Build a rule-based collection
A managed collection is defined by rules, not a hand-picked list — so it builds itself and stays correct as products are added, sell out, or change. You group conditions together, decide how the collection sorts, optionally pin a few products to the top, and the app keeps it in sync with Shopify. This guide walks the editor section by section.
1 Open or create a collection
From the dashboard, click Edit on a collection, or create a new one with Add manually or Create with AI.
2 Name the collection
Set the collection name (and handle). This is what shows in your Shopify admin and storefront.
3 Build a product group with rules
A product group is a set of conditions. Click Add rule and pick a property (Type, Tags, Price, Inventory, Sales, an AI facet, and more), a relation (is, contains, greater than, is one of…) and a value. Choose whether the group matches all rules (AND) or any (OR). Add more groups to combine different sets of conditions.
4 Include or exclude
Each group is either an include group (products that match are added) or an exclude group (matching products are removed) — handy for "all dresses, except clearance".
5 Choose how it sorts
Pick a sort property and direction. Beyond the basics you can sort by sales, trending momentum, similarity to a product, or Smart — revenue-optimized (auto), which pushes your best earners up and sold-out products down automatically.
6 Pin products to the top (optional)
Use Pinned products to force specific products into fixed positions regardless of the rules — search by title or paste a product ID, set a position, and add.
7 Set the safety net (optional)
The Safety net holds a sync for review if it looks destructive — set a minimum products floor and a max drop % so a bad rule change can't accidentally empty your collection.
8 Save
Hit Save. The collection syncs to Shopify and re-evaluates on a schedule from then on, so it stays current without you touching it.
Frequently asked questions
What's the difference between AND and OR in a group?
AND means a product must match every rule in the group; OR means matching any one rule is enough.
How do include and exclude groups interact?
Include groups add matching products; exclude groups remove them. Excludes win, so you can carve out clearance, drafts, or specific tags.
What can I sort by?
Title, price, inventory, dates, sales figures, trending momentum, similarity to a seed product, random, or the Smart revenue-optimized sort — ascending or descending.
What are pinned products for?
Forcing specific products into fixed spots (e.g. a hero product up top) regardless of the rules.
What does the safety net do?
It pauses a sync that would remove too many products (below your floor or above your max-drop %), so a mistaken rule can't wipe a collection — you review it first.
How often does the collection update?
Automatically on a schedule, and right after you save. It re-checks your catalog so new matching products flow in and removed ones drop out.
