Managing Consumer Decision Trees

You can manage consumer decision trees and organize products in segments. They correspond to the order in which the products are presented to consumers.

Required access roles: Author, Leader

This task shows you how to:

Display a Consumer Decision Tree

You can open a consumer decision tree, view its segments and the products assigned to each segment.

  1. Open an assortment.
    For more information, see Opening an Assortment.
  2. In the navigation pane, click Consumer Decision Trees.
    The Consumer Decision Trees page appears. It lists the consumer decision trees of the assortment.
    Note: An assortment always contains at least one default consumer decision tree.
  3. Click the title of a consumer decision tree.
    The consumer decision tree appears.

Create and Organize Segments

You can create segments in a consumer decision tree. Then, you can organize the segments in the consumer decision tree to adapt it to the assortment.

  1. Display a consumer decision tree as described above.
    The consumer decision tree appears in the upper pane. The products in the segment and the assortment appear in the lower pane.
  2. If the consumer decision tree does not contain any segments, click .
    A segment is added.
  3. Type a name for the segment and press Enter to add the name.
  4. To rename a segment, click the name of the segment, enter another name, and press Enter.
  5. To add a new segment to the right of an existing segment, select the existing segment and click displayed next to the segment.
  6. To add a new segment below an existing segment, select the existing segment and click displayed below the segment.
  7. To move a segment, select the segment, and drag it beside or below another segment.
    When you move a segment, all its sub-segments are also moved.
  8. To add a color to a segment or edit the color of a segment, select the segment, and select a color from the color picker.
  9. To delete a segment, select the segment, and click .
    When you delete a segment, all its sub-segments are also deleted.

Organize Products in a Consumer Decision Tree

You can add products from the assortment to specific segments and organize them.

  1. Create and organize segments in a consumer decision tree as described above.
    The lower pane consists of two sections. The right pane shows the products in the assortment and the left pane shows the products in the selected segment.
  2. To add a product to a segment, select a segment in the upper pane and select a product in the lower-right pane.
    The product is added to the segment and is shown in the lower-left pane. Inserted products are marked with .
  3. To remove a product from a segment, select a segment in the upper pane and select a product in the lower-left pane.
    The selected product is removed from the segment and is shown in the lower-right pane.
  4. To add all products from the assortment to a segment, select the segment in the upper pane and click Add All Products.
  5. To remove all products from a segment, select the segment in the upper pane and click Remove All Products.
    Notes:
    • You can click in the lower pane to hide the inserted products from the products list. You can also view the number of products that are inserted.
    • You can point to a product to view its properties. The list of attributes can be configured.
    • You can view the products list in thumbnail, tile, or table view.
    • You can point to a product to view its details. You can also customize the details that are shown.
    • You can also search for the required product.

Clone a Consumer Decision Tree

You can clone a consumer decision tree.

  1. In the Consumer Decision Trees page, select a consumer decision tree.
  2. In the page toolbar, click Clone.
  3. Enter a title and describe the consumer decision tree.
  4. Click Done.
    The consumer decision tree is cloned and it appears in the Consumer Decision Trees page.
    Notes:
    • The segments links (to sub segments or products) are also duplicated.
    • The association between the consumer decision tree and sub assortment is not duplicated.

Create Additional Consumer Decision Trees

You can create consumer decision trees apart from cloning existing ones. By default, a consumer decision tree is automatically created when you create an assortment. However, you can create additional consumer decision trees.

  1. In the Consumer Decision Trees page toolbar, click Create Consumer Decision Tree.
  2. Enter a title and describe the consumer decision tree.
  3. Click Done.
    The consumer decision tree appears in the table with its associated sub assortment.
    Tip: To change the default consumer decision tree, select a consumer decision tree, and in the page toolbar, click Set as Default.

Delete a Consumer Decision Tree

You can delete a consumer decision tree. However, you cannot delete the default consumer decision tree.

  1. Select a consumer decision tree in the table.
  2. Click Actions > Delete.
    The consumer decision tree, its segments, and links to sub assortments, products, and segments are deleted.

Modify Consumer Decision Tree Details

You can modify the title and description of a consumer decision tree.

  1. In the Consumer Decision Trees page, select a consumer decision tree.
  2. In the page toolbar, click Enable Edit.
  3. Select the required boxes and modify the following elements:
    • Title: To modify the title of the consumer decision tree.
    • Description: To add or update the description.
  4. Click Save.

Export Customer Decision Tree Details

You can export the customer decision tree section and product details of a customer decision tree. You can export the details of only one customer decision tree at a time.

  1. In the Consumer Decision Trees page, select a consumer decision tree.
  2. In the page toolbar, click Export CDT.
    The details of the customer decision tree are exported to a CSV file. The details of the colors selected for consumer decision tree segments are not exported.
  3. Save the CSV file to the required location.

Modify Period of a Consumer Decision Tree

You can modify the period of availability of a Consumer Decision Tree in an assortment. If period is not defined, the Consumer Decision Tree is always available in the assortment.

  1. In the page toolbar, click Enable Edit.
  2. Select the start and end dates of the Consumer Decision Trees in the assortment.
    You can also Mass Update the start and end dates of the selected or all the Consumer Decision Trees in the assortment.
  3. Click Save.
    The Consumer Decision Tree is available in the assortment for the selected period. The period end and start dates can also be used to filter the Consumer Decision Trees.

Clear Period of a Consumer Decision Tree

You can clear start and end dates of a Consumer Decision Tree in the assortment.

  1. From the product list, select the required Consumer Decision Trees.
  2. In the page toolbar, click Clear Period.

The start and end dates of the Consumer Decision Trees are cleared.