How to manage manual and automated collections

We are going to reveal the secret of collections in Shopify. The collection is the thing which helps to organize and display products within a Shopify store. There are two types of collections:

  • An automated collections type (allows using selection conditions to automatically include matching products)
  • A manual collections type (provides a way to manually add products and contains the same products unless you add or remove them)

To set up the collection as automated, please, perform the following steps:

  1.  Log into your Shopify Admin panel, go to Products > Collections tab and click Create collection button.
  2.   Configure the collections descriptive details, such as title, featured image, description.
  3.  To set the type of collection, locate Conditions/Select products section and check Automatically select products based on conditions.
  4.   Select must match of included products: all conditions or any condition.
  5.    From the drop-down list you can select the following conditions:

The product attributes:

  • Product title
  • Product type
  • Product vendor
  • Product price
  • Product tag
  • Compare at price
  • Weight
  • Inventory stock and Variant’s title

The type of match:

  • is equal to
  • is not equal to
  • is greater than
  • is less than
  • starts with
  • ends with
  • contains
  • does not contain

Please, note, that you can add more than one condition and manage sort order of the products, so let’s play around with it. 

  1. Save new collection to apply the rules. Once new products are added, or product attributes are modified, this collection will be automatically updated to reflect this.

Please, note, that automated collection is a new generation of product variants in Shopify store. There is no option to add individual product variants to a manual collection, so you need to create an automated collection instead. Keep in mind.

If you prefer to manage every single product in your store, a manual collection is exactly for you. In order to create such custom collections do the following:

  1. Navigate to Products > Collections tab and click Create collection button.
  2. Configure the collections descriptive details, such as title, featured image, description.
  3. Locate Select products/Conditions section and check Manually select products.
  4. On this step, you won’t yet be transferred to selecting desired products. You need to click Save collection first, and then you will see Products section on this collection edit page.
  5. To add products to your manual collection, locate Products section and type into the text field to select a product. Here you can also select an option of sorting products in the collection.
  6. Do not forget to save the collection to see the changes on the frontend.

Nice, we’re done. Now you’ve got the hang of how to manage manual and automated collections! We wish you a good luck in reaching a ton of customers!