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Fusion 5.9
    Fusion 5.9

    Use Predictive Merchandiser templates

    This article teaches you how to use the Templates feature in Predictive Merchandiser, including how to:

    In the instructions below, a new template is created with two zones for use during a Cyber Monday sales event. One zone is used to display general search results while the other is used to promote specific products for the sale.

    Templates with zones

    The zones used in this article use different query profiles. To follow the instructions as described, you will need to begin with an app that has at least two query profiles.

    If you need to create a new template type, see Create a custom Predictive Merchandiser template.

    Lucidworks offers free training to help you get started with Fusion. Check out the Predictive Merchandiser: Template Manager course, which focuses on how to use the templates included in Predictive Merchandiser and create your own custom templates:

    Predictive Merchandiser: Template Manager

    Visit the LucidAcademy to see the full training catalog.

    Create a new template

    1. Sign in to Managed Fusion and click your application.

    2. Click Relevance > Rules > Templates > New Template.

    3. In the Template Name field, enter a unique name. In this example, the value Cyber Monday is assigned.

    4. Select a value in Template Type. This example uses the landing template type.

      This value is read-only and for informational purposes only.

    5. Click Save.

    For detailed configuration information, see:

    Add a zone to a template

    Zones enable Managed Fusion users to create rules designed for specific query profiles. Combined with templates, this allows a search application to display results from multiple query profiles in the same view.

    In this example, two new zones are created for the Cyber Monday template.

    1. Click Existing to add an existing zone. In this example, the Main Results List zone is added by selecting the zone and clicking Apply.

      The Main Results List zone is the default zone. This zone can be edited but cannot be deleted.

    2. Click +New to add a new zone.

    3. In the Display Name field, enter a unique name for the zone. For this example, the value is Promoted.

    4. In the Query Profile file, select a value. This example uses a query profile named promotional-results. This query profile is configured with rules that pin products to the top of the results.

    5. In the Zone Type field, select a value. This example uses main-results-list.

      This value is read-only and for informational purposes only.

    6. Set the configuration options for the product image, title, and description per your preference.

    7. Click Save.

    For detailed zone configuration details, see Zone configuration options.

    Edit an existing zone

    To edit a zone that is already added to a template, complete the following:

    1. Click Start Task.

    2. Click the pencil icon to edit the page.

    3. Click the wrench icon to edit the zone.

      To delete a zone, click the trash can icon.

    4. Edit the zone as needed and click Save.

    Set triggering options

    Triggers describe conditions that must be met for a template to display. Trigger options include a set date range and specific search terms.

    For more information, see Triggering configuration options.

    Date range

    1. In the Triggering section, click 0 Active.

      Trigger 0 active

      If there are active triggers, this button changes to reflect that number. For example, this button will read 3 Active when 3 triggers are active.

    2. Click the date range selector and select a start and end date. For this example, choose a date range that includes today’s date.

    3. Click Save.

    Search terms

    1. In the Triggering section, click 0 Active.

    2. Click Trigger.

    3. In the Search Terms field, enter cyber monday.

    4. Set the Match Mode field to phrase.

    5. Click Add.

    6. Repeat the process to add a second trigger with Search Terms set to sales event and Match Mode to phrase.

    7. Click Save.

    Test the template

    1. Access Predictive Merchandiser.

    2. Enter one of the search terms you configured in set triggering options. This example used the search terms cyber monday and sales event.

      If today’s date does not fall within the template’s date range trigger, the template will not load.

    If everything is configured correctly, the Cyber Monday template is loaded. You can now create different rules for both zones, including pinning promoted products in the Promoted zone.