Merchandising Rules & Pinning

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Understanding the three levels of Merchandising control

  • Default Merchandising Rules: These rules will be applied by default to all search queries or collections that no specific merchandising rules have been created for.

  • Merchandising Rules: These rules are created for specific search queries or collections and will override any default rule that has been set up.

  • Pinning: This function bypasses Findify's AI algorithm, allowing the merchant full control over very specific products and the order in which they appear.

What are Merchandising Rules?

One of the several merchandising capabilities offered by Findify is the useful function to create Merchandising Rules. This feature allows merchants to override the order of products Findify shows within search results or within smart collections.

While Findify’s advanced AI algorithm is best placed to dynamically rank items within search based on the learned preferences of each unique shopper, there will be occasions when specific business needs will have to be prioritized over this optimization.

There are many ways Findify enables this. You can use any field (including a custom field) to create a specific merchandising rule unique to your business. You can choose to include products you want to sell more of, ensuring they are always in your shoppers search results or in a specific collection, you can boost products so that they are at the top of search results or at the top of collections, or you could even pin some products to very specific slots within the search results feed or within a collection. The opposite is also available, should you want to bury certain products at the bottom of the search results feed or at the bottom of a collection, maybe a discount you don’t want everyone to see, or even exclude these products entirely.

Depending on your strategy, you also have the option to combine these possibilities - in the run up to Christmas you might want to boost all red dresses, but exclude any that are on sale, for example.

Default Merchandising Rules

With this capability, you can easily push the products you most want to sell, WITHOUT sacrificing the power of personalization.

You can use this capability in a multitude of scenarios. You can apply any dimension to the field, utilizing any property that best fits your strategy - including the boosting of products with higher margins, and those that are on sale, for example.

With the Findify dashboard, you simply go to ‘Merchandising Rules’ and click “Create Default Rule” or ‘Edit Default Rule’. You can then select the ‘Rule Type’ and the ‘Variants’, input a ‘Value’, and hit save.

Merchandising Rules

Search Merchandising Rules

Let’s go through an example. Let’s say you want to bury discounted products within the search functionality. You are pushing these products in certain marketing channels, but you don’t necessarily want these discounts to be the first thing your other shoppers see when they go to your site. This is where you would create Search Merchandising Rules.

To access this feature, go to the Findify dashboard and navigate to Search, and then Merchandising rules.

Then create a new rule. First you need to name your rule. This is used for internal purposes to easily navigate across rules.

Next we need to input the search queries we want this rule to apply to.

Next, you would define the condition, and then we want to select a product field upon which to base the specific merchandising rule.

You can even add multiple conditions - for example boost certain products, but exclude a specific brand.

Hit preview and you see what this would look like on your site. Then it’s only a matter of hitting the save button.

Another fantastic feature of this capability is that Findify’s algorithm will apply within any bulk actions taken.

Collection Merchandising Rules

For this example, let’s say you want to bury discounted products that appear within a specific collection or collections.

You are pushing these products in certain marketing channels, but you don’t necessarily want these discounts to be the first thing other shoppers see when they click into your collection. This is where you would create Merchandising Rules.

To do this, go to the Findify dashboard and navigate to Smart Collections, then Merchandising rules.

Then you create a new rule. First you need to name your rule. This is used for internal purposes to easily navigate across rules.

We then need to select the collections we want this rule to apply to.

Next, you would define the conditions and then merchandise based on the desired product field.

Hit preview and you see what this would look like on your site. Then it’s only a matter of hitting the save button.

As mentioned above, Findify’s algorithm will apply within any bulk actions taken within this feature.

Pinning

The pinning feature allows you to choose specific products and effectively pin them to the top of search results or to certain placements within collections, bypassing Findify's machine learning ranking.

Merchants might use this feature when they have a product they have a lot of, and would like to slim down these inventory levels. Pinning could also be used effectively when you want to sell more of a specific product for other reasons - let's say there is a new version coming out next month and the price of the current model will drop.

Since most customers only ever look at the first page of results, pinning can be quite an effective function. Use it with caution, however - Findify's powerful machine-learning algorithm is always best placed to individually rank items for each and every customer, personalizing the results to maximise conversion. While pinning is an effective merchandising tool, it should be used with a clear purpose and strategy in mind.

Pinning Within Search

Within the Findify Merchant Dashboard, navigate to 'Search > Pinning'.

Next, type the query that you would like to pin for., and hit enter. A list of results will be returned for this query. You can then click on the specific product or products you want to pin, and tell the software where they should appear: Pin to Top, Pin to Bottom, Pin to Position, or Unpin. Once you are done, click save.

Pinning Within Collections

This functionality works almost exactly the same as outlined above, except for this function you navigate to 'Smart Collection > Pinning'.

Next, select which collection you would like to create Pinning rules for.

Then the process is as outlined above - simply choose which products you would like to pin, and select which order you would like them to appear in. You can choose to pin products to the top of the collection, to the bottom of the collection, or to pin them to specific positions within the collection. Of course, there is also the option to unpin pinned items.