Pin rules for slots

This is for:

Merchandiser

In the Recommendations manager of the Coveo Merchandising Hub (CMH), merchandisers can define Pin ranking rules to ensure that specific products are always displayed in specific positions in recommendation slots.

Create pin rules for recommendation slots | Coveo

Use case examples

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

  • Enforce a specific order: Pin products to specific locations in the recommendation slot to enforce a specific order.

  • Pin clearance items: Pin clearance items to the top of a recommendation slot to increase their visibility.

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 slots.

Create a pin rule

To create a rule:

  1. In the CMH, access the Recommendations manager.

  2. From the navigation tabs, select Ranking rules.

  3. Click Create ranking rule, and then select For a specific slot. Pin rules can only apply to specific recommendation slots.

  4. Select the Locale for which the pin rule will apply, and then click Done. By default, a rule applies to all available locales.

  5. Select the Slot to which the pin rule will apply, and then click Done.

  6. Under Choose an action, select Pin.

  7. To pin a product, you can either search for the product or use the Preview editor to select the products to pin:

    • To search for a product:

      1. Under Product ID or name, select the product to pin.

      2. Under Position number, enter the position number where the product will appear on the recommendation slot.

      3. (Optional) If you want to pin more than one product, click Pin another product and repeat the previous steps.

    • When using the Preview editor, drag a product and drop it at the desired position to pin it there. If you selected a slot that requires a seed product to generate recommendations, you must select a seed product to preview the recommendations generated for the selected product(s).

  8. 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.

  9. Click Next: Review and publish.

    Tip
    Leading practice

    You can preview the effect of your rules by using the Preview panel on the right side of the page.

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

  10. Review the rule configuration, and then click Next Publish.

  11. In the Publish your rule panel, enter a meaningful name for the rule, and then click Publish now. The rule now applies.

Manage existing pin rules

To manage an existing pin rule:

  1. In the CMH, access the Recommendations manager.

  2. From the navigation tabs, select Ranking rules.

  3. Locate the rule you want to manage.

  4. 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.