Testing the customization

In this lesson, you test your customization to verify that your customization is successful.

About this task

To test that your customization works as expected, complete the following tests:

Test 1: Recommend products with a high profit margin.
Test 2: Sort your recommended products by profit margin.
Test 3: Change your activity to make offer price update profit margin.
Test 4: Recommend products with a profit margin that is out of range.

Procedure

Test 1: Recommend products with a high profit margin.
Set up a web activity to recommend products based on the profit margin. Then, start store preview from Management Center to ensure that the correct products are recommended.
1. Open the Marketing tool..
2. From the toolbar, click the arrow on the right side of the Create New icon. Select Web Activity.
3. From the New Activity From Template dialog, select the Catalog Entry Recommendation template and click OK.
4. Enter Profit Margin Test Activity as the activity name, and then set the priority to 1,000 (highest).
5. In the e-Marketing Spot element, specify WomenRow4_CatEntries as the e-Marketing Spot. Your product recommendations display in this e-Marketing Spot on the Women category page.
6. In the Recommend Catalog Entry action, select Create one or more search conditions that recommends catalog entries as the Recommendation method.
7. Ensure that the Category the customer is currently viewing check box is not checked.
8. In the Search filters section, select to add a Property. From the drop-down list, select Profit Margin(%). Set the profit margin to be greater than 85% as your search filter.
9. Set the maximum number of catalog entries to display as 50.
10. Save and activate your activity.
11. Start store preview and browse to the Women category page. Verify that your activity displays recommendations that are based on profit margin in the On Sale Now e-Marketing Spot. Scroll between your recommended products. Ensure that all of your products with a profit margin that is higher than 85% display.
12. In your web browser, open your store home page and browse to the Women category page. Verify that the same products are recommended on your storefront, but that the profit margin does not display.
Test 2: Sort your recommended products by profit margin.
This test is a continuation of the Test 1. In this test, you add sort criteria to your activity to sort your product recommendations according to a descending profit margin.
1. In the Marketing tool, Open the activity that you created in Test 1 for editing.
2. Deactivate your activity.
3. Add sort criteria for your product recommendations.
  1. In the Recommend Catalog Entry action, add a sort criteria for your activity.
  2. Select Profit Margin(%) as the criteria to sort by.
  3. Set the sequence to sort by descending order.
4. Save and activate your activity.
5. Start store preview and browse to the Women category page.
6. Verify that the recommended products in the On Sale Now section display in descending order of profit margin.
Test 3: Change your activity to make offer price update profit margin.
This test is a continuation of test 2. In this test, you modify the offer price, which results in the profit margin then being recalculated and indexed based on the new offer price.
1. Locate a product that is recommended within your activity.
  For example, Portable Tablet. This product has a profit margin of 90% and an offer price of $475.00.
2. Open the Catalogs tool.
3. Search for Portable Tablet. In the search results, a product and SKU with the Portable Tablet name returns.
4. Open the product and the SKU for editing. Change the offer price to $600 for both the product and the SKU. Increasing the offer price increases the profit margin because the cost price is not changed.
5. Start store preview and browse to the Women category page.
6. Verify that your changed product appears in the On Sale Now section. Ensure that the changes appear for the product's offer price and profit margin. Ensure that this catalog entry displays higher in the order of recommended products.
Test 4: Recommend products with a profit margin that is out of range.
This test is a continuation of Test 3. This test verifies that no catalog entries are recommended when the profit margin is out of range. If the profit margin is set to be less than 10%, no catalog entries display.
1. Open the activity that you created and used in the previous tests.
2. Deactivate the activity.
3. Select the Recommend Catalog Entry action.
4. Change the search filter entry to make Profit Margin(%) be less than 10%.
5. Save and activate your activity.
6. Deactivate any other activity that is related to the e-Marketing Spot that you are using in your activity.
  By default, a sample activity WomenRow4_CatEntries is available. This activity recommends catalog entries in the same e-Marketing Spot as your activity, but at a lower priority. If no catalog entries are recommended with your Profit Margin Test Activity, the recommendations from this WomenRow4_CatEntries activity display in the e-Marketing Spot. Disable this WomenRow4_CatEntries activity to prevent recommendations from this activity from displaying to improve testing your Profit Margin Test Activity.
7. Launch store preview and browse to the Women category page.
8. Since no product should be recommended, ensure that the On Sale Now section does not display on your home page.

Results

You have verified that your customization is successful.