How to Create an Automated Collection on Shopify

As a new Shopify merchant, do you feel tired of manually updating product collections every time you add new inventory or run a sale? 

Let us help you get rid of the issue by guiding you on creating automated collections based on specific criteria, ensuring your products are always organized and easy to find. Keep reading to unlock the power of automated collections and simplify your workflow!

How to Create an Automated Collection on Desktop

Step 1: Go to the Collections area

• In your Shopify admin, click on Products in the left sidebar.
• Select Collections.

Step 2: Create Collection

• Click the Create collection button.

Step 3: Set Collection Type to Automated

• Enter a Title and Description for your collection.
• Under Collection type, choose Automated.

Step 4: Define Conditions

• Under Conditions, click Add condition.
• Choose a condition type from the first dropdown (e.g., Product price, Product tag, Inventory stock).
• Select a condition from the second dropdown (e.g., "is greater than", "is equal to").
• Enter the value or select the option that meets your criteria.
• Repeat to add more conditions as needed.

Step 5: Set Condition Matching (Optional)

• Choose whether all conditions or any condition must be met for a product to be included in the collection.

Step 6: Save changes

• Click the Save button.

Shopify will automatically populate the collection with products matching your conditions and keep it updated as you add or modify products.

Bonus: How to Create an Automated Collection on iPhone/ Android

For mobile users, we also want to introduce the detailed guide on How to Create an Automated Collection on iPhone/ Android below:

Step 1: Open the Shopify App: 

• Launch the Shopify app on your mobile device.

Step 2: Go to Products & Collections:

• Tap the Products icon in the bottom navigation bar.
• Then, tap Collections.

Step 3: Create New Collection:

• Tap the + button in the top right corner.

Step 4: Enter Basic Details:

• Enter a Title for your collection.
• (Optional) Add a Description.
• (Optional) Tap the image icon to upload a collection image.

Step 5: Set as Automated:

• Toggle the "Automatically select products" switch to ON.

Step 6: Define Conditions:

• Tap Add condition.
• Select a condition type (e.g., Product price, Product tag, Inventory stock).
• Choose how products should match (e.g., "is greater than", "contains").
• Enter the condition value (e.g., a price, tag, or inventory number).
• Tap the checkmark to add the condition.
• Repeat to add more conditions if needed.

Step 7: Set Condition Matching (Optional):

• Choose whether all conditions or any condition must be met for a product to be included.

Step 8: Save the Collection:

• Tap the checkmark in the top right corner to save your automated collection.

FAQs

Can I use multiple conditions within an automated collection on Shopify?

Yes, you can combine various conditions using "all conditions" or "any condition" to create more specific and targeted automated collections.

What if I want to exclude certain products from an automated collection even if they meet the conditions?

You can use the "except" condition within your automated collection rules to exclude specific products or product tags, refining your selection further.

Will newly added products that match the conditions be automatically added to the automated collection?

Yes, that's the beauty of automated collections! Shopify will continuously scan your products and automatically add any new ones that meet the defined criteria.

Can I manually add or remove products from an automated collection?

No, automated collections are dynamically updated based on the conditions you set. If you need more manual control, consider creating a manual collection instead.

Is there a limit to the number of automated collections I can create on Shopify?

While Shopify doesn't have a strict limit, it's generally recommended to keep the number of collections manageable for both organizational purposes and potential performance considerations.

In conclusion

After reading the blog, you can understand clearly how to create automated collections in Shopify, empowering you to save time and maintain an organized product catalog by dynamically grouping items based on specific criteria. If you have any issues while implementing this process, feel free to share your opinions below!

Related Posts:

• How to delete a collection on Shopify
• How to create a sale collection on Shopify
• How to change the contents of an automated collection on Shopify
• How to remove products from a manual collection on Shopify
• How to change the publish date of a collection on Shopify
• How to Create & Manage Manual Collections on Shopify
• How to Set Conditions Based on Product Tags on Shopify
• How to Get a Tag Link in Shopify