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About Business Rules

You can use Business Rules to merchandise your search.

Using Business Rules

For example, you can configure when banners appear, or what results appear and in what order. You can also configure the position of an item in your facet, and what template is used for a given search. The rules run in the order they were defined; the higher a rule's order number, the later it runs in the process, trumping earlier rules. You can drag-and-drop the rules to change their order, or you can reorder them by entering a new number in the rules order text box.
Each business rule is made up of triggers and actions.
The trigger defines when the rule runs. For example, when the query term is "mens" or when the results are mostly hats. The trigger consists of multiple conditions that have to be either all, or any of them be true to make the overall trigger be true. You can specify the precedence by changing the trigger operator.
The action defines what happens when the trigger condition is met. For example, setting the banner to display or moving a given result to position 1. The table of rules shows summary information about the rule. You can click a rule name to open it and see additional information.
The table of rules shows a list of all your business rules. By default, the table shows the last ten rules that were added, in descending order. You can click the column headers in the table to sort the rules in ascending or descending order.
Business rules can have one of three states: Approved, Suspended, or WIP (Work In Progress)
State of the business rule
Description
Approved
Approved business rules run in your live environment and in your staged environment. You approve a business rule in the Advanced Rule Builder.
Suspended
Suspended business rules never run in your staged environment or your live environment.
WIP
WIP (Work In Progress) are business rules that are neither approved nor suspended. That is, you may still be working on them or you may want to test them first before approving them. Business rules in a state of WIP run only in your staged environment.
You approve business rules and push them live so that they run in your live environment. Currently, you can only push all rules live. However, you can change a rule's status to have control over which rules run and do not run in your live environment.
By default rules run whenever their associated triggers are met. However, you can optionally schedule a rule to run for a specific date and time range.
Also, by default, rules run whenever their associate triggers are met for all stores. If you want the rule to only apply for certain stores then you can use the Stores panel to select one or more stores that the rule is applied to.

Adding a new business rule

You can use Visual Rule Builder or Advanced Rule Builder to add business rules that tailor your customer's search experience.
To add a new business rule
The following steps assume you are using the Visual Rule Builder.
  1. Do one of the following:
    • On the product menu, click Rules > Business Rules . On the Business Rules page, click Add New Rule .
    • On the product menu, click Simulator . On the Simulator for Today page, click Add New Rule to the right of the Options drop-down menu.
      If the Add New Rule option is not visible on the page, on the Options drop-down menu, click Simulate Staged .
  2. In the Name text field, type the new name of the business rule.
    Do not click Save Rule yet.
  3. (Optional) If you manage a large number of business rules, you can tag business rules with specific labels. In the Tags field, enter one or more tag labels, Use a comma, Tab, or Enter as a delimiter.
    On the Business Rules page, use the Filter by tag feature to filter for rules that match a given label. 1. On the Business Rule Builder page, set the triggers and actions that you want to use.
    **Trigger options**
    
           Triggers are the conditions that must be met for a business rule to run. When a business rule has multiple triggers, you can configure how triggers respond using one of the following three methods:
    
    
    • A response where all of the triggers must be true (the default setting) as in the following example:
      if a AND b AND c then ...
    • A response where any of the triggers must be true as in the following example:
      if a OR b OR c then ...
    • A response where a custom combination of triggers is specified. That is, you combine individual triggers or "conditions" with AND operators and OR operators.
      You can also alter the evaluation precedence by adding left- and right-parenthesis combinations as in the following example:
      if (a OR b) AND c then ...
      If you combine AND operators with OR operators in a Custom business rule set, be sure that you specify parentheses appropriately to ensure that the triggers are evaluated in the correct order.
      This particular feature of being able to customize a combination of triggers is not enabled by default. Contact Technical Support to activate this feature for your use.
    Triggers option
    Description
    Keyword Matches
    Trigger is true when the search term matches the given case-sensitive keyword. The trigger is true for both the keyword and all of its synonyms, as defined in the Linguistics dictionary.
    Query Matches
    Trigger is true when all the search parameters match.
    Result Group is Dominant
    Trigger is true when the group of results defined by the given search dominates the result set.
    By default, dominance is set at 50%. This setting is a merchandising preference that you can set.
    The entire group must be present within the result set for this trigger to be true. The group of results is dynamic. They can change after index operations, depending on what results match the original search criteria.
    Result Group is Present
    Trigger is true when the group of results defined by the given search is present in the result set. The entire group must be present within the result set for this trigger to be met (the results can present on any page). The group of results is dynamic and may change after index operations dependent on what results match the original search criteria.
    Result Present
    Trigger is true when the individual result is found within the result set. The result can be anywhere in the result set, it does not have to be on the page the user is currently viewing.
    Action options
    When a business rule's triggers are met, the actions that are associated with the rule are performed. While Visual Rule Builder lets you create the following actions, you can use Advanced Rule Builder to create additional types of actions.
    The Remove Facet Item, Reveal Facet Item, Reveal Facet, Remove Facet, Push Facet Item actions in the following table require a facet. The interface for choosing a facet depends on how your account is configured. For example, a normal account uses a drop-down list for choosing facets. However, if your account has slotted facets, an autocomplete text box appears where you can enter the name of any facet. The autocomplete suggests facets in a drop-down list as you type the name of the facet. The suggestions include currently defined facets. If your account has a slot map, it also suggests slotted facets.
    Actions option
    Description
    Push Group
    Pushes the group of search results as defined by the specified search criteria to a specific position.
    Pushing a group of search results does not implicitly add the group.
    Add Group
    Add the group of search results as defined by the specified search criteria.
    Remove Group
    Remove the group of search results defined by the specified search criteria.
    Push Single
    Pushes the individual search result to the selected position.
    Add Single
    Adds an individual search result to the selected position.
    Remove Single
    Removes an individual search result from the search result set.
    Remove All Results
    Removes all results from the search result set.
    Select different banner
    Changes the banner in the selected banner area.
    This option is available when you right-click on a banner in the web page viewing area.
    Add banner commands
    Applies to Adobe Dynamic Media Classic templates only.
    Lets you change the default parameters that are used in the banner template.
    Remove banner
    Removes the banner from the selected banner area; no banner is displayed unless another rule that sets a banner, overrides this rule.
    This option is available when you right-click on a banner in the web page viewing area.
    Push Facet Item
    Pushes an item within a facet to the selected position.
    Remove Zone
    Removes a zone from the search results page.
    See also the Remove Facet action below.
    Reveal Zone
    Reveals a zone in the search results page.
    See also the Reveal Facet action below.
    Remove Facet Item
    Removes a facet item from a facet.
    Reveal Facet Item
    Reveals a specific facet item.
    Reveal Facet
    Reveals a specific facet. This action is preferred over the Reveal Zone action.
    Remove Facet
    Removes a specific facet. This action is preferred over the Remove Zone action.
    Depending on the rule builder panel that is active (unfolded), you can also do the following to set triggers and actions.
    • When the Triggers panel is unfolded - In the presentation template area of the Business Rule Builder page, right-click on any search result or search facet, and then click Add "result present" trigger .
      In the Triggers panel click the "X" to the left of a trigger to remove it from the list of triggers.
    • When the Actions panel is unfolded - In the presentation template area of the Business Rule Builder page, right-click on a search result. Click Add Result , Remove Result , Push to bottom , or Push to #`<n>` (where <n> is a numeral).
  4. (Optional) In any Business Rule Builder panel ( Triggers, Actions, or Schedule), do one of the following:
    • In the presentation template area of the Business Rule Builder page area, right-click a banner, and then click Select different banner . On the Pick Banner page, click Pick this banner below the banner thumbnail to add it to your presentation template. Only banners that match the size and area of the original banner on the presentation template are available for you to pick.
      The add banner action is added to the Actions panel.
    • In the presentation template area of the Business Rule Builder page, right-click on an Adobe Dynamic Media Classic template banner whose parameters you want to change, and then click Add banner commands . In the Change Parameters dialog box, set the parameter options that you want.
      Click Save .
      The parameter changes are added to the Actions panel.
    • In the presentation template area of the Business Rule Builder page, right-click on a banner that you want to delete from the page, and then click Remove banner . The remove banner action is added to the Actions panel.
  5. (Optional) In the Schedule panel, do one of the following:
    • Click Run Indefinitely to have the rule run whenever its associated triggers are met. This option is the default.
    • Click Fixed Schedule , and then specify the start date and time, and the end date and time for the rule to run whenever its associated trigger is met.
  6. Click Save Rule .
  7. (Optional) On the Business Rules page, do one of the following:

Editing a business rule

You can use Visual Rule Builder or Advanced Rule Builder to edit business rules that you have added.
To edit a new business rule
  1. On the product menu, click Rules > Business Rules .
  2. On the Business Rules page, do one of the following:
    • Under the Name column, click the name of a business rule that you want to change.
      The business rule is opened in the default interface that is specified in Settings > My Profile > My Preferences .
    • In the drop-down list, next to a business rule name that you want to edit, click Edit in advanced mode or Edit in visual mode .
  3. In the Name text field, type the new name of the business rule.
    Do not click Save Rule yet. 1. On the Business Rule Builder page, set the triggers and actions that you want to use.
    See the table of options under Adding a new business rule .
  4. (Optional) In any Business Rule Builder panel ( Triggers, Actions, or Schedule, do any of the following:
    • In the presentation template area of the Business Rule Builder page, right-click a banner, and then click Select different banner . On the Pick Banner page, click Pick this banner below the banner thumbnail to add it to your presentation template. Only banners that match the size and area of the original banner on the presentation template are available for you to pick.
      The add banner action is added to the Actions panel.
    • In the presentation template area of the Business Rule Builder page, right-click on an Adobe Dynamic Media Classic template banner whose parameters you want to change, and then click Add banner commands . In the Change Parameters dialog box, set the parameter options that you want.
      Click Save .
      The parameter changes are added to the Actions panel.
    • In the presentation template area of the Business Rule Builder page, right-click on a banner that you want to delete from the page, and then click Remove banner . The remove banner action is added to the Actions panel.
  5. (Optional) In the Schedule panel, do one of the following:
    • Click Run Indefinitely to have the rule run whenever its associated triggers are met. This option is the default.
    • Click Fixed Schedule , and then specify the start date and time, and the end date and time for the rule to run whenever its associated trigger are met.
  6. Click Save Rule .
    The Business Rule Builder page closes, and you are returned to the Business Rule page. Your rules appear in the table. Click the Modified column header to sort the rules by edit date. 1. (Optional) Do one of the following:

Copying a business rule

You can copy an existing business rule to use as the basis for a new business rule that you want to create.
To copy a business rule
  1. On the product menu, click Rules > Business Rules .
  2. On the Business Rules page, in the drop-down list next to a business rule name that you want to copy, click Copy rule .
  3. Edit the copied business rule as usual.

Approving business rules

You can activate business rules that have either a status of WIP (Work In Progress) or suspended.
To approve business rules
  1. On the product menu, click Rule > Business Rules .
  2. On the Business Rules page, using the status column header in the Status column of the business rules table, sort the rules that have a status of WIP or suspended .
    Use the check box column header on the left side of the table to check all the rules that are currently displayed on the page or check only those that have a status of WIP or suspended . 1. On the menu bar near the top of the page, click Approve .
  3. In the Confirm Action dialog box, click OK .
  4. (Optional) Do one of the following:

Suspending business rules

You can suspend business rules that have either a status of WIP (Work In Progress) or approved.
When you suspended a rule you are indicating in the user interface that you have temporarily made it inactive and you are deferring any work on it for another time. You can, however, still edit a suspended rule.
To suspend business rules
  1. On the product menu, click Rule > Business Rules .
  2. On the Business Rules page, using the status in the Status column of the business rules table, in the far left column of the table, check the rules that have a status of WIP , or approved .
  3. On the menu bar near the top of the page, click Suspend .
  4. In the Confirm Action dialog box, click OK .
  5. (Optional) Do one of the following:

Resume business rules

You can resume business rules to reactivate a suspended rule. After you resume the business rule, its status is set to WIP (Work In Progress).
To resume business rules
  1. On the product menu, click Rule > Business Rules .
  2. On the Business Rules page, using the status in the Status column of the business rules table, in the far left column of the table, check the rules that have a status of suspended .
  3. On the menu bar near the top of the page, click Resume .
  4. In the Confirm Action dialog box, click OK .
  5. (Optional) Do one of the following:

Changing the order that business rules run

You can reorder business rules to change the order in which they run on presentation templates.
Business rules run in the order that they were defined; the higher a rule's order number, the later it runs in the process, trumping earlier rules. You reorder rules by entering a new number in the Order column of the table on the Business Rules page. You can also use drag-and-drop on rules to change their run order.
To change the order that business rules run
  1. On the product menu, click Rule > Business Rules .
  2. On the Business Rules page, in the table, do any one of the following:
    • Click the Order column header to sort the rules in ascending or descending order.
    • In the Order column, in the text field to the left of a business rule name, type the order number that you want the rule to run.
    • Drag-and-drop a table row to the position that you want the rule to run. All the order numbers are updated to reflect the new order in which the rules run.
  3. Click Save Changes .
    Your business rules will now run in the order that you specified. The exception is if there is a redirect business rule specified. If and when the redirect business rule is triggered or hit, business rule processing stops to allow for the redirect.
  4. (Optional) Do one of the following:

Deleting business rules

You can delete business rules whose status is WIP, suspended, or approved, by using the Bulk Actions drop-down menu.
To delete business rules
  1. On the product menu, click Rules > Business Rules .
  2. On the Business Rules page, do one of the following:
    • Use the check box column header to check all the rules that are currently displayed on the page.
    • Check only those business rules that you want to delete, based on the status in the Status column of the table.
  3. On the Bulk Actions drop-down list, click Delete .
  4. In the Confirm Action dialog box, click OK .
  5. (Optional) Do one of the following: