What are Collections and How Do They Work?

There are three kinds of Collections you can create in Commerce7;

1. Manual Collection

2. Dynamic Collection

3. Personal Collection 

Manual and Dynamic Collections are customizable categories for products.They're used to organize products on the front end and on the POS. A product can belong to multiple collections at once. When you create a collection, a page for that collection will be created on your front end (contact your designer if the collection is not showing up on your website). All products within the collection will appear on that front end page.

Personal Collections are used to display personalized product options to the customer. Our system uses an algorithm that uses the customer's recent orders and past buying behaviour to suggest additional product options for the customer to purchase. In the case where there is no customer (i.e. an anonymous user) it will use the last 50 web orders to suggest the moost popular products. 

How to Create a Manual Collection

To create a manual collection, go to Store > Collections in Commerce7 and then click "Add Collection". 

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Title your collection however you'd like. For an example, I'll create a "Staff Picks" collection. You can also add content to explain the collection. 

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Next, decide if your collection type will be manual or dynamic. For the first example we will create a manual collection. 

You can change the meta tag title and description if you'd like, as well as the slug. The meta tag title and description are used for SEO, the slug is the end of the URL used by the front end page.

Once you've setup your collection, click the "Add Collection" button at the bottom of the page. Go back into the collection you just made, and at the bottom you'll find the URL of your new front end page. Copy this URL into your browser to take a look at the new page.

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You will be able to see the collection's page, but the page will be empty. That's because this is a manual collection and there are no products assigned to the collection. 

To add a product to your collection, scroll to the bottom of the Collection you have created and search the product to add. You can easily add and remove products with the plus or minus sign on the right of each product.  

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You can change the order the products appear on your website by dragging and dropping each product. Select the cross arrow to the left of the product, hold and drag to the position you want.

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You can also add products to a collection from the individual product page

Scroll down on the product page until you find the "collections" field. Select your new collection and click "Add". Then click "Save Product" at the bottom of the product page.

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Check your front end page again. The product you just added to your collection will now be on this page.  

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How to Create A Dynamic Collection

By creating a dynamic collection, the collections will automatically populate based on products meeting preconfigured criteria. 

To create a dynamic collection, go to Store > Collections in Commerce7 and then click "Add Collection". 

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Title your collection however you'd like. For an example, "Red" collection. You can also add content to explain the collection. Then use the drop down menu to select "dynamic" as the collection type.

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Next - select the conditions that a product must meet in order to automatically be assigned to your new collection. 

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After saving and creating this dynamic collection, we can view the front end  and see the collection includes all of my red wines. 

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Click here to learn how to add, remove and sort collections on your POS.

 

How to Create a Personal Collection

Personal Collections will display products personalized for that customer. The system's algorithm will use the customer's recent orders and past buying behaviour to suggest additional products for that customer to purchase. In the case where there is no customer record (i.e. an anonymous user) the system will use the last 50 web orders to suggest the most popular products.

Note: When the system uses the last 50 web orders to suggest products, this means ALL your products that have been previously purchased on the web. This is another reason to keep your data "clean" inside the system and this is one of the reasons we recommend against "fake skus". An example of a fake sku is a "Shipping Sku" that you are often adding to orders for a shipping charge. If this "product" is added to enough orders, then this product may display in a personal collection. 

To create a personal collection, go to Store > Collections and then click "Add Collection". 

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Title your collection however you'd like.

Example, "Repeat Customers" collection.

You can also add content to the collection if you like.

Personal collections are web collections only. This means, you only have the option to make the collection Available or Not Available on the web. You can set this on the right side of the Collection setup screen. 

Then, use the drop down menu to select "personal" as the collection type.

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Next, check off the box below if you want the collection to only display products that currently have inventory.

Set the maximum number of products to return. This number will control the number of products that will display in your personal collection.

Remember to save your collection.

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Now that you have your  your collections set up, you can work with your designer to create Personalizations that will display these collections on your website. For more information on how to setup Personalization Blocks, read our documentation on How to Setup Personalizations.