How to create a tag based on one specific rule

About this feature

This feature allows you to create a tag based on one or several conditional rule(s) applied to your attribute.  As a result, your tag will be automatically assigned to all the items whose attribute value match with your conditional rule. These attribute value can be in any format (text, number, ..) and can be defined in different types (a string, a list, an array,...). Please consult those attribute specifications before building your rule condition to align properly your operator with the type of attribute values (ex: an integer/float number type can be operated with a "lower than" but not a text type)

All these tags are automatically applied to your catalogue items during each import. You can also apply and update these tags through a “manual recomputing” action.

Key benefits from this feature

Key Benefits of this feature: enrich automatically & easily all the information related to your product (ex: brand, Product Category, sizes, price, stocks, colours..) based on the attribute values. 

This tag can be used to create ad-hoc values that can "label" your catalogue items: such as "low stock", "low price",  "Top brand", "Categories to push".

Once these tags created, you can use them in your merchandising rules to filter, boost or exclude some specific values (one specific category, brand....).

Key information about this feature

You can create a tag rule on your existing attributes. If you wish to create a new attribute on your catalogue, please contact your CSM.

Prerequisites

Before we start, make sure you have access to the XO control panel and that your items feed is available in XO. If you do not have logins you can request access to an Admin user in your organisation.

If you don't know who is an admin user, the Support team can provide a list for you. You can open a request with us by clicking here and choosing “I/my colleague require access to an Attraqt service” from the use case drop down on the “Submit a request” page in the Support Centre.

You will also need to have variables created on your XO account, if that's not the case please see the article how to create a variable.

Scenario 1 : create a rule based on one condition 

We wish to create a tag applied to all products with stocks under the value 10. As the stocks may change at each catalogue import, the tag will be automatically recomputed to check if the condition can be still applied to the new stock value.

We will base the scenario on a specific example, using an XO demo account called "Démo textile". 

Step 2

Add your tag title with a short & significant title as “LOW_STOCK”. Leave the transform field by default “None”

Step 4

Save your tag with the button “create LOW_STOCK"

Once your tag is saved, you can apply it immediately to your catalogue by selecting the action “Launch a recomputation”.

In case you need to create several tag rules at once, you can directly “create a new tag rule”, and renew this action until you have created all the tags you wish before you launch a recomputation, as this action is automatically applied to all the existing tags.

You can also go back to your tag rule list by selecting the corresponding action. To launch the computation on the Tags/Tag Rule section, you will select the button “Recompute tags”.

Scenario 2: create a rule based on several conditions

I wish to create a tag applied to all products with a price <20€ AND with a unique size (defined in the size attribute as “TU” ). The tag will flag all the cheap products that we can easily add on the basket, as potential up-sell

Step 1

Go on the EB platform, on Tags/Tag rules menu. Select the “Add a tag rule” button.

Step 2

Add your Tag title with a short & significant title as “littlePrice”. Leave the transform field by default “None”.

Step 3

Add your tag rules based on your concerned attributes.

1. Create the “AND" bloc that will manage the combination of your 2 rule conditions:

   Click on the “+” green icon and select “AND”

2. Add your 1^st rule condition:

   Click on the “+” green icon and select “Condition”. Select “Price” in Attribute, choose the Operator “is lower than”, select the Type “number” and precise the wished value “20”

3. Add your 2nd rule condition:

   Click on the “+” green icon and select “Condition”. Select “size” in Attribute, choose the Operator “contains”, select the Type “text” and precise the “TU” (value corresponding to Unique size in the attribute)

Step 4

Save your tag with the button “create littlePrice”

Once your tag is saved, you can apply it immediately to your catalogue by selecting the action “Launch a recomputation”.

In case you need to create several tag rules at once, you can directly “create a new tag rule”, and renew this action until you have created all the tags you wish before you click “launch a recomputation”, as this action is automatically applied to all the existing tags.

You can also go back to your tag rule list by selecting the corresponding action. To launch the computation on this section, you will select the button “Recompute tags”.

NB: you can create as many tag rules as you wish and combining them in main block or sub-blocks with the needed Boolean operator “AND” / “OR”.

Next steps

There are 3 ways to check that the tag was applied:

1. On Tags/Tag Rule, you can use the search box to find your tag, see a sample, the number of items applying this tag and the conditions applied.

2. On Catalogue/Item list, you select your tag(s) in the search box. 

3. On the item, I can find in the tag box my tag highlighted in blue as applied.

From Tag/Tag rule list, you can duplicate your tag to make their creation easier, especially when they contain many rule conditions.

Conclusion

Congratulations! You now know how to create a Tag based on one rule in XO.

Let us know in the comment section if there are other test scenarios you would like us to create how-to guides for.

Enjoy your XO experience 😊

Should you encounter any difficulty please don’t hesitate to contact us by clicking here or clicking the submit a case link on the Support Centre and choosing “I have a question” from the list of use cases.