Resources Merchandising Actions

Merchandise Category Pages

Optimize your merchandising with Rules

If you are using Algolia to power your category and collection pages you can use the full suite of Algolia tools and rules to show products in the best order to maximize conversion and revenue.

Algolia’s Rules engine allows you to create powerful, global rules, make small changes to individual pages and everything in between. Building on our base relevance model you can layer on AI Re-Ranking, personalzation and rules to boost products based on stock position, marketing activity and any other factors you want.

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.

When to use the 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

When to use the 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)

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.
    Visual Editor
  4. In the It all starts here section, select Choose category page and click Configure.
    Configure category page
  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).
    Condition - consequence
  7. Preview the effect of the new Rule in the Visual Editor.

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

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.
    Manual Editor
  4. Create a new Rule:
    • 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
    Create new rule
  5. 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.
    Pin an item
    • 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.
Merchandising Actions

Merchandise Search Results Page

Merchandise Recommendations Models