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, personalization and rules to boost products based on stock position, marketing activity and any other factors you want.

First things first! To use the Merchandising Studio for category page browse actions, it needs to know what attribute(s) in the product data define the category structure. You'll need to configure the category page identifiers:

  1. Click the Settings link at the bottom of the left-hand navigation.
    configure category ID
  2. Select Category Page Identifiers.
    configure category ID
  3. Toggle to enable category category pages configuration.
    category page identifiers
  4. Choose the attribute that contains the category pages.
    category page identifiers
  5. You are now ready to move on to create merchandising strategies for your category pages and view their analytics.

A few things to note:

  • You must select the same attributes that the front end is using. You can check this in Analytics by looking at the empty searches and seeing what filters are being applied or by using Inspector in Chrome to look at the API calls category pages are sending to Algolia.
  • Some customers have had issues where their front end uses a numerical category ID. The Merchandising Studio displays the attributes as they are in the data, so if a numerical ID is used (i.e. 7856545644) instead of a human readable one (i.e. mens_tshirts), then that is what will be shown in the Merchandising Studio – making it less usable.
  • Only searchable facets can be used as category page identifiers. If you choose the identifier and the attribute you want isn’t available it’s probably because the attribute isn't searchable. You can make facets searchable in the original Algolia dashboard, not within the Merchandising Studio.
  • Go to the configuration tab for the correct index, find your list of facets and set the one containing your categories to “searchable”. Note: this does not mean that the facet will become a searchable attribute, and it won’t affect search results.

To a create merchandising strategy for a category page using the Merchandising Studio Visual Editor, follow these steps:

  1. From the Merchandising Studio homepage, click Visual merchandiser.
    Merch Studio Access
  2. Using the Experience selector, click "Category page" and choose which category you would like to create a rule for.
    Category Page Selector
  3. In the "Ranking factors" section, click "Curate this page".
    Curate Page
  4. In the section What do you want to do?, select one or more actions as a consequence of applying your Rule: pin items, hide items, boost categories, bury categories, filter results, order facets, turn on Dynamic Re-Ranking, and/or set up a redirect. For this example, let's pin the Moncler Vest in dark blue in position #2.
  5. Click "Pin items".
    Set Strategy
  6. Review your changes in the simulator. You have the option of either saving your new pin rule as a draft to publish later, or you can click "Review and Publish" to publish now as a running change.
    Review and Publish
  7. Clicking "Review and Publish" will serve an overlay where you can double-check your trigger (the category page we're updating), add an optional - but highly encouraged - rule description, and the strategy/consequence (the item pinned to what position).
    Merchandise Category Page

SuperUser Tip: If you already have a product in mind you’d like to pin, simply search for the item name in the Pinned items search field, select it from the live result list, and update the Position field to the placement you’d like to pin the item to (in our example, position #2).

Merchandising Category Page - SuperUser Tip

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

Introducing the Merchandising Studio


Set up Keyword Redirects