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Scheduled Rules

Scheduled Rules

Enterprise Feature

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

Scheduled rules let you control when merchandising rules are active without manually publishing and unpublishing them. Instead of immediately publishing a rule, you can schedule it to start and (optionally) end at specific times, or align it with existing business events and collections.

When to Use Scheduled Rules

  • Planned promotions: Schedule boost, pin, or exclusion rules to align with sale start/end times.
  • Seasonal content: Automatically switch collections, hero products, or thematic rules as seasons change.
  • Operational windows: Apply rules only during business hours or delivery windows.
  • Safeguards: Ensure rules automatically turn off after a defined period.

Creating a Scheduled Rule in a Collection

You create scheduled rules from within a collection:

  1. Open the Merchandising section in the Marqo UI.
  2. Select the relevant index and then open the Collections view.
  3. Choose the collection you want to configure.
  4. Click Add Rule within the collection.
  5. In the rule configuration panel, define your rule (for example, boost, pin, or exclude logic).
  6. In the publish options dropdown:
  7. Select Schedule rule instead of Publish.
  8. Configure the schedule:
  9. Start date and time: When the rule should first become active.
  10. End date and time (optional): When the rule should automatically stop applying.
  11. Time zone: Confirm the time zone used for activation and expiry.
  12. Save the rule. The rule will appear as Scheduled and will automatically activate and deactivate based on the schedule you defined.

Editing Scheduled Rules from the Triggers Page

Once created, scheduled rules can be managed centrally:

  1. Go to the Triggers page in the Marqo UI.
  2. Locate the scheduled rule set you want to change. You can filter or search by:
  3. Collection
  4. Rule name
  5. Status (Scheduled, Active, Expired)
  6. Click Edit on the relevant rule set.
  7. From here you can:
  8. Update the rule logic (e.g., boost conditions, pinned items, exclusions).
  9. Change schedule settings (start/end times, time zone).
  10. Adjust which collections or triggers the rule applies to.
  11. Save your changes. Updates will apply according to the adjusted schedule.

Best Practices

  • Align with business calendars: Coordinate schedules with marketing and trading calendars so rules match promotional plans.
  • Use end dates: Always set an end date for temporary rules to avoid long‑running overrides that become hard to track.
  • Review in Triggers: Regularly review the Triggers page to clean up expired rules and confirm upcoming schedules.
  • Test before scheduling: Use preview tools in the UI (where available) to validate rule outcomes before committing to a schedule.