Coveo Search Manager

This is for:

Merchandiser

The Coveo Merchandising Hub Search Manager is a tool designed to empower merchandisers to strategically influence and control queried products displayed in search results on ecommerce platforms.

With this tool a merchandiser can create, manage, and optimize search by manipulating the rules and ranking algorithms that directly affect product placement and prominence. This ensures that customers are presented with the most relevant and appealing products, enhancing the shopping experience and increasing the likelihood of conversion.

In addition, to enable the continuous improvement and tailored strategies sought out by merchandisers, the Search manager offers performance metrics which provide insights into user behavior and search performance.

Search manager rules

Search manager rules allows merchandisers to fine-tune the search experience by setting specific guidelines that affect how products are queried and displayed. These rules are designed to optimize search relevancy and user experience, ensuring that each search query yields the most appropriate and strategically beneficial results. Below are key types of rules that can be implemented:

Key Features of the Coveo Search Manager

  • Direct Integration:

    • Seamlessly manage your search queries directly from the Merchandising Hub without needing additional tools or platforms.

    • Ensure real-time updates and synchronization across your product inventory and merchandising rules.

    • Benefit from an intuitive interface designed for ease of use, reducing the learning curve and increasing productivity.

  • Customizable Rules:

    • Craft precise and dynamic rules to tailor your search results to meet specific merchandising goals.

    • Create rules to pin, include, exclude, boost, or bury products in the search results, giving you full control over product visibility and prioritization.

    • Utilize advanced operators to refine your product filtering criteria.

    • Leverage conditions based on product attributes such as category, price, ratings, and availability for targeted merchandising strategies.

  • Global and Query-Specific Rules:

    • Implement rules that apply universally across your entire site to maintain consistency in search results.

    • Customize rules for specific queries or sections to cater to unique audience needs or promotional campaigns.

    • Flexibly adjust rule scope and priority to balance global and localized merchandising objectives.

  • Performance Metrics:

    • Access comprehensive analytics to monitor the performance of your search queries.

    • Track key metrics such as click-through rates, conversions, and revenue to evaluate the impact of your merchandising strategies.

    • Use data-driven insights to optimize your rules and continuously improve the effectiveness of your search results.

Search Manager Main Page

The Search Manager main page provides merchandisers with an overview of all search queries associated with the selected catalog and displays several common metrics, such as the number of products displayed in search results, the number of rules applied, and some performance metric information.

Search Manager main page in focus | Coveo Merchandising Hub

Tracking ID

The tracking ID is a unique identifier assigned to each search query, essential for accurate performance tracking and analytics. By linking your catalog with its storefront association, the tracking ID enables detailed monitoring of user interactions and search performance. This association ensures that activities related to the search query are precisely recorded, facilitating comprehensive analysis and reporting.

The primary function of the tracking ID is to help monitor key metrics such as page views, click-through rates, conversions, and revenue generated from the search query. By associating tracking IDs with specific queries, you can segment data effectively and gain valuable insights into the performance of individual searches.

Each search query automatically receives a unique tracking ID when created, embedded within its configuration settings. It is crucial to use the correct tracking ID to maintain data integrity and consistency. You can select the tracking ID from the search query within the Merchandising Hub.

For more detailed information on using and managing tracking IDs, refer to the Tracking ID documentation.

Locale Selector

The locale selector enables merchandisers to switch between different search queries based on the locale associated with each catalog. Search queries are generated by associating them with a catalog, and each catalog is tagged with a locale defined by a combination of language, country, and currency. This setup allows the Coveo Merchandising Hub (CMH) to offer a locale picker, facilitating the selection of queries according to the catalog’s locale.

Example

For instance, consider a brand called ACME, which has two distinct catalogs. The first catalog caters to English speakers in Canada using Canadian currency, identified by the locale en-ca-cad. The second catalog serves French speakers in Canada, also using Canadian currency, marked by the locale fr-ca-cad.

When a user accesses the CMH, they can choose between the two locales to view the corresponding search queries.

Since search queries are intrinsically linked to a specific catalog and its corresponding locale, the locale picker enables users to seamlessly switch between English and French queries. This ensures that users can view search results in their preferred language and currency, enhancing their browsing experience.

This feature is for businesses operating in multilingual and multi-currency markets, ensuring that search results are relevant and accessible to a diverse audience.

The search bar allows merchandisers to search for specific queries by name or the rules that apply to them.

Search Query Rules

Rules are the core components of the Search Manager, enabling merchandisers to define the behavior and appearance of search results. These rules encompass a wide range of functionalities, including pinning products, filtering products based on specific criteria, and adjusting product rankings. By configuring rules, merchandisers can customize search results to align with their merchandising strategies and objectives.

Rules can be applied to all search queries or specific search queries.

Priority of Rule Operations

When working with the Search Manager, it’s important to understand the priority of rule operations:

  1. Pins: Customized pinning of products.

  2. Exclude: Exclusion rules to prevent specific products from appearing.

  3. Include: Inclusion rules to explicitly feature products.

  4. Boost/Bury: Adjust the ranking of products.

Pins take precedence over exclusion and inclusion rules, while exclusion rules take precedence over inclusion rules. Boost and bury rules are applied after the inclusion and exclusion rules.

Note

Currently, global pins aren’t allowed to avoid conflicts with exclusion rules.

Filter Rules

Facet filtering still applies to pinned products, but it’s not the same as exclusion rules. Pins can override facet filtering.

Include or exclude products

Ranking Rules

Pins vs. Featured Results

Boost or Bury Products

Warning for A.I. Override

A warning will appear if the manual boost value exceeds the ranking modifier set on ART (Automatic Relevance Tuning). This warns users that excessive manual boosts could reduce the effectiveness of AI-driven performance.

Performance Metrics

The performance metrics section provides insights into the performance of search queries, including the number of products displayed, the number of rules applied, and the number of pinned products. This data is essential for evaluating the effectiveness of merchandising strategies and identifying areas for improvement.

To access the performance metrics for a specific search query, click 'View' at the end of the search query row.