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Collections Overview Video (Coming Soon)

Created by Faye BSG, Modified on Fri, 06 Oct 2023 at 06:41 AM by Faye BSG

This Feature Is Coming Soon!

In this article, we will cover an Overview of Collections in Products. Below is a video to help you get started!

 


Prior to getting started, you will need to have the following:

  • An active ClickFunnels 2.0 account.
  • Access to a Workspace in the ClickFunnels 2.0 account.
  • At least one product.

Do you want to automatically group some products to list them on the same pages or apply the same action to them? In these cases, group them up as a collection. Doing so will allow the products to be listed together on the site and funnels with the Products Collection element. It will also allow other parts of the platform to perform the same action on each product in the collection. This will save time and keep things organized.

 

Access Collections

  1. To access and manage collections, click on the Products dashboard.

    SCR_-_Products_Dashboard.png

  2. Then, click the Collections menu.

    SCR_-_Collections_Menu.png

 

Add A Collection

When multiple products should be listed together or have the same actions applied to them, create a new collection in your ClickFunnels account.

  1. To add a new collection, click the Add new collection button from the Collections menu.
    SCR_-_Add_New_Collection.png

  2. Configure the collection’s basic settings.
    SCR_-_Create_Collection_Settings.png
    1. Name: The name of the collection. Used to identify the collection itself. This will be displayed wherever the collection name is present.
    2. Description: An optional description for the collection. This can also help identify the collection.
    3. Image: An optional image for the collection. This image will be displayed anywhere that the collection image is used.
    4. Visibility: Decide if the collection should be visible on any of the stores available in your ClickFunnels account.

  1. Click on the Create collection button in the page's top-right or bottom-right corner.
    SCR_-_Create_Collection.png

  2. The next page will have the rest of the settings where the collection type needs to be selected, and the products added.
    SCR_-_Collection_Type.png

    1. Manual: Manually select which products should be included in the collection.
    2. Automatic: Set up automatic collection rules to dynamically update the collection to include products that match the rules.

  3. Once everything is set up in the desired way, click on the Update collection button before leaving the page.
    SCR_-_Update_Collection.png


 

Edit A Collection

Collections can be modified anytime, allowing you to update the name, image, visibility, and the included products or automatic collection rules.

  1. To edit a collection, click on the collection name or the gear icon from the Collection menu.
    SCR_-_Edit_Collection.png

  2. This will present the collection’s settings and allow them to be changed at any time. Once the desired changes have been made, remember to click on the Update collection button before leaving the page.
    SCR_-_Update_Collection.png


 

Archive a Collection

If a collection is no longer needed, it can be archived. The collection will be removed from any Product Collection element used on the site.

  1. To archive a collection, click on the collection name or the gear icon from the Collection menu to access its settings.
    SCR_-_Edit_Collection.png

  2. Scroll down to the bottom of the page and click on the Archive button.
    SCR_-_Archive_Collection.png

  3. Confirm the action by clicking on the Proceed button on the popup.
    SCR_-_Archive_Collection_Confirmation.png

 

Unarchive A Collection

Restoring an archived collection will make it available to modify and view again.

  1. Click on the Archive tab from the Collection menu to restore an archived collection.
    SCR_-_Archived_Collections.png

  2. Find the collection that needs to be restored and click on the trash can icon with a backward arrow.
    SCR_-_Unarchive_Collection_Icon.png

  3. Alternatively, click on the gear icon to access the collection’s settings, scroll down to the bottom of the page, then click on the Unarchive button.
    SCR_-_Archived_Collection_Edit.png

    SCR_-_Unarchive_Collection.png

If you have any questions about this, please contact our Support Team by clicking the Support Icon in the bottom right-hand corner of this page.

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