Site Search

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Site search

Marketing > Site Search

In Site Search, Administrators can create and schedule indexing for all Products in a Store. Administrators can manually boost, or weight, Product or Category search result rankings for Products and Product Attributes using the Site Search tabs.

Multi front uses "Elasticsearch", a search engine based on Lucene. During indexing, Elastic search converts raw data, such as log files, into internal documents-- and stores them in a basic data structure. Changing your search provider will impact the usability of the features below.

Index creation is performed at Store level. Admin user needs to enter a name by which a folder with that name will be created. This folder will contain the indexes created for all the published Products.

Note: Products must be indexed before they will appear in Stores.

Initial screen to show the index list MKT site search img 1 Manage index page.png

The user is provided with an option to filter the search. Here the search contains three sub-sections or sub-filters where the actual search is refined. In the first drop down for setting up the search following options are presented to the user(only one could be selected):

  • Select column
  • Source type
  • Source transaction type
  • Affected Type
  • Server name
  • Status

Following options are presented in the second drop down helps the user in putting up a strong search in combination with the first selected search option

  • Contains
  • Is
  • Begins With
  • Ends With

In the final text-box, the user enters the appropriate search string.

Based on the first category the result for this entry MKT site search img 1 Manage index page p2.png

Mange Index

Within the managed index, there are two main activities create an index and create a scheduler. Following sections would reveal about both these activities.

Create Index

Marketing > Site Search > "Create Index" button

When the user clicks on the Create Index button the following screen appears MKT site search img 2 onclickof create index.png The user needs to click on the Proceed button to create the index.

Note: Use the "View" action to view Indexing Status

  1. Add Index details
  2. Save progress using the "Save " button

Create Index Related Description


Marketing > Site Search > Create Index Tab

Index creation is performed at Store level. Admin user needs to enter a name by which a folder with that name will be created. This folder will contain the indexes created for all the published Products.

Note: Products must be indexed before they will appear in Stores.

Task Detail Description
Index Select Store Choose a Store from the drop-down list to create Index
Index Name If creating an Index for the first time, choose a name for the Index. Admin needs to enter a name by which a folder with that name will be created to store an index for all the published Products. Products for which indexes are created will be displayed Stores.
Scheduler Scheduler Name If creating a Scheduler for the first time, choose a name for the Scheduler
Touch Point Name Read-only; References Index Name
Setting Radial Buttons Select how often Scheduler should run
Start Date Select the start date for Scheduler using Pick-a-date and Pick-a-time fields.
Recur Every Daily and Weekly only; Select how often scheduler recur.
Weeks On Weeks only; Select day(s) of weekly Scheduler should occur
Months Months only; Select month(s) Scheduler should occur
Days Months only; Select day(s) of Month Scheduler should occur. Admins can be Days or On details, not both.
On Create a rule for Scheduler to run based on a week(s) number and day of the week(s). Days or On details, not both.
Repeat Task Every box Select frequency and duration of Scheduler using drop-downs
Expire Date Select end date for Scheduler using Pick-a-date and Pick-a-time fields.
Enabled box Use box to enable or disable Scheduler

Create Scheduler

Marketing > Site Search > "Create Scheduler" button

  • Lets consider that if One time schedule has to be created by the user.
  • Here the Touchpoint name is fetched from the previous screen, scheduler type is by default scheduled, then the scheduler name has to be entered explicitly by the user.
  • In the scheduler settings there is a set of radio buttons depending upon the users preference the user clicks on the button, here, in this case, the radio button clicked is One Time.
  • Then start date and start time has to be selected by the user, similarly the expiry date and time has to be entered by the user.
  • There is a checkbox for Repeat Task Every, 5 minutes,10 minutes,15 minutes, 30 minutes, 1 hour and for a time duration (with values like indefinitely,15 minutes,30 minutes,1 hour, 12 hours,1 day).
  • So depending upon the users preference the values are entered.
  • By default the Enabled checkbox is checked to infer that the scheduler is active.

MKT site search img 3 onclickof create scheduler schedule Onetime.PNG

  • The following provision have to be used if daily schedule has to be created by the user.
  • Here the Touchpoint name is fetched from the previous screen, scheduler type is by default scheduled, then the scheduler name has to be entered explicitly, by the user.
  • In the scheduler settings there is a set of radio buttons depending upon the users preference the user clicks on the button, here, in this case, the radio button clicked is Daily.
  • Then start date and start time has to be selected by the user, similarly the expiry date and time has to be entered by the user.
  • An option to enter Recur every in a number of days as found suitable by the user.
  • There is a checkbox for Repeat Task Every, 5 minutes,10 minutes,15 minutes,30 minutes, 1 hour and for a time duration (with values like indefinitely,15 minutes,30 minutes,1 hour, 12 hours,1 day).
  • So depending upon the users preference the values are entered here.
  • By default the Enabled checkbox is checked to infer that the scheduler is active.

MKT site search img 4 onclickof create scheduler schedule Daily.PNG

  • The initial fields are the same as described for One time and Daily options.
  • In the scheduler settings there is a set of radio buttons depending upon the users preference the user clicks on the button, here, in this case, the radio button clicked is Weekly.
  • Then start date and start time has to be selected by the user, similarly the expiry date and time has to be entered by the user.
  • An option to enter Recur every in a week as found suitable by the user.
  • Also option to choose the particular day(s) of the week starting from Sunday till Saturday as indicated by the respective check-boxes (user may choose one or more options from the check-boxes).
  • There is a checkbox for Repeat Task Every, 5 minutes, 10 minutes,15 minutes,30 minutes, 1 hour and for a time duration (with values like indefinitely,15,30 minutes,1 hour, 12 hours,1 day).
  • So depending upon the users preference the values are entered here.
  • By default the Enabled checkbox is checked to infer that the scheduler is active.

MKT site search img 5 onclickof create scheduler schedule Weekly.PNG

  • The initial fields are the same as described for One time, Daily options.
  • In the scheduler settings there is a set of radio buttons depending upon the users preference the user clicks on the button, here, in this case, the radio button clicked is Monthly.
  • Then start date and start time has to be selected by the user, similarly the expiry date and time has to be entered by the user.
  • User need to select a month, few months or all months. If the days radio button is clicked then the user must enter the number of days by selecting the respective value.
  • On other hands if the user has selected the On option then the user has to make two choices: One is for first, second, third, fourth and the other is for days of the week.
  • There is a checkbox for Repeat Task Every, 5 minutes,10 minutes,15 minutes,30 minutes, 1 hour and for a time duration (with values like indefinitely,15 minutes, 30 minutes,1 hour, 12 hours,1 day).
  • So depending upon the users preference the values are entered here.
  • By default the Enabled checkbox is checked to infer that the scheduler is active.

In the following screen the radio button for days is clicked by the user: MKT site search img 6 onclickof create scheduler schedule Monthly.PNG In the following screen the radio button for On is clicked by the user: MKT site search img 6 onclickof create scheduler schedule Monthly p2.PNG
  1. Add Scheduler details
  2. Save progress using the "Save " button

Search Profiles

Create Search Profile

  1. Navigate to Marketing > Site Search.
  2. Search Settings page opens.
  3. Click Search Profiles.
  4. Click Add New.
  5. MKT site search img 1 Search profiles.png

  6. Add Search Profile page opens as shown below.
  7. MKT site search img 2 Edit Search profiles.png

  8. Provide a unique Search Profile Name.
  9. Select the Catalog for which you want to create the search profile, like in the following instance we have created a profile named as Food junction.
  10. For the Food junction profile there are various search refinement parameters that have been provisioned like the searchable fields, relevance based ranking, query properties. As shown in the screen below if the admin user decides to search for apple in the try it yourself here textbox then the following result can be observed
  11. MKT site search img 3 Edit Search profiles Add search profile.png

  12. Specify the Searchable Fields, Relevance, and Query Properties.

Query Types

Match: This query will search for the specified text in only one Searchable field. Using Minimum Should Match option, you can specify the minimum number of words from the search query that must match the content of the Searchable field.

Minimum Should Match can have following possible values:

Type Example Description
Integer 3 Any three should clause must match the content of a searchable field.
Negative Integer -2 Total number of should clause* minus two must match the content of a searchable field.
Percentage 75% Example: User is searching for “Floral Bouquet Set”, then

(3*75%) = round down(2.25) = 2 Hence, any two should clause must match the content of the searchable field.

Negative Percentage -25% The number computed from the percentage is rounded down, before being subtracted from the total should clause to determine the minimum.
  • A Total number of should clause is equal to the number of words in the phrase searched.

Match Phrase: This query matches if the terms are present consecutively in the same order.

Match Phrase Prefix: This query adds different suffixes to the last term in the searched text similar to auto-complete. Use the Max Expansions option to restrict the number of suffixes; by default, it is set to 50.

Multi Match: This query will search for the specified text in more than one searchable field. It has two types:

Best: Used when text must appear in same searchable field.

Cross: Used when text can be spread across multiple searchable fields.

Operator OR: Give results where either of the words from the phrase exists in the searchable field.

Operator AND: Give results where all the words in the phrase exist in the searchable field.

Auto Correct: This means the number of one character changes that need to be made to one word to make it the same as another word. The maximum number of edits allowed is 2; by default, the value is AUTO:3,6.

AUTO means the number of edits allowed is generated on the basis of the length of the term.

If phrase length is 0 to 2: no edits are allowed and word must match exactly
If phrase length is 3 to 5: One edit is allowed
If phrase length is > 5: Two edits are allowed

Relevance Based Ranking The relevance of the search results are set basis the numeric property selected here.

Searchable Fields The fields added here will be used for searching the entered text. Provide a boosted score to increase the relevance of that field.

  1. You can try the search results under Try it yourself here section by specifying a search phrase and click Go.
  2. Click Save.
  3. Edit Search Profile page opens with more configuration options.

Create Triggers

This is an optional step where you can associate the search profile with a specific user profile or keywords.

  1. Under Edit Search Profile, click Triggers tab.
  2. Click Add New.Once that is done then a keyword with name apple is created for an anonymous type user profile
  3. Add Triggers page opens.
  4. MKT site search img 4 Edit Search profiles Triggers.png

  5. Select User Profile as Anonymous.
  6. Click Save.
  7. Facility to edit the user profile is provided where the user type may be changed from one type to another (like anonymous type user profile is changed to retail customer).
  8. MKT site search img 4 Edit Search profiles Triggers part 1.png

  9. When the change occurs as desired by the Admin user then the following screen would be visible as shown below
  10. The Triggers are displayed in a tabular manner.
  11. MKT site search img 4 Edit Search profiles Triggers part 2.png

Create Facets

  1. Under Edit Search Profile, click Facets tab.
  2. MKT site search img 5 Edit Search profiles Facets part 1.png

  3. Click Associate Facets.
  4. Select the Facets.
  5. Click on the required number of attribute names to associate facets.
  6. MKT site search img 5 Edit Search profiles Facets part 2.png

  7. Once associated, all the associated facets are visible as shown below
  8. MKT site search img 5 Edit Search profiles Facets part 3.png

  9. If the admin user decides to delete a particular associate facet then by clicking on the delete button provided the same facet would be deleted.
  10. MKT site search img 5 Edit Search profiles Facets delete facet part 4.png

  11. The facets is displayed in the tabular format as shown below. As it could be observed from the following screen , that the Price range attribute name is deleted from the associated facet list.
  12. MKT site search img 5 Edit Search profiles Facets part unassigned facet part 5.png

Associate Stores

  1. Under Edit Search Profile, click Stores tab.
  2. MKT site search img 6 Edit Search profiles Stores part 1.png

  3. Click Associate Stores.
  4. Select the Store(s) on which the search profile should be applicable. Stores having the selected Catalog is displayed.
  5. MKT site search img 6 Edit Search profiles Stores part 2.png

  6. Click Associate Stores.
  7. MKT site search img 6 Edit Search profiles Stores part 3.png

  8. The stores are displayed in a tabular format.
  9. MKT site search img 6 Edit Search profiles Stores part 4.png

  10. In case if the number of store increase then in such a case a provision to filter the names of the stores.
  11. MKT site search img 6 Edit Search profiles Stores part 5.png

  12. Where the filter would have three leveled options as indicated in the screen below for the benefit of the user
  13. MKT site search img 6 Edit Search profiles Stores part 6.png

Only after Store association a search profile can be made as Default.

Synonyms

For an E-commerce solution things are constantly changing, this means the systems developed tend to grow continuously with time. For instance, if in an E-commerce store the owner decides to assign different name(s) for a particular product (for e.g. if Tulip in the flower category is a product, we consider, for instance, it is present in the store with different product descriptions like Darwin Tulip, Lady tulip or Tulipa clusiana). Then if a particular shopper searches by a general description as Tulip then the same product with different attributes should be presented in such a search. Here the provision for synonym would greatly help to make the product better searchable(by its synonyms) .

Navigate to Marketing > Site Search > Synonyms.

  1. Main page for synonym is shown below: MKT site search img 1 Synonyms Main page.png Click Search icon to select another Catalog.
  2. Click Add New.When the user decides to add a new synonym then a facility for that is provided here. By clicking on the add new button a new synonym could be set-up by the user. MKT site search img 2 Synonyms search settings after add new button is clicked.png
  3. Specify the original keyword used in the Product name and its synonyms.
  4. In the screen below example of Tulip with a synonym as Darwin Tulip is presented. By default, Bi-directional is selected. MKT site search img 3 Synonyms add new synonym example 1.png
  5. This means if a user searches with original word, the system will give results having original or synonym in the searchable field and vice-versa.
  6. However, if its unchecked on searching with original word system will give results having original or synonym in the searchable field but search with synonym will not yield any result having original word.
  7. Click Save.
  8. User can edit or delete the synonyms using the option provided under Actions column.
  9. Click Publish Synonyms to publish the entire list displayed.

Keyword Redirect

For an E-commerce site keyword-based search is very important. Since most of the users tend to enter their searches using a limited number of words, to search the required product. In the following screen related to the Fine Foods catalog if the user likes to have a Shelled- almonds keyword for with the SEO friendly page name(For e.g. http://webstore.znodellc.com/shelled-almonds), alternately a URL address could also be provided for the same.

Navigate to Marketing > Site Search > Keyword Redirect.

  1. Click Search icon to select another Catalog.
  2. Then, click Add New. First keyword added is Almonds
  3. MKT site search img 1 keywords record created almond.png

  4. Another new keyword added is Gouda
  5. Specify the keyword and relative path of the page to which user is navigated.
  6. Click Save.
  7. MKT site search img 2 keywords redirect gouda.png

  8. Both the keywords are listed in the screen below
  9. MKT site search img 3 keywords redirect created products.png

  10. If the number of keywords are many then, the provision to filter the search would greatly help the admin user searching for a specific keyword
  11. MKT site search img 4 keywords redirect with filter almond.png

  12. User can edit or delete the synonyms using the option provided under Actions column.
  13. Click Publish Synonyms to publish the entire list displayed.As shown below
  14. MKT site search img 5 keywords redirect both new products published.png

Boost & Bury

Boosting

Boosting is a multiplier that enables an Administrator to manually control the ranking weights of Products to appear higher or lower on the search results and/or Category pages. By assigning numerical values to a Product(s), you can adjust where the Product(s) appear on the search result and/or Category pages.

Imagine you have recently acquired several palettes of a Product for a very attractive price and want to sell these items quickly. A Site Admin could enter a boost value to help push the product up on the search result/category pages.

The Boost Value is not the only factor that controls the ranking of your Products. Different factors play into where your Products appear. You may have to experiment with different values to achieve the desired result.

Note: Valid Boosting values are 0.00 – 1000.00. 1.00 is the default value.

Navigate to Marketing > Site Search > Boost & Bury.

  1. Click Search icon to select another Catalog. MKT site search img 1 Boost n bury Main page.png
  2. Click Add New. MKT site search img 2 Boost n bury select catelog.png
  3. Specify a unique rule name, start date and end date of the rule. MKT site search img 3 Boost n bury conditions.png
  4. Specify the trigger conditions when the rule is applied. Alternatively, the user can select the checkbox to apply the rule to every search. Apply To All Search For The Catalog, this checkbox is checked by the admin user, if the boost and bury preferences are to be applied to all the available catalogs. Only in such a case, this option should be used. MKT site search img 4 Boost n bury conditions with values.png
  5. Specify the products to be boosted or buried. MKT site search img 5 Boost n bury rules paused.png
  6. Click Pause to stop the rule. Click Restart to re-apply any paused rule. When the rule is paused: MKT site search img 6 Boost n bury rules updated.png When the rule is restarted: MKT site search img 7 Boost n bury rules restarted.png

Start Date: This controls when the rule will take effect. If a future date is selected, the content will not be visible as per rule till the date specified. Example: If the start date is 01 June’ 2018. Then the rule application starts from 01 June’ 2018 00:00 hours.

End Date: This controls the date when the rule will stop being applied. Example: If an end date is 01 June’ 2018. Then the rule application ends at 01 June’ 2018 23:59 hours.

ANY/ALL Drop down: This allows user to set the operator for the conditions.

ANY (OR): means if any of the conditions specified is TRUE.

ALL (AND): means all the conditions specified are TRUE.

Pause/ Restart: This will pause the rule i.e. this rule will not be applied till the user restarts the rule.

Example: Bury all the products with ratings less than or equal to 2 for every search.

MKT site search img 8 Boost n bury example 1.png

Example: Boost a particular SKU and all products containing rose if user search for flower or bouquets.

MKT site search img 9 Boost n bury example 2.png

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