Only show rules for slots

This is for:

Merchandiser

In this article

Use case examples
Prerequisites
Create an only show rule
Manage existing only show rules

In the Recommendations manager of the Coveo Merchandising Hub (CMH), merchandisers can define only show filter rules to ensure that specific products are always shown in recommendation slots.

For example, if an only show rule specifies that products from the Flip flop category should be shown, then only the products in this category will appear in the recommendation slot.

Leading practice

To exclude specific products from recommendation slots, use Exclude rules.
To affect the ranking of specific products in recommendation slots, use Ranking rules.

Only show rule for recommendation slots | Coveo

Use case examples

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

For a specific recommendation slot, you want to ensure that products from a specific category are always displayed. For example, when visitors are viewing products related to "Flip Flops," you want to ensure that products from the Flip flop category are shown in the recommendation slot.
When your visitors are viewing products from a specific brand, you want to ensure that products from that brand are shown in the recommendation slot.
You want to ensure that products relevant to the current season are always shown in the recommendation slot. For example, you want to ensure that only products having summer as the value of the season attribute are recommended.
You want a specific recommendation slot to show only products with ratings above 4 stars.

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 slots.

Create an only show rule

In the CMH, access the Recommendations 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 only show rule will apply. By default, a rule applies to all available locales.
2. slot: Select the recommendation slot to which the only show rule will apply, and then click Done.
  
  Note
  
  Currently, filter rules can only apply to a specific recommendation slot.
Under Choose an action, select only show.
Under Attribute, select the attribute on which you want to apply the only show rule. For example, to only show 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 only show products based on the ec_brand attribute, enter the brand value that you want to use as a filter, such as Barca Sports.

For a recommendation slot using a seeded strategy, you can select the Use "Same as product…" option to use a dynamic value. For example, on a PDP, you can create an only show rule that uses the ec_brand attribute and the Use "Same as product…" option to recommend products from the same brand as the product being viewed. When a visitor views a Barca Sports product, the recommendation slot will display other Barca Sports products.
(Optional) To add more attribute-value pairs to the only show rule, click Add attribute and repeat the process.
For a recommendation slot using a seeded strategy, under Choose when to apply, select whether you want the rule to apply in any situation, or only if specific conditions are met.

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 in the recommendation slot for a given locale.

If you’re previewing a rule for a recommendation slot using a seeded strategy, you must choose the products for which you want to simulate recommendations to see the effect of the rule.

Review your rule configuration and then click Next: Publish.
Under Rule name, enter a meaningful name for your rule.
Click Publish now. The rule now applies.

Manage existing only show rules

In the CMH, access the Recommendations 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, click Publish settings.
- To delete the rule, click Delete.