Page Metadata

Metadata describe the content of a web page. The Page Metadata feature in Predictive Merchandiser lets you configure metadata using Use Predictive Merchandiser Templates.

Use Predictive Merchandiser Templates

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

• Create a template
• Add zones to the template
• Conditionally trigger the template
• Test the template in the Predictive Merchandiser screen

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.

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.

To begin, access Templates in the Rules Editor by navigating to Relevance > Rules > Templates.

LucidAcademy

Lucidworks offers free training to help you get started.

The Course for Predictive Merchandiser: Template Manager focuses on how to use the templates included in Predictive Merchandiser and create your own custom templates:

Visit the LucidAcademy to see the full training catalog.

Create a new template

1. From the Templates screen, click the New Template button:

2. Assign the template a unique name in the Template Name field. In this example, the value Cyber Monday is assigned.

3. Choose a Template Type. This example uses the landing template type.

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

4. Click the Save button to save the new template:

For full configuration, see:

• Templates UI Configuration Options

• Templating API Configuration Reference

  Images may display other releases if the information between releases does not differ. For example, the Fusion Templating API image reflects version 5.3.5 in both the Fusion 5.2 and 5.3 releases, but reflects 5.4.0 in the Fusion 5.4 release.

Add a zone to a template

Zones enable 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. Add an existing zone to the template by clicking the Existing button. In this example, the Main Results List zone is added by selecting the zone and clicking the Apply button.

2. Create a new zone by clicking the New button:

3. Assign the zone a unique name in the Display Name field. For this example, the value Promoted is assigned.

4. Choose the Query Profile for this zone. 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. Choose the Zone Type for this zone. 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 the Save button to save the new zone:

For full zone configuration details, see Zone Configuration Options.

Edit an existing zone

You can edit a zone that was already added to a template:

1. Select the Start Task button.
2. Select the pencil icon to begin editing the chosen page.
3. Each zone has a trash can icon to delete the zone. Select the wrench icon to edit the zone.
4. In the form that appears, make any necessary edits.
5. Click the Save button to save your changes.

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. See Triggering Configuration Options for additional details.

Date range

1. Click the 0 Active button under Triggering:

   
   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 the Save button to save your changes:

Search terms

1. Click the 0 Active button under Triggering.
2. Click the Trigger button:
3. In the Search Terms field, enter cyber monday.
4. Set the Match Mode field to phrase.
5. Click the Add button.
6. Repeat the process to add a second trigger with Search Terms set to sales event and Match Mode to phrase.
7. Click the Save button to save your changes:

Test the template

1. Navigate to the Merchandiser screen.

2. Enter one of the search terms you configured in the Set triggering options instructions above. 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 was configured correctly, you should see the Cyber Monday template is loaded. You can now create different rules for both zones, including pinning promoted products in the Promoted zone.

When you trigger Predictive Merchandiser templates, the page metadata is added to the response payload, which looks like this:

{
    "triggered": {
        "app": "test",
        "id": "5d9cd572-5928-4a16-a9de-5bab582538a2",
        "name": "example-template",
...
            "name": "Metadata of example-template",
...
            "inTemplates": ["5d9cd572-5928-4a16-a9de-5bab582538a2"],
            "pageMetadata": [{
                "metadata": {
                    "pageTitle": "Example page title",
                    "pageDescription": "Example description",
                    "pageKeywords": ["example"],
                    "imageUrl": null,
                    "pageUrl": null
                }
        }],
        "neverPublished": false,
        "staging": true,
        "published": false
    }
}

The Page Metadata feature also allows you to filter your facets by existing tags, clone the values of your facets, or select filters/facets with predefined metadata. If you have a large number of pages, you can also search your domain by Path URL using the URL Search.

For more information, see Use Page Metadata.

Use Page Metadata

Use the Page Metadata feature to edit the following fields in a Predictive Merchandiser template:

• page-title
• page-description
• page-keywords
• image-url
• page-url

Access and Edit Page Metadata

You must be within an active template to use the More Menu.

1. Choose your app and navigate to Rules > Merchandiser.

2. Click

3. Click .

   This opens a dialog with predefined fields, based on the current information in place for your page.

4. Make your changes, then click Save.

Publish a template

After editing your page metadata, your changes will not be applied until you publish the template. The Publish function is available from the Rules toolbar:

1. Click .

   In the Template Changed section, you will see short description of the page that you edited the metadata for.

2. Hover to the right of the page description to see the button.

3. Review the changes and click the button at the end of the dialogue to publish the template.

   Your metadata changes have now been applied to your site.

Clone Facet Values

1. In the Merchandiser tab, click the
2. Click
3. Select one or more of your existing facets and click

Find a page using URL Search

1. In the Merchandiser tab, click
2. Click
3. In the Domain URL field, select the domain URL for the website you wish to search in the dropdown menu. For example, https://www.lucidworks.com.
4. Type the path URL you wish to search for in the Path URL field. For example, /products/fusion.
5. Click Search.