Setting Query Term Rules

Use the following instructions to set query term rules for a promotion.



1. Click on the Rule Criteria plus icon to add a rule.

2. Select Query Terms from the drop-down list.

3. Select one of the following from the next drop-down list:

is

contains

starts with

ends with

4. Type in a list of terms or click Select from Reports to add query terms.

Using Query Reports

You can view K2 reports to determine if you want to create a promotion based on query terms. You can gather the reports on a schedule.

Create a New Report

1. Click Select from Reports. The Report wizard displays.



2. Select Create a new report. Click Next.



3. Create your report settings. Settings include:

Report name—choose from top queries, top queries without results, top queries with no documents viewed, and queries with the most results.

Rows—sets how many rows you view at a time in your report.

Range—sets the date range for the reported query searches.

Group by—choose from hours, days, weeks, months, and years.

Save report settings—optionally type in a report name to save a report for continued use or to use as a template for other reports.

Click Next.



4. Select the query terms you want in the report. Click the arrow to add them to the report. Click Use Query Terms. The terms you added display in the Rules tab.

Open a Saved Report

1. Click Select from Reports. The Report wizard displays.



2. Select Open a saved report and select the report from the drop-down list. Click Next.

3. Select the query terms you want in the report. Click the arrow to add them to the report. Click Use Query Terms. The terms you added display in the Rules tab.