Creating a merchandising

Create and manage merchandising rules to control product sorting and visibility on your e-commerce site. This tutorial shows you how to use AB Tasty's merchandising builder to influence product rankings and promote specific items.

Prerequisites

Before creating merchandising strategies, ensure you have:

  • An active AB Tasty account with Recommendations & Merchandising enabled

  • Your product catalog connected to AB Tasty

  • Understanding of your product categories and business priorities

  • Admin or editor permissions in your AB Tasty workspace

1

Access the merchandising section

Navigate to the merchandising area to view and manage your strategies.

  1. Log in to your AB Tasty dashboard

  2. Click Merchandising in the left sidebar navigation

  3. View your existing merchandising strategies in the main table

The merchandising table displays all your active and inactive strategies with their unique identifiers, creation dates, and management options.

2

Create a new merchandising strategy

Start building your merchandising strategy using the strategy builder.

  1. Click CREATE MERCHANDISING in the top right corner

  2. The merchandising builder opens as a new page

The merchandising builder provides custom rules tools on the left and a configuration area for defining your merchandising logic.

3

Name your merchandising strategy

Give your strategy a descriptive name that indicates its purpose and target.

  1. Click Name your merchandising strategy at the top of the builder

  2. Enter a clear, descriptive name (e.g., "Summer Sale Promotion" or "Category Page Boosting")

  3. Use naming conventions that help identify the strategy's business objective

Strategies names should clearly indicate what products or categories the merchandising rules target.

4

(Optional) Describe your merchandising strategy

  • Click arrow down icon at the right corner

  • Click No Description under the name of the recommendation strategy

  • Enter a description of your recommendation strategy

  • Click outside the editing area to add description

5

Configure merchandising custom rules

Apply custom rules to control how products are sorted and displayed.

From the CUSTOM RULES section, you can apply:

  • Filter: Include or exclude specific products based on criteria

  • Sort: Define product ranking based on attributes (price, popularity, ratings)

  • Blocks: Group products into specific sections

  • Limit: Cap the number of products displayed

  • Min: Set minimum product requirements

  • If: Apply conditional logic based on context

  • Pin: Fix specific products to certain positions

  • Merchandising: Apply rules of another merchandising strategy

  1. Drag custom rule from the left panel to the main configuration area

  2. Configure each custom rule's parameters

  3. Layer multiple custom rules to create complex merchandising logic

6

Set up product filtering

Use filters to define which products your merchandising rules affect.

Common filter criteria:

  • Product categories (electronics, clothing, home goods)

  • Price ranges (budget, mid-range, premium)

  • Brand names or manufacturer

  • Inventory status (in stock, limited quantity)

  • Product attributes (size, color, material)

  • Performance metrics (sales volume, ratings)

  1. Drag Filter custom rule to the configuration area

  2. Select filter criteria from dropdown menus

  3. Define filter values (specific categories, price ranges, etc.)

  4. Test filter logic with your product catalog

7

Configure product sorting

Define how products should be ranked within your merchandising rules.

Sorting options:

  • Price (ascending or descending)

  • Popularity (based on views or purchases)

  • Revenue generated

  • Product ratings or reviews

  • Release date (newest or oldest first)

  • Inventory levels

  • Custom business priority scores

  1. Add Sort custom rule to your strategy

  2. Select primary sorting criteria

  3. Add secondary sorting for tie-breaking

  4. Choose ascending or descending order

8

Pin important products

Use pinning to fix specific products to prominent positions.

  1. Add Pin custom rule to your strate

  2. Select products to pin by ID, name, or attributes

  3. Define pin positions (1st, 2nd, 3rd position, etc.)

  4. Configure pin behavior (always show, show if available)

Pinned products override normal sorting rules and appear in specified positions regardless of other criteria.

9

Preview your merchandising

Review how your merchandising rules affect product display.

  1. Click PREVIEW to see the results of your merchandising

  2. Review the product grid showing your merchandised results

The preview displays your products in a grid format, showing how your merchandising custom rules affect product ordering and visibility.

10

Deploy your merchandising strategy

Configure deployment settings and make your merchandising strategy live after the synchronisation.

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