UChat Official

Introduction


Creating and managing product collections is a fundamental aspect of e-commerce platforms.

It allows merchants to organize products efficiently, enhance user experience, and streamline sales strategies.

This guide explains how to create both manual and automated collections, illustrating the process with clear steps and key features.

How to Create and Manage Collections

1. Creating a Collection
To start, locate the "Create Collection" button at the top right corner of your dashboard. Clicking this opens a form where you can:

  • Add a Title

  • Write a Description

  • Upload an Image

2. Choosing Collection Type
You have two options:

Type

Description

Use Case

Manual

Add products individually

Suitable for curated collections or limited products

Automated

Set conditions for automatic inclusion

Ideal for dynamic collections that update automatically

3. Manual Collection Workflow

  • Select "Manual" as the collection type.

  • Save the collection.

  • To add products, navigate to a product (e.g., Men's T-shirt).

  • Click the pencil icon to edit.

  • In the bottom left corner, assign the product to the collection (e.g., "Men's T-shirts").

  • Repeat for other products as needed.

4. Automated Collection Workflow

  • Choose "Automated" as the collection type.

  • Define conditions for product inclusion, such as:

Condition

Example

Product Type

T-shirt

Category

Men's Clothing

Price Range

$20 - $50

  • Once conditions are set, products matching these criteria are automatically added to the collection.

  • For example, setting Product Type = T-shirt will include all T-shirts, current and future, that meet the criteria.

5. Verifying Product Inclusion

  • After setting conditions, check the collection to confirm products are added.

  • For automated collections, newly added products matching the criteria will appear automatically.

Benefits and Best Practices

Using collections effectively enhances navigation, marketing, and sales. Manual collections offer precise control, while automated collections provide dynamic updates with minimal effort. Combining both strategies allows for flexible product organization tailored to your store's needs.

Key Takeaways:

  • Collections can be created quickly via the dashboard.

  • Manual collections require individual product addition.

  • Automated collections use conditions to include products automatically.

  • Proper setup ensures up-to-date and organized product displays.

By mastering these features, merchants can optimize their storefronts, improve customer experience, and boost sales efficiency. Whether curating a special collection or automating product grouping, understanding these tools is essential for effective e-commerce management.