Creating a Collection
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:
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Product Attributes: Setting up product attributes enables you to refine collections based on these specific product characteristics, such as style, material, or brand.
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Products: Adding products and assigning product attributes to them ensures that collections capture the right products.
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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.
Prerequisites
- Ensure that you have Admin or Editor privileges for Product Catalog. For more detailed information on these settings, see Role-Based Access Control.
Procedure
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In the left menu, click Product Catalog > Collections.
- The Collections page is displayed.
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Click Create Collection.
- The Basic details section on the Create Collection page is displayed.
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In the Collection name field, enter a name.
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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.
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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.
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To define which products are included in the collection, select Attributes & Values.
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To set up the first rule, in the Attributes & Values > Rule 1, do the following:
- In the If attribute field, select an attribute.
- In the Validation field, select a validation option.
- In the Value field, enter a value.
- 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.
- (Optional) To create a new rule, click Add Rule and fill out the condition fields as required.
- Click Apply.
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Click Next.
- The Review and add products to your collection section is displayed.
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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.
- The Automatically create sub-collections? window is displayed. Do one of the following:
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To activate click the Inactive button. The collection is activated.
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Click Run Collection.
The collection is created.
If you are adding category attributes to the collection, see Adding Category Attributes to a Collection.