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Campaign Rules

note

Campaign rules are an enterprise feature available as part of Marqo Enterprise. Contact your Marqo account manager 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:
    • One-time campaign: Runs once for a specific date range
    • Recurring campaign: Repeats on a schedule (daily, weekly, monthly, seasonal)

Step 3: Set Campaign Schedule​

For One-Time Campaigns:​

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

For Recurring Campaigns:​

  1. Recurrence pattern:
    • Select Daily, Weekly, Monthly, or Seasonal
  2. For weekly: Select which day(s) of the week
  3. For monthly: Select which day(s) of the month
  4. For seasonal: Select the season and months
  5. Start time: Set when the campaign starts each occurrence
  6. 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:
    • All Search: Apply to all search queries
    • Specific queries: Enter queries (e.g., "running shoes", "winter coats")
    • All Collections: Apply to all collections
    • Specific collections: Select collections from dropdown
  3. Set conditions:
    • Add conditions based on product attributes (e.g., tags contain "sale", category is "winter")
  4. Boost strength: Use the slider to set boost percentage (e.g., +30%)
  5. Click Add Rule

Add Pinning Rules:​

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

Add Exclusion Rules:​

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

Step 5: Preview and Activate​

  1. Preview campaign:
    • Click Preview to see how the campaign will affect search results
    • Test with sample queries
  2. Review schedule:
    • Check the campaign timeline to ensure dates/times are correct
  3. Save campaign:
    • Click Save Campaign
  4. Activate:
    • Toggle Active to enable the campaign
    • 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.