Creating product collections

Collections group products so shoppers can browse a range, season, or theme. For example, create Summer favorites by choosing products yourself, or let an automated collection include products with particular tags.

Use Manual when you want to choose each product. Use Automated when membership should follow conditions as product information changes. A product can belong to more than one collection.

Before you start

• Sign in as the store owner or with permission to manage Products. Collections use Products access.
• Check that your plan has room for another collection. When its collection limit is reached, the admin shows an upgrade notice and prevents creating another one.
• Decide whether membership should be manual or automated before saving.
• For an automated collection, check the product information you want to match, such as tags, vendor, price, or a product custom field.

Open and search collections

1. Open Collections from the admin sidebar, under Products.
2. Use Search collections to find a collection, or Add filter to narrow results by Status, Items, Created, or Updated. Eligible collection custom fields can also appear as filters.
3. Use Sort to change the order of collections in this admin list.
4. Open a row to edit it. The list shows Title, Status, slug, and Items, which is the number of products in the collection.

These are existing demo collections. Their item counts are shown as recorded, including collections with zero items. Select any screenshot to enlarge it.

Create a manual collection

1. Click Create collection.
2. Enter a clear Title, such as Summer favorites, and optionally add a description.
3. Under Collection type, keep Manual selected.
4. Review Status. Choose Draft while preparing the collection, or Published when it should be available to the storefront. A new form starts as Published, so review this before saving.
5. Choose Sort products by under Product sorting. This controls the default order of products inside the collection.
6. Optionally add an image under Media, edit the search listing, or prepare custom field values.
7. Click Add to create the collection. After it opens, use Save for later changes.

This is an unsaved example. No collection was created or published for this screenshot.

Creating a manual collection does not automatically add products to it. Add products from their own editors as described next.

Add or remove products in a manual collection

1. Save the manual collection first so it is available to select.
2. Open Products and open the product you want to include.
3. In Organization, find Collections and search for or select the manual collection. You can select more than one.
4. Save the product using its main save action.
5. Reopen Collections and check the collection's Items count and storefront page as needed.

To remove a product, remove that manual collection from the product's Collections selection, then save the product. This changes membership; it does not delete the product.

The picker offers manual collections. Automated memberships are shown separately with an automation icon and cannot be removed through this picker. Change the product information or collection conditions to change an automated membership.

Create an automated collection

1. Click Create collection, then enter its Title and optional description.
2. Under Collection type, choose Automated. A Conditions block appears with an initial Product tag rule.
3. Choose whether products must match all conditions or any condition.
4. For each rule, select a product attribute, an operator, and a value. For example, Product tag → is equal to → summer.
5. Use Add another condition for another rule. Keep at least one complete condition; the current form supports up to 30.
6. Review Status, Product sorting, and the remaining collection details, then click Add.
7. Check membership after saving. When product information changes, matching products enter the automated collection and products that no longer match leave it.

This prepared example requires both tags. Its conditions were not saved, and no product membership was changed for this screenshot.

All conditions joins rules with AND: a product needs to satisfy every rule. Any condition joins them with OR: one matching rule is enough. With the example above, All requires both summer and featured; Any includes products with either tag.

Available attributes include Product title, Product tag, Product type, Product vendor, Price, Sale price, Weight, Inventory stock, SKU, Barcode, Days since added, and Units sold. Operators and inputs depend on the attribute. For example, numeric attributes offer comparisons, while text attributes can offer matching or contains operators. An is empty or is not empty rule does not need a value.

Price inputs display the store currency. Days since added uses a whole number of days. You can type a tag that no current product has; the collection stays empty until products match it.

Supported single-value product custom fields also appear as Custom field: … choices. List fields and reference fields are not offered. A collection's own custom fields describe the collection; automated membership rules use product custom fields. See Managing custom fields for setting up definitions and record values.

Set product order and storefront visibility

Under Product sorting, choose the default product order: Best selling, Alphabetically A–Z or Z–A, Price low to high or high to low, Date added new to old or old to new, or Recently updated. The default is Recently updated. Save the collection after changing it.

The Collections list's Sort control arranges collections in the admin. It does not change the Product sorting setting inside a collection. A storefront's own sort choice can also affect the order a shopper sees.

Use Draft while preparing a collection. Use Published when it should be available to shoppers, then check its storefront page. Publishing a collection does not automatically add it to a navigation menu; add an appropriate collection link to your store's menus when needed. Check that its products are also published and available on the relevant sales channel.

Edit media, search listings, and several collections

Open an existing collection to change its title, description, media, status, product sorting, or automated conditions. Click Save to persist changes. Discard returns the form to its saved values.

Under Media, use Upload new or Select existing to choose an image. The collection's appearance depends on how your storefront theme uses its image and description.

The Search engine listing preview follows the title and plain-text description until you edit the search fields yourself. Use Edit page SEO to review the listing title, description, and URL handle. A new collection's handle follows its title until manually edited; renaming an existing collection keeps its saved handle.

For several collections, select their rows on the current list page and choose Bulk edit in the selection controls. The grid supports title, status, handle, search title, search description, and plain-text description. Richly formatted descriptions stay in the individual editor to preserve formatting. Save your grid changes and review any row errors; successful rows can be saved even if another row fails.

Delete a collection

1. Open its row menu and choose Delete, or open the collection and use its header actions menu.
2. Check the collection's name in the confirmation.
3. Confirm Delete only when you are ready to remove it.

To delete several collections, select the rows on the current page and use Delete in the selection controls. Review the selected count before confirming.

Troubleshooting