Choose which products, variants, or collections this plan should apply to.
You can apply the plan to an entire collection, an entire product (all variants) or to specific variants only.
i) Product vs. Variant vs. Collection
- Products – Applies to all variants (e.g., all sizes or colors).
- Variants – Targets specific options (e.g., only “Red - Medium”).
- Collections- Applies to all products in a collection you have created.
This helps with faster setup for large catalogs, reduces the need for manual product selection, and makes it easier to manage products within plans.
Use the dropdown to switch between the three.
Click Browse to open your product list. You can filter by:
- Category
- Collection
- Type
- Tag
- Vendor
Combine filters or search by name to quickly find what you need.
You can select up to 100 items. Click Next to continue.
ii) Associated products
You can view the products associated with this plan here. A sort option is available to arrange the products from A–Z or Z–A.
You will also find a filter that lets you identify products with errors, such as Draft, Already in Use, and Inventory Not Eligible, helping you quickly find products that are not eligible for this plan and fix the issues accordingly.
For further support, we offer free setup assistance via chat or Zoom.