How to Set Up Collections on Shopify

An important part of setting up a Shopify store is organizing your products and on Shopify, this is done with collections, which can be set up in one of two ways, both of which we are going to show in this tutorial along with all the other aspects of setting up collections.

Title and Description

The first step in setting up a collection within Shopify is to give it a title, this will be the pages H1 tag, so if you are going to be SEOing your store, then you want to make sure that this includes the main keyword for the page.

Adding a description is optional but once again, if SEO is part of your marketing strategy, then you want to add a description to your collection pages and as with most text boxes on Shopify, there are plenty of formatting options including:

  • Text type – this includes all the different headings (h1, h2, h3 etc), paragraph and block quote. Avoid using the h1 tag as you only want 1 of those on a page, instead, use the h2 tags
  • Text Style – this includes bold, italic, underlined and color, great for mixing things up and making the description more engaging
  • Alignment – choose whether your text aligns to the left, center or right
  • Inserts – these are additional elements that you can insert into your description, they are hyperlink (link to another page), insert image, embed video and insert table
  • Other Options – includes bullet and numbered lists, indents and an option to clear all formatting
  • Edit as HTML – if you want to create/edit the description using HTML, then you can do so by clicking on the icon

Within the Shopify customizer, you can also choose to drag the description so that it sits below the product listings if you wish.

Shopify Product Title and Description

How to Set Up Manual Collections

As we said above, there are two options when it comes to creating collections and the first one is the manual collection

This is the simplest of the two collection types to create as you choose which products are included in the collection but there is a strange quirk when setting up a manual collection as you can’t add the products when you click on manual collection.

Shopify Tutorial - Manual Collection Type

Instead, what you need to do is save the collection and the page will then refresh and the box below appears in place of the Collection type box as seen in the image above.

You can then begin manually adding products to your collection by either starting to type the name of the product in the search box and selecting it from the dropdown menu or you can click on the browse button and select them from the pop-up that appears, which shows all of your active products.

Shopify Tutorial - Manual Collection Add Product

You can add multiple products in one go by marking the check box next to the products you want to add and then clicking the Done button in the pop-up and the chosen products will have been added to that collection.

You can also add products to a manual collection on the product creation/edit page.

This can be done using the Product Organization box, which is found on the right side of the product create/edit page and to manually add the product to the collection, either:

  1. Click on the Collections box and select the collection from the dropdown menu
  2. Start typing the name of the collection in the Collections box and select it from the search results that appear in the dropdown menu
Shopify Product Organization

How to Set Up Automated Collections

The second method is to create Automated collections and these have a bit of a steeper learning curve due to them being based on conditions that you create and you can create a lot!

For example, you can create conditions around:

  • Product Title – this is if you want to create a collection around words that appear in numerous product titles such as rings or watches
  • Product Type – if you entered a product type when creating your products, then you can use this as a way to put them into a collection
  • Product Vendor – if you have items from specific vendors or brands and want to put them into their own collection
  • Product Price – this is used if you want to group items together based on their price, for example products between £10 and £30
  • Product Tag – if you created tags for your products, such as men’s ring or ladies’ watch, then you can create a collection around these tags

You also need to select whether the products that will be included in the collection match:

  1. All Conditions – this means that only products that match all of the conditions that you set will be included in the collection
  2. Any Condition – means that any product that matches any of the conditions you set will be included
Shopify Tutorial - Set up Automated Collection

Once you have decided on what the collection is going to be based around, you then set the parameters for that rule, such as:

  • is equal to
  • is greater than
  • is less than
  • contains

You then type in the data that Shopify will use to select the products. Sorry if this sounds confusing but it is a bit of a challenge to put it into words but I will give you a couple of examples below to try and show you how it works.

Automated Collection Example 1:

The first example uses the Product Title condition, with the contains rule set to the word watch.

Shopify Automated Collections example showing title condition

Shopify would put all of the products that contain the word watch in the title into that collection.

Automated Collection Example 2:

You can also create more than one rule for a collection and for this example, I am going to create a collection for Men’s Seiko Watches and it would look like this:

Shopify Automated Collections Example 2

This then gives Shopify two conditions to work from when selecting the products to display in this collection and as it is set to all conditions, it means that all of the products in this collection would:

  1. Have the words Men’s Watch included in the title
  2. Have Seiko as the product vendor

This means that you can be quite specific in the products that you want to include in the collection and you can add multiple conditions, then once you save the collection, all eligible products will be automatically added to the collection along with any new products that you create, which also match these conditions.

Automated collections can be very useful when they are set up correctly but in order for them to work properly, also requires the right information to be added when creating a new product.

Collection SEO Settings

At the bottom of the create a new collection page is the SEO section, which includes three options:

  1. Page Title – this is if you want a different title to appear in search results that the title of the description you created at the start
  2. Description – this is the meta description for the page, which shows below the title in search results, if you don’t create a custom meta description, it will either be pulled from the description if one has been created or any other content that appears on the page if there is no description
  3. URL – this will be created from the title you entered at the start but if you want to change the URL, this is where you do it

Nothing that you enter in this section will appear on the front end of your site but will appear in search results.

Shopify Collections SEO Settings

Collections Availability

Next up is moving to the right sidebar on the collections page and the first section is the availability.

In this section, you choose which of your sales channels you would like this collection to be available.

If you don’t want to appear publically, then uncheck all boxes.

Shopify Collections Availability

Add a Collection Image

The second box is to add an image to your collection, which is very useful for some sections that are available in the customizer.

Simply click add image and upload your chosen image, if you want to set an alt tag, either click on the image or an Edit option will appear and select the option to Edit image alt text.

Shopify Collections Add Image

Select Collection Template

If you have created a custom collection template using the Shopify customizer, you can select the template from the dropdown menu.

As standard, Shopify uses the default collection template.

Shopify Collections Select Template

Subcollections

As this is a tutorial about collections, we need to talk about subcollections!

Shopify doesn’t allow for subcollections and it is one of the downsides of the Shopify system but there are a couple of workarounds that can be used to make it appear like your site does have subcollections.

The first of these is by creating nested menus in the main store navigation menu, the second is to create a page of collections, which can be linked to other pages or to collections.

Conclusion

Collections are an integral part of creating a Shopify store that is easy to use and navigate for your stores users and in this guide we have covered all of the standard options for creating both manual and automated collections.

And while manual collections are the easier option to set up, they can require more work in the long run due to having the manually add products to the collections, whereas automated collections have a steeper learning curve but can be easier to manage overall due to products automatically being added as long as they meet the criteria.

Just make sure that they have been set up correctly and the right information has been added to the product page.

Hi, I'm Paul, the Owner and Founder of EcommerceGold.
I ran my own Ecommerce Business for over 7 years and now help others start their own online retail empires!