How to Automatically Create Product Groups in Bulk
1. Automating Product Group Creation: When to Use It
While manually creating a product group is simple, it can become time-consuming, especially for stores with a large number of products. Managing many items individually can quickly turn into a lengthy and resource-intensive process.
However, if the products you wish to group share common elements in their titles, automation can save significant time. For example, products like:
- iPhone 15 Pro Max 12GB / 1TB - Black
- iPhone 15 Pro Max 12GB / 1TB - White
- iPhone 15 Pro Max 12GB / 1TB - Gold
Since these titles have a similar structure, the automation feature can easily detect the pattern and group them efficiently. By leveraging automation, you can streamline the process and group related products quickly, reducing manual effort and speeding up the overall workflow.
2. How to Create
Product Groups Automatically
From the product
groups management interface, click the “Create group” button.
You will then see two
options: create a manual group and create an automated group. Select
automation.
- Product title pattern: This is the common pattern for the products to be grouped. Providing an accurate pattern will enhance the effectiveness of product grouping. Details on how to determine this will be covered in the next section.
- Appearance: This determines how the options in the groups will be displayed on the storefront. Currently, there are four display options: Button, Pill Button, Circle Swatch, and Square Swatch.
- Option name: This is the name of the option by which the products will be grouped (e.g., by color, style, etc.).
- Exclude draft products: Choose whether to include or exclude draft products in the grouping.
- Exclude archived products: Choose whether to include
or exclude archived products in the grouping.
After filling out the
information, click “Run automation” to start the automatic grouping process.
This process typically takes about 15 to 30 seconds, depending on the number of
products in the store. Once the automatic grouping is complete, the application
will redirect you back to the product groups management interface.
3. How to Define the
Correct Product Title Pattern
To automatically group products, it's crucial to define a title pattern that captures the shared structure of the product names. This pattern generally consists of two key parts: <product_name> and <type>. By identifying the right pattern, the system can group products that share the same base name but differ in specific attributes, such as color or size.
For example, if your store has the following products:
· iPhone 15 Pro Max 12GB / 1TB - Black
- iPhone 15 Pro Max 12GB / 1TB - White
- iPhone 15 Pro Max 12GB / 1TB - Red
The appropriate pattern here would be: <product_name> - <type>, where:
- <product_name> refers to "iPhone 15 Pro Max 12GB / 1TB"
- <type> represents the color attribute, such as "Black", "White", or "Red"
In another case, if your product titles look like:
- Men's Golf Polo / Red
- Men's Golf Polo / White
- Men's Golf Polo / Black
- Men's Golf Polo / Green
The pattern would be: <product_name> / <type>, where:
- <product_name> refers to "Men's Golf Polo"
- <type> indicates the color variation, such as "Red", "White", "Black", or "Green"
By establishing this pattern, the system can automatically group products that share the same base name (<product_name>) and treat the differences in <type> as variations or options.
To ensure the automation process works smoothly, it’s essential that the product titles follow a consistent format. Even small discrepancies in naming, such as using "Men's Golf Polo" versus "Men's golf polo," can cause the grouping to fail. Make sure the names are uniform to allow successful grouping.
In the next article,
learn how to create translations to support displaying options in multiple
languages, ensuring your product groups are accessible to a broader audience.
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