Filter rules for recommendations

This is for:

Merchandiser

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

Filter rules allow merchandisers to define conditions that products must meet to appear or being excluded from a recommendation slot. For example, a merchandiser could 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.
Create recommendation filter rule | 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, merchandisers must ensure they have properly configured their query pipeline and chosen the correct tracking ID to ensure that their changes impact the intended recommendation slots.

Create a filter rule

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

  • Only show: Only display specific products in recommendation slots.

  • Exclude: Exclude specific products from recommendation slots.