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1. Retrieve User Profile
To utilize features such as Visitor Targets, a User Profile is retrieved. Geolocation data based on visitor’s IP and other custom profile information are saved.
2. Load and Cache Global and Conditional Boost Rules
All active Workbench rules related to adjusting relevance ranking are retrieved.
3. Load and Cache Personalization Insights
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Visibility Rules in the Workbench filter which records would be excluded from the results.
5. Perform Search
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Words that should be ignored are retrieved.
b. Load and Cache Synonyms
The Synonym list from Workbench is loaded.
c. Load and Cache Spelling Override entries
The Spelling Override list from Workbench is loaded.
d. Load and Cache Learning Intelligence
Intelligence from the Learning Search feature is loaded.
e. Execute Search
i. Tokenization
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A score is assigned to each result, based on the searchable fields (i.e. marked as queried within the dashboard):
Based on the relevancy within these searchable fields, Hawk assigns a Score value to each result:
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Relevant rules and insights are applied.
- Search Field Boost - Each search field can be applied a boost as well. The best practice would be to provide boost to fields that have stronger content such as a product name. This depends on the quality of your data.
- Intelligent Search – Popularity can also be applied to influence relevance ranking. Popularity is determined by search behavior and how past customers are interacting with your products.
- Boost and Bury – Rules can also be applied for specific triggers. Rules are flexible and can include different criteria to boost or bury. For example, if a customer searches for a specific term, a merchandiser can boost a specific brand of products to the top.
- Pinning – Within the preview window, merchandisers can specifically choose which products should be boosted to the top by applying a pin. This can help when you want to merchandise specific products.
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Selected facets are applied to the results. In the example below, we've selected the Camp & Hike facet under Department, so the results included in this facet are returned:
f. Retrieve Spell Correction / Did You Mean Options
Relevant spell correction and Did You Mean options are retrieved.
g. Load Best Fragment for Each Search Result Row
The field that is enabled for Best Fragment is retrieved. This setting generally applies to content/description fields. Also, note that only one field can be enabled for Best Fragment.
Enabling a field for Best Fragment allows Hawk to extract the snippet of text that contains the most matches, and also highlight the matching contents in the results:
h. Load Facets
Relevant facets based on the search results are retrieved. In the example below, searching for "jackets" returns the relevant facets:
6. Process Did You Mean
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Merchandising Rules that are triggered and relevant for the search query are returned.
9. Process Tracking Data
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