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Overview

The Merchandising Rules feature allows you to take control of how products are displayed on your collection pages. Unlike traditional sorting methods, merchandising rules give you the flexibility to:
  1. Manually pin specific products to the top of a collection page
  2. Create expressions that automatically group and prioritize products based on attributes
  3. Combine both approaches in a hybrid strategy for maximum control

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Merchandising Architecture

Merchandising Rules sit at the top of the platform hierarchy and can override all lower layers, providing ultimate control over product display:
Merchandising rules extend your Sort Orders rather than replace them. Products that aren’t manually pinned or matched by expressions will follow the base sort order you’ve selected.

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Why Merchandising Matters

Use merchandising to spotlight key products, reflect campaigns, and shape the shopping journey. Rules let you combine manual pins with automated groupings so your strategy shows up consistently on collection pages—without losing the benefits of your base sort order. For step‑by‑step instructions, see:

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Types of Merchandising

Layers offers three approaches to merchandising your collection pages:

Manual Merchandising

Manually pin specific products to appear at the top of your collection page, giving you precise control over which items receive the most visibility.

Automated Merchandising

Use expressions to automatically group and prioritize products based on attributes like product type, vendor, tags, or other criteria.

Hybrid Approach

Combine manual pinning with expressions for a comprehensive merchandising strategy that balances precision with automation.

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Conditional Pins

Conditional pins extend manual merchandising by allowing you to control when a pinned product should be active. Instead of pins being permanently visible, you can configure conditions that determine when each pin appears in your collection.

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Condition Types

Always Pinned is the default behavior where the product stays pinned at its assigned position indefinitely. Use this for evergreen products that should always appear prominently. Scheduled Pins allow you to set a specific time window during which the pin is active. Configure a start date and time, and optionally an end date and time. The pin automatically activates when the schedule begins and deactivates when it ends. This is ideal for promotional periods, seasonal campaigns, or limited-time features. Advanced Conditions give you full control using custom rules based on product attributes. The pin is only active when the conditions evaluate to true for the pinned product. For example, you can configure a pin to only be active while the product is in stock, or while a specific variant is available.

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How Conditional Pins Work

When you configure a conditional pin, the system continuously evaluates the conditions: For scheduled pins, a background process checks the current time against your configured schedule and automatically enables or disables the pin as needed. You don’t need to manually manage pins for time-based promotions. For advanced conditions, the system evaluates the rules against the current product data whenever the product is updated. If a product goes out of stock and your condition requires availability, the pin is automatically disabled until the product becomes available again.
Disabled conditional pins are visually indicated in the merchandising interface so you can see which pins are currently inactive and why.

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Use Cases for Conditional Pins

Promotional Campaigns: Schedule pins for Black Friday, holiday sales, or flash promotions without manual intervention. Inventory-Aware Merchandising: Only pin products while they’re in stock, automatically removing out-of-stock items from prominent positions. Seasonal Rotations: Set up pins for seasonal collections that automatically activate and deactivate based on dates. Attribute-Based Visibility: Pin products only when they meet specific criteria, such as having a certain tag or being from a particular vendor.

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Understanding Merchandising Expressions

Expressions are powerful rules that automatically sort products based on attributes like product type, vendor, price, or any other filterable attribute in your catalog.
Expressions are applied after manual/conditional pins and before the primary sort order. This means pinned products always appear first, followed by products matching expressions, and finally all remaining products sorted by the base sort order.

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How Expressions Work

  1. Products matching your expressions appear in the order of the expressions
  2. Within each expression group, products are sub-sorted by your selected base sort order
  3. Products not matching any expression follow at the end, sorted by the base sort order

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Example Use Case

Let’s say you want to group products in your “New Shoes” collection by product type, while using the “Best-selling” sort order: 
Expressions:
1. product_type = Sneakers
2. product_type = Sandals
3. product_type = Boots
Result:
  • All Sneakers appear first, sub-sorted by best-selling rank
  • Then all Sandals, sub-sorted by best-selling rank
  • Then all Boots, sub-sorted by best-selling rank
  • Finally, any remaining shoes (like Slippers or Loafers) sorted by best-selling rank
Merchandising Expressions Example

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Expressions at a Glance

Expressions automatically group products (for example by type, brand, or price range) so you can present curated blocks that still respect your selected base sort within each group. Use them alongside pinned products for a balanced strategy.

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Tips for Effective Merchandising

  • Align with Marketing Campaigns: Coordinate your merchandising efforts with ongoing marketing campaigns for a unified promotional strategy.
  • Seasonal Adjustments: Update your merchandising to reflect seasonal trends, holidays, or shopping events.
  • Customer Insights: Use customer behavior data to inform your merchandising decisions, ensuring that the most relevant products are highlighted.
  • Balance Manual and Automated Approaches: Use manual pinning for your most important products, and expressions for broader category organization.
  • Test Different Strategies: Experiment with different expression combinations to find what works best for your store.

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Example Scenarios

  • Holiday Season: During the holiday season, pin gift sets at the top, then use expressions to group products by price range (under 25,25, 25-50,over50, over 50).
  • New Collection Launch: Pin featured items at the top, then use expressions to group remaining products by collection theme or color.
  • Sales Promotions: Pin highest-discount items at the top, then use expressions to group products by discount percentage ranges.
  • Category Organization: Use expressions to group products by sub-category, brand, or material while maintaining your best-selling sort order within each group.
By following this guide and utilizing the full suite of merchandising tools available on our platform, you’ll be able to merchandise category pages that not only look great but also drive conversions and enhance the customer shopping experience.

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See also