Rules can be strategy-based or based on a product catalog, but you can combine both rule types in a single badge. Let's have a look at the difference.

This option allows you to use live data from your site, and the actions taken by your customers, such as views, purchases, and adds to basket, to determine which products to badge.

This option allows you to upload a .CSV file of less than 25MB containing the details of the products you wish to badge. The file could be a list of new products, products that are now back in stock, or products you are looking to badge as part of an online campaign or team objectives.

As mentioned, rules determine which products to badge. You can add a single rule, for example, "Badge products viewed more than 10 times in the past hour" or combine with another rule for a more flexible approach, "Badge products purchased more than 10 times in the past hour OR Added to basket more than 20 times in the past 24 hours".

If none of the products on your site match the conditions established by those rules, the badge is not applied.

To provide you with greater control and flexibility, you can create additional badges with a new set of rules. These rules can be completely different from the rules in the first badge; the message, icon, and audience can also be different.

These additional badges work much like a fallback so that if a product does not match the rules in the first badge, you can badge products based on a different set of rules in a second badge, and so on.

In this example, we've decided to badge products that meet the conditions in the first set of rules with the message "Hot right now!".

If a product doesn't match those conditions, we'll badge products from an uploaded list:

For both sets of rules, we've left the default audience "All visitors". We won't show badges on products that don't meet the rules in either badge.

TIP Once you've created your badges, you may decide that you would like to swap their positions. You can do this by dragging and dropping.

The first step in setting up a badge is to define the rules that will determine when and where your badge will appear.

To get started, select Add badge

Select one of the available strategies

For all rules other than Product List, you will also need to select an operator, More than or Less than, enter a threshold, for example, 10, and a timeframe, for example, past hour:

For the Product List rule, you will need to upload a .CSV file of no more than 25MB containing the details of the products you wish to badge

Here's an example with the product Ids of five products we want to badge:

Select Save

Add more rules as necessary and click Save and continue to customize your badge

Once you've customized your badge, you can add additional badges as required

Your message can be up to 100 characters in length. When writing your message, you can use attributes that we will replace with actual product data.

Make sure you tailor the message to the badging type you chose and the rule you created.

Enter your message, using the available attributes to build it.

Here are a few examples:

• Viewed #views in the last 7 days
• Purchased #purchased in the last 24 hours
• Almost gone
• Free shipping
• Bundle & Save
• New!
• Hot today!
• Hard to find

You might also want to include an icon with your badge. You can do this either by providing the URL or by uploading it.

Provide the URL for the image. This is a good option if the image is stored online

OR

Click Upload an icon and navigate to the local or shared storage location. This is similar to the first option but more suitable if you need to search for the image

When you are happy with your badge, click Save and continue

An audience is simply the group of customers that you are looking to target with your product badging.

If you or someone in your team has created audiences for other campaign types, you could use one of those, but you can also build one from scratch.

On a technical level, we combine badging rules, a message, icon, and audience into an experience, much like a personalized content or product recommendations experience.

In the Merchandising Hub, in addition to comparing your badging experiences against your default website content, you can also choose to replace your default content with another experience.

In this mode, rather than comparing the badging experience to your control, we'll compare two badging experiences head to head. The first of the two experiences is your test variant (this is the experience you've already built). The second one is your baseline variant (this is a second experience that you will need to build).

Let's imagine that you want to test the effectiveness of a badge. In the standard build flow, you create your new content in the Merchandising Hub and retain your default content. As people visit your site and see either your product badges or your control, we can analyze performance and determine whether your product badge outperformed your control.

Let's now imagine that you have two different versions of your badge-this might be a different icon or message-and you'd like to understand which one resonates more with your visitors.

Rather than comparing each version in two separate and non-concurrent campaigns (remember you can only have one live campaign in the same placement at any one time), we give you the option to replace your default website content with the second version, and keep track of how each one is performing within a single campaign:

In this scenario, people visiting your site will be split between the two versions or variants rather than between a variant and your control. It's a straight-up head-to-head.

What's more, you have two options, depending on your goals:

• Create two versions of your badge and target the same audience to understand which variant resonates more with the same group of people
• Use identical badges and target two different audiences to understand how different groups of people respond

INFO: When replacing your control, you can select either 50%, 95%, or a custom visibility. It is not possible to set visibility to 100% because this would mean that none of the people visiting your site will see your baseline variant. As a result, we wouldn't have a basis for performance comparisons.

1. Click the Replace control toggle

2. Add one or more badges to your baseline variant

   As a starting point, you can duplicate the badges from the test variant by clicking Duplicate from test variant. Once done, you can delete any you don't need and make any changes required

   You can also add experiences from scratch by clicking Add badge

INFO The counter you see in your preview is a placeholder that will be replaced with actual data from your site once your campaign goes live.