Group products by collections

You can automate the process of groups management using Shopify collections. The app will monitor for collections with specific prefix in title and create groups for with products from matching collections.

For example:

• Collection with name "Group: Backpacks"
• Will create group with name "Backpacks" with all products from that collection

How to set this up

Step 1: Create automation in the app

Navigate to Product groups > Automations and click Create automation.

Select automation type Collection, enter collection name prefix that you want to use (usually it's "Group:") and click Create.

Step 2: Create collections for grouping

Now you can start creating Shopify collections to group products. Don't forget to include prefix in the title.

Step 3: Activate automation

Once collections are ready - it's time to activate automation. Navigate to your newly created automation and click Activate.

Step 4: Verify results

Once you activated the automation, it will immediately run for the first time. You'll see status indicator in the sidebar, and once first run is complete it will show you how many groups were created with this automation.

You can click on groups link to see all groups managed by this automation. They will have Automated type in groups list.

If you'll open editing page for such group you'll see the banner that it's managed by automation. Also, we limit manual editing of some data in automated groups, because manual changes will be overwritten on the next automation run.

Set up metafields for swatch name

If you want to automatically fill-in Swatch name for products in group, you'll need to create metafield definition and fill it in for products in Shopify.

Step 1: Create metafield definition

Navigate to Shopify Settings > Metafields and metaobjects > Products.

Click Add definition.

Fill-in definition's form:

• Name: Color Swatch Name
• Namespace and key: custom.color_swatch_name
• Type: Single line text

And click Save.

Step 2: Fill-in metafields on Shopify product

Now you need to fill-in Color Swatch Name metafields on products. This is done right on product pages in Shopify Admin.

Step 3: Connect metafield to automation

Once product metafields are ready, you can connect them to automation. Open automation in Platmart Swatches and choose metafield that you used for swatch name.

Step 4: Verify results

To check that swatch names are being populated from metafields you can click on "Run now" button on automation page.

Wait for the run to complete and open group linked to automation. It should have filled Swatch name field now.

Also, if you already used swatches with the same name in the app - automation will find them by swatch name automatically and assign correct swatch type and color/image.