Override product sets from reports

​

Why override product sets from reports?

While Segmentations in Dema allow for rule-based automation, there are times when manual overrides are necessary. For example:

• Exclude specific products from being labeled by automated rules.
• Manually curate product sets based on real-time insights from your reports.
• Quickly adjust feeds for Google or Meta to reflect recent performance trends.

By overriding product sets from reports, you gain full control over your feed segmentations while maintaining the flexibility of automation.

​

How to override segmentations from reports

​

Step 1: Set up your report

1. Create a report in Dema with Product ID as a dimension.

   • This is required for the override functionality.

2. Add filters to narrow down the products you want to manage.

   • For example, filter products with a Gross Margin > 50% or Impressions < 500.

​

Step 2: Add products to segmentations

1. Look for the “Add to segmentations” button in the top-right corner of your report view.

   • This button appears once Product ID is included as a dimension in your report.

2. Click “Add to segmentations.”

   • Select the product set where you want to add the filtered products.

3. Click “Manage in segmentations.”

   • This action sends the selected products to the top of the chosen product set as a new rule.

​

How manual overrides work in product sets

1. Create a rule for the selected products.

   • After adding products to a segmentation, a new rule is created at the top of the product set.
   • All selected products are included in this rule.

2. Assign a custom label.

   • You can apply a specific custom label (e.g., “High Margin Manual” or “Exclude from Feed”) to these products.
   • This label will appear in your feed exports for Google or Meta.

3. Set an expiry date (optional).

   • If the override is temporary (e.g., for a seasonal campaign), you can set an expiry date for the rule.
   • Once expired, the rule is removed, and the products revert to being governed by automated rules.

4. Override priority.

   • Manual rules added via reports are placed at the top of the product set.
   • Rules at the top take precedence over all automated rules below. This ensures your manual selection overrides any existing criteria.

​

Practical use cases

1. Exclude products from automated labels.

   • Let’s say you have an automated rule labeling all products with low impressions as “Low Impressions.”
   • If there’s a product you want to exclude from this label, you can manually add it to the segmentation with a new label like “Exclude.”

2. Quickly adjust feeds for campaigns.

   • After running a report, you identify high-margin products with low impressions.
   • Add these products to a segmentation with the label “High Margin Manual” to increase bids in your feed campaigns.

3. Temporary overrides for seasonal promotions.

   • Create a manual rule for products included in a holiday promotion.
   • Assign a label like “Holiday Deals” and set an expiry date for when the promotion ends.

​

Best practices

1. Use manual rules sparingly.

   • Manual overrides are powerful but can become unmanageable if overused. Prioritize automation whenever possible.

2. Revisit manual rules regularly.

   • Ensure that expired rules are removed and that manual selections remain relevant.

3. Combine automation and manual overrides.

   • Use manual rules as an exception handling tool to complement your automated segmentations.

4. Check rule order.

   • Rules added from reports are placed at the top of the segmentation, ensuring they override lower-priority rules. Adjust rule order if necessary to achieve the desired behavior.

​

Combining manual and automated segmentations

Dema gives you the flexibility to:

• Fully automate product segmentation with rules.
• Manually curate specific products from reports as needed.
• Combine both approaches for a balanced, efficient workflow.

With these capabilities, you can create dynamic, high-performing feed segmentations tailored to your business goals.