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Before you start

  • You can create multiple rules for the same collection + sort order combination using contextual conditions.
  • Rules can’t target the “all” collection.

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Steps

  1. Go to Merchandise and click Create.
  2. Pick the collection and the sort order you want to enhance.
  3. Add Pins to place specific products at the top.
  4. Add Expressions (optional) to group similar products (e.g., by brand or type).
  5. Configure Options (optional):
    • Group Related Products Sequentially - Enable to display related products next to each other (requires sequences enabled on the sort order).
    • Disable Variant Breakouts - Enable to prevent variant breakouts from being applied when this rule is active (only shown if the collection has variant breakouts configured).
  6. Configure Scheduling (optional) to automatically enable/disable the rule based on time windows.
  7. Add Contextual Conditions (optional) to target specific audiences based on location, customer data, or UTM parameters.
  8. Save, then Publish when you’re ready.

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Scheduling

Set a start date and time to automatically enable the rule at a specific moment. Optionally set an end date and time to automatically disable it. A background job runs every minute to evaluate schedules and update rule status. Use cases:
  • Flash sales that start and end at specific times
  • Seasonal campaigns scheduled weeks in advance
  • Product launch merchandising that goes live at release time

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Contextual Conditions

Define conditions based on visitor context to control when the rule applies. The system evaluates conditions using JSON Logic against session data including:
  • Geographic data (country, state, city)
  • Customer attributes (tags, account status)
  • UTM parameters (source, medium, campaign)
  • Device information (device type, OS)
Use cases:
  • Show different merchandising to US vs. UK visitors
  • Target mobile users with mobile-optimized product ordering
  • Display campaign-specific merchandising for visitors from specific marketing channels

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Multiple Rules for the Same Collection

When you create multiple rules for the same collection/sort combination, the system uses first-match-wins evaluation. Rules are evaluated in creation order, and the first rule whose contextual conditions match is applied. Example: 
Rule 1: US visitors → US-specific merchandising
Rule 2: UK visitors → UK-specific merchandising
Rule 3: No conditions → Default merchandising
Create rules in priority order. Rules without contextual conditions always match and should be created last as fallback rules.

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Disable Variant Breakouts

If your collection has variant breakouts configured, you’ll see a Disable Variant Breakouts toggle in the Options tab. When enabled, this prevents variant breakouts from being applied to the collection while this rule is active. When to use this:
  • You want to show products as single tiles during a promotional campaign for cleaner presentation
  • You’re targeting specific audiences who should see products instead of individual variants
  • You want to temporarily disable variant breakouts during scheduled events without changing your global configuration
The option only appears when the target collection has variant breakouts configured. See Variant Breakouts for more information.

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Tips

  • Use Pins for must-see items; use Expressions to organize the rest.
  • Combine scheduling with contextual conditions for powerful targeting (e.g., Black Friday rule only for US visitors).
  • Create a fallback rule without conditions to ensure all visitors see merchandising.
  • Use the Disable Variant Breakouts option to temporarily override variant breakout behavior for specific campaigns or contexts.