Introduction to result modifications
This guide will provide you with the necessary information to enable you to use result modifications in the Merchandising Studio. Any Merchandising Studio user (with the required studio privileges) can create and edit result modifications.
Your Merchandising Studio product catalogue consists of items. There are two ways a shopper can find items inside the catalogue: by searching or by navigating, which returns items as a list. With result modifications, you can move one or more items (as a group) to a specific position within this list or block one or more items from appearing on this list.
Result modifications allow you to create multiple groups of products, which supports responsive row-based merchandising. In one result modification, you can block and move products. Also, multiple modifications can be applied to the same location. Applying result modifications will supersede any other rules set up within rankings.
This fine-tuning can boost or bury certain products on your product listing page.
Modifying results across your site using the Merchandising Studio gives you the freedom to override rules, giving you full control and allowing you to make your site completely bespoke to suit your shoppers and eCommerce Strategy.
Prerequisites
- You have defined the triggers for the desired result modification in advance.
- A ranking rule must be in place across the items (category) before you can apply the result Modification to those items or category.
- You need to have permissions to create a result modification.
Overview
| Purpose of this feature |
Enables merchandisers to make (small) adjustments to (automated) ranking strategies, set up row-based merchandising and block products. |
| Menu name in Merchandising Studio | Result modifications |
| Sub-menu name in Merchandising Studio | n/a |
- A result modification allows you to apply one or more modifications to a product listing page, creating dynamic content for visual merchandising.
- Modifications can be triggered on: locations, searches, keywords, number of navigation steps, query types, dates and custom trigger values.
- The configuration of modifications can be set up in your Merchandising Studio as well as directly on your preview page.
- If one or more modification configurations are triggered on a query, they are applied in the order that they are ranked within the scope.
- A modification may move one or more items to any position of the product listing page.
- A modification may block one or more items from the product listing page.
- The set of items can be grouped using a facet.
- Result modifications will supersede any rules set up within rankings. Therefore always check what result modifications are set up if your lister pages are not displaying items as you are expecting.
When to use result modifications
- Block some products in case they pop up in an undesirable location. For example 'Men's' products appearing 'Boys' catalogue or 'School wear' products appearing in 'Mens wear' location.
- Move some products to appear at the top or the bottom (to make product/s less prominent) of the product listing page. For example, show running shoes first if a customer searches for a well-known sports brand, rather than socks or bags.
- Group-specific product/s (based on specific product information/attributes) into one or more rows. For example, group the first row to show a certain colour of products, ranked by price.
This feature should not be used to compensate for poor search results that could be improved with rankings, data improvements, synonyms, redirects, or a change in the search configuration.
Result modification priorities & scopes
When you create a result modification you will need to choose a scope. A scope is a mapping of your organisational structure in your Merchandising Studio, and allows you to form 'areas of effect' for your modification.
You can set up as many result modifications as required to one or more scopes. These should be prioritised accordingly, to align with your business strategy, but also taking into account your scope structure and hierarchy.
Let's take an example from ABC Company scope structure, note that 'ABC Company' is the parent scope and the sub-scopes are its children; 'ABC GB', 'ABC GB Womens', 'ABC GB Womens Dresses' and so on:
If a result modification was applied to the scope; ABC GB Womens Dresses, Skirts, Tops or Trousers, this will take priority over a result modification using ABC GB Womens, here is an example:
In another scenario, we use the same scope and the same user location as below:
From the result modifications overview page you can change the priority as needed, remember to check which scope you have selected from the dropdown menu on the top left of the screen as shown below:
When creating a result modification, only one scope can be selected and therefore applied to. Modifications can be copied to other scopes once created:
- Select the modification(s) using the checkbox on the left-hand side.
- Click more actions in the menu above.
- Select Copy.
Users can be granted permissions to one or a number of scopes. It is important when troubleshooting, that you consider other scopes you have access to, as well as other result modifications that may be published to a scope lower in the hierarchy that may have an impact on your result modification.
Scopes can be modified in your Merchandising Studio in System > Management:
Triggers
What is a trigger?
Triggers define, where, when or under what circumstances an action occurs in your Merchandising Studio. An action is something a customer does when they are looking for products or items in your catalogue. This could be a search in your site or navigating to a product listing page. Therefore, add a result modification that matches your strategy for that product listing page.
- Triggers are 'conjunctive', used when a trigger AND an action have been configured. When a user reaches landing page A AND show them X products
- All trigger conditions must be satisfied to result in the action
Triggers are selected from the dropdown (this list is taken from a demo site):
Multiple triggers can be created within one result modification. These can trigger when the 'User Location' is 'JEWELLERY' AND 'SOCKS'. In this scenario, the result modification will only trigger when all the 'User Locations' are met. If you would like to only trigger the result modification with any of these then OR should be used instead of AND, see below screenshot of how to add 'User Locations' as an OR trigger, for reference:
When setting up a result modification the triggers are inherited from the parent scope, applied automatically based on how they are set up in System > Management in your Merchandising Studio. You may want to use these triggers or add one or more triggers to specify a keyword or user location, for example:
Note that inherited triggers can only be changed in System > Management in your Merchandising Studio.
Your Merchandising Studio will continually apply result modifications to the data that is supplied through Fredhopper. These are applied based on different trigger conditions and the modification is based on the product ID. If the conditions are not valid anymore, and/or if the product IDs don't exist, the rule will be marked as invalid and can be seen from the result modification homepage.
Common triggers
|
Option |
Description |
|---|---|
| <any custom trigger> | The rule triggers when it meets the specified custom conditions. |
| Keyword | The rule triggers when the shopper runs a search for a specific term. |
| Navigation steps | The rule triggers when the shopper makes a specific or a relative number of navigation steps. |
| Number of results | The rule triggers when a query produces a specific or a relative number of results. |
| Query type | The rule triggers for a specific type of query. |
| Result type | The rule triggers for lister pages of specific types. |
| User/Catalogue location | The rule triggers for a specific page or navigation path. |
| Value distribution | The rule triggers when it meets the conditions for the specified attribute values. |
| Brand | The rule triggers when a Brand name is, or is contained in the navigation or search. |
| Device type |
The rule triggers when a specified device type is being used by the shopper. |
| Date and time | The rule triggers when the date and time is met. Example for use; when launching a new product. |
Action
This is where you set what happens when the trigger is met. There are two options here: Replacement location where you can set a location on your site or Configure Modifications.
Replacement location
When using replacements to take users to a subset of the current content, use restrictive triggers to avoid triggering the same modification again.
If a "contains" or "starts with" trigger is chosen the replacement will trigger on all subsequent locations. Fredhopper will not break due to the infinite loop, but the customer is unable to use any navigation. Hence, User Location "equals" or "ends with" should be chosen instead.
Configure modification
Before you start making any modifications, always make sure the location is locked by clicking LOCK THIS LOCATION:
The modification section is where you apply the changes to move and block products:
Move items
There may be a time that you want to promote or demote an item on your product page. This can be applied to an individual item or a group of items (details on creating groups below).
For example, you may want to promote an item/s to appear at the top of your page. Conversely, you may want to demote an item/s to the bottom or anywhere below the top of your page. Simply drag and drop the item to its new position.
This example shows how you can move item 7 to position 1, by dragging it just in front of position 1:
Or you can move item 1 to position 6, by dragging it in between items 5 and 6:
Block items
Blocking an item or a group of items means it will no longer appear on that page as configured. This can be very useful if you have a product recall or you need to block an entire Brand from your site.
Before blocking item 1:
After blocking item 1. You will see item 1 has been removed and the other dresses move up 1 position, so item 2 now appears in position 1 and so on.
Blocking items will also affect the filters, i.e. if you block an entire Brand, then the Brand will not appear as an option in the filters available.
Grouping items
Let's say in a clothing retail scenario our trigger is met when a shopper lands on Men > Jeans > Regular & classic fit in the Catalogue location. We want to modify the page to show the first 4 items with Blue Jeans, followed by 4 Black items, then Cream, and then Brown, all in descending price order (highest to lowest). Modifications allow us to set Regular & classic fit jeans into a colour to suit our strategy which pushes most popular colour choice:
Full details of how to set up result modifications using similar examples as explained above can be found in our How to Create Result Modifications guide.
Tips for additional setup
You can make edits to your groups before saving this modification, just click on the cog of the group:
Some key options to mention are:
Edit group settings this option will allow you to go back and edit the settings for this group like change the Rank by from Price to something else, or change the number of items from 4 to something else.
Convert into handpicked items this will allow you to remove a certain item from the group, let's say we think that item 8 is too bright for the pink row, we can choose this option and remove it, the next pink item will appear according to the ranking we have set.
Duplicate group this will duplicate the group - so for example if I wanted the first 2 rows to show black dresses I simply choose this option.
Block group choosing this option means that this group of items will not show on this product page.
Dismiss group this removes the group from the modification.
Another way to make edits here is to click on Modifications:
Here you can:
- Drag and drop the group to a new position.
- Click on the group name to make edits.
- Delete the group.
Lastly, you can use the Browse in New Window option:
Best practices
- We recommend avoiding too much manual work unless it is definitely needed to allow the ranking algorithms to do the bulk of the work
- Automated groups will help to structure the page automatically
- The size of any group can be sent in the query to make the visual merchandising responsive depending on the row size (e.g. a row of two items for a mobile view, but three for desktop)
- Demote or block low-in-stock products. Even if stock is used in rankings, a result modification can still push it up if no other products satisfy the criteria of the group
Are you ready to create a new result modification? Click here to open a step by step guide.
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