Helium
Ecommerce/Playbook

⊕ Playbook 02 / Merchandising

Turn product truth into deliberate discovery decisions.

Operate search, recommendations, collections, and bundles as reviewable programs instead of disconnected widgets.

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Editorial merchandising cover with product tiles arranged into a ranked shelf
⊕ The merchandising model

Candidate set, decision logic, placement, review.

Keep the product truth separate from the merchandising decision so each can evolve safely.

HELIUM / COMMERCE WORKSPACELIVE CONTEXT
RESOURCE / PRODUCTOne source of product truth
ATTRIBUTESMEDIALINEAGE
01

Candidate set

Eligible products constrained by availability and catalog facts.

02

Decision logic

Ranking, similarity, curation, and business constraints.

03

Placement

Search, PDP, cart, collections, and campaign surfaces.

⊕ Run the playbook

Six phases from catalog context to storefront placement.

  1. 01
    OUTCOME

    Define the shopper job

    State whether the surface should help discover, compare, complete, or expand a purchase.

    OPERATE
  2. 02
    CATALOG

    Build the eligible set

    Use availability, category, market, product state, and explicit exclusions.

    OPERATE
  3. 03
    SIGNALS

    Choose decision signals

    Combine product similarity, behavior, curation, and commercial constraints deliberately.

    OPERATE
  4. 04
    PROGRAM

    Author the ranking or connection

    Make inputs, candidate logic, and output shape explicit.

    OPERATE
  5. 05
    QUALITY

    Inspect examples and edge cases

    Check cold starts, sparse catalogs, repetition, and unsuitable pairings.

    OPERATE
  6. 06
    DELIVERY

    Bind the approved output

    Deliver the decision to the intended storefront surface.

    OPERATE
⊕ What the work produces

Decisions that can be inspected and reused.

01
OPERATIONAL ARTIFACT

Candidate rules

Eligibility and exclusion logic for each merchandising surface.

02
OPERATIONAL ARTIFACT

Product connections

Reviewable relationships attached to the products they connect.

03
OPERATIONAL ARTIFACT

Placement brief

Surface, shopper job, fallback behavior, and acceptance criteria.

⊕ Merchandising control

The model proposes. The operator owns the shelf.

Review representative placements and explicit exclusions before delivery.

HELIUM / APPROVAL QUEUECONSEQUENCE VISIBLE
01

Prepare the work

Agents assemble the change and its evidence.

READY
02

Review the exact output

The operator sees what changes and where it goes.

READY
03

Approve the consequence

Publishing remains a deliberate human decision.

APPROVE
⊕ Before publishing

Merchandising checklist.

01

The shopper job is explicit

The placement has one clear purpose.

CHECK
02

Eligibility respects catalog state

Unavailable or unsuitable products are excluded.

CHECK
03

Cold-start behavior is defined

Sparse signals do not produce empty or arbitrary results.

CHECK
04

Examples cover edge cases

Operators can inspect surprising decisions.

CHECK
05

The destination is scoped

Outputs reach only the intended storefront surface.

CHECK
⊕ Common questions

Merchandising FAQ.

Is every recommendation personalized?

No. Some surfaces should be curated, contextual, similar, complementary, or rule-constrained.

Why separate product truth from ranking?

Catalog facts should remain durable while merchandising decisions change by surface and goal.

How should a team evaluate the result?

Review relevance, coverage, repetition, edge cases, and business outcome using approved measurement plans.

Can operators override the output?

Yes. Curation and exclusions should remain explicit parts of the decision system.

⊕ A working session, not a sales theater

Bring one merchandising surface.

We will map its shopper job, candidate set, decision logic, review, and delivery.

Book a working session↗