Tutorial: How Do I Create My Own Sorting Rules Recipe? (Signal)

19 STEPS

1. In this tutorial, you'll learn how to create a recipe using a template as a starting point.

2. To create a new recipe or modify an existing template, click Create Recipe.

3. Click Exposure.

4. Click Recipe Templates.

5. You will have five templates to choose from.

For this example click Demand.

6. After selecting the Demand template, the pop-up window will automatically populate with specific details and rules aligned with the template's action.

7. You will be required to update the name of the recipe.

8. Type Demand Version 2.

9. Be sure to check the Enable Recipe Metric box, as highlighted.

This ensures the recipe you create is accessible within the Overlay and Decision Tree Enterprise tools in EDITED.

10. The Scoring Level you choose determines how exposure performance is evaluated across your products.

11. In this example, click Product.

Product level scoring evaluates each product individually, offering insights into its overall performance across all locations.

12. By default, the normalized range for this recipe is 0 to 100, but you can select a different range to meet your business requirement and objectives.

13. Pre-populated Ingredients or metrics have been applied, these will set the criteria for how you want your automation to score products.

14. You can add additional metric criteria to your template recipe by selection + Add Ingredient.

15. Where applicable, you can amend the number of most recent Days you want to aggregate the metric scores. For example, selecting 1 will score the product based on the metric performance aggregated over the last 1 days.

16. You can set a rule on any metric to apply a multiplier to scores when certain conditions are met.

For example, if a product falls into a specific category or meets a metric threshold, the multiplier will be applied automatically

17. Use Multipliers to adjust the importance of each metric in a product's final score.

Higher multipliers increase a metric's impact on the score, helping tailor your automation.

18. Once you are happy with your Recipe criteria click Create Recipe.

19. Your Recipe will now appear on the main landing page as highlighted.

You have now completed the tutorial.