Introduction
About this feature
This feature allows you to create a tag based on multiple conditional rules applied to your attributes. As a result, your tag will be automatically assigned to all the items whose attribute values match with your conditional rules.
These attribute values 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 conditions 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 information about this topic/feature
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 access you can request access by clicking here or 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. For security reasons we require access for 3rd parties to be requested by a member of the organisation to whose control panel access is being requested for. This is to ensure the organization has granted access to the control panel to access the control panel. You will need to have TAGs available on your Tag List area, if that's not the case please see above how to get started with this.
Scenario
We 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.
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Create the “AND" bloc that will manage the combination of your 2 rule conditions: Click on the “+” green icon and select “AND”
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Add your 1st 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”
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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)
NB:
Select as Type “number” for calculating conditions, “text” to compare strings of characters, “field” to match exact content, “Array” to match with list of different values
Note that your attribute names “Price” and “size” are automatically followed by their catalogue Kind (product). This naming convention is automatically done by the platform to differentiate any common attribute that might be present in different kind catalogues.
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 “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”.
Note: 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 yours 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 multiple rules 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.
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