When to use Collection
Use the Collection module when the offer should follow a product group maintained in Shopify, such as bestsellers, new arrivals, a gift guide, or category-specific accessories.
The module updates as the Shopify collection changes. Use Keyword Search instead when product data such as tags, names, product type, or price defines the pool more clearly than collection membership.
Add the module
- Open an upsell strategy.
- Under Product modules, select Add Module.
- Select Collection.
- Select Add Collection and choose the Shopify collection.
- Set Maximum Products.
- Choose whether to respect the collection's Shopify sort order or shuffle the products.
- Configure any product or variant filters under Advanced settings.
- Set the recommended quantity and offer text.
- Add the module, save the strategy, and review its preview.
Use a collection with a clear merchandising purpose. A broad all-products collection is normally better as a fallback than as the first recommendation source.
Control order and product count
- Enable Use collection sort order when Shopify's saved collection order is intentional.
- Enable Shuffle products for a long-running collection where returning customers should see more variety.
- Set Maximum Products for the placement. A compact checkout placement normally needs fewer products than a large product list.
Do not shuffle a launch, priority campaign, or manually ordered gift guide when the sequence is part of the merchandising decision.
Narrow the selected collection
Open Advanced settings > Filter products to add a broad keyword search. At runtime, Order Editing intersects that query with the selected collection, so a product must match both.
The preview for the search field is not scoped to the collection. Check the final strategy preview to confirm the combined result.
Limit the variants offered
Open Advanced settings > Variants offered when the product can be shown but only selected variants should be available. This is useful for selling through particular option values, such as Size: XL, L.
- Enter the exact Shopify Option name, such as
SizeorColor. - Enter one or more Option values, separated by commas.
- Confirm the summary shows the intended option and values.
- Add the module and review products that have matching and non-matching variants.
Multiple values are alternatives: XL, L allows variants whose Size is XL or L. The filter limits which variants can be offered; it does not by itself decide which customers see the strategy.
To target the audience based on a variant already in the cart or order, add a supported customer-targeting rule such as Products in collection, Product tags, or Product type, then configure that rule's Variant option. The targeting rule and the module's Variants offered setting have separate jobs.
Enter both an option name and at least one value. An incomplete variant filter cannot be saved. Names and values should match Shopify's product options.
Check the result
Test the module with:
- an active product in the collection;
- a product hidden by Order Editing;
- a product unavailable in one selected market;
- a product with both allowed and disallowed variant values;
- an out-of-stock allowed variant;
- the intended Shopify sort order or shuffle behaviour.
Inventory, market availability, Hidden Products, and strategy restrictions can still remove a product after collection and variant filtering.
Troubleshooting
No products appear
Confirm the collection contains active products available to the Online Store and the selected market. Then review Hidden Products, inventory rules, the keyword filter, and Variants offered.
A product appears with the wrong variants
Check the exact option name and value spelling in Shopify. The module filters variants by one option name and one or more allowed values.
Products appear in the wrong order
Use Use collection sort order for Shopify's saved order. Use Shuffle products only when randomisation is intended.
The preview and live result differ
The keyword-field preview is broader than the collection-scoped runtime result. Check the complete strategy preview and confirm product availability in the customer's market.
