A new and improved Sync feature means Shopify merchants can now more easily leverage Findify’s personalized Smart Collections, using the collections they create within the Shopify dashboard. Here we explain the new feature, and outline how best to work with it.
Smart Collections is one of the most popular Findify solutions - and with good reason. Merchants take this technology and use it to create collections that are dynamic, personalized, and perform far better than those created using the static displays offered as a default by ecommerce platforms.
While merchants all agree the solution is incredibly valuable to them and to their ecommerce business, a recurring request was for Findify to create a more streamlined way for merchants to leverage their existing Shopify collections.
Listening to merchants and acting on their feedback has always been a core value at Findify, which is what led developers to create the new Shopify Sync feature, complementing the existing Import feature.
How does this new feature benefit Shopify merchants?
When a new Shopify merchant integrates Findify’s Smart Collections solution, they can either set them up in the Findify Dashboard or use the Import function.
The import feature copies a merchant’s Shopify collections and sets up Findify smart collections accordingly.
An essential function, this means merchants don’t have to recreate their collections in Findify from scratch.
“On a continuous basis, merchants can create new collections within Shopify, hit the import button, and their collection will then be copied into the Findify dashboard,” explained Findify Head of Product, Anders Gullander.
“This method will only add new collections, however, and will not override information on collections already imported to Findify.”
This is where the new Shopify Sync feature comes in. Using this functionality, merchants can now make changes to their collections within Shopify, then simply hit the Sync button within the Findify dashboard and their changes will be copied into Findify.
Mr Gullander said this new and improved method of working with Shopify collections will streamline the process for many merchants, allowing them to save time and put their efforts elsewhere within their ecommerce business.
“It will speed things up for merchants, which is great. They can carry out the syncs manually, or they can contact us on firstname.lastname@example.org if they would like us to automate the process and have our CS & Integration team set up the sync to run at regular intervals,” he said.
“However it is important for merchants to note that running a sync will override any changes made to collections from within the Findify dashboard. That’s why we recommend merchants manage their collections through Shopify, and then use our Import and Sync capabilities to copy this information over to Findify.”
How to fully utilize Findify’s new and improved Shopify Sync feature using an ideal merchant workflow
As Shopify and Findify use slightly different fields to create collections, some merchants may encounter an error message when syncing their collections.
Merchants can avoid this by only filling out the fields within Shopify that are supported by Findify.
#1. The product fields which are present in Shopify but are not supported by Findify are: ‘Title’, ‘Weight’, and ‘Variant Title’.
If a merchant is trying to import a collection from Shopify to Findify and one or more of the collections includes these fields, the merchant will get an ‘Inapplicable Column’ error. Getting around this is easy, however. Instead of using title fields, simply use ‘Tag’ instead.
“Tags are a great way to set up collections, and make the process easier overall,” explained Mr Gullander.
#2. The relation fields which are present in Shopify but are not supported by Findify are: ‘Starts with’, ‘Ends with’, ‘Contains’, and ‘Does not contain’.
If a merchant is trying to import a collection from Shopify to Findify and one or more of the collections include these fields, the merchant will get an ‘Inapplicable Relation’ error.
Getting around this is also easy. Instead of using these fields, simply make sure you use: ‘Is equal to’, ‘Is not equal to’, ‘Is greater than’, or ‘Is less than’. These fields are supported in both Shopify and Findify, and can be used to achieve the same goals.
#3. Finally, a merchant might also get an error message pop-up, when syncing collections, if they are trying to sync empty collections or if they have used Shopify’s multiple conditions functionality.
To illustrate the latter, let’s say a merchant has a collection within Shopify which they have set up to include TagA ‘OR’ TagB ‘OR’ TagC.
“This type of multiple field condition is not supported in Findify, because we found it is a very time consuming way to set up a collection,” explained Mr Gullander.
“Merchants are advised to work with tags instead. This method really is easier and quicker to work with. It’s a much better method.”
To learn more about the technical side of setting up Collections for your ecommerce website, go here. To learn more about working with tags, go here.
For more information on the powerful ecommerce website tools (Personalized Search, Smart Collections, and Recommendations) offered by Findify, a leading Shopify app, book a demo here.
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