How To Create Successful Ecommerce Merchandising Rules
Creating successful merchandising rules is step one to having a strong merchandising strategy. In order to do this you should look into your customer base, your merchandising goals, and how you will monitor these.
Published May 14, 2025.
Making sure that you have eCommerce merchandising rules set up that best suit your business is the key to successful merchandising. There are a few things you can do before setting the rules in order to make sure you are making the right decisions for your business. Let’s take a look at what some of these are.
Understand Customers
One of the most important elements of ensuring that you are creating the right merchandising rules for your business is knowing what the customers will be looking for. If your merchandising rules don’t meet your customers needs they will not be successful. You can make sure your merchandising strategy applies to your customers by taking the following steps:
Creating Customer Segments
Creating customer segments is a great way to understand the different groups your clients consist of. Creating these audience segments can be based on different factors such as:
Demographics
Purchase history
Browsing behavior
Click profile data
When creating customer segments based on click profile data in real-time, you can solve the problem of any possible data privacy infringements. This is useful when you want to be able to offer personalization at scale. It also means that you can clearly see what demographics of audiences you are dealing with, and ensure your rules meet their needs.
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Customer Journey Map
This is a very useful technique in order to understand any friction points that might occur during your buying journey. It is crucial to try and create the most seamless experience for shoppers on your site. By understanding and analyzing how shoppers navigate your website, you can understand the best way you can use merchandising rules within this.
Your merchandising rules should fit seamlessly into the route that shoppers are already taking. They shouldn’t add something that will produce friction, rather they should aid the shopping journey.
Data Analysis
In eCommerce, customer data is always your best friend. Understanding what products are doing well, which are trending, and which customers are most interested in is key. Similarly, it is important to know which products aren’t so popular with customers. This can help you understand how your merchandising rules can affect this.
Define Goals
Once you understand how your customers are reacting to your products, you need to decide what you are trying to achieve through your merchandising rules. What are your objectives or business goals at this point in time? These can be based on metrics such as:
Sales Targets
Conversion Goals
Inventory Goals
Whether you are trying to shift certain products, or boost inventory levels of each product, different actions will need to be taken. You can also decide whether you are aiming for higher sales, more engagement, or more product clicks.
Having a clear understanding of what you are trying to achieve will help you create more specific and effective rules. It also means that you will be able to track the results of your merchandising rules as they go.
Check Your Results
Once you have done the background research into what will make the best merchandising rules for your business, it is crucial to monitor the rules as you go. One of the best ways to do this is through A/B testing. It is not a good idea to create new merchandising rules without testing them, and seeing if other rules could work more effectively.
Through A/B testing, you can make sure that the rules you select are the best in achieving the results you are looking for. Finding the ones that perform best is a continuous task. They can change over time, and should be updated. If you have a no-code merchandising editor, then you can simply update the rules as and whenever you need.
Conclusion
Creating merchandising rules that will best suit your business should be planned and considered in advance. Having a clear understanding of your customer base, what you are trying to achieve and how you will monitor this is key. If you follow the steps demonstrated in this post, you should be able to create merchandising rules that will succeed.
