Exclude rules for slots

This is for:

Merchandiser

In the Recommendations manager of the Coveo Merchandising Hub (CMH), merchandisers can define exclude filter rules to hide specific products from being displayed in recommendation slots.

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

Exclude rule for recommendation slots | Coveo

Use case examples

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

  • You want to ensure that out-of-stock products aren’t displayed in recommendation slots. For example, you can create a rule to exclude products where the ec_in_stock attribute value is false.

  • You want to ensure that products with certain undesirable attributes aren’t shown in a recommendation slot. For example, you can create a rule to exclude products where the ec_category attribute value is Padlocks.

Prerequisites

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

Create exclude rules

To create exclude rules

  1. In the CMH, access the Recommendations manager.

  2. From the navigation tabs, select filter rules and then click Create filter rule.

  3. Under This rule will apply to, define the scope of the rule.

    1. Locale: Select the locale that the exclude rule applies to. By default, a rule applies to all available locales.

    2. slot: Select the recommendation slot that the exclude rule applies to, and then click Done.

      Note

      Currently, filter rules can only apply to a specific recommendation slot.

  4. Under Choose an action, select exclude.

  5. Under Attribute, select the attribute on which you want to apply the exclude rule. For example, to exclude products based on their brand, select ec_brand.

  6. Under Operator, select the operator that you want to use.

  7. Under Value, select one or more attribute values that you want to use to filter products. For example, to exclude 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 exclude rule that uses the ec_brand attribute and the Use "Same as product…​" option to exclude products from the same brand as the product being viewed. When a visitor views a Barca Sports product, the recommendation slot will exclude other Barca Sports products.

  8. (Optional) To add more attribute-value pairs to the exclude rule, click Add attribute and repeat the process.

  9. 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.

  10. Click Next: Review and publish.

  11. Review your rule configuration.

    Tip
    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.

  12. Click Next: Publish.

  13. Under Rule name, enter a meaningful name for your rule.

  14. 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.

  15. Click Publish now.

The rule now applies or will apply as scheduled.

Modify exclude rules

To modify exclude rules

  1. In the CMH, access the Recommendations manager.

  2. From the navigation tabs, select filter rules.

  3. Locate the rule that you want to modify.

  4. Click dots, and then click Modify.

  5. 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.

    Important

    The Audience option is currently in early access. Contact your Customer Success Manager (CSM) to enable this option.

  6. When you’ve finished editing the rule, or to modify its publishing settings, click Next: Publish.

  7. Update the publishing settings, if applicable, and then click Publish now.

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

Delete exclude rules

To delete exclude rules

  1. In the CMH, access the Recommendations manager.

  2. From the navigation tabs, select filter rules.

  3. Locate the rule that you want to delete.

  4. Click dots, and then click Delete.

  5. Click Delete again to confirm.

The rule is deleted.