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Scheduled Rules

Scheduled Rules​

note

Scheduled Rules is an enterprise feature available as part of Marqo Enterprise. Contact your Marqo account manager 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 set, you can give it a start time, an end time, or both.

Each scheduled rule set has a single window. At least one of the start time and end time must be set, and when both are set the start time must be earlier than the end time. Schedules do not repeat; to run the same rules again later, create another scheduled rule set. A collection or search query can hold up to 20 scheduled rule sets.

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 console.
  2. Open Collection Rules → Per-Collection Rules and select the relevant index.
  3. Choose the collection you want to configure.
  4. Choose a rule type from the Actions panel 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:
    • Select Schedule Publish instead of Publish.
  7. Configure the schedule:
    • Publish at (optional): When the rule should first become active.
    • Unpublish at (optional): When the rule should automatically stop applying.
    • Times are interpreted in UTC unless an offset is included.
  8. Click Schedule publish. The rule will appear as Scheduled and will automatically activate and deactivate based on the schedule you defined.

Editing Scheduled Rules from the View Triggers Tab​

Once created, scheduled rules can be managed centrally:

  1. Go to the View Triggers tab in the Marqo console.
  2. Locate the scheduled rule set you want to change. You can filter or search by:
    • Collection
    • Rule name
    • Status (Scheduled, Active, Expired)
  3. Click Edit on the relevant rule set.
  4. From here you can:
    • Update the rule logic (e.g., boost conditions, pinned items, exclusions).
    • Change schedule settings (start/end times).
    • Adjust which collections or triggers the rule applies to.
  5. 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 View Triggers: Regularly review the View Triggers tab 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.