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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:

Advanced rule box options

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:

  1. Go to Data View from the site's main menu.

  2. Choose the needed export channel or the intermediate stage in the drop-down menu on the left.

  3. Select Edit in the attribute's column where you have a rule box.

  4. Select the tool icon in the top right-hand corner of the rule box.

  5. Select the pause icon.

  6. 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:

  1. Go to Data View from the site's main menu.

  2. Choose the needed export channel or the intermediate stage in the drop-down menu on the left.

  3. Select Edit in the attribute's column where you have a rule box.

  4. Select the tool icon in the top right-hand corner of the rule box.

  5. Select the red trash icon.

  6. 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:

  1. Go to Data View from the site's main menu.

  2. Choose the needed export channel or the intermediate stage in the drop-down menu on the left.

  3. Select Edit in the attribute's column where you have a rule box.

  4. Select the tool icon in the top right-hand corner of the rule box.

  5. Select the duplicate icon.

  6. 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:

  1. Go to Data View from the site's main menu.

  2. Choose the needed export channel or the intermediate stage in the drop-down menu on the left.

  3. Select Edit in the attribute's column where you have a rule box.

  4. Select the tool icon in the top right-hand corner of the rule box.

  5. Select the tag icon.

  6. Select the plus + icon for the necessary segment in the Available Segments list.

    Select Segment
  7. 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.Schedule your sites to process automatically

After you add a schedule, a little clock icon appears next to the scheduled rule box.

clock icon for scheluding

Schedule a rule for a specific day

To schedule a rule for a specific day of the week and time interval:

  1. Go to Data View from the site's main menu.

  2. Choose the needed export channel or the intermediate stage in the drop-down menu on the left.

  3. Select Edit in the attribute's column where you have a rule box.

  4. Select the tool icon in the top right-hand corner of the rule box.

  5. Under the Box Scheduling section, select Execute on specific days radio button.

  6. Select Add Date.

  7. Pick a day of the week from the drop-down menu.

    Execute on specific days
  8. Select the Begin and End times.

  9. 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

  1. Go to Data View from the site's main menu.

  2. Choose the needed export channel or the intermediate stage in the drop-down menu on the left.

  3. Select Edit in the attribute's column where you have a rule box.

  4. Select the tool icon in the top right-hand corner of the rule box.

  5. Under the Box Scheduling section, select Execute between two dates radio button.

    box_between_two_dates.png
  6. Define both Start and End dates, or just one of them.

  7. 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 attribute names to apply rule boxes in bulk.

  1. Set up the rule boxes in one site.

  2. Go to the account or project level.

  3. Select Bulk Option in the upper ribbon. A new page opens.

    Bulk Option button at the account level
  4. In the Choose Sites step, choose the site where you created the rule boxes and select Next Step.

  5. In the Choose Operation step, select Add Dataflow Boxes and confirm your choice by selecting Next Step.

  6. In the Operation Details step, choose the stages that contain the rule boxes 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.

  7. 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.

    Rule boxes tags
  8. To let the platform display the sites where you want to copy the rule boxes, select the projects they belong to in the Target Projects section.

  9. Search for your desired sites in the Target Sites search field.

  10. If you are adding rule boxes between the intermediate and export stages, find the Channels column and select the exports where you want to apply the copied rule boxes.

  11. Select Execute.

  12. In the Confirmation step, check the results of the applied changes.

    You can leave this screen by selecting Return to account page. You can also go to one of the sites where you performed the changes by selecting the name of the needed site.