Introduced in Feature Pack 2

Creating a search rule

Create a search rule to deliver customized search results and ordering. You can also define targets in search rules to specify which customers see your search rules. Creating search rules ensures that targeted search results are seen by the right customers.

Before you begin

Complete the following tasks:

Procedure

  1. Open the Marketing tool.
  2. From the toolbar, click the arrow on the right side of Create New Create New; then select Search rule.
    The New Search rule template window opens.
  3. In the left pane, click the name of the folder containing the template you want to use. The Custom Templates folder contains any templates you have created.
    The Management Center includes the following standard search rule templates:
    Blank search rule
    This search rule template is empty. Use it as a starting point to build any type of search rule. Use this template for search rules that use the following actions, since they do not have a custom template:
    • Add To Or Remove From Customer Segment
    • Feature Pack 3Feature Pack 5Feature Pack 2Feature Pack 4Add Or Replace Search Criteria
    Change Search Result Order
    This search rule orders search results for a customer that searches for specific keywords. It changes the position of certain results within the search results list. Catalog entries that meet certain criteria can be ranked higher or lower to promote specific catalog entries over others for a specific customer search.
    Feature Pack 6Add or Replace Search Criteria
    Feature Pack 6This search rule adds or replaces search criteria when customers submit searches in the store. Adding search criteria limits the scope of search results in your store by adding additional search criteria, while replacing search criteria modifies the search results.
    Specify Top Search Results
    This search rule enables elevating specific catalog entries to the top of search results for a customer that searches for specific keywords.
  4. In the right pane, click the name of the template; then click OK.
    The Search Rule Builder opens. The top half of the page is the work area. The bottom half of the page is the properties view.
  5. In the properties view, set the following properties for the search rule:
    PropertyDescription
    Name Enter a meaningful name in the field. This name displays in the search rules list page, and identifies the search rule.
    Description Enter a meaningful description in the field. This description displays in the search rules list page, and it should explain what the search rule is intended to do. This description helps business users understand the search rule at a glance without having to open the Search Rule Builder.
    Priority Optionally, assign the search rule a priority using this list. The priority can be assigned using a number between zero and one thousand. The higher the number, the higher the priority. When multiple rules are scheduled, they are evaluated in priority sequence.
    Start date Define a start date and time for the search rule. If you do not specify a start date, the rule will be applicable as soon as it is activated.
    End date Define an end date and time for the search rule. If you do not specify an end date, the rule will run indefinitely.
  6. If you chose the Blank search rule template, from the Actions section of the palette, drag an action element onto a flow connector in the work area. The action element defines what you want to do in the search rule.
    The following table describes the available actions for search rules. Click on any action to get details and an example.
    Action What happens

    Action: Change Search Result OrderChange Search Result Order

    Changes the position of certain results within the search results list. Catalog entries that meet certain criteria can be ranked higher to promote specific catalog entries over others for a specific customer search.

    Feature Pack 6 or laterConversely, catalog entries that meet certain criteria can be ranked lower to demote specific catalog entries under others for a specific customer search.

    Action: Specify Top Search ResultSpecify Top Search Result

    Elevates specific catalog entries to display at the top of the search results list.

    Action: Add or Replace Search CriteriaAdd or Replace Search Criteria

    Replaces search keywords submitted by the customer with alternative search keywords.

    Action: Add To or Remove From Customer SegmentAdd To or Remove From Customer Segment

    Adds the customer to or removes the customer from an existing customer segment that you specify.
  7. In the work area, click the action element (for example Change Search Result Order) to display its properties.
  8. In the properties view for the action element, identify what you want the action to do.
  9. Optional: Add target elements to your search rule.
    Targets define what additional criteria a customer must meet before they see what you have defined for this search rule.
    1. From the Targets section in the palette, drag a target element onto a flow connector in the work area to the left of the action element that you want to target.
    2. Click the target element to display its properties in the properties view.
    3. Complete the properties for the target element.
      The following table describes the available targets for search rules. Click on any target to get details and an example.
      Target type Who gets targeted

      Target: Customer SegmentCustomer Segment

      Targets customers who belong or do not belong to specific customer segments, for example:
      • Customers who belong to the Registered Customers customer segment.
      • Customers who belong to either the Big Spenders or the Male Customers over 40customer segments.
      • Customers who do not belong to the Preferred Customers customer segment.

      Target: Shopping CartShopping Cart

      Targets customers whose current shopping cart contents meet certain criteria, for example:
      • Customers whose shopping cart contains catalog entry A.
      • Customers whose shopping cart contains more than $50 of catalog entries from category B.
      • Customers whose shopping cart contains catalog entries that total more than $100.

      Target: Purchase HistoryPurchase History

      Targets customers whose purchase history in your store meets certain criteria, for example:
      • Customers who placed 5 or more orders with the store.
      • Customers who purchased either catalog entry A or catalog entry B.
      • Customers who purchased more than $100 of catalog entries from category A in the last 90 days.

      Target: Catalog Browsing BehaviorCatalog Browsing Behavior

      Targets customers who browsed certain parts of your store catalog, for example:
      • Customers who browsed category A at any time.
      • Customers who browsed category A at least three times in the last week.
      • Customers who browsed catalog entries from both category A and category B.

      Target: Online BehaviorOnline Behavior

      Targets customers whose recorded activities on your store meet certain criteria. For example:
      • Customers who searched the site using the keyword television within the last week.
      • Customers who visited store pages with page URLs containing certain data.

      To target customers based on online behavior that is related to catalog browsing, use the target in the previous row, Catalog Browsing Behavior.

      Target: External Site ReferralExternal Site Referral

      Targets customers who entered the current session on your site from a link on an external site, for example:
      • Customers who clicked a link to your site from your affiliate site, affiliatestoreofmine.com.
      • Customers who clicked a link to your site following a search for digital cameras on the Google site.

      Target: Social Commerce ParticipationSocial Commerce Participation

      Feature Pack 3See the enhanced version of this target.

      Targets customers who participated in any social commerce activity on your site.
      Example: A customer has done any of the following things at least three times:
      • Posted a product review or comment, or rated a product
      • Posted a blog entry or comment, or rated a blog entry
      • Uploaded a photo

      Feature Pack 3Targets customers who participated in any social commerce activity, or a specific activity, on your site. Example: A customer created a product review with at least a three-star rating in the Televisions category.

      Target: Day/TimeDay/Time

      Specifies the days of the week or times of day that an activity is active. Examples are:
      • Make an activity active only on Saturday mornings from 8 a.m. to 10 a.m. for the early bird sale.
      • In an activity with two paths, make path A active on Monday through Thursday, and make path B active Friday through Sunday.

      Target: Search Criteria and ResultSearch Criteria and Result

      Targets customers who have selected specific search filters, or whose search results include specific catalog entries. For example:
      • Customers who search using specific filters such as Brand or Category.
      • Customers whose search results include specific catalog entries such as catalog entry A.
  10. Optional: Add branch elements to your search rule.
    A branch element splits a single path in the rule into two or more paths. You can then use different target and action elements on each path within the same rule.
    1. From the Branches section in the palette, drag the Branch element onto a flow connector at the point where you want to split a single path into multiple paths.
    2. If you want more than two paths, right-click the Branch element in the work area; then click Add Path.
    3. Click the Branch element in the work area to display its properties in the properties view.
    4. Complete the properties for the Branch element.
    5. Make any changes to elements on the paths extending from the Branch element. This can involve adding or changing targets and actions on each path until you get the result you want.
  11. Optional: Add additional branches, targets and actions to complete your search rule. You can right-click on any element to open a context-sensitive menu that has tasks that you can perform. This menu includes an option to Delete unwanted elements.
  12. From the File menu, select Save to save your search rule.

Results

The new search rule is created in the Inactive state.

What to do next

  • You must activate the search rule so that it becomes available in the storefront.
  • You can also test the search rule in store preview to make sure it works as expected.

    See Store preview for more information.