Create an automated collection in Shopify
An automated collection fills itself from rules: any product that matches the conditions joins, and any product that stops matching leaves. This tutorial builds Summer Trail, an automated collection that pulls in every product tagged summer and priced under $60.
Written · Shopify admin, desktop steps · 6 minutes read
The worked example
| Collection | Summer Trail |
| Type | Automated |
| Condition 1 | Tag is summer |
| Condition 2 | Price under $60.00 |
| Match rule | Match all conditions |
| Products matching | 12 of 40 |
Download the record: summer-trail-collection-conditions.csv (83 bytes).
A condition record for the Summer Trail automated collection: Tag is summer and Price is under $60.00, Match all conditions, and the 12 matching products out of 40.
1Open Collections
From your Shopify admin, go to Products, then Collections, and click Add collection.
2Add the title and description
Click Add title and enter Summer Trail. Click Add description and write what the shelf holds: summer trail gear under $60.
3Add the first condition
In the default Products source, click Add condition. Select the product attribute Tag, then the matching rule is equal to, and enter summer.
4Add the second condition
Click Add condition again. Select the product attribute Price, then the rule is less than, and enter 60. Each Products source allows up to 60 condition values.
5Set the match rule
Select Match all conditions. A product must carry the summer tag and cost under $60.00 to join. With Match any conditions, a product meeting only one of the two would join as well.
6Save and count the members
Click Save. The collection fills with the 12 products that match both conditions, out of 40 products in the store. That is 30% of the catalogue on this shelf.
7Check what happens when a product changes
Tag a new product summer and price it at $45.00, and it joins the collection without any further step. Remove the tag, and it leaves. The conditions, not a hand, keep the shelf current.
The arithmetic
The match share is the matching count divided by the store total:
| Figure | Number |
|---|---|
| Products in the store | 40 |
| Products matching both conditions | 12 |
| Share of the catalogue | 30% |
| Condition values used of 60 | 2 |
12 matching products out of 40 is 30% of the catalogue. Two condition values are used, inside the 60 condition value limit for a Products source.
Held at the counter
Match all is stricter than it looks. With Match all conditions, a product that meets one condition and misses the other stays out. If the shelf looks short, read both conditions before adding products by hand, because hand adding cannot fix a rule that excludes them.
A different tag empties the shelf. The first condition reads the tag as its own word. Tags are not case sensitive, so Summer and summer are the same tag, but a product tagged summer-trail carries a different tag and does not match a condition for summer, so agree the exact tag wording first.
Exclusions always win. Product exclusions always override any manual or automatic product inclusions. A product that matches both conditions but sits on the exclusion list will not appear, and the conditions page will not explain why.
Sources
- Creating collections and adding products — Shopify's help pages: adding product conditions, Match all or Match any, the 60 condition value limit, and that exclusions override inclusions.