Creating a Related Product Rule

The process of creating a related product rule is similar to setting up a price rule. First, you define the conditions to match, and then choose the products that you want to display. At any given time there might be a number of active rules that can be triggered to display related products, up-sells, and cross-sells. The priority of each rule determines the order in which the block of products appears on the page.

For an attribute to be used in a targeted rule, the Use for Promo Rule Conditions property must be set to “Yes”.

  1. On the Admin sidebar, tap Marketing. Then under Promotions, choose Related Product Rules.

  2. In the upper-right corner, tap Add Rule.

    Rule Information

  3. Complete the Rule Information as follows:

    • Enter a Rule Name to identify the rule when working in the Admin.

    • In the Priority field, enter a number that determine the order that the results appear on the page, when results from other rules target the same location. Number 1 is top priority.

    • To enable the rule, set Status to “Active”.

    • Set Apply To to one of the following:

      • Related Products
      • Up-sells
      • Cross-sells
    • If the rule is to be active for a specific range of time, enter the From and To dates.

    • In the Result Limit field, enter the number of records to appear in the results list. The maximum number is 20.

    • If the rule applies to a specific customer segment, set Customer Segments to “Specified”. Then, choose the customer segment from the list.

  4. In the panel on the left, choose Products to Match. Then, build the condition as you would for a catalog price rule.

    Products to Match

  5. In the panel on the left, choose Products to Display. Then, build the results condition as you would for a catalog price rule.

    Products to Display

  6. Complete the condition to describe the products that you want to include in the results.

  7. When complete, tap Save.

Field Descriptions

Field Description
Rule Name A name that identifies the rule for internal use.
Priority Determines the sequence in which the results of the rule appear when displayed with other sets of results that target the same place on the page. The value can be set to any whole number, with the highest priority of 1.For example, if there are multiple up-sell rules that apply, the one with the highest priority appears before the others. The sort order of the products within each set of results is random. Any up-sell, cross-sell, and related products that were manually configured always appear on the page before any rule-based product promotions.
Status Controls the active status of the rule. Options: Active / Inactive
Apply To Identifies the type of product relationship that is associated with the rule. Options include: Related Products, Up-sells, Cross-sells
From Date If the rule is active for a range of time, determines the first date the rule is active.
To Date If the rule is active for a range of time, determines the last date the rule is active.
Result Limit Determines the number of products that appear in the results at one time. The maximum number is 20. If more matching results are found, the products rotate through the block each time the page is refreshed.
Customer Segments Identifies the customer segments to which the rule applies. Options: All / Specified