CMH Search manager

This is for:

Merchandiser

The Coveo Merchandising Hub (CMH) Search manager is a tool designed to empower merchandisers to strategically influence and control products displayed in search results on a Coveo-powered commerce storefront.

With this tool, merchandisers can optimize the search experience by manipulating the results for specific search queries. It lets them create merchandising rules that directly affect product placement and prominence. This ensures that merchandisers can tailor the search results to meet specific business objectives and customer needs.

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

Search manager main page

The Search manager main page provides merchandisers with an overview of all search queries associated with a specific storefront. It also provides merchandisers with access to merchandising rules and performance metrics for each search query.

Anatomy of the Search manager | Coveo

1

The Tracking ID and Locale selectors enable merchandisers to choose the tracking ID and locale combination to scope the search queries displayed in the Search manager.
See Tracking ID and locale selectors for more information about tracking IDs and locales.

2

The search bar allows merchandisers to search for specific queries or rules within the Search manager.

3

The navigation tabs allow merchandisers to switch between different sections of the Search manager.

4

By default, the Query row displays the search queries that are most frequently used by customers for the selected combination of tracking ID and locale. It’s also possible to sort the queries using the arrow icons next to each column header.

5

By clicking View for a given query, merchandisers can access detailed merchandising information, such as key metrics, for this specific search query. See Performance metrics for more information about the metrics displayed in the Search manager.

6

For each query listed in the Search manager, key performance metrics are displayed to provide insights into the performance of the search query.
See Performance metrics for more information about the metrics displayed in the Search manager.

The navigation tabs enable merchandisers to switch between different sections of the Search manager. More specifically, the tabs provide access to the following sections:

  • Queries: Displays the most popular search queries for the selected combination of tracking ID and locale.

  • Filter rules: Displays the filter rules created for the selected combination of tracking ID and locale.

  • Ranking rules: Displays the ranking rules created for the selected combination of tracking ID and locale.

  • Synonym rules: Displays the synonym rules created for the selected combination of tracking ID and locale.

Search manager rules

Search manager rules allow merchandisers to fine-tune the search experience by setting specific guidelines that affect how products are queried and displayed. These merchandising rules are designed to optimize search relevancy and user experience, ensuring that each search query yields the most appropriate and strategically beneficial results.

These rules can be implemented globally across all search queries or applied to specific queries, providing flexibility and control over the search experience.

Below are the types of rules that can be implemented:

  • Filter rules: Filter rules allow merchandisers to define conditions that filter products based on specific product attributes. More specifically, merchandisers can create include and exclude rules to control which products are displayed in search results.

    • Include rules: Force specific products to be returned.

    • Exclude rules: Prevent specific products from appearing. You can see Exclude rules as a blacklist of products that shouldn’t appear in search results.

  • Ranking rules: Ranking rules enable merchandisers to adjust the ranking of products in search results based on predefined criteria. More specifically, merchandisers can create boost, bury, and pin rules to promote and demote products in the search results.

    • Boost: Increase the ranking of specific products.

    • Bury: Decrease the ranking of specific products.

    • Pin: Force specific products to appear at predefined positions in the search results.

  • Synonym: Synonym rules allow merchandisers to define synonyms for search queries, ensuring that customers receive relevant results even when using different terms.

Priority of rule operations

When working with rules in the Search manager, it’s important to understand the priority of rule operations. Here is the order in which rules are applied:

  1. Pins: Pins have the highest priority and are applied first.

  2. Exclude: Exclusion rules are applied next, taking precedence over inclusion rules.

  3. Include: Inclusion rules are applied after the exclusion rules.

  4. Boost/Bury: Boost and bury rules are applied last, after the inclusion and exclusion rules.

Performance metrics

This section focuses on the key performance metrics available for each query listed on the Performance metrics page of the Search manager.

To access the Performance metrics page, in the Search manager, select View at the end of any query listed. You’ll then see the following sections:

Query-specifc metrics in search manager

Hero metrics

Hero metrics are the key performance indicators prominently displayed at the top of the Performance metrics page.

Metric Definition

Views

The number of times the query was searched. Additional interactions like facets and page navigation will also increment this count.

Revenue

The revenue of products attributed to the query, including taxes, shipping costs, and discounts.

Conversion rate

The percentage of visits which converted for the query.

"Collected data" metrics

The Collected data metrics section provides a comprehensive overview of user interactions and activities for a query. These metrics are essential for understanding how a query is performing and how users are engaging with the search results.

Metric Definition

Views

The number of times the query was searched.

Visits

The number of visits during which this query was executed.

Visitors

The number of unique visitors, as tracked in their browser, who performed the query.

Products

The number of products shown in the search results for the query.

Clicks on products

The number of times products were clicked after the query was executed.

Purchases

The total number of purchases that are attributed to the query.

"Analyzed data" metrics

The Analyzed metrics section is used for evaluating how well the query engages visitors and drives desired actions, such as clicks and purchases.

Metric Definition

Average click rank (ACR)

The average position of clicked products.

Clickthrough rate (CTR)

The percentage of times a product was clicked when the query was performed.

Revenue per visitor (RPV)

The average revenue obtained per visitor who performed the query.

Average order value (AOV)

The average revenue per purchase attributed to the query.

"Product metrics" metrics

The Product metrics section displays the performance of individual products when a specific query is executed.

Metric Definition

Revenue

The net revenue generated by this specific product from purchases attributed to the query.

Clickthrough rate

The percentage of times this specific product was clicked when the query was executed.

Conversion rate

The percentage of times this specific product was purchased after the query was executed.

Ranking position

The average position of this specific product in the search results for the query.

Time comparison

The CMH enables merchandisers to compare data for predetermined sets of time. To switch between the different time periods, click the drop-down menu in the upper-right corner of the Performance metrics page.

CMH time comparison picker | Coveo

The following time periods are available:

Metric timeline Description

All time

Sum of all the data since the first recorded metric.

Compare last 7 days

Provides a comparison of the last 7 days of data with the preceding 7 day period.

Compare last 28 days

Provides a comparison of the last 28 days of data with the preceding 28 day period.

Metric cut-off times

Coveo uses a cut-off time of 23:59:59 UTC for data processing or reporting, which can affect other time zones due to the nature of how time zones work in relation to Coordinated Universal Time (UTC).

A rolling data preview period means that new numbers will be visible every day once both periods are available.

Example

A user in Montreal, Canada, operates in the Eastern Time Zone. The Eastern Time Zone is either UTC-5 (Eastern Standard Time, EST) or UTC-4 (Eastern Daylight Time, EDT), depending on whether daylight saving time is in effect. The UTC cut-off of 23:59:59 translates to 18:59:59 (6:59:59 PM) Montreal time.