Apply rule boxes to product segments
Learn to optimize specific product segments using rule boxes in Data View or Dataflow in Productsup.
Introduction
When optimizing your data in Data View, you may need to edit only part of the products similar by some attribute. You can combine these products into a segment and apply rule boxes to the whole segment without affecting other products.
For example, you need to offer different discounts depending on product categories: 10% discount for shoes, 20% for swimwear, and 50% for the rest of the products. In this case, you can create three separate segments for shoes, swimwear, and other products and apply different discounts to each segment.
Prerequisite
To apply rule boxes to specific subsets of products, you first have to create segments.
Note
Keep in mind that you can apply rules boxes to the segments created in the previous stage only:
To apply rule boxes in the intermediate stage, create segments in the import stage.
To apply rule boxes in the export stage, create segments in the intermediate stage.
You cannot apply rule boxes to the segments created in the export stage.
Create a segment
To create a segment, take the following actions:
Go to Data View from the site's main menu.
Select the relevant stage in the drop-down menu on the left.
Note
Ensure that you select the stage that precedes the stage where you want to apply the rule boxes.
In the toolbar on the right-hand side, select the filter icon.
Under the Add Filter section, select the column in the first drop-down menu.
Select the condition in the second drop-down menu. For example, contains.
Enter a search term or choose from the column values.
Select Add.
Under Save as Segment section, enter the name of your segment.
Select Save as.
The segment appears under the Available Segments section for you to select in the future.
Apply a rule box to a product segment
To apply a rule box to a segment of products, take the following actions:
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.
The rule box affects the products of the selected segment only. The rest of the products in the column remain unchanged.
Note
You can select several segments in one rule box. In this case, the platform applies the rule box to all products matching all selected segments.