Override product sets from reports

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Why override product sets from reports?

• 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.

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How to override segmentations from reports

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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.

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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.

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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.

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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.

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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.

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Combining manual and automated segmentations

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