How to create and use Smart and Static product lists in Plytix
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 Static list
Loading a product list in Product Overview
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How to create a product Smart list
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.
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There are two ways of creating a Smart list with your products:
From the All products tab
- Click on 'Product' in the top navigation menu.
- Choose 'All products' from the dropdown.
- Set the filter conditions in the left Filters menu.
- Click 'Save filters' in the left Filters menu.
- Choose a list to update or choose 'Create new list' and name it.
- Hit 'Save'.
Your list is now created and can be found in the Product list page.
From the Product Lists tab
- Click on 'Product' in the top navigation menu.
- Choose 'Lists' from the dropdown.
- Click '+ Create a list'.
- Select 'Smart lists'.
- Name your new list.
- Hit 'Save' You will be taken directly to that list's editing page.
- 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
When importing a CSV, you can create a Static list.
- Follow the steps to import a CSV.
- 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:
- Click on 'Products' in the navigation menu.
- Select 'Lists' from the dropdown.
- Click on '+ Create a list' .
- Choose 'Static list'.
- Name your list (you can always change this later).
- Hit 'Save' (This will take you to the new list's detail area).
To add products to a Static list:
- From the list detail area click on '+ Link products'.
- Choose the products you want to add to this list.
- Finish by clicking 'Link' at the top right of the popup window.
To remove products from a static list:
- Select the products you want to remove.
- Click 'Unlink'.
- 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:
- Click on the name of the product list you want to edit (this will take you to the list details page).
- On the product list detail page, click on the pencil icon that appears to the right of the list name.
- Type in the new name.
- 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.
- From the Product Overview filters menu on the left click 'Load list'.
- Choose a list from the dropdown.
- 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.
Deleting a product list
- Check the box next to the list name.
- Click the 'delete' button that appears to the right of the search bar.
- Confirm by typing 'DELETE'.
- Click the 'delete' button on the top right of the window.
What's next?
- Learn how to add a product list to a channel
- Learn how to add a product list to an E-catalog
- Learn about creating asset lists
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