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Best Practices

Tips and strategies for effective pricing management with Calibrate

Workflow Best Practices

✅ Always Review Before Approving

Never blindly approve price changes. Review the details, check policy compliance, and understand the AI's reasoning.

  • • Check percentage change and absolute difference
  • • Review AI explanation for context
  • • Verify policy checks passed
  • • Consider market conditions and timing

✅ Test Changes in Batches

For large price updates, apply changes in smaller batches to monitor impact before proceeding.

  • • Start with 10-20 products as a test
  • • Monitor platform sync success rate
  • • Check customer feedback
  • • Gradually expand to full catalog

✅ Use Constraints on All Rules

Always set price floors and ceilings on automated rules to prevent unexpected pricing extremes.

  • • Set minimum price to cover costs
  • • Set maximum price based on market research
  • • Limit percentage changes (e.g., max 30%)
  • • Review constraints quarterly

✅ Monitor Sync Status

After applying price changes, always check connector status to ensure successful sync.

  • • Wait for sync to complete before moving on
  • • Review error messages immediately
  • • Verify prices updated in platform admin
  • • Keep integration credentials current

Pricing Strategy Tips

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Start Conservative
Begin with small price changes (5-10%) and monitor customer response before making larger adjustments.
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Segment Your Catalog
Use different pricing rules for different product categories, price tiers, and customer segments.
💡
Time Your Changes
Consider seasonality, competitor activity, and promotional calendars when scheduling price updates.
💡
Monitor Competitors Wisely
Track competitor prices, but don't blindly match them. Maintain your value proposition and margins.
💡
Use Data to Decide
Leverage the AI Assistant and Analytics to understand pricing performance before making strategic decisions.

Automation Best Practices

🤖 Start Manual, Then Automate

Before creating automated rules, manually manage pricing for a period to understand patterns and requirements.

🤖 Test Rules with Preview

Always use the preview feature to understand rule impact before enabling. Check matched products and estimated changes.

🤖 Review Rule Performance

Regularly audit your pricing rules to ensure they're still achieving desired outcomes. Disable or modify underperforming rules.

🤖 Keep Rules Simple

Use multiple simple rules instead of one complex rule. This makes debugging easier and reduces unintended consequences.

Team Collaboration

👥
Assign Appropriate Roles
Use role-based permissions to implement separation of duties. Different team members should review and apply changes.
👥
Document Your Strategy
Use rule descriptions and naming conventions to communicate pricing strategy to your team.
👥
Regular Team Reviews
Schedule weekly or bi-weekly pricing reviews to discuss performance, trends, and upcoming changes.

Security & Compliance

🔒 Protect Platform Credentials

  • • Never share API keys or OAuth tokens
  • • Rotate credentials periodically
  • • Use separate credentials for production and testing
  • • Revoke access for departed team members immediately

🔒 Maintain Audit Trail

  • • Don't delete price change history
  • • Keep rejected and rolled-back changes for reference
  • • Document reasons for major pricing decisions
  • • Use Analytics to review historical performance

🔒 Follow Regulatory Requirements

  • • Ensure price changes comply with local regulations
  • • Be aware of price discrimination laws
  • • Maintain transparency in pricing
  • • Keep records for required retention periods