Merchandising rules for collections

Merchandising a collection in Shopify or catalog in BigCommerce can help improve the overall shopping experience for customers by making it easier to navigate and find what they are looking for. Additionally, effective merchandising can increase sales and revenue by promoting top-selling products and encouraging customers to add more items to their cart.

How to create a merchandising rule for collections?

1. From the admin dashboard, navigate to Collections then Merchandising rules.
2. Click on Create rule

3. Enter the merchandising rule's name

4. Specify the collections to which this rule should be applied. You may apply the merchandising rule to multiple collections or leave the 'Collections' field blank to apply it to all collections.

5. Set up the rules:

You can add one or more conditions for a merchandising rule to match products based on various details. These details include collections, products, product type, tags, price, percent sales (percent discount), availability (in stock/out of stock), and options.

• Choose Merchandising type: Boost, Bury, Pin, Include, Exclude, or Dynamic
• Select a condition field: choose a field, such as 'price', 'tag', 'sku', 'vendor', etc., to apply as a condition. You can also use number properties like Min and Max values to create rules for specific product sales or reviews.

6. Click on CREATE or UPDATE to complete the process and check the result on the collection page.

Use cases

Boost products

In this example we demonstrate how to boost products with tag 'best'.

1. Choose rule Boost
2. Choose field Tags
3. Select tag best in the field values input

Bury sold-out products

If you want to move the sold-out items to the bottom of the collection page, follow these steps:

1. Choose rule Bury.
2. Select field Available.
3. Set the Min value to the lowest negative number i.e -99999. Set Max value to zero 0.

Include products to a collection

You can add relevant products to your collections by using this rule type without modifying your collections in Shopify or BigCommerce. This example shows how to include vendor "Audi" in a collection.

1. Select rule Include
2. Select field Vendor
3. Choose "Audi" in the field values input

Exclude sold-out products from a collection

If you want to exclude the sold-out items from the collection page, follow these steps:

1. Choose rule "Exclude".
2. Select field "Available".
3. Set the Min value to the lowest negative number i.e -99999. Set Max value to zero 0.

Dynamically set ranking score

Let say you need to boost products with vendor "Audi" to the top and "Honda" next, follow the steps below:

1. Choose rule Dynamic
2. Select field "Vendor"
3. Select vendor "Audi" in the field values input.
4. Select Set as the operator
5. Set Score to 10

Then we create another rule for "Honda" vendor

1. Click on Add rule
2. Select field "Vendor"
3. Select vendor "Honda" in the field values input.
4. Select Set as the operator
5. Set Score to 9

The higher the score, the higher the products rank.