Include rules for product listing pages

This is for:

Merchandiser

In this article

Use case examples
Prerequisites
Create an include rule
Manage existing include rules

In the Product listings manager of the Coveo Merchandising Hub (CMH), merchandisers can define include filter rules to ensure that specific products are always included on product listing pages (PLPs).

Include filter rules don’t prevent products from being excluded from PLPs, nor do they affect the ranking of the products on these pages. They only ensure that products meeting specified criteria are included on PLPs. For example, you have a PLP that displays products from the "Canoes & Kayaks" category, and you want to include additional accessories on the page, such as dry bags.

Leading practice

To exclude specific products from a PLP, use exclude filter rules.
To affect the ranking of specific products on a PLP, use ranking rules.

Include filter rules can apply to all PLPs or to one or more specific PLPs. They can also be scheduled for a specific time, letting merchandisers plan and execute their strategies more effectively.

Include rule for product listing pages | Coveo

Use case examples

Include filter rules can be used to address a variety of use cases. Here are a few examples:

You want to ensure that new arrivals are always included on a PLP. For example, you can create a rule to ensure that products marked as new arrivals are displayed on the PLP.
You want to ensure that promotional items are included on the PLP. For example, during a sale, you can create a rule to ensure that products that have the ec_promo_price attribute are displayed on the PLP.
You want to ensure that products with specific attributes are included on the PLP. For example, if you have a page dedicated to eco-friendly products, you can create a rule to ensure products with eco-friendly as the value of the sustainability attribute are displayed.

Prerequisites

To create rules in the Coveo Merchandising Hub (CMH), you must meet the following prerequisites:

In the Coveo Administration Console, the metadata that you want to use as attributes in rules has been mapped to the corresponding fields. These fields must have the Facet or Multi-value facet option enabled. For example, to use the color metadata as an attribute in a rule, it must be mapped to a field with the Facet or Multi-value facet option enabled.
Query pipelines have been created.
You must choose the correct property to ensure that your changes affect the intended listing pages.

Create an include rule

In the CMH, access the Product listings manager.
From the navigation tabs, select filter rules and then click Create filter rule.
Under This rule will apply to, define the scope of the rule.
1. Locale: Select the locale for which the include rule will apply. By default, a rule applies to all available locales.
2. Audiences: Select the audience for which the include rule will apply. By default, a rule applies to all visitors.
3. listing page: Depending on whether you want to apply the include rule to one or more specific listing pages or all listing pages, select the appropriate option.
  If you choose Specific listing pages, select an Operator. Currently, only the Is operator is available. Next, select one or more listing pages to which the include rule will apply.
  
  If you choose to apply the include rule to All listing pages, you won’t be able to select an operator or any listing pages.
  Click Done.
Under Choose an action, select include.
Under Attribute, select the attribute on which you want to apply the include rule. For example, to include products based on their brand, select ec_brand.
Under Operator, select the operator that you want to use.
Under Value, select one or more attribute values that you want to use to filter products. For example, to include products based on the ec_brand attribute, enter the brand value that you want to use as a filter, such as Barca Sports.
(Optional) To add more attribute-value pairs to the include rule, click Add attribute and repeat the process.

Click Next: Review and publish.

Leading practices

You can preview the effect of your rules in the panel on the right side of the page. Use this panel to see how the rule affects the products on the listing page for a given locale.

Review your rule configuration and then click Next: Publish.
Under Rule name, enter a meaningful name for your rule.
Under Choose when to publish, select one of the following:
- To apply the rule immediately, select Publish now.
- To set a schedule for the rule, select Set a schedule, and then select the time frame in which the rule should apply.
Click Publish now.

Manage existing include rules

In the CMH, access the Product listings manager.
From the navigation tabs, select filter rules.
Locate the rule you want to manage.
Click Modify. You now have to option to modify the rule configuration, modify the publish settings, or delete the rule:
- To modify the rule configuration, click Rule.
- To modify the publish settings, such as the rule name or rule schedule, click Publish settings.
- To delete the rule, click Delete.