⚠️ This feature works with Boost AI Search & Discovery V1 & V2. To find out which version of our app you are using, please follow this article.

Upgrade note

As you know, after the release of Boost AI 3.0, we have big steps to improve our new Search and Merchandising. If you are currently using the old Search and Merchandising and want to upgrade to the new search version, please keep the following in mind:

Upgrading the search engine will affect all
- Search features include Instant search display, Search page display, Suggestion dictionary, Search settings, Synonyms, Stop words and Redirects.
- Merchandising features include Product Ranking, Rule-based Merchandising, and Product Visibility.
Some rules will expire in the new version, meaning that the current settings on the old features will disappear or reset to default after upgrading. However, we promise that the new version will be easier to customize and more powerful than the old one.
Once you upgrade the new search and merchandising versions, you cannot revert it.

How to upgrade to the new search engine

⚠️IMPORTANT NOTE (MUST READ)⚠️

Main risks of upgrading search engine

Upgrades to search engines present the following risks:

If you are utilizing all the merchandising features and wish to upgrade the search engine, you will be required to upgrade to the new merchandising. Additionally, it is important to understand the risks involved with upgrading the merchandising system.
After upgrading the search engine, all current settings will be retained, except for the Search fields and In-collection search settings, which will be reset to their default values. Additionally, the Fuzzy search setup will no longer exist in the new version.
The merchandising and search functionality cannot be reverted once it has been upgraded.

What can you do to decrease the risks of upgrading your search engine?

Double-check both the search and merchandising features before upgrading. You can also preview the new merchandising and try setting it up early to reduce the risk of losing any current settings.
Our new search engine is smarter and can display the most relevant search terms at the top without manually setting them up for Search Fields and In-Collection Search. However, if you want to keep your old settings, review and note them down in case you want to set the same settings again later.
Understand the risks of upgrading both the new search engine and merchandising.

How to upgrade to the new search version

Go to the app's admin page, select one sub-menu search, and click the "Upgrade search engine" button on the banner.

2. On the "Switch to new search engine" popup, click the "Switch to new search engine" button.

3. Wait for the switching process to complete. A banner that reads Upgraded Successfully will be displayed when it is done.

4. After the upgrade is successful, the new search will be shown.

How to upgrade to new Visual Merchandisng

⚠️IMPORTANT NOTE (MUST READ)⚠️

Main risks of upgrading search engine

Upgrades to merchandising present the following risks:

If you are using Search fields and In-collection search settings and wish to upgrade the search engine, you will be required to upgrade to the new search. Additionally, it is important to understand the risks involved with upgrading the search engines.
After upgrading the merchandising, some rules will expire in the new version.
Once you upgrade the merchandising and search, you cannot revert it.

What can you do to decrease the risks of upgrading your merchandising?

Double-check both the search and merchandising features before upgrading. You can also preview the new merchandising and try setting it up early to reduce the risk of losing any current settings.
Make sure you understand the risks of upgrading both the new search engine and merchandising.

Preview new merchandising

If you are still using the old merchandising version with three sub-menus (Product Ranking, Rule-based Merchandising, and Product Visibility), it's time to upgrade to the new merchandising version.

We have a feature called "Explore and Set Up New Visual Merchandising" which allows you to try out new settings for visual merchandising. To explore new visual merchandising, you can follow these steps:

Step 1: Go to app’s admin > Merchandising > Click button “Explore and set up new Visual Merchandising” or “Set up Visual Merchandising” on these banners > Go to the new merchandising interface.

Step 2: Try to set up a new merchandising rule

The first thing you see when going to Visual Merchandising is the rule listing page. The rule listing page is divided into two tabs “Commerce Search” and “Collection Page”. To learn how to create merchandising rules for the new version, please refer to the Visual Merchandising overview.

Your configuration changes will not take effect until you upgrade the feature. Your settings on new visual merchandising will still be saved after upgrading.

💡 You should try to finish all setup merchandising rules before switch the version to make sure the new version works well.

How to upgrade from current merchandising to the new merchandising

To upgrade from old merchandising to new visual merchandising:

Go to the app’s admin > Merchandising > click the button “Upgrade to new version” on the banner.
On the popup “Switch to new merchandising”, click the “Switch to new merchandising” button.
Wait for the switching process to complete. The banner "Upgraded Successfully" will be displayed when it is done.
After the upgrade is successful, the new merchandising will be shown. If you have set any rules in the preview merchandising, they will also be applied to this version.

Some rules from the old version can be matched to the new version, but not all rules can be. The merchant will need to manually update the new version. Here is some rule that can match between 2 versions:

	Old version	New version
Product Ranking	Keyword search	Strategy: Pin Applied for: Specific search terms Search term is: keyword search Condition: Product ID
	Matched Search	Strategy: Boost Applied for: All search terms Condition: Product ID Each product is equivalent to 1 set condition.
	At the bottom	Strategy: Demote Applied for: All search terms Condition: Product ID Each product is equivalent to 1 set condition.
	Always prioritized	Not support in the new version
Product visibility	Apply to: search page/ ISW	Strategy: Hide Applied for: All search terms Condition: Product ID Each product is equivalent to 1 set condition.
	Apply to: Collection page	Merchandising rule: Hide Applied for: All search terms Condition: Product tag Each tag is equivalent to 1 set condition.
Rule-based merchandising	Rule-based merchandising	Strategy: Ranking High (Old Merchandising) = Boost Ranking Medium & Low (Old Merchandising) = Demote If this collection already exists a rule on Merchandising V2, add more strategy to this rule. Applied for: Select the collection that has the corresponding rule. Conditions: If users selected all conditions for product must match of Old merchandising rule = Create product attributes in a set of conditions. Maximum 3 attributes in a set. If users selected any conditions for the product must match of Old merchandising rule = Create a different set of conditions. Each product attribute is equivalent to a set of conditions. Maximum 3 set conditions. Remove duplicate conditions and product attributes. Status: Enabled.

Tutorial video

Check out our tutorial video on how to use the Visual Merchandising feature:

If you have any questions or need further assistance, please do not hesitate to reach out to our dedicated support team at [email protected].

Ranking specific products in search results

Ranking a group of products in search results

Visual merchandising overview

Merchandising rules for Collection Page

Merchandising Rules for Commerce Searching