Creating Store Collections

Collections organize products into logical groupings that help customers browse and discover items within storefronts. Administrators can create manual collections by explicitly selecting products or automated collections that dynamically include products based on field conditions. Collections enable featured product sections, promotional groupings, category-based navigation, and curated shopping experiences that improve customer engagement and purchasing efficiency.

Requirements

To create and manage store collections, users must be assigned a security role with one of the following permissions:

• Administrator System Role
• Store Manage Access

Collections List

The Collections tab within a storefront displays all collections in a list view with the following columns:

• Name: The collection name displayed to customers
• Collection Type: Indicates whether the collection is Manual or Automated
• Created On: The date the collection was created
• Modified By: The user who last modified the collection

Understanding Collection Types

Manual Collections

Manual collections contain explicitly selected products. Administrators choose specific products to include, and the collection membership remains static until manually modified. Use manual collections for:

• Curated product selections and featured items
• Promotional groupings for specific campaigns
• Hand-picked recommendations and best sellers
• Collections requiring precise control over included products

Automated Collections

Automated collections dynamically include products based on field conditions and filter logic. Products matching the specified criteria are automatically added to the collection, and membership updates whenever product attributes change. Use automated collections for:

• Category-based groupings (all products of a specific type)
• Price-range collections (products under a certain price)
• New arrivals (products created after a specific date)
• Collections that should automatically include new matching products

Creating Collections

To create a collection:

1. Navigate to the Setup Home page and click Create > Stores
2. Click on the storefront name to open the storefront management interface
3. Select the Collections tab
4. Click New Collection
5. Configure the collection fields as described in the sections below
6. Click Save Changes

Collection Information Fields

Basic Information

Name (Required): Enter the collection name that displays to customers in the storefront navigation and collection pages. Choose clear, descriptive names that communicate the collection's contents or theme.

Unique Path (Required): Enter a URL-friendly value that becomes part of the collection's web address. The path must be unique within the storefront, contain only lowercase letters and numbers, and cannot include spaces or special characters. This value is appended to the storefront URL to create the collection's direct link.

Description: Enter brief details about the collection. This summary is displayed under the collection image and name in the storefront, providing customers with context about the collection's contents or purpose.

Collection Type

Select the collection type that determines how products are included:

• Automated: Products are included based on field conditions and filter logic
• Manual: Products are explicitly selected and added to the collection

Configuring Manual Collections

When Manual is selected as the collection type, the Products section appears for product selection.

Adding Products

To add products to a manual collection:

1. In the Products section, use the Add Products search field
2. Type to search for products by name or product code
3. Click on products in the search results to add them to the collection
4. Selected products appear in the Selected Products list below the search field
5. Click Save Changes to save the collection

The Selected Products list displays each product with its name and product code for identification.

Removing Products

To remove a product from a manual collection:

1. Locate the product in the Selected Products list
2. Click the X button next to the product
3. Click Save Changes to save the collection

Sort Order

Select the default sorting for products displayed in the collection:

• Best Selling: Products sorted by sales volume (highest first)
• Product Name A-Z: Alphabetical order by product name
• Product Name Z-A: Reverse alphabetical order by product name
• Highest Price: Products sorted by price (highest first)
• Lowest Price: Products sorted by price (lowest first)
• Newest: Products sorted by creation date (newest first)
• Oldest: Products sorted by creation date (oldest first)

Configuring Automated Collections

When Automated is selected as the collection type, the Conditions section appears for defining filter criteria.

Understanding Conditions

Conditions define the criteria that products must match to be included in the collection. Each condition consists of three components:

• Field: The product attribute to evaluate
• Operator: The comparison type (equals, contains, greater than, etc.)
• Value: The value to compare against

Multiple conditions are connected with AND logic by default, meaning products must match all conditions to be included.

Adding Conditions

To add conditions to an automated collection:

1. In the Conditions section, locate the first condition row
2. Select a Field from the dropdown
3. Select an Operator from the dropdown
4. Enter or select a Value
5. To add additional conditions, click Add Filter
6. Configure each additional condition row
7. Click Save Changes to save the collection

Available Condition Fields

The following product fields are available for automated collection conditions:

• Active: Product visibility status (true/false)
• Charge taxes on this product: Tax application setting (true/false)
• Compare at Price: Comparison price value
• Created By: User who created the product
• Created On: Product creation date
• Custom Configuration Page: Custom configuration reference
• Description: Product description content
• External ID: External system identifier
• Id: Internal product identifier
• Last Modified Date: Most recent modification date
• Modified By: User who last modified the product
• Name: Product name
• Product Code: SKU or reference code
• Product Type: Product categorization type
• Product Weight: Weight value for physical products
• Publish Date: Scheduled publication date
• Starting Price: Base product price
• Storefront: Associated storefront reference
• Summary: Product summary text
• This is a physical product: Physical product indicator (true/false)
• This product has variants: Variant existence indicator (true/false)
• Variant Options: Available variant option values
• Variants Details: Variant configuration details
• Weight Unit: Unit of measurement for weight

Removing Conditions

To remove a condition:

1. Locate the condition row to remove
2. Click the Delete icon (trash icon) at the beginning of the row
3. Click Save Changes to save the collection

Filter Logic

By default, multiple conditions use AND logic, requiring products to match all conditions. The Filter Logic field enables custom logic combinations using condition row numbers and logical operators.

Filter Logic Syntax:

• Reference conditions by their row numbers (1, 2, 3, etc.)
• Use AND to require both conditions match
• Use OR to require either condition match
• Use parentheses to group logic operations

Examples:

• 1 AND 2 - Products must match both condition 1 and condition 2
• 1 OR 2 - Products must match either condition 1 or condition 2
• (1 OR 2) AND 3 - Products must match condition 3 and either condition 1 or condition 2
• 1 AND (2 OR 3) - Products must match condition 1 and either condition 2 or condition 3

Sort Order

Select the default sorting for products displayed in the automated collection. The same sort options are available as for manual collections: Best Selling, Product Name A-Z, Product Name Z-A, Highest Price, Lowest Price, Newest, and Oldest.

Collection Image

Collections can include an optional image that displays alongside the collection name in storefront navigation and collection browsing views.

To add a collection image:

1. Scroll to the Collection Image section
2. Click Upload Image
3. Select an image file from your computer
4. Click Open
5. Click Save Changes to save the collection

Editing Collections

To edit an existing collection:

1. Navigate to the storefront and select the Collections tab
2. Click on the collection name to open the edit form
3. Modify fields as needed
4. Click Save Changes

When editing collections:

• Name and Description can be modified freely
• Unique Path should be changed with caution as it affects collection URLs
• Collection Type cannot be changed after creation
• Conditions (automated) or product selections (manual) can be modified

Deleting Collections

To delete a collection:

1. Navigate to the storefront and select the Collections tab
2. Click on the collection name to open it
3. Click the Actions dropdown button
4. Select Delete
5. Click OK to confirm deletion

Using Collections in Storefronts

After creating collections, configure how they appear in the storefront:

1. Navigate to the storefront Settings tab
2. Enable Enable Browsing by Collections
3. Select the Store Landing Page display option
4. Add collections to Browsable Collections and arrange their display order
5. Click Save

See Creating Storefronts for complete storefront configuration details.

Best Practices

Collection Strategy

User-Centric Organization: Design collections based on how customers naturally browse and search for products. Consider customer goals, product relationships, and common purchasing patterns.

Clear Naming: Use descriptive collection names that immediately communicate contents. Avoid internal jargon or codes that customers may not understand.

Balanced Size: Create collections with reasonable product counts. Very small collections may seem incomplete while very large collections can overwhelm customers.

Manual vs. Automated Selection

Choose Manual When: You need precise control over which products appear, want to feature specific items regardless of attributes, or are creating promotional collections with hand-selected products.

Choose Automated When: Products share common attributes, new products should automatically join appropriate collections, or maintaining manual selections would require excessive ongoing effort.

Automated Collection Tips

Test Conditions: After creating automated collections, verify the correct products are included. Adjust conditions if results don't match expectations.

Use Product Type: Consistent use of the Product Type field across products enables reliable automated collections based on product categories.

Monitor Updates: Remember that automated collections change as product attributes change. Periodically review collection contents to ensure they remain appropriate.

Troubleshooting

Issue: Automated collection is empty

Solution: Verify condition field, operator, and value selections match existing product attributes. Check that products meeting the criteria have Active enabled. Test with simpler conditions to identify which criteria are not matching.

Issue: Products not appearing in manual collection

Solution: Confirm products were added using the Add Products search and appear in Selected Products. Verify Save Changes was clicked after adding products. Check that products have Active enabled for storefront visibility.

Issue: Collection not visible in storefront

Solution: Verify the collection has been added to Browsable Collections in storefront settings. Confirm Enable Browsing by Collections is enabled. Check that the collection contains at least one active product.

Issue: Wrong products appearing in automated collection

Solution: Review condition logic and filter logic settings. Verify operators are correct (equals vs. contains, greater than vs. less than). Check for conflicting conditions that may include unintended products.

Issue: Collection URL not working

Solution: Verify the Unique Path contains only lowercase letters and numbers with no spaces or special characters. Confirm the storefront is active and accessible.

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