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Product Merchandising in Shopify stores

Contents

Introduction

The Merchandising feature allows you to promote specific items or groups of items for search queries using particular rules.

Let’s say you have a clothing store and want to promote a new product. You can create a promotional rule for this particular product so that it’s always displayed at the top of search results, no matter what a customer searches for.

Besides the particular product, you can also promote a group of product items based on their tags or collections.

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Ranking options

Important info

Merchandising rules apply when products are sorted by relevance, and the search query is not empty.

Ranking option Description
No No promotion, the product is shown as is in search results. 
By default, all products have the No option.
Always The product is always at the top of the search results no matter what the customer typed in.
On Match The product is at the top of the list if it’s included in the search results.
Keywords The product is at the top for particular keywords typed into the search box. 
Keywords must be specified. The merchandising rule won’t work without them.
Last The product is at the end of the list if it’s included in the search results.

Configure Merchandising

Firstly you need to decide what you want to promote: a particular product or a group of products. If you need to promote a group of products, you should choose the common denominator for this group: either by tags or by collections.

To configure Merchandising rules on Shopify, follow these steps:

  1. Go to Searchanise Search & Filter control panel > Merchandising & Promo > Merchandising section.
  2. Follow instructions depending on your goal:
    1. Particular product – see Products.
    2. Group of products by collection – see Categories.
    3. Group of products by tag – see Tags.

Products

You can manage the rules of Merchandising for particular products on the Products tab:

  • View created rules
  • Create new rules
  • Edit rules
  • Delete rules

Create a rule

  1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Merchandising section > Products tab.
  2. Click the + button in the top-right corner.
  3. Find the necessary products using filters.
  4. Change the Ranking options in the search results.
  5. Optionally, set up the Date range option.
    Note

    The Date range option allows you to set Merchandising rules for a certain period of time. If this setting isn’t active, Merchandising rules for the product will work until you delete them.

  6. Save the changes.

    Product Merchandising in Shopify stores

  7. Start the indexation by clicking the link in the top notice or the Force re-indexation button on the left-hand menu.

That’s it. After the indexation is complete, you can go to your Shopify store if you’d like to make sure the rules work as intended.

Product Merchandising in Shopify stores

Edit a rule

  1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Merchandising section > Products tab.
  2. Click the Edit merchandising button in the top-right corner.
  3. Change the Ranking options in the search results.
  4. Optionally, set up the Date range option.
  5. Save the changes.
  6. Start the indexation by clicking the link in the top notice or the Force re-indexation button on the left-hand menu.

That’s it. After the indexation is complete, you can go to your Shopify store if you’d like to make sure the rules work as intended.

Delete a rule

  1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Merchandising section  > Products tab.
  2. Select the rule(-s) you want to delete.
  3. Click the Delete selected (…) button and confirm the action.
  4. Start the indexation by clicking the link in the top notice or the Force re-indexation button on the left-hand menu.

Clean up all rules

  1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Merchandising section > Products tab.
  2. Select the Select all checkbox in the header of the table.
  3. Click the Clean up button and confirm the action.
  4. Start the indexation by clicking the link in the top notice or the Force re-indexation button on the left-hand menu.

That’s it. After the indexation is complete, all rules will be deleted and won’t affect the search.

Categories

You can manage the rules of Merchandising for the group of products assigned to specific collections in the Categories tab:

  • View created rules
  • Create new rules
  • Edit rules
  • Delete rules

Create a rule

  1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Merchandising section > Categories tab.
  2. Click the + button in the top-right corner.
  3. Find the necessary collection. You can use a filter if there are too many collections.
  4. Change the Ranking options in the search results.
  5. Optionally, set up the Date range option.
    Note

    The Date range option allows you to set Merchandising rules for a certain period of time. If this setting isn’t active, Merchandising rules for the product will work until you delete them.

  6. Save the changes.

    Product Merchandising in Shopify stores

  7. Start the indexation by clicking the link in the top notice or the Force re-indexation button on the left-hand menu.

That’s it. After the indexation is complete, you can go to your Shopify store if you’d like to make sure the rules work as intended.

Edit a rule

  1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Merchandising section > Categories tab.
  2. Click the Edit merchandising button in the top-right corner.
  3. Change the Ranking options in the search results.
  4. Optionally, set up the Date range option.
  5. Save the changes.
  6. Start the indexation by clicking the link in the top notice or the Force re-indexation button on the left-hand menu.

That’s it. After the indexation is complete, you can go to your Shopify store if you’d like to make sure the rules work as intended.

Delete a rule

  1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Merchandising section > Categories tab.
  2. Select the rule(-s) you want to delete.
  3. Click the Delete selected (…) button and confirm the action.
  4. Click the Force re-indexation button on the left-hand menu to start the indexation.

Clean up all rules

  1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Merchandising section > Categories tab.
  2. Select the Select all checkbox in the header of the table.
  3. Click the Clean up button and confirm the action.
  4. Start the indexation by clicking the link in the top notice or the Force re-indexation button on the left-hand menu.

That’s it. After the indexation is complete, all rules will be deleted and won’t affect the search.

Tags

You can manage the rules of Merchandising for product tags on the Tags tab:

  • View created rules
  • Create new rules
  • Edit rules
  • Delete rules

Create a rule

  1. Go to Searchanise Search & Filter control panel > Merchandising & Promo > Merchandising section > Tags tab.
  2. Click the + button in the top-right corner.
  3. Enter Product Tag.
  4. Change the Ranking options in the search results.
  5. Optionally, set up the Date range option.
    Note

    The Date range option allows you to set Merchandising rules for a certain period of time. If this setting isn’t active, Merchandising rules for the product will work until you delete them.

  6. Save the changes.

    Product Merchandising in Shopify stores

  7. Start the indexation by clicking the link in the top notice or the Force re-indexation button on the left-hand menu.

That’s it. After the indexation is complete, you can go to your Shopify store if you’d like to make sure the rules work as intended.

Edit a rule

  1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Merchandising section > Tags tab.
  2. Click the Edit merchandising button in the top-right corner.
  3. Change the Ranking options in the search results.
  4. Optionally, set up the Date range option.
  5. Save the changes.
  6. Start the indexation by clicking the link in the top notice or the Force re-indexation button on the left-hand menu.

That’s it. After the indexation is complete, you can go to your Shopify store if you’d like to make sure the rules work as intended.

Delete a rule

  1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Merchandising section > Tags tab.
  2. Select the rule(-s) you want to delete.
  3. Click the Delete selected (…) button and confirm the action.
  4. Start the indexation by clicking the link in the top notice or the Force re-indexation button on the left-hand menu.

Clean up all rules

  1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Merchandising section > Tags tab.
  2. Select the Select all checkbox in the header of the table.
  3. Click the Clean up button and confirm the action.
  4. Start the indexation by clicking the link in the top notice or the Force re-indexation button on the left-hand menu.

That’s it. After the indexation is complete, all rules will be deleted and won’t affect the search.

Export/Import

Export

To export the merchandising rules, follow these steps:

  1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Merchandising section > Export/Import tab > Export part.
  2. Click the Download as CSV button.
  3. Choose the directory to save the exported file.

Import

To import the merchandising rules, follow these steps (you can use our sample CSV template):

Important info

The file must contain the header fields:

  • Object_id – Product ID, Collection ID or Tag ID.
  • Object_type – the “product”, “category” or “tag” value.
  • Ranking – one of the Ranking options. If it is set the Keywords ranking option, the file must contain the Keywords header field.

These header fields can be optional:

  • Use Date Range – “Y” or “N”
  • Start Date – YYYY-MM-DD format
  • End Date – YYYY-MM-DD format
  • Timezone Offset

  1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Merchandising section > Export/Import tab > Import part.
  2. Select the CSV Delimiter, which is used in the imported CSV file.
  3. Click the Choose file button and choose the file for importing.
  4. Click the Import button. You can see the imported values in the Products tab.
  5. Click the Force re-indexation button on the left-hand menu to start the indexation.

That’s it. After the indexation is complete, you can go to your store and check out how it works in the search results.

Tip

You can export blank rules first to get the file containing the correct header fields and fill it out for importing.

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Updated on August 21, 2024

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About The Author

Irina Kutygina

Technical Writer at Searchanise

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