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This topic covers the process of creating a collection. Collections are most effective when you’ve fully configured your Product Catalog elements. Before creating a collection, it’s helpful to have the following in place:
  • Product Attributes: Setting up product attributes enables you to refine collections based on these specific product characteristics, such as style, material, or brand.
  • Products: Adding products and assigning product attributes to them ensures that collections capture the right products.
  • Categories: Organizing your products into categories provides a foundation for building collections and makes it easier to select relevant products.
With these elements set up, you’ll be able to create targeted collection conditions and rules in the Attributes & Values menu.

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Prerequisites

  • Ensure that you have Admin or Editor privileges for Product Catalog. For more detailed information on these settings, see Role-Based Access Control.

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Procedure

  1. In the left menu, click Product Catalog > Collections. The Collections page is displayed.
  2. Click Create Collection. The Basic details section on the Create Collection page is displayed.
  3. In the Collection name field, enter a name.
  4. To add one or more categories, in the Your Catalog categories section:
    • Select categories in the pre-populated list.
    • Search for the name of the category and selecting one or more of the matching categories in the results.
  5. Click Next. The Choose products for your collection section is displayed with a list of products in the categories you selected. You can select categories you want to add or remove by using the Category filter.
  6. To define which products are included in the collection, select Attributes & Values.
  7. To set up the first rule, in the Attributes & Values > Rule 1, do the following:
    1. In the If attribute field, select an attribute.
    2. In the Validation field, select a validation option.
    3. In the Value field, enter a value.
    4. If you want to join this rule with a condition, click Add Condition and click AND or OR. You can include up to five conditions within a single rule. Repeat these steps as needed to create up to five rules per collection.
      You can’t have an empty rule. If a rule is empty, the Apply button is disabled.
    5. (Optional) To create a new rule, click Add Rule and fill out the condition fields as required.
    6. Click Apply.
  8. Click Next. The Review and add products to your collection section is displayed.
  9. Click Save. The Automatically create sub-collections? window is displayed. Do one of the following:
    • To enable automatic organization of your collection into sub-collections based on the categories it contains, click Yes, Create.
    • To organize your collection into sub-collections manually, click No, Create My Own. The Collection Preview page is displayed. If you want to make changes to the sub-collections, follow the steps to create a Sub-Collection.
  10. To activate click the Inactive button. The collection is activated.
  11. Click Run Collection.
The collection is created. If you are adding category attributes to the collection, see Adding Category Attributes to a Collection.