Setting Up Commerce Customizations to Apply Search Profiles and Promotions

Objective

After completing this lesson, you will be able to create and manage commerce customizations to trigger the execution of promotions and search profiles.

Commerce Customization

In the previous lesson, we introduced the concept of a customization, which can contain several target groups. So far, all customizations were UI-related and used to exchange visible components.

But how does Laura add a personalized promotion? Or how can she configure results on the Product List Page (PLP) to prioritize products for a target group? For example, how can she show pink products at the top of a search list?

To personalize search results, she can use a commerce customization, which adds action types to a target group, from the two actions available:

  1. Adding a dedicated search profile.
  2. Adding a personalized promotion.

The following diagram shows the Customization Library, with the Canon-Men target group selected. Laura can complete a customization by adding a search profile, promotion action, or both from the commerce customizations:

The image shows a customization containing a target group, with the target group’s actions menu open. Here commerce customization is highlighted with the setup of the commerce customization included below. Search and Promotion are the two action choices available.

Depending on the selected action type, Laura can pick a search profile or promotion from the provided list:

The image shows how a search profile is selected when setting up a search commerce customization. A second screenshot to the right shows that the search profile canonLoverElectronics was successfully added to the commerce customization.

As you probably noticed, commerce customizations don’t have a direct visual effect like the exchange of a UI component. Instead, they're usually used together with the "regular" action of UI component exchange. Laura can also use any number and combination of commerce customizations for a single target group.

Note

Don’t be confused by the term commerce "customization".

A commerce customization has nothing in common with a regular customization–it has a different scope and purpose! Regular customizations, as seen in Lesson 3, are visual variations for a target group, affecting CMS components.

Commerce customizations can affect what is displayed (such as search results), but they don’t directly affect CMS components. Rather, they add more context to a target group, allowing specific search profiles and promotions to be displayed.

The Customization Library visualizes a commerce customization applied to a target group by adding an icon to it. Laura can also use the tooltip to quickly see the applied actions, as shown in the next image:

The image highlights a tooltip indicating that a target group that is part of a customization, already has a commerce customization assigned. In this case a search customization.

The applied search profile as a commerce customization could mean that only users in the Canon-Men target group in the Canon Sale customization experience the Canon Lover Search Profile for Electronics.

The search profile could, for example, include:

  • Adding different facets, which are search filter criteria, like megapixel ranges.
  • Bringing the most trending Canon products to the top of the PLP and boosting Canon products to higher positions on the search list overall.
  • Grouping similar products conveniently on the PLP to get a better overview.

In addition, when a promotion is applied as a commerce customization to the Canon-Men target group, only users of this target group can experience this promotion.

Note

Don’t worry about the creation of search profiles and promotions which are typically created by other business users. Your job as Web Content Manager is to apply them to a target group using a commerce customization.

Applying a promotion to a commerce customization is covered in the following video:

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