Checklist for Active Merchandising

To implement active data for a site, the site must be tagged for data collection, and additional attribute values imported. This page lists the tasks in the order they must be performed. Because analytics-driven merchandising involves the collection, import, analysis, and calculation of values for merchandising, you must complete all of the analytics-driven merchandising tasks before implementing personalization or searchandising.

Preparation and Planning

Task Role ~Time
Present active merchandising slide set to the customer, emphasizing how it would work for them, and the steps to get there.

Review this checklist.

Salesforce B2C Commerce: CRM/Merchandising

Customer: Developer and Merchant

2 hours
Assign roles for merchandising tasks to ensure personnel have the appropriate permissions in Business Manager. Customer: Administrator, Developer, and Merchant 1 hour

Contact Commerce Cloud Support to request that active merchandising be enabled.

Provide the following information in your request email:
  • Customer realm ID
  • Site name
  • Site location: EU or US
  • Projected page views per day for the site
  • Site currency
  • Base URL
  • Site time zone
  • Expected site go-live date
Customer: Developer

15 minutes to make the request

3 hours to 1 week for the feature to be enabled

Read the active merchandising documentation thoroughly. Reading the documentation might speed the implementation and validation process. Customer: Developer 2 hours

Data Collection Set Up and Configuration

Task Role ~Time
Develop a searchandising and personalization strategy for your site. Determine any custom attributes you want to create and use for sorting search results or creating customer group promotions. Customer: Merchant 1-3 hours
Assign roles for merchandising tasks. Customer: Merchant 15 minutes
Make sure personnel have the appropriate permissions. Customer: Administrator 15 minutes

Add new tags to your ISML templates to collect data from your site. You can use the SiteGenesis implementation of active merchandising as an example of tagging. You might also find it useful to refer to the Reference Application implementation of active merchandising for information on what templates to tag if your site is based on the older reference application.

Customer: Developer 30 minutes to 4 hours

Validate the Tagging Effort.

Customer: Developer 5 minutes

Review page tagging for accuracy using the Analytics Debugger.

B2C Commerce: CRM

Customer: Developer

2 hour meeting

Customer includes a file for the Cost and Newness metrics. Tasks include:

Creating Feeds.

Creating the Custom .Csv Feed Files.

Importing the Custom .Csv Feed Files and rebuild the product search index. You can then immediately test rules based on imported feed data, as long as you also have active data available.

Customer: Developer and Administrator

Varies based on requirements (for the tasks, 15, 30, and 5 minutes, respectively)

Automate the feed import:

Create an import pipeline for active data feeds using the ImportActiveData pipelet.

Create a job to automate active data import.

Customer: Developer 30 minutes

(Optional) If your searchandising or personalization strategy requires it, create custom attributes for the ProductActiveData and CustomerActiveData objects.

Customer: Developer Depends on the number of attributes to be created, but if the number is under five, approximately 20 minutes.

Make tagging changes as required.

Customer: Developer 1 day
Update the Commerce Cloud Support ticket to indicate the active data collection should go live. Customer: Developer  

Make tagging changes as required.

Customer: Developer 1 day
Update the Commerce Cloud Support ticket to indicate the active data collection should go live. Customer: Developer  

Searchandizing

Task Role ~Time

Provide searchandising strategy session and sorting rules training.

B2C Commerce: CRM

Customer: Merchant

1 day

Create Dynamic Attributes.

Customer: Merchant 15 minutes

Create Sorting Rules.

Customer: Merchant 15 minutes

Create Storefront Sorting Options.

Customer: Merchant 15 minutes

Configure a Category Default Sorting Rule.

Customer: Merchant 15 minutes

Set the Keyword Search Sorting Rule.

Customer: Merchant 15 minutes

(Migration from Previous Version Only) If you are implementing active merchandising in an existing site, in addition to the previous steps, you also need to change all calls to the Search pipeline to use the new sorting rule ID parameter rather than sortBy parameters.

Customer: Developer 15 minutes

(New implementation only) Make sure any calls to the Search pipeline use the sorting rule ID parameter. See the Product and Search pipelines in the latest SiteGenesis Storefront Core cartridge.

Customer: Developer 15 minutes
When your sorting rules are tuned to your satisfaction, stage them from your Staging instance to your Production instance. Customer: Administrator 15 minutes
Test the data collection after a minimum of 1 day by reviewing the top selling product pages in Business Manager.

B2C Commerce: CRM

Customer: Merchant

15 minutes for the test results, 1 hour meeting to discuss results.

Personalization

Task Role ~Time
Provide a personalized merchandising strategy session and readiness check. Check existing customer groups and content slots.

B2C Commerce: CRM/Merchandising

Customer: Developer

Varies

Provide personalized merchandising training that includes best practices for creating dynamic customer groups and slot configurations.

B2C Commerce: CRM/Merchandising

Customer: Merchant

1/2 day
Create/edit customer group definitions. Customer: Merchant 15 minutes
Create/edit content slots for personalized merchandising. Customer: Merchant 15 minutes

Define customer groups as part of slot configuration rules.

Customer: Merchant 15 minutes

Troubleshooting

Task Role ~Time
Regularly monitor your daily active data feed and consult customer support if you experience any problems. Customer: Administrator 5 minutes

Configure Active Data for Testing.

Customer: Developer or Merchant as desired
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