Overview:

This article outlines the key differences between Shopify collection types and best practices to use each type within your workflow inside Upright Lister.

Table of Contents

Getting Started

When to use Manual Vs Automated Collections

Accessing Collections in Shopify

Manual Collections

Automated Collections

Additional Shopify Documentation

Related Guides

Getting Started

Shopify Collections are a tool used to group products on Shopify. Collections can be used as navigation on your Shopify storefront depending on your store theme.

https://help.shopify.com/en/manual/products/collections/make-collections-findable

Shopify has two different types of collections, Automated and Manual collections, both of which can be used with Upright Lister in different ways.

Click here for details about accessing collections on Shopify

Click here for details about Manual collections

Click here for details about Automated collections

Use the above links to go directly to the desired topic or continue to scroll down for more information.

When to use Manual Collections vs Automated Collections

Manual and Automated collections can act very similar on the storefront of your Shopify store, but deciding which to use for organizing your products depends on the workflow for your organization.

Use Manual Collections when...

  1. You want your listing team to decide which collection the product should go to

  2. You want to decide on an item-to-item basis which collection(s) should be used for a product

Use Automated Collections when...

  1. You don't want your listing team to worry about selecting the proper collection for a product

  2. You would like products automatically grouped on specific product attributes. This works great if products can be easily sorted into product categories/types

Some additional things to consider...

Manual collections require very little setup other than creating empty Manual collections. The decision of what collection a product should be stored in occurs at product creation time in Lister.

Automated collection will require additional planning as conditionals on specific attributes need to be set properly to ensure only the correct products are included in a specific collection.

Accessing collections in Shopify

Collections can be found under the sidebar Products menu option.

From here you can view your Existing collections or create a new collection

When creating a collection, you will have the option between two different collection types.

Manual Collections

Shopify link for additional details:

https://help.shopify.com/en/manual/products/collections/manual-shopify-collection

Manual collections ( also called custom collections ) will be collections where, when creating an item in Lister, you would specify which manual collections the product should be included in. This flow will be completely managed in Lister on a per-item basis.

The products can be added to a Manual collection once the collection is created on Shopify. After creating the collection, Lister will automatically pull in a list of all your manual collections when creating a Shopify Listing.

Collections in Shopify

Selecting collections for a new product listing in Lister

Multiple manual collections can be used at the same time.

Automated Collections

Shopify link for additional details:

https://help.shopify.com/en/manual/products/collections/automated-collections

With automated collections, the setup of the collection will be exclusively in Shopify. You can specify products with specific names, product types, and even products with a certain price to be automatically grouped. There is a number of attributes that can be used for automatic grouping which we will go over later.

Multiple conditions can be added the same Automated Collection and you can choose if All conditions or a Single condition needs to be met in order to include a product in the collection.

A great way to use Automated collections is to use them to filter on Shopify products based on their Product Type. The Shopify Product Type is automatically set to the Lister Product category ( This category can be overridden if needed )

For example, using the Lister product category: Art > Photography.

When creating a Shopify listing, the Product Type will be set according to the Lister Product Category.

Then in Shopify, an automated collection can be created for this Product Type

Product attributes that can be queried against include...

Product Title

Product Type

Product Vendor

Product Price

Product Tag

Compare at Price

Weight

Inventory Stock

Variant Title

Depending on the Product attribute, you will be able to use a specific condition...

is equal to

is not equal to

is greater than

is less than

starts with

ends with

contains

does not contain

yes

no

Not all conditions can be applied to all Product attributes. For example, the Product Tag attribute can only use the "is equal to" condition.

Once the Automated collection is set up in Shopify, products listed to Shopify from Upright Lister containing attributes specified in an Automated collection will be automatically grouped!

If you choose to use Product Tags for your Automated collections, you can use Lister's Listing Strategies to change a listing's collection based on its current step within a strategy.

Consider this example: If a listing gets to Step 5 of a listing strategy, I want to make sure it has the "last chance" tag, which my Automated collection is set up to read from.

I can do so by setting the tag option in the Listing Strategy form like so:

Whenever a Shopify listing gets to this step in the strategy, it will be tagged as a "last chance" item for my Shopify store.

Note: the value of the Tags input in the Listing Strategy form does not add tags to the listing, but rather replaces them. Make sure that you have all the tags you want for your listing set in the Listing Strategy form.


Additional Shopify Documentation

For additional details regarding Shopify collections, please take a look into the Shopify documentation regarding collections.

https://help.shopify.com/en/manual/products/collections

Using either Manual or Automated collections can improve efficiency and allow for better organization of a storefront for customers.

Please take a look at this Shopify youtube video regarding collections for some quick tips regarding collections on Shopify.

https://www.youtube.com/watch?v=-dtCqD-hP5w&feature=emb_logo

Related Guides

Have questions? Reach out to us at support@uprightlabs.com or via chat anytime between 9am-6pm ET, Monday to Friday

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