campaign errors have to do with slotting rules. For example, you chose to slot an item or item attribute into position #3, but a category page included in your campaign has an existing slotting rule for the same position. Since a campaign will not overwrite this rule, you will need to resolve it.

Available options for resolution are:

• Remove or change the position of the slotting rule for the campaign, or
• Remove or change the position of the slotting rule for the specific context(s)

View item ranking on specific results pages

You can quickly jump to any results page included in your campaign to view how the searchandising rules you’ve created impact the items on those pages.

1. Locate and select the context you wish to view (e.g., Queries, Categories, and Facets) at the top of the page.
2. Next, locate the results page drop-down in the top-left corner of the page.
3. Select the drop-down to choose a different option from the list.
4. Once selected, the page will refresh to show how the campaign rules will impact results for users viewing the specific results page.