IDOL Data Admin 24.2

# Set Up New Promotions

You can set up new promotions from the Promotions page, or from the Search page. You can promote individual documents, or you can set up query promotions. If you set up a query promotion, the entire results set for the promoted query is included when a user searches for the trigger term. For example, you can set up a query promotion for the search term cake to include the entire results set for a search for the term cake in the results set when the user searches for pudding.

Use the following procedure to promote documents.

TIP: You can also create promotions directly from the Search page instead of the Promotions page. In this case, Step 1 and Step 2 are not required.

To promote documents

1. In the main navigation on the left of the page, click Promotions.

2. Click Promote Documents.

3. Type your search terms in the search box at the top of the page, then press ENTER. The Search results page opens.

   TIP: You can view only documents in a specific language by clicking the arrow next to the Language list, then selecting the language that you require. In addition, you can sort your results either by relevance or by date.

4. Click Promote documents.
5. Select the check boxes next to the documents in the results list that you want to promote.
6. Click Promote Items.

7. Click the type of promotion that you want to create, then click Continue.

   1. If you chose to create a Spotlight promotion, click the type of Spotlight promotion that you want to create, then click Continue.
   2. If you chose to create a Pin to Position promotion, click + and - to set the position that you want the documents to appear in, then click Continue.
8. On the promotion triggers page, type the words that a user must search for to trigger the promotion, then click +. Separate multiple words with spaces. Enclose words that you want to be treated as a phrase in quotation marks (for example, "burmese cat"). To remove a term, click x next to a term.

9. Click Finish.

   IDOL Data Admin creates the promotion, and shows the Search results page with the results for the terms that you chose to trigger the promotion. This allows you to test your promotion to make sure it works as expected.

   If you created a Spotlight promotion, your promoted documents appear at the top of the results list. If you created a Pin to Position promotion, your promoted documents appear in a fixed position on the Search results page.

To set up a query promotion

1. In the main navigation on the left of the page, click Promotions. Alternatively, start directly from the Search page.

2. Type your search terms in the search box at the top of the page, then press ENTER. The Search results page opens.

   TIP: You can view only documents in a specific language by clicking the arrow next to the Language list, then selecting the language that you require. In addition, you can sort your results either by relevance or by date.

3. Click Promote query.

4. Click the type of Spotlight promotion that you want to create, then click Continue.

5. On the promotion triggers page, type the words that a user must search for to trigger the promotion, then click +. Separate multiple words with spaces. Enclose words that you want to be treated as a phrase in quotation marks (for example, "burmese cat"). To remove a term, click x next to a term.

6. Click Finish.

   IDOL Data Admin creates the promotion, and shows the Search results page with both the results for the terms that you chose to trigger the promotion, and the results for the promoted query. This allows you to test your promotion to make sure it works as expected.

   The documents from your promoted query appear at the top of the results list.

Copyright 2024 Open Text
Version 24.2 | Last updated March 2024

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Product: IDOL Data Admin 24.2

Topic Title: Set Up New Promotions