Filter rules for recommendations

This is for:

Merchandiser

In this article

Use case examples
Prerequisites
Create a filter rule

In the Coveo Merchandising Hub (CMH), merchandisers can define filter rules to control the products that are displayed in product recommendation slots.

Recommendation filter rules let merchandisers define the conditions that products must meet to appear in or be excluded from a recommendation slot. For example, a merchandiser can create a filter rule to exclude all products that are out of stock from being recommended in a slot.

Note

Currently, recommendation filter rules can only apply to specific recommendation slots.

Filter rules for recommendation slots | Coveo

Use case examples

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

Exclude out-of-stock products: Prevent out-of-stock products from appearing in a slot.
Highlight specific products: Ensure that only specific products are displayed in recommendation slots. For example, you could create a rule that guarantees products from a particular brand are being recommended.
Exclude specific products: Exclude certain products from being recommended in specific contexts. For example, you might exclude products from a specific category from being recommended when a related product is being viewed.

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 recommendation slots.

Create a filter rule

You can create two types of filter rules. Depending on the type of filter rule that you want to create, refer to the following articles for specific instructions:

Only show: Only products that meet the conditions will be displayed in recommendation slots.
Exclude: Products that meet the conditions won’t be displayed in recommendation slots.