Creating and editing best bets

Best bets are created, edited and published using a simple edit screen on the administration and insights dashboards.

Best bets edit screen

The example below shows the configuration for a simple best bet.

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Each best bet requires the following:

Title

used for the hyperlinked text for the best bet result

Description

used for the summary text presented below the title. This can include HTML formatting.

URL

this is the URL to link to when the best bet is clicked on. The URL can be any URL and does not need to be part of the search. There is an option that allows the URL to be removed from the set of search results if it matches the URL for the best bet.

Trigger

these are the search terms that will cause the best bet to be displayed.

Trigger type

this controls how Funnelback compares the user’s query to the best bet trigger. There are four types of triggers:

  • The search keyword(s) exactly matches: This will only trigger if the user’s keyword is identical to the trigger.

  • All words must be present in the search keyword(s), in any order: This is the most commonly used trigger and matches when all the trigger terms appear within the user’s query. E.g. the best bet using a trigger of "red wine" will appear as long as the words "red" and "wine" both appear somewhere in the user’s query.

  • Substring match: The best bet is returned if the trigger is a substring of the user’s query. E.g. a best bet with a trigger of "red" will be returned for the following queries: red wine, reduction, blackened redfish.

  • Regular expression match: (advanced) The best bet is returned if the trigger regular expression matches the user’s query. This is an advanced match type for power users allowing advanced matching such as wildcards. If you are unfamiliar with regular expressions then don’t use this trigger type. The trigger is expressed as a Perl5 regular expression.

A bulk import/export option is also provided, allowing you to edit all of your best bets inside a CSV file.

Previewing and publishing a best bet

Funnelback provides the ability to preview changes made to best bets and other configuration allowing changes to be made and viewed without the live search being affected.

The changes are then published to make them visible on the live search.

Best bets once live can also be unpublished - this removes them from the live search and allows them to be previewed and edited for future use.

When an item is saved but marked as unpublished it can be viewed by selecting preview from the menu attached to the search box located at the top of the insights dashboard.

menu bar live preview

This will run a search using the live index, but apply anything that is marked as unpublished. This allows a best bet to be created and tested before it is released.

Selecting live from the search box menu will run the search against the live index applying only configuration that has been published and is equivalent to what public users of the search will see.

Tutorials

The tutorial below outlines how to set up a best bet from the insights dashboard. You can also access the best bets editor from the results page management screen.
Tutorial: Creating a best bet
  1. Log in to the insights dashboard and select the Foodista results page.

  2. Observe the summary tile for best bets. The summary is showing that there is 1 best bet configured - and there are no best bets that contain unpublished changes.

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  3. Click on the best bets tile, or select best bets from the left hand menu to open the best bets section.

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  4. Click the add new button to open the best bets editor. Observe that the preview is updated dynamically as data is entered into the form. Enter the following into the best bets editor then click the add button:

    • Trigger keywords: blood orange

    • Match type: The search keyword(s) exactly matches

    • Title: Blood orange rosemary sorbet

    • URL to display/link to: http://www.foodista.com/recipe/QGFGMQN6/blood-orange-rosemary-sorbet

    • Description: This is a simple, beautiful and delicious treat to beat the mid-winter funk. Mix with champagne or prosecco for a beautiful and simple dessert perfect for entertaining!

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  5. Observe that the new best bet now appears in the list of best bets, and that it has a status of new and that there is a button available to publish the best bet.

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  6. Run a search for blood orange using the search box at the top of the insights dashboard. Ensure that preview is selected from the drop down.

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  7. Observe the best bet appearing above the search results. Return to the insights dashboard and run the query again, this time ensuring that live is selected from the drop down.

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  8. Observe that the same results are returned, but the best bet is not displayed. This is because the best bet has not yet been published. Return to the best bets editor and publish the best bet, then rerun the query ensuring that live is selected from the drop down menu. Observe that the best bet is now returned with the results.

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  9. Run a search for blood orange juice. Observe that the best bet is not returned. This is because the trigger for the best bet has been set to the search keyword(s) exactly matches - this means that the best bet will only trigger if the user’s query exactly matches blood orange. Return to the best bets editor and change the trigger to substring match. Save and publish the best bet and rerun the search for blood orange juice. Observe that the best bet is returned. This is because the trigger blood orange is a substring of the user’s query, blood orange juice.

  10. Return to the best bets editor and change the trigger to foodista orange and the trigger type to all words must be present in the search keyword(s), in any order. Run a search for orange foodista and observe that both best bets are now returned. This is because the trigger conditions for both of the best bets are met. A search for orange cake foodista will also trigger both best bets. This highlights that the order of the trigger terms does not matter when using the all words are present trigger.

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