Setup and configurationA Merchandiser's Blueprint to Commerce Studio
This article is designed for Product Merchandisers responsible for configuring Commerce Studio to support effective search and product discovery. It outlines basic setup tasks and best practices for using Commerce Studio.
As a Merchandiser, your responsibilities may include setting up the Commerce Studio instance and configuring essential components such as page templates, product cards, and typeahead.
Create and configure new instances of Commerce Studio
Setting up Commerce Studio requires information found in Fusion. Work with your search engineer or Lucidworks representative if you need help configuring these fields. |
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Sign in to Lucidworks Platform.
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On the Lucidworks Platform welcome screen, click Commerce Studio.
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Click Create New.
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In the Add Configuration Information screen, enter values in the following fields:
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In the Name field, enter a unique name for the Commerce Studio instance.
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In the Region field, select the geographic region for the Commerce Studio instance. This cannot be changed after the instance is created.
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In the Fusion to Connect field, select the name of the Fusion integration instance to use in this Commerce Studio instance.
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Optional: In the Signal Store field, select the option for the location where the Commerce Studio signals are stored. This value is only required if you want to use Lucidworks Analytics.
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In the Fusion Application field, enter the name of the application you created in Lucidworks Platform that connects to your Fusion instance.
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Click Next to confirm settings, and then Next to create the instance.
Create pages to group and curate search result sets and facets together
Pages let you customize the layout and appearance of Commerce Studio to more closely reflect your ecommerce store. To get started working with pages, navigate to the Pages screen.
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Click Create New Page.
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In the Name field, enter a name for the page.
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Optional: In the Description field, enter user-defined text to describe the page.
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Click Next.
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Click Add New Sections and select an option from the menu:
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Facets
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Recommendations
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Result List
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This example adds Facets, but the same fields are required if you add Recommendations or Result List.
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In the Name field, enter a name for the section.
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In the Query Profile field, enter the Fusion query profile name to use. This value must match an existing Fusion query profile, which points your search application to the specified static endpoint.
To view the steps for a specific page type, click the title tab.
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Click the Facets Field tab to add facets.
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Click Add Facets.
Here is an example adding a product color facet.
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In the Facet Field, enter the field name that will be identified as a facet.
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Select the Facet Type. The values are:
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Field, which does not include a range.
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Range and then enter Range Start value, the Range End value, and the Range Gap value, which designates the span of the range as a value to be added to the lower boundary.
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Click the Advanced toggle to specify the following settings for the facet:
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In the Select Type field, specify if the facet supports a single selection, or multiple selections.
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In the Facet Sort field, specify the order of the facet field constraints. The values are by count and by the order of the index.
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In the Min Count field, enter the minimum counts required for a facet field to be included in the response.
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In the Boost Values field, enter the list of values to boost, in the order you want them included.
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In the Bury Values field, enter the list of values to bury, in the order you want them included.
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In the Suppress Values field, enter the list of values to remove from the response.
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Click Add Response Value to specify the Field Name that will contain the response for the facet and its Field Value . You can add multiple response values.
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Complete one of the following:
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If you want to add another section, click Add New Sections, select the type of section (Recommendations or Result List), and use the steps outlined for that type to create that section.
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If you have added all of the page’s sections, click Next. If you want to change the order of the sections, click and hold the section to move, and drag it to the correct place. Click Create New Page.
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Customize product card configurations for visual merchandising
Configure item card settings in Commerce Studio to show details like product names and product images, as well as useful metrics.
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On the Visual Editor page, click Results List > Change Item Card Display to configure item cards.
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Configure field settings, such as images and names.
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Configure Inline Analytics to display metrics: Add to Cart (ATC), Revenue Per Visit (RPV), and Conversion Rate (CVR).
Configure typeahead section for visual merchandising
Enable typeahead if you want real-time suggestions when running queries in Commerce Studio. You configure typeahead settings on the Pages screen.
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Click Typeahead Settings > Create Typeahead.
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In the Query Profile field, enter the Fusion query profile name to use. This value must match an existing Fusion query profile, which points your search application to the specified static endpoint.
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Click the Layout and Item Fields tab to add fields.
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Click Add Field.
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In the Field Name, enter the field name from your site’s database that will be searched to find possible matches when the customer enters search terms.
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Select a Field Style from the menu. The options are
price
to display money amounts,url
to display the URL where the data is located, orgeneric
to display text. -
Click Create.
Next steps
With your setup complete, the next step is to ensure that queries retrieve the most relevant results for your users. A well-optimized query structure helps improve accuracy and relevance, directly impacting the shopping experience. The next article introduces techniques to refine your search queries and adapt them to meet specific business goals. By focusing on this area, you’ll enhance how users interact with your search and browse experiences.