Introduction

Before setting up your first merchandising, ensure the following prerequisites are completed:

CMS Integration: Verify that your CMS is properly connected to the platform.
Analytics Integration: Ensure your analytics tool is successfully integrated.

Step 1: Access the Web merchandising Tab

1. Once the integrations are complete, navigate to the ‘merchandising’ tab in the left-hand menu.
2. If your tools have been correctly connected, you will see the configuration page, allowing you to start creating your first merchandising.

Troubleshooting Integration Issues

If an error message appears indicating that the integration procedure has not worked:

• Double-check the integration settings for your CMS and analytics tool.
• Verify that all provided credentials are valid and correctly entered.
• Contact your Customer Success Manager (CSM) for support if the issue persists.

Step 2: Create a New merchandising

1. Click on the ‘New merchandising’ button.
2. You will be redirected to the merchandising configuration page.

Step 3: Name Your merchandising

1. At the top of the configuration page, click on the bold title to rename your merchandising.
2. Choose a clear and descriptive name to make it easy to identify later.

Step 4: Configure merchandising Parameters

To create a merchandising, you need to define several key parameters. While not all parameters are mandatory, the more detailed your configuration, the better the results.

Here are the main parameters to configure:

• Category: define category which are concern by the merchandising.
• Products groups: Specify the groups of products to include in the merchandising.
• Filters: Apply filters to refine the product selection based on criteria like price, category, or stock.
• Products highlight: Pin specific products to feature them prominently in the merchandising.
• Exception: Add dynamic rules to tailor merchandising based on specific triggers or conditions.
• Result to refine: Preview of your merchandising.

For detailed guidance on configuring each parameter, refer to the corresponding help pages within the platform.

Push your merchandising

After completing the setup, click the ‘Deploye changes’ button to ensure your changes are applied.

On the top-right header, you can get the emerch ID to call in your website if you need it

Additional Notes

• Taking the time to configure all parameters ensures that your merchandising is highly relevant and effective.
• If you encounter issues, consult the platform documentation or contact your Customer Success Manager (CSM) for personalised assistance.