Adding Rules
How to add merchandising rules to Search
Adding Rules to Search
Rule Types
There are two types of search rules:
- Global Rules: Apply across all search experiences regardless of the search term entered.
- Search Term Rules: Apply only when a user searches for a specific keyword or phrase.
You can manage both rule types directly within the Playground or via the Rules tab in the main navigation.
Merchandising Controls
Each Rule applies one control type that determines how matching products behave within the strategy.
| Control Type | Action | Behavior |
|---|---|---|
| Only Show | Inclusion | Narrows eligibility only to products matching the Conditions. |
| Hide | Exclusion | Removes matching products entirely. Overrides Only Show. |
| Bury | Demote | Products remain eligible but are ranked lower. |
| Promote | Boost | Products remain eligible but are ranked higher. |
| Pin | Lock Position | Fixes specific products to exact slots in the grid (e.g., Position 1-4), ignoring natural algorithmic ranking. |
Application Scope
These controls can be applied to a wide variety of data points, including:
- Catalog Attributes: Themes, margins, inventory levels, or star ratings.
- Specific Identifiers: Individual Product IDs (SKUs).
- Business Logic: Any custom attribute defined in your product feed.
Note: If a product is targeted by both an Only Show rule and a Hide rule, the Hide rule takes precedence and the product will be removed.
Advanced Customization: Adding Rules & Conditions
Search strategies use a Rules → Conditions hierarchy to determine exactly which products surface to your customers.
Conditions
A Condition is a single, atomic check against your product catalog.
- Examples:
Price < $50,Category = Jackets, orMargin > 20%.
Rules
A Rule acts as a container for one or more Conditions.
- Conditions within a single Rule can be combined using AND / OR logic.
Multiple Rules
Rules themselves can also be combined with AND / OR logic. This flexibility allows you to build everything from simple filters to complex, multi-layer logic trees.
Logic Summary
To help visualize the hierarchy:
- Condition = Atomic check
- Rule = Logical group of conditions
- Multiple Rules = Your full search strategy
Condition Examples by Attribute
Below are common configurations for applying merchandising logic across different product attributes.
Price & Margin
- Price
- Only Show
Price < $50→ Only budget products appear. - Hide
Price > $200→ Luxury items are removed from view. - Bury
Price > $150→ Higher-priced items sink to the bottom. - Promote
Price < $40→ Entry-level items rise to the top.
- Only Show
- Margin
- Only Show
Margin > 20%→ Focus exclusively on profitable inventory. - Hide
Margin < 5%→ Automatically remove unprofitable items. - Bury
Margin < 15%→ Reduce visibility for thin-margin products. - Promote
Margin > 35%→ Aggressively boost high-profit items.
- Only Show
Collection & Product ID
- Collection (Taxon)
- Only Show
Taxon = Men’s Jackets - Hide
Taxon = Clearance - Bury
Taxon = Accessories - Promote
Taxon = New Arrivals
- Only Show
- Product ID (SKU)
- Only Show
Product ID = 123456 - Hide
Product ID = 789101 - Bury
Product ID = 222333 - Promote
Product ID = 999888
- Only Show
Theme
- Only Show
Theme = Summer Collection - Hide
Theme = Holiday Specials - Bury
Theme = Flash Sale - Promote
Theme = Limited Edition
Precedence Order
Eligibility is always evaluated before ranking.
- Hide (Highest priority - if it's hidden, other criteria will not apply).
- Pin (Overrides other criteria besides Hide).
- Only Show (Filter logic).
- Promote / Bury (Final ranking adjustments).
[!IMPORTANT] A product must pass both the Hide and Only Show logic checks before Promote or Bury ranking changes are applied.
Grouping Rules & Conditions — Examples
The power of the strategy engine lies in combining multiple rules and conditions. Here is how logic translates to results:
Simple AND Rule
- Rule 1 — Only Show
- Conditions (AND):
Category = Women’s AccessoriesANDPrice < $100
- Conditions (AND):
- Result: Only women’s accessories under $100 are eligible.
OR Conditions Within One Rule
- Rule 1 — Promote
- Conditions (OR):
Theme = New ArrivalORMargin > 40%
- Conditions (OR):
- Result: Either new arrivals or very high-margin items receive a boost.
Multiple Rules with AND (Eligibility + Blocking)
- Rule 1 — Only Show (AND):
Category = Men’s Jackets,Price < $180,Inventory > 0 - Rule 2 — Hide (OR):
Theme = Clearance,Margin < 8%,Product Rating < 3 Stars - Result: Only in-stock men’s jackets under $180 are eligible; however, any items that are clearance, low-margin, or poorly rated are removed entirely.
Mixed Eligibility + Ranking (Layered Strategy)
This approach separates hard eligibility gates from soft ranking influence.
| Rule Type | Logic | Purpose |
|---|---|---|
| Only Show | Price < $250 AND Inventory > 0 AND Category ≠ Gift Cards | Gate: In-stock, affordable items only. |
| Hide | Margin < 5% OR Theme = Discontinued OR Product ID IN [111, 222] | Block: Removes unprofitable or specific SKUs. |
| Promote | Theme = New Arrival AND Margin > 30% AND Rating ≥ 4 Stars | Boost: High-quality new arrivals rise to top. |
| Bury | Theme = Flash Sale OR Inventory < 5 OR Last Updated > 180 Days | Demote: Sinks old or low-stock items. |
Creating & Testing Rules
Create a Rule
Navigate to the Rules tab in the left sidebar, then select the rule type you want to configure:
- Global Rules: Click to add new or existing rules to your global configuration, then click Save.
- Search Term Rules: View your active rules in the overview table. Click Create Rule, define your rule logic, and click Save to apply the changes.
Test Your Rules
Before publishing to production, open the Playground to test, preview, and validate your rule logic against live data in a safe sandbox environment.