Advanced rule box options
Optimize your work with advanced rule box options such as pause, delete, duplicate, schedule, and segment in Data View in Productsup.
Introduction
While optimizing your product data with the help of rule boxes in Data View or Dataflow, you can apply the following advanced options to rule boxes:
Also, you can copy and apply rule boxes across multiple sites with the Bulk Option functionality. See Apply rule boxes in bulk across multiple sites for more information.
Pause or delete a rule box
To terminate the effect of a rule box, you may pause or delete it.
Pause a rule box
To temporarily pause a rule box and re-activate it later:
Go to Data View from the site's main menu.
Choose the needed export channel or the intermediate stage in the drop-down menu on the left.
Select Edit in the attribute's column where you have a rule box.
Select the tool icon in the top right-hand corner of the rule box.
Select the pause icon.
Select Save.
To activate the rule box again, repeat the previous instructions and select the play icon (▶︎) in step 5.
Delete a rule box
To remove the rule box:
Go to Data View from the site's main menu.
Choose the needed export channel or the intermediate stage in the drop-down menu on the left.
Select Edit in the attribute's column where you have a rule box.
Select the tool icon in the top right-hand corner of the rule box.
Select the red trash icon.
Select Save.
Duplicate a rule box
To apply the same rule box several times for the same attribute, but with slightly different settings, you can duplicate a rule box and its settings. To duplicate a rule box:
Go to Data View from the site's main menu.
Choose the needed export channel or the intermediate stage in the drop-down menu on the left.
Select Edit in the attribute's column where you have a rule box.
Select the tool icon in the top right-hand corner of the rule box.
Select the duplicate icon.
Select Save.
Apply rule boxes to segments
Before applying rule boxes to specific subsets of products, you, first, have to create a segment. To learn how to create segments, see Create a segment.
To apply rule boxes to segments:
Go to Data View from the site's main menu.
Choose the needed export channel or the intermediate stage in the drop-down menu on the left.
Select Edit in the attribute's column where you have a rule box.
Select the tool icon in the top right-hand corner of the rule box.
Select the tag icon.
Select the plus + icon for the necessary segment in the Available Segments list.
Select Save.
Schedule rule boxes to run at a specific time
You can schedule boxes to run at a specific time. For example, if you want to offer discounts on products on weekends.
Note
The timezone of the boxes is the same as the scheduling timezone of the site. You can set the timezone in Data Sources. See Schedule your sites to process automatically.
After you add a schedule, a little clock icon appears next to the scheduled rule box.
Schedule a rule for a specific day
To schedule a rule for a specific day of the week and time interval:
Go to Data View from the site's main menu.
Choose the needed export channel or the intermediate stage in the drop-down menu on the left.
Select Edit in the attribute's column where you have a rule box.
Select the tool icon in the top right-hand corner of the rule box.
Under the Box Scheduling section, select Execute on specific days radio button.
Select Add Date.
Pick a day of the week from the drop-down menu.
Select the Begin and End times.
Select the Save button at the top of the toolbar.
You can schedule as many timeframes as desired by repeating the previous process.
Schedule a rule between two dates
Go to Data View from the site's main menu.
Choose the needed export channel or the intermediate stage in the drop-down menu on the left.
Select Edit in the attribute's column where you have a rule box.
Select the tool icon in the top right-hand corner of the rule box.
Under the Box Scheduling section, select Execute between two dates radio button.
Define both Start and End dates, or just one of them.
Select the Save button at the top of the toolbar.
Note
If you define only a Start date, the rule box works for all runs starting this date.
If you define only an End date, the rule box works for all runs before the end date.
If you define the Start and End dates, the rule box works for all runs between and on those dates.
Apply rule boxes in bulk across multiple sites
If you need to add the same rule boxes to multiple sites, use the Bulk Option functionality to save time.
Note
Your sites must have the same column names to apply rule boxes.
Set up the rule boxes in one site.
Go to the account or project level.
Select Bulk Option in the upper ribbon. A new page opens.
In the Choose Site step, choose the site where you created the rule boxes and select Next Step.
In the Choose Operation step, select Add Dataflow Boxes and confirm your choice by selecting Next Step.
In the Operation Details step, choose the stages that contain the rules in the Dataflow drop-down menu. If you choose Intermediate - Export, select the export channel containing your rule boxes from the Export drop-down menu.
Note
All sites where you want to apply the rule boxes must have the selected export.
In the Connections section, select the connections that contain the rule boxes you want to copy and apply in bulk.
You can see the rule boxes applied to each connection.
Scroll down and search for your desired sites in the Target Sites section or select them from the list.
Select channels in the Site Title section.
Select Execute.
In the Confirmation step, check the results of the Bulk Option functionality.