This is an example how to create a Merchandising campaign to show recommendations at a fixed price point, lower than a fixed price point or over a fixed price point. If you are not yet familiar with the Merchandising tool, please read this article.
We will apply the following rule: On the product page, if a user is viewing the product with code/SKU 8554917, then recommend only products which cost more than £10.
Log in the Personalization Portal
Click "Merchandising" followed by "Create a new campaign"
1. Details page
Name - the name will appear on the Campaigns overview screen; use a name which will help you remember what the campaign achieves
Widget location - this is the page type where the target widget of the rule is located, e.g. Home, Product, Basket etc.
Widget position - this is the specific widget that the rule will apply to
Go to next step 2. Master rules.
2. Master rules page
Master rules are optional. You can use this feature to further refine what pages, products or users this campaign will affect.
For example, if this rule is to apply to ALL products (e.g. the recommendations on every product page should display products that cost more than £10), then no master rule is needed and you can skip to the next step.
If you want to target a specific type of product page, either by product code (Ref code) or a broader rule, like products in a specific category, then you can add the criteria here.
To add a master rule, select the attribute, operator and value in the fields provided.
For this example, we are looking to target a specific product page for one individual product. We will use the product code to identify it. This is the expression we will add:
Ref code - this is what we are basing the rule on; for every product viewed on the site, the system is checking if the product ref code matches the value selected in the master rule - only if it does, then the recommendation rules will be applied
Equals to - is a command to match the ref code to a specific value
8554917 - is the value of the product code for the specific product we are targeting
Go to next step 3. Recommendation rules.
3. Recommendation rules page
Client the "Edit expression" button to start configuring the rule that will apply to recommendations in the selected widget.
When adding a price rule there are a few options:
- Showing recommendations at a fixed price point
- Lower than a fixed price point
- Over a fixed price point
The only difference between the three will be the condition of the rule as explained below. This is the expression that we will add:
Sale Price - current selling price; this is the product attribute that will be checked for each recommendation to evaluate if it matches the rule
- To show recommendations at a fixed price point - Equals to
- To show recommendations cheaper than a fixed price point - Less than or equals
- To show recommendations more expensive than a fixed price point - Greater than or equals
*insert amount* - eg: 10 - this is the amount that will dictate which products are allowed to be recommended.
If your site uses multiple currencies, you can also choose which currency should be used when checked the evaluating the price rule.
Product source = default (uses the existing personalization strategies configured in the widget to generate the recommendations)
To select which positions in the target widget the rule applies to, you can drag and drop it to the available slots on the right-hand side. Or click on "Apply to all" to add the rule to all positions in the widget.
Once the above is set up, we can save the campaign and activate. The 4. Exclusions and 5. Activation and preview tabs are optional and we don't require them for this example campaign.
Activating the Rule
Once the campaign is saved, it will appear in the list in the Campaigns overview screen.
To put the campaign live on the site, click the "Play" button next to it. The button will change to a "Pause" symbol. Click on it to deactivate / pause the campaign. These changes take effect on the site immediately.