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Campaign Rules

Enterprise Feature

Campaign Rules is an enterprise feature available as part of Marqo Enterprise. Contact your Marqo representative or sales team to enable this feature.

Campaign rules enable time-bound promotions, seasonal pushes, vendor-funded placements, and launch collections that automatically activate and deactivate based on schedules.

Overview

Campaign rules combine multiple merchandising controls (boost, pin, exclude) with time-based scheduling to create automated, time-bound merchandising campaigns. This allows you to plan promotions in advance and have them automatically activate and deactivate.

Use Cases

  • Seasonal promotions: Boost winter products during winter months
  • Flash sales: Pin sale items to top positions during sale periods
  • Product launches: Promote new collections during launch windows
  • Vendor campaigns: Run vendor-funded product placements
  • Holiday campaigns: Special merchandising for holidays and events
  • Inventory clearance: Promote overstocked items during clearance periods

How to Create Campaign Rules

Step 1: Navigate to Campaign Rules

  1. Go to the Merchandising section in your Marqo dashboard
  2. Select your index from the dropdown
  3. Click on Campaign Rules (if you have Marqo Enterprise enabled)

Step 2: Create a New Campaign

  1. Click Create Campaign or New Campaign
  2. Enter campaign name: Give your campaign a descriptive name (e.g., "Black Friday 2024", "Summer Sale")
  3. Select campaign type:
  4. One-time campaign: Runs once for a specific date range
  5. Recurring campaign: Repeats on a schedule (daily, weekly, monthly, seasonal)

Step 3: Set Campaign Schedule

For One-Time Campaigns:

  1. Start date and time:
  2. Click the Start Date field
  3. Select the date from the calendar picker
  4. Set the start time (e.g., 12:00 AM)
  5. End date and time:
  6. Click the End Date field
  7. Select the end date from the calendar picker
  8. Set the end time (e.g., 11:59 PM)
  9. Time zone: Select the appropriate time zone

For Recurring Campaigns:

  1. Recurrence pattern:
  2. Select Daily, Weekly, Monthly, or Seasonal
  3. For weekly: Select which day(s) of the week
  4. For monthly: Select which day(s) of the month
  5. For seasonal: Select the season and months
  6. Start time: Set when the campaign starts each occurrence
  7. Duration: Set how long each occurrence lasts

Step 4: Configure Campaign Rules

Add merchandising rules that will be active during the campaign:

Add Boost Rules:

  1. Click Add Rule → Boost Rule
  2. Select scope:
  3. All Search: Apply to all search queries
  4. Specific queries: Enter queries (e.g., "running shoes", "winter coats")
  5. All Collections: Apply to all collections
  6. Specific collections: Select collections from dropdown
  7. Set conditions:
  8. Add conditions based on product attributes (e.g., tags contain "sale", category is "winter")
  9. Boost strength: Use the slider to set boost percentage (e.g., +30%)
  10. Click Add Rule

Add Pinning Rules:

  1. Click Add Rule → Pin Rule
  2. Select scope: Same as boost rules
  3. Pin products:
  4. Click Select Products
  5. Search for and select products to pin
  6. Enter position numbers for each product
  7. Click Add Rule

Add Exclusion Rules:

  1. Click Add Rule → Exclude Rule
  2. Select scope: Same as boost rules
  3. Exclude products:
  4. Click Select Products
  5. Search for and select products to exclude
  6. Click Add Rule

Step 5: Preview and Activate

  1. Preview campaign:
  2. Click Preview to see how the campaign will affect search results
  3. Test with sample queries
  4. Review schedule:
  5. Check the campaign timeline to ensure dates/times are correct
  6. Save campaign:
  7. Click Save Campaign
  8. Activate:
  9. Toggle Active to enable the campaign
  10. The campaign will automatically activate at the scheduled start time

Managing Campaigns

View Active Campaigns

  • Go to Campaign Rules to see all campaigns
  • Active campaigns are highlighted
  • Upcoming campaigns show their start date/time
  • Past campaigns are archived

Edit Campaigns

  1. Click on a campaign in the campaigns list
  2. Click Edit
  3. Modify schedule, rules, or settings
  4. Click Save

Pause or Cancel Campaigns

  1. Click on a campaign
  2. Click Pause to temporarily disable (can be resumed)
  3. Click Cancel to permanently stop the campaign

Duplicate Campaigns

  1. Click on a campaign
  2. Click Duplicate
  3. Modify the duplicated campaign as needed
  4. Save as a new campaign

Campaign Analytics

Track campaign performance:

  • Impression lift: How many more impressions did products get?
  • Click-through rate: Did CTR improve during the campaign?
  • Conversion impact: Did the campaign drive more conversions?
  • Revenue attribution: How much revenue can be attributed to the campaign?

View analytics by clicking on a campaign and selecting the Analytics tab.

Best Practices

  1. Plan ahead: Set up campaigns well in advance of start dates
  2. Test campaigns: Use preview to test campaigns before activation
  3. Monitor performance: Track metrics throughout campaign duration
  4. Set clear objectives: Define what success looks like for each campaign
  5. Avoid overlap: Ensure campaigns don't conflict with each other
  6. Document results: Keep records of campaign performance for future planning

Campaign Templates

Use templates for common campaign types:

  • Flash sale template: Quick 24-48 hour promotions
  • Seasonal template: Recurring seasonal campaigns
  • Launch template: New product launch campaigns
  • Clearance template: Inventory clearance campaigns

Access templates from the Templates section when creating a new campaign.