Merchandising strategies – Ometria Help Centre

Once you've created your merchandising blends, you can set up a merchandising strategy.

Merchandising strategies are applied to page elements on your website and comprise any merchandising blends, templates or tests you want to trigger in that element.

Go to: Website personalisation > Merchandising > Merchandising strategies.

The Page elements screen displays.

Page elements are areas in your store website where you can place merchandising features.

Default strategy

Every Page Element has a default merchandising strategy, which determines:

The maximum number of products displayed in the page element
The merchandising blend applied (if any)
The merchandising template applied (if any).
Look and feel.

Click on one of your page elements to see the Default Strategy:

Create a new merchandising strategy

Select Create new strategy, choose a Standard strategy type and click Next.

See also: Set up an AB test

The Create new strategy screen displays:

Complete the fields:

Field	Description
Disabled/Enabled	Disabled - This strategy is not live and active on your site. Enabled - This strategy is live and active on your site. We recommend leaving your strategy disabled until you've completed your setup. If you save this merchandising strategy without setting a Schedule, and have set the strategy to Enabled, it runs and executes on your site if the conditions are met. It takes approximately 10 minutes for a new strategy to start working on your site after you've Enabled it and added it to a page element.
Name	Enter a memorable name for your new strategy.
Description	Enter a clear description.
Products per element	Choose how many products should display in this page element. If you leave this blank, this strategy will inherit the number from your default strategy.
Max Size	If you have lots of products for a page or category, use this field to limit how many of them display. So if you have 200 products on a page, you can limit that to 30. This is useful for landing pages focussed on personalised products.
Merchandising blends	Select a merchandising blend. If you leave this blank, this strategy will inherit the number from your default strategy.
Merchandising templates	Select a merchandising template. If you leave this blank, this strategy will inherit the number from your default strategy.
AdSpots	Select an AdSpot. If you leave this blank, this strategy will inherit the number from your default strategy.
Group by	Select a product grouping. If you leave this blank, this strategy will inherit the number from your default strategy.
Templates	Select a template. If you leave this blank, this strategy will inherit the number from your default strategy.

Select Save.

Settings

Scroll down and choose from the following settings:

Setting

Description

Behaviour

Decide how you want to proceed after the strategy has executed on your site:

Stop once actions have been applied
Continue and allow other strategies to apply actions

See: Behavioural settings

Strategy group

Select the group this strategy belongs to.

See: Creating a new strategy group

These groups help you find your strategy under the Additional merchandising strategies tab on your Default strategy page.

Scheduler

See: Merchandising scheduler

Triggers

See: Merchandising triggers

To trigger this strategy for a segment of contacts, use the persona trigger type.

See: Using segments in your merchandising strategies

Settings tab

In the settings tab you can add the following to your merchandising strategy:

Setting	Description
Facets	Add a facet.
Filters	Use this feature to filter out products and/or attributes that you want to exclude from your merchandising strategy.

The following features require specialist knowledge from a developer. We recommend leaving them untouched:

Titles
Abstracts
Images/Media
Properties

Save your strategy.

You'll be able to find it in the Additional merchandising strategies tab: