Product Lists
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      Working with Product Lists

      How to create and use Smart and Static product lists in Plytix

      Product lists help you organize your products into segments. Use them for internal management or to push only a specific set of product data to customers. Product lists can be Smart or Static. This article explains both types of lists and walks you through how to create and use them.

       

      ℹ️ This article is about Smart and Static lists for products. You may want to check out the article on Smart and Static lists for assets. 

       

      Creating a product Smart list

      Creating a product Static list

      Renaming a product list

      Loading a product list in Product Overview

      Deleting a product list

       

      *Skip to any section in this article by clicking on the links above

      How to create a product Smart list 

      Smart Lists: A smart list is dynamic. Products in this list depend on conditions you set.
       
      For example:
      If you want to identify which products are ready to post to your web store, you might add the filters:
       
      1. Basic info completeness is equal to 100
      2. Status is equal to Completed
      3. Availability is equal to in stock
       
      Anytime a product meets these conditions, it's added to the list. You can then use this list in a channel where it will automatically send these products to your web store. This way you never send a product with missing information.
       

      There are two ways of creating a Smart list with your products: 

      From the All products tab

      From the Product Lists tab

       

      From the All products tab 

       

      HubSpot Video

       

      1. Click on 'Product' in the top navigation menu.
      2. Choose 'All products' from the dropdown.
      3. Set the filter conditions in the left Filters menu.
      4. Click 'Save filters' in the left Filters menu.
      5. Choose a list to update or choose 'Create new list' and name it.
      6. Hit 'Save'.

      Your list is now created and can be found in the Product list page.

      From the Product Lists tab

       

       

      1. Click on 'Product' in the top navigation menu.
      2. Choose 'Lists' from the dropdown.
      3. Click '+ Create a list'.
      4. Select 'Smart lists'.
      5. Name your new list.
      6. Hit 'Save' You will be taken directly to that list's editing page.
      7. Set the filter conditions found on the left.

      As you add filters, the table on the right will automatically update to show the products that match those filters.

       

      How to create a product Static list

      Unlike Smart lists, Static lists do not update automatically. Products in this list are added and removed manually. These lists are great when you only want to share a group of products with clients. 

       

      There are two ways of creating a Static product list:

      Upon import

      From the Product Lists tab

       

      Upon import

      When importing a CSV, you can create a Static list. 

       

      Create a static product list from import

       

      1. Follow the steps to import a CSV.
      2. Under Import Settings check the box 'Create a Static List from all imported products'.

       

      ℹ️  A new list will be created. Products added to this list will reflect the option chosen under "Import Products" (add new, update existing, both).

       

      From the Product Lists page

       

       

      To create a Static list: 

      1. Click on 'Products' in the navigation menu.
      2. Select 'Lists' from the dropdown.
      3. Click on '+ Create a list' .
      4. Choose 'Static list'.
      5. Name your list (you can always change this later).
      6. Hit 'Save' (This will take you to the new list's detail area).

       

      To add products to a Static list:

      1. From the list detail area click on '+ Link products'.
      2. Choose the products you want to add to this list.
      3. Finish by clicking 'Link' at the top right of the popup window.

       

      To remove products from a static list:

       

      Unlink products from a static list

       

      1. Select the products you want to remove.
      2. Click 'Unlink'. 
      3. Confirm by clicking 'Unlink' again in the popup window.

       

      Renaming a product list

      You can rename a product list from the Product List Overview page: 

       

      Rename list name

      1. Click on the name of the product list you want to edit (this will take you to the list details page).
      2. On the product list detail page, click on the pencil icon that appears to the right of the list name.
      3. Type in the new name.
      4. Click the checkmark to save.



      Loading a product list in Product Overview

      Find and edit product in a list by loading the list in the Product Overview table.

      1. From the Product Overview filters menu on the left click 'Load list'.

        1
      2. Choose a list from the dropdown.

        2
      3. Click 'Load'.

      You can now view all the products in that list and perform bulk actions like editing and exporting. If a list is loaded, the name of the list will appear at the top of the filters area.

       

      3

      Deleting a product list

       

      How to delete a product list

      1. Check the box next to the list name.
      2. Click the 'delete' button that appears to the right of the search bar.
      3. Confirm by typing 'DELETE'.
      4. Click the 'delete' button on the top right of the window.

       

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