Automated collections

If products in a collection are selected automatically, you won't need to worry about keeping the collection updated, as long as you set your selection conditions correctly.

You define your conditions using the fields in the Conditions section of your collection information page. You can create as many selection conditions as you like, and you can also specify whether products must meet all conditions or any condition required by the collection.

If you prefer, you can add products manually, one by one.

Add an automated collection

  1. From your Shopify admin, click Products, then click Collections (or press G P C):

    Click Products then Collections

  2. Click Add a collection:

    Add collection button new
  3. The Add a collection page opens. In the Collection details section, complete the following information:

    • Title Give your collection a title, for example, Womenswear. Title is the only mandatory field.
    • Description Type a description for your collection. This will be visible when your collection is displayed on your website.
  4. Click Choose image to upload one of your own images for your collection:

    Collection image chosen new

  5. In the Conditions section, click Automatically select products based on conditions (this is sometimes called a smart collection.)

  6. Set your automated selection conditions using the drop-down lists.

    Collection select products new
  7. If you click Save after setting your conditions, you'll see that your collection has been automatically populated with products matching the conditions you just set. At this stage, you can change the sort order of the product list if you want to.

  8. In the Search engine listing preview section, you'll see a preview of how your collection might appear within a search engine. This generates automatically based on the entries you made in the Collection details section.

    Collection seo new
    If you want to edit this information, click Edit website SEO:
    Edit seo new

    Note

    Take care not to change the URL and handle, as they are used when linking the new collection to your existing website.

  9. In the Visibility section, click the checkboxes to set your visibility preferences. The visibility options you see depend on your active sales channels:

    Collection visibility options new

    You can also set a specific publish date (known as future publishing) for online collections, if you don't want your collection to appear on your website immediately. Read about future publishing here.

  10. If you've created alternate templates for collections in the past, you'll see a Template section where you can choose a template. If you have no alternate templates for collections, the default collection template is used and you won't see this section.

  11. To add your new collection, click Save.

Setting or changing selection conditions

To set or change your selection conditions:

  1. Find the Conditions section of your collection information page.

    If you're adding this collection for the first time, the Conditions section looks like this:

    New first time auto

    If the collection's already been saved, you won't see the options for choosing manual or automatic selection. Your Conditions section will show the conditions that are currently set:

    New current selection conditions
  2. Define your collection's conditions. In general, you define conditions by:

    • choosing an option from the first drop-down list
    • choosing a condition from the second drop-down list
    • providing information in the third field.

You can use any of the following criteria:

To define selection conditions based on product title, type, or vendor

  1. Find the Conditions section of your collection information page.

  2. In the first drop-down, click one of the following:

    • Product title
    • Product type
    • Product vendor.
  3. Use the following table to help you complete your selection condition:

    Choose a condition from the second drop-downIn the third field...
    is equal toEnter any product title, type, vendor, or variant title in full.
    is not equal toItems that match the value you enter will be excluded from this collection.
    starts withType a beginning word or phrase from your product titles, types, vendors, or variant titles.
    ends withType a concluding word or phrase from your product titles, types, vendors, or variant titles.
    containsEnter any word that appears in some of your product titles, types, vendors, or variant titles.
    does not containEntering any word or phrase from a product title, type, vendor, or variant title will exclude it from this collection.

To define selection conditions based on variant title

Variant titles are derived from the option values of the variant, separated by spaces and / characters. For example, if your product has Size and Color options, and one of your variants has a value of Large for Size and Blue for Color, then the variant title is Large / Blue.

Note

Don't omit the spaces around the / when you enter variant titles.

To create conditions based on variant titles:

  1. Find the Conditions section of your collection information page.

  2. In the first drop-down, click Variant's title.

  3. Use the following table to help you complete your selection condition:

    Choose a condition from the second drop-downIn the third field...
    is equal toEnter a variant title in this format: option-value / option-value / option-value....
    is not equal toItems that match the value you enter will be excluded from this collection.
    starts withNot recommended.
    ends withNot recommended.
    containsEnter any variant option value.
    does not containEntering a variant option will exclude it from this collection.

Note

An easy way to determine your variant titles is to export your products in a CSV file and examine the columns for Option values.

Defining conditions based on variable values such as product price, compare at price, weight, or inventory stock

You can set conditions to match:

Setting threshold values in selection conditions

To select products at, above, or below a certain price, compare at price, weight, or stock level:

  1. Find the Conditions section of your collection information page.

  2. In the first drop-down, click one of the following:

    • Product price
    • Compare at price
    • Weight
    • Inventory stock (variants with untracked stock levels are ignored.)
  3. Use the following table to help you complete your selection condition:

Choose a condition from the second drop-downIn the third field...
is equal toEnter the value you want to match.
is not equal toItems that match the value you enter will be excluded from this collection.
is greater thanEnter a value just below the minimum that you want to match.
is less thanEnter a value just above the highest value that you want to match.

Using conditions to select a range of values

To select products or variants in a certain range of price, compare at price, weight, or stock level, you'll need to set conditions for each end of the range:

  1. Find the Conditions section of your collection information page.

  2. In the first drop-down, click one of the following:

    • Product price
    • Compare at price
    • Weight
    • Inventory stock (variants with untracked stock levels are ignored.)
  3. Use the following table to help you complete your selection condition:

    Choose a condition from the second drop-downIn the third field...
    is equal toEnter the value you want to match.
    is not equal toItems that match the value you enter will be excluded from this collection.
    is greater thanEnter a value just below the minimum that you want to match.
    is less thanEnter a value just above the highest value that you want to match.
  4. Click Add another condition and repeat the process, but set a condition for the other end of the range.

  5. Make sure the all conditions checkbox is selected so that both conditions are matched.

To define selection conditions based on product tags

Use this type of condition to select products according to their tags:

  1. Click Product tag in the first drop-down.

  2. Click is equal to in the second drop-down.

  3. Type a product tag into the third field. Make sure the spelling is an exact match for the tag you want to select.

Examples of product selection conditions

Take a look at the automatic product selection conditions in the table. They illustrate the most common types of selection condition you'll need to set.

Match product title new
Pulls any product named Hand-painted figurine into the collection.
Limited edition new
Selects all products whose titles end with the phrase Limited edition.
Variant option new
Selects all variants with an option value of cotton.
Match product type new
Matches any product whose type is Bags.
Match product vendor new
Groups together all the products sourced from a company called Heavenly Foods.
Price less than new
Selects products or variants priced $100 or less.
Select price range new
Selects products within a price range of $50-$150.
Select by tag new
Selects all products tagged with accessories.

Setting multiple selection conditions

You can be very precise about which products are added to a collection by setting multiple conditions, but you must decide whether all or any of the conditions you set must be matched.

All or any new

For example, suppose you set the two conditions shown here:

Multiple conditions new

You need to decide how you want your collection to be populated, by selecting all conditions or any conditions. The table shows the results that you can expect for this example.

Products must match: Result:
all conditions Products are selected only if they are tagged T-shirt and are priced at less than $100.
any conditions Products are selected if they are tagged T-shirt or if they cost less than $100. This means that your collection would contain every product priced below $100 as well as any product tagged T-shirt.

When should I select any condition?

Typically, you'd select any condition when you want to add different categories of product to a single collection. Suppose, for example, that you've created a collection called Footwear. Any of the conditions shown here would apply when selecting products for this collection:

Match any condition new

You wouldn't choose all conditions in this example, because all the conditions could be met only for products tagged with all three tags.

What to do next

Make sure you've set up your preferences for the collection's visibility.

Change the contents of an automatic collection

You can change the contents of an automatic collection by:

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