Only show rules for slots

This is for:

Merchandiser

In this article

Use case examples
Prerequisites
Create only show rules
Modify only show rules
Delete 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.

only show rules can also be scheduled for a specific time, letting merchandisers plan and execute strategies effectively.

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

Before you create rules in the Coveo Merchandising Hub (CMH):

In the Coveo Administration Console, map the metadata that you want to use as attributes in rules 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, map it to a field with the Facet or Multi-value facet option enabled.
Create query pipelines.
Choose the correct property to ensure that your changes affect the intended slots.

Create only show rules

To create only show rules

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 that the only show rule applies to. By default, a rule applies to all available locales.
2. slot: Select the recommendation slot that the only show rule applies to, 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.

Review your rule configuration.

Leading practices

Use the panel on the right to preview 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.

The preview is an approximate simulation that won’t cover every scenario encountered in a live environment.

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.

The rule now applies or will apply as scheduled.

Modify only show rules

To modify only show rules

In the CMH, access the Recommendations manager.
From the navigation tabs, select filter rules.
Locate the rule that you want to modify.
Click , and then click Modify.
You can modify the rule’s scope (Locale, Audiences, or slot) or its configuration by clicking Edit on the relevant card. These are the same settings covered in the rule creation section.

The Audience option is currently in early access. Contact your Customer Success Manager (CSM) to enable this option.
When you’ve finished editing the rule, or to modify its publishing settings, click Next: Publish.
Update the publishing settings, if applicable, and then click Publish now.

The modified rule now applies, or will apply as scheduled.

Delete only show rules

To delete only show rules

In the CMH, access the Recommendations manager.
From the navigation tabs, select filter rules.
Locate the rule that you want to delete.
Click , and then click Delete.
Click Delete again to confirm.

The rule is deleted.