Product merchandising in a Shopify store Print

Modified on: Mon, Nov 22, 2021 at 8:09 AM


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Introduction

Product Merchandising is a feature that allows you to promote specific items or groups of items for search queries using particular rules.

Let's say you have a store that sells pet food, and you want to promote a new product, Hill's Prescription Diet Canin. You can create a promotional rule for this particular product so that it's always displayed at the top of search results, no matter what a customer searches for.

Besides the particular product, you can also promote a group of product items based on their tags or collections.

Ranking options

Ranking optionDescription
NoNo promotion, the product is shown as is in search results. 
By default, all products have the No option.
AlwaysThe product is always at the top of the search results no matter what the customer typed in.
On MatchThe product is at the top of the list if it's included in the search results.
KeywordsThe product is at the top for particular keywords typed into the search box. 
Keywords must be specified. The merchandising rule won’t work without them.
LastThe product is at the end of the list if it's included in the search results.

Configuring Merchandising

Firstly you need to decide what you want to promote: a particular product or a group of products. If you need to promote a group of products, you should choose the common denominator for this group: either by tags or by collections. 

To configure Merchandising rules, follow these steps:

  1. Go to Smart Search & Filter control panel > Merchandising section.
  2. Follow instructions depending on your goal:
    1. Particular product - see Products.
    2. Group of products by collection - see Categories.
    3. Group of products by tag - see Tags.

Products

You can manage the rules of Merchandising for particular products on the Products tab:

  • View created rules
  • Create new rules
  • Edit rules
  • Delete rules

Creating a rule

  1. Go to Smart Search & Filter control panel > Merchandising section > Products tab.
  2. Click the + button in the top-right corner.
  3. Find the necessary products using filters.
  4. Change the Ranking options in the search results. 
  5. Optionally, set up the Date range option.

    Note

    The Date range option allows you to set Merchandising rules for a certain period of time. If this setting isn't active, Merchandising rules for the product will work until you delete them.

  6. Save the changes.
  7. Click the Force re-indexation button in the Dashboard section to start indexation.

That's it. After the indexation is complete, you can go to your storefront if you'd like to make sure the rules work as intended.

Editing a rule

  1. Go to Smart Search & Filter control panel > Merchandising section > Products tab

  2. Click the Edit merchandising button in the top-right corner.

  3. Change the Ranking options in the search results.

  4. Optionally, set up the Date range option.

  5. Save the changes.

  6. Click the Force re-indexation button in the Dashboard section to start indexation.

That's it. After the indexation is complete, you can go to your storefront if you'd like to make sure the rules work as intended.

Deleting a rule

  1. Go to Smart Search & Filter control panel > Merchandising section > Products tab

  2. Select the rule(-s) you want to delete.

  3. Click the Delete selected (...) button.

  4. Click the Force re-indexation button in the Dashboard section to start indexation.

Categories

You can manage the rules of Merchandising for collections on the Categories tab:

  • View created rules
  • Create new rules
  • Edit rules
  • Delete rules

Creating a rule

  1. Go to Smart Search & Filter control panel > Merchandising section > Categories tab

  2. Click the + button in the top-right corner.

  3. Find the necessary collection. You can use a filter if the collection is too big.

  4. Change the Ranking options in the search results.
  5. Optionally, set up the Date range option.

    Note

    The Date range option allows you to set Merchandising rules for a certain period of time. If this setting isn't active, Merchandising rules for the product will work until you delete them.

  6. Save the changes. 
  7. Click the Force re-indexation button in the Dashboard section to start indexation.

That's it. After the indexation is complete, you can go to your storefront if you'd like to make sure the rules work as intended.

Editing a rule

  1. Go to Smart Search & Filter control panel > Merchandising section > Categories tab

  2. Click the Edit merchandising button in the top-right corner.

  3. Change the Ranking options in the search results.

  4. Optionally, set up the Date range option.

  5. Save the changes.

  6. Click the Force re-indexation button in the Dashboard section to start the indexation.

That's it. After the indexation is complete, you can go to your storefront if you'd like to make sure the rules work as intended.

Deleting a rule

  1. Go to Smart Search & Filter control panel > Merchandising section > Products tab

  2. Select the rule(-s) you want to delete.

  3. Click the Delete selected (...) button.

  4. Click the Force re-indexation button in the Dashboard section to start the indexation.

Tags

You can manage the rules of Merchandising for product tags on the Tags tab:

  • View created rules

  • Create new rules

  • Edit rules

  • Delete rules

Creating a rule

  1. Go to Smart Search & Filter control panel > Merchandising section > Tags tab

  2. Click the + button in the top-right corner.

  3. Enter Product Tag.

  4. Change the Ranking options in the search results.
  5. Optionally, set up the Date range option.

    Note

    The Date range option allows you to set Merchandising rules for a certain period of time. If this setting isn't active, Merchandising rules for the product will work until you delete them.

  6. Save the changes.
  7. Click the Force re-indexation button in the Dashboard section to start indexation.

That's it. After the indexation is complete, you can go to your storefront if you'd like to make sure the rules work as intended.

Editing a rule

  1. Go to Smart Search & Filter control panel > Merchandising section > Tags tab

  2. Click the Edit merchandising button in the top-right corner.

  3. Change the Ranking options in the search results.

  4. Optionally, set up the Date range option.

  5. Save the changes.

  6. Click the Force re-indexation button in the Dashboard section to start indexation.

That's it. After the indexation is complete, you can go to your storefront if you'd like to make sure the rules work as intended.

Deleting a rule

  1. Go to Smart Search & Filter control panel > Merchandising section > Tags tab

  2. Select the rule(-s) you want to delete.

  3. Click the Delete selected (...) button.

  4. Click the Force re-indexation button in the Dashboard section to start indexation.

Export/Import

Export

To export the merchandising rules, follow these steps:

  1. Go to the Smart Search & Filter control panel > Merchandising section > Export/Import tab > Export part.
  2. Click the Download as CSV button.
  3. Choose the directory to save the exported file.

Import

To import the merchandising rules, follow these steps:

Important
The file must contain the header fields: 
  • Object_id - Product ID, Collection ID or Tag ID
  • Object_type - the "product", "category" or "tag" value
  • Ranking - one of the Ranking options. If it is set the Keywords ranking option, the file must contain the Keywords header field
These header fields can be optional:
  • Use Date Range - "Y" or "N"
  • Start Date - YYYY-MM-DD format
  • End Date - YYYY-MM-DD format
  • Timezone Offset
  1. Go to the Searchanise control panel > Merchandising section > Export/Import tab > Import part.
  2. Select the CSV Delimiter, which is used in the imported CSV file.
  3. Click the Choose file button and choose the file for importing.
  4. Click the Import button. You can see the imported values in the Products tab.
  5. Click the Force re-indexation button in the Dashboard section to start the indexation.

That's it. After the indexation is complete, you can go to your store and check out how it works in the search results.

Tip
You can export blank rules first to get the file contained the correct header fields and fill it out for importing.


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