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Merchandise products on category pages

Category pages offer great opportunities for merchandising with Rules. Rules are a way to tweak your relevance for specific items based on some conditions. For example, you can set up a Rule to promote a time-limited Sale for specific products.

Should you use the Visual Editor or the Manual Editor?

You can use both the Visual Editor and the Manual Editor in the dashboard.

The Visual Editor has a configurable preview that lets you test the effect of your Rules on your index before you activate a Rule in production. On the other hand, the Manual Editor supports more advanced ways to set up Rules. The following table provides an overview of their capabilities to help you decide when you should use which.

Editor When to use
Visual Editor
  • Pin or hide items
  • Boost, bury, or filter categories
  • Change category ordering
  • Ban categories of items
  • Merchandise or filter a selection
  • Merchandise for a limited period, based on a date range
  • Merchandise based on geolocation, device, or user segment
  • Enable Dynamic Re-ranking for a specific query or category page
Manual Editor
  • Set up conditionless Rules to:
    • Display custom data, for example, to show banners in category pages
    • Add default search parameters, for example, a default radius for location-based searches
    • Hide items
  • Set up context-based Rules, which aren't triggered by a search query, but by a specific context, for example, geolocation
  • Merchandise on filter selection
  • Merchandise facets (facet type and value reordering)

Merchandising categories with the Visual Editor

To merchandise categories with the Visual Editor, follow these steps:

  1. Go to the Rules section of the Algolia dashboard.
  2. Select the index to which you want to add Rules.
  3. Click New Rule and select Visual Editor.

    Open the Visual Editor for Rules in the Algolia dashboard

  4. In the It all starts here section, select Choose category page and click Configure.

    Add a new Rule for a category page in the Visual Editor

  5. Set up your display preferences. See Merchandising category pages for more information.

  6. Select the name of the category page and apply a merchandising Rule to it. Define the condition (when the Rule should apply) and one or more consequences (the Rule’s effect).

    Set up conditions and consequences of a Rule in the Visual Editor

  7. Preview the effect of the new Rule in the Visual Editor.

    Preview the effect of your new merchandising Rule in the Visual Editor

    In the example, selected products from the category “Cashews” are pinned to positions 1, 2, and 3.

Merchandising categories with the Manual Editor

To merchandise categories with the Manual Editor, follow these steps:

  1. Go to the Rules section of the Algolia dashboard.
  2. Select the index to which you want to add Rules.
  3. Click New Rule and select Manual Editor.

    Open the Manual Editor in the Algolia dashboard to add merchandising Rules

  4. Create a new Rule:

    1. Define the condition:

      • Set Query to empty (users didn’t search for anything but browsed a category page).
      • Set Context to the category you want the Rule to affect.
      • Optional: set up a specific filter for the chosen category page

      Define the condition when your Rule should apply

    2. Define the consequences. For example, redirect users selecting a sci-fi book category to a promotional landing page for this category using the Return custom data option. Alternatively, users selecting the same category see the book “Dune” featured at the top of the page using the Pin an item option.

      Define consequences of your Rule; how it impacts your results

    3. Optional: add a description for this Rule and a time frame if the Rule should only apply for a limited period, for example, for a promotional campaign.

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