Manage Groups and Campaigns

The Groups & Campaigns tab of a query pipeline configuration allows members with the required privileges to create sets of query pipeline result ranking rules that apply for specific contexts, audiences, or periods of time.

The Groups & Campaigns feature is currently being tested internally for quality assurance purposes. The feature will be available to all organizations by the end of March 2021.

Note that the Groups and Campaigns tab will only be available for Coveo organizations that have the Result Ranking tab enabled.

This query pipeline feature lets you create sets of result ranking rules within the same pipeline, allowing you to create less query pipelines to manage different search and browsing contexts.

Using the Groups and Campaigns tab of a query pipeline configuration, you can either create Campaigns, which are time-based sets of query pipeline rules, or Permanent groups, which last as long as they’re on an active state.

EXAMPLE

In the query pipeline to which your Coveo-powered commerce portal traffic is directed, you configure a Campaign to enforce your ACME monitors promotion.

During this one-week promotion, you offer discounts on ACME monitors.

Therefore, you create a Campaign configuration in your pipeline that contains result ranking rules to promote ACME-branded monitors.

This Campaign configuration applies only for the duration of the promotion.

Common Use Cases

Management of Large Numbers of Rules

When your implementation contains several result ranking rules, you should consider creating groups that contain subsets of these result ranking rules.

EXAMPLE

In your Coveo-powered pet supplies commerce portal, all customer queries are directed to the commerce query pipeline. This query pipeline contains featured result and ranking expression rules that are triggered when the query dog food is performed.

These rules promote different items depending on the user’s country. For example, when the user is Canadian, you promote dog food products available in Canada and when the user is American, you promote dog food products available in the United States.

Since you’re selling different dog food products depending on the user’s country, you create two different groups of query pipeline rules. The rules contained in each group will apply conditionally to the user’s country.

Planning and Preparing for Time-sensitive Rule Enforcement

When a query pipeline contains result ranking rules aimed at promoting certain items for a determined period of time, you should consider creating Campaigns groups.

EXAMPLE

In your Coveo-powered commerce portal, you want to promote all items made by the ACME brand for 24 hours for the upcoming Black Friday.

To make sure that this promotion only lasts for the Black Friday event, you create a Campaigns group that contains all result ranking rules that aim at promoting ACME products. You then set the Start and End date and time as desired.

Add a Group

  1. On the Query Pipelines page, click the query pipeline in which you want to add a group, and then in the Action bar, click Edit Components.

  2. On the page that opens, select the Groups & Campaigns tab, and then, in the upper-right corner, click Create a group of rules.

  3. On the Add a group of rules subpage that appears, in the Name input, enter a name for the group or campaign you’re creating.

  4. Under Condition, you can optionally select a query pipeline condition in the drop-down menu or create a new one.

  5. In the Activation section, select either Campaign or Permanent depending on whether you want your group of rules to be time-based or permanent.

  6. Depending on your selection in the last step, fill the available options (see Campaign Options and Permanent Option).

  7. Under User note, optionally enter information that will help you manage the group in the future.

  8. Click Add Group.

Edit a Group

  1. On the Query Pipelines page, click the query pipeline in which you want to edit a group, and then in the Action bar, click Edit Components.

  2. On the page that opens, select the Groups & Campaigns tab, and then, click the group you want to edit.

  3. In the Action bar, click Edit.

  4. On the Add a group of rules subpage that appears, in the Name input, enter a name for the group or campaign you’re creating.

  5. Under Condition, you can optionally select a query pipeline condition in the drop-down menu or create a new one.

  6. In the Activation section, select either Campaign or Permanent depending on whether you want your group of rules to be time-based or permanent.

  7. Depending on your selection in the last step, fill the available options (see Campaign Options and Permanent Option).

  8. Under User note, optionally enter information that will help you manage the group in the future.

  9. Click Save Group.

Add Query Pipeline Rules to a Group

When a group is created, you can add existing result ranking query pipeline rules to your group.

Delete a Group

  1. On the Query Pipelines page, click the query pipeline for which you want to delete a group, and then in the Action bar, click Edit components.

  2. On the page that opens, select the Groups & Campaigns tab.

  3. In the Groups & Campaigns tab, click the group that you want to delete.

  4. In the Action bar, click Delete.

  5. Click Delete to confirm.

Reference

Campaign Options

If you selected the Campaign radio button when creating your group, you must either select a Start date, an End date, or a time frame for which the group of rules will be active.

  1. Under Start, select the date and time at which the group of rules should start applying to the related query pipeline.

  2. Under End, optionally select the date and time at which the group of rules should stop applying to the related query pipeline.

All time zones default to UTC.

Permanent Option

If you selected the Permanent radio button when creating your group, click Activate group’s rules to activate the group. You can deactivate the group at anytime.

Required Privileges

By default, members of the Administrators and Relevance Managers built-in groups can view and edit elements of the Query Pipelines page.

The following table indicates the required privileges to view or edit elements of the Query Pipelines page (see Manage Privileges and Privilege Reference).

Action Service - Domain Required access level

View group & campaign rules

Search - Query pipelines

View

Edit group & campaign rules

Search - Query pipelines

Edit
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