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Smart Collections: How to Set Up Template & Global Settings

Customize your Rebuy Smart Collections template and global settings: layout, hero, filters, sort order, product display, pagination, review integrations, add to cart, merchandising rules, and excluded products.

Written by Tom

This guide walks through every setting available in the Smart Collections Template & Settings editor of your Rebuy admin. The Template & Settings editor controls how every collection on your store looks and behaves: layout, hero content, filters, sort order, product display, pagination, review integrations, the Add to Cart button, merchandising rules, and excluded products.

Note: Settings configured here apply globally to every collection on your store. To run a temporary or collection-specific override, use Smart Collection Campaigns instead.


Enable Smart Collections

The Collections Enabled toggle at the top of the Template & Settings page is the master switch for the Smart Collections feature. When this toggle is on, Smart Collections renders on your live collection pages using the configuration in this editor. When it is off, Smart Collections stops rendering immediately and your collection pages fall back to your Shopify theme's default behavior.

Note: Disabling the Collections Enabled toggle takes effect on your live store immediately. There is no preview or staging mode for this toggle.

Preview Mode: Test Smart Collections Before Enabling

The Preview Mode feature in Smart Collections lets you view your collection pages on your live storefront before turning on the master Collections Enabled toggle. Use Preview Mode to verify your layout, filters, sort options, and other Smart Collections settings look correct before going live for shoppers.

How to use Preview Mode:

  1. Open Smart Collections > Template & Settings in your Rebuy admin.

  2. Click the PREVIEW link in the top of the Collection Template Editor card.

  3. A new browser tab opens to your storefront with ?preview_smart_collections=true appended to the URL.

  4. Browse your collections to verify everything renders correctly.

Smart Collections Preview Mode renders only in browser sessions that have the ?preview_smart_collections=true query parameter active. Shoppers visiting your store normally continue to see your default theme behavior until you turn on the master Collections Enabled toggle.

Tip: You can share the Preview Mode URL with teammates by copying it from the browser tab. Anyone visiting the URL sees your Smart Collections configuration render on your storefront, which makes it easy to gather feedback before going live.


Collection Template Editor

The Collection Template Editor in Smart Collections controls the structural layout and hero content of every collection page. The editor is divided into three configuration areas: Layout Settings, Hero Settings, and General Settings. The first two are covered below. General Settings has its own section further down because it contains six separate sub-pages.

Layout Settings for Smart Collections

The Layout Settings control how filters are presented on the collection page. Smart Collections supports two layout options:

  • Sidebar Layout: Filters display in a vertical column on the left side of the collection page.

  • Dropdown Layout: Filters display as expandable dropdowns above the product grid.

Note: The selected layout applies to all device types. Smart Collections does not support mixing layouts (for example, Sidebar on desktop and Dropdown on mobile).

Hero Settings for Smart Collections

The Hero Settings control whether the collection description and hero image from Shopify are displayed at the top of the Smart Collections page. Both controls source their content from Shopify, so the description or hero image must be configured in your Shopify collection for these toggles to have any visible effect.

  • Show Description: When enabled, the collection description configured in Shopify displays at the top of the collection page.

  • Show Hero Image: When enabled, the collection hero image configured in Shopify displays at the top of the collection page.


Smart Collections General Settings

The General Settings area of the Collection Template Editor contains six configuration pages that control the interactive behavior of every Smart Collections page on your store. The six General Settings pages are:

  1. Filters: Which filters shoppers see and how they behave

  2. Sort By: Which sort options shoppers see and the default sort order

  3. Product Display: Image ratio, column spacing, and column counts per device

  4. Pagination: Paging or continuous scroll behavior

  5. Integrations: Product review app integrations for star ratings

  6. Add to Cart Button: Inline Add to Cart button on collection products

Each is documented in its own section below.


Filters for Smart Collections

The Filters page in Smart Collections controls which filter types shoppers can use to narrow down products on every collection page. The Filters page has two main areas: a drag-and-drop list of active filters that sets their display order, and an EDIT button that opens a slideout panel for full filter configuration.

Filter Display Order

Active filters appear as draggable rows on the Filters page. Drag a filter up or down in the list to change its position. Filters are displayed top-down on the live collection page in the same order shown here.

Filter Settings (Appearance and Behavior)

Below the filter list, the Filter Settings section controls the appearance and behavior of all filters as a group:

  • Icon Selectors: Choose between two icon styles for expanding and collapsing filter sections. Options are Plus / Minus (default) or Chevron.

  • Show Product Count: Display the number of matching products next to each filter option (enabled by default).

  • Show Selected Filters: Display the shopper's currently selected filters at the top of the filter list (enabled by default).

  • Keep All Filter Options Collapsed: Collapse all filter sections by default when the page loads. Shoppers can expand them as needed (enabled by default).

  • Always Show First Filter Expanded: Automatically expand the first filter in the list when the page loads (disabled by default).

Available Filter Types in Smart Collections

Click the EDIT button at the top of the Filters page to open the Filter Options slideout panel. The slideout has four sections, each containing a different category of filter.

Standard Shopify Filters

These filters are sourced from your Shopify product catalog and are available out of the box:

  • Availability: Filter by in-stock or out-of-stock products.

  • Product Type: Filter by Shopify product type values.

  • Price: Filter by price range.

  • Product Tags: Filter by Shopify product tags. This filter has three sub-modes: All (display all tags), Specific (display a hand-picked list of tags), or Exclude Specific (display all tags except a hand-picked list).

  • Vendor: Filter by Shopify product vendor.

Each standard filter can be enabled or disabled individually using the toggle in the slideout, and each can be relabeled using the custom label field below its toggle.

Product Options

Product Options are the variant-level options merchants configure in Shopify (Color, Size, Material, Style, etc.). The available options are pulled from your Shopify catalog, so the list shown in the slideout depends on what is configured in your store.

Product Metafields and Variant Metafields

You can enable up to 25 Product Metafields and 25 Variant Metafields as filter options. Each metafield is configured as a separate toggle in the slideout. Smart Collections supports the following metafield types as filters:

  • Single line text

  • Single line text (list)

  • Decimal

  • Integer

  • True or false (boolean)

Metafield filter limitations in Smart Collections:

  • Metafield values exceeding 256 characters or 40 words are not surfaced as filter options.

  • Metafield values containing HTML are not surfaced as filter options.

  • If you do not have product or variant metafields configured in Shopify, the corresponding section will not appear in the slideout.

  • If your metafields exist in Shopify but do not appear in the slideout, you may need to refresh your synced product data. See Sync Product Data, Store Data, and Clear Cache or contact support.


Sort By Options for Smart Collections

The Sort By page in Smart Collections controls which sort options shoppers can choose from on every collection page, the default sort order, and how the Sort By dropdown is styled. Like the Filters page, the Sort By page has a drag-and-drop list of active sort options and an EDIT button that opens a configuration slideout.

Available Sort Options in Smart Collections

The Sort By slideout contains a toggle for each available sort option. Enable any combination of the following:

  • Relevance: Ranks products using Shopify's collection assignment as the base, then applies any Rebuy Merchandising Rules you've configured to determine final sort order.

  • Best Sellers: Sorts by sales volume over a configurable lookback period (see below).

  • Highest Price: Sorts price descending.

  • Lowest Price: Sorts price ascending.

  • New Arrivals: Sorts by product publish date, newest first.

  • Highest Rating: Sorts by average product rating descending. Requires an active review integration.

  • Lowest Rating: Sorts by average product rating ascending. Requires an active review integration.

  • Oldest: Sorts by product publish date, oldest first.

  • Name (A-Z): Sorts alphabetically.

  • Name (Z-A): Sorts reverse alphabetically.

Drag the toggled-on sort options into your preferred order. The display order in the live Sort By dropdown matches the order shown in this list.

Best Sellers Lookback Period

When the Best Sellers sort option is enabled, a Lookback Period dropdown appears below it. The Lookback Period determines how far back in time Smart Collections looks when calculating sales volume to rank products. Available values are 7 days, 30 days, 60 days, and 90 days.

Tip: A shorter lookback period (7 days) surfaces what is selling right now and reacts quickly to seasonality. A longer lookback period (90 days) emphasizes consistent sellers and is more stable. Pick the period that best matches how often your bestsellers shift.

Default Sort Option

A Default Sort drop zone on the Sort By page accepts one sort option from the list. The option dropped here is the sort order applied automatically when a shopper lands on a Smart Collections page before they have selected anything from the Sort By dropdown. If no default is set, Smart Collections falls back to Relevance.

Sort By Dropdown Styling

A radio control on the Sort By page sets how the Sort By dropdown is visually styled on the live collection page. Two visual styles are available; pick the one that best matches your store theme.


Product Display for Smart Collections

The Product Display page in Smart Collections controls how product cards are sized and arranged on every collection page. There are three controls: Image Ratio, Column Spacing, and Column Breakpoints.

Image Ratio

The Image Ratio setting determines the aspect ratio of the product image displayed on each collection card. Three preset ratios are available, presented as selectable tiles:

  • 1:1 (default): Square image, equal width and height.

  • 3:4: Portrait orientation, slightly taller than wide.

  • 9:16: Tall portrait orientation, common for mobile-first imagery.

When you select a different ratio, all product card image containers update to match. Source images that don't match the selected ratio are cropped automatically by Smart Collections.

Column Spacing

The Column Spacing slider controls the gap between product cards on the collection page. The slider has six positions, ranging from 1 (tight) to 6 (loose). Position 4 is the default. Adjust the slider to match the visual density of your collection page to your store's overall design.

Column Breakpoints

The Column Breakpoints setting controls how many product cards display per row at each device size. Each device has its own selector with its own range:

  • Mobile: 1 or 2 columns per row.

  • Tablet: 1 to 4 columns per row.

  • Desktop: 1 to 5 columns per row.


Pagination for Smart Collections

The Pagination page in Smart Collections controls how products are loaded and presented as the shopper moves through a collection. Two mutually exclusive pagination modes are available, and the merchant chooses one for the entire store.

Paging Mode (Default)

In Paging mode, products are split into discrete pages with traditional next/previous navigation at the bottom of the collection. By default, each page displays 15 products, but this is fully configurable. Paging is the default mode when Smart Collections is first installed.

When Paging is selected, three sub-controls become available:

  • Configure Amount Per Page: A number input that sets how many products appear on each page. Accepts values from 1 to 100. Default is 15.

  • Products Per Page Dropdown: A checkbox (off by default). When enabled, shoppers see a per-page dropdown on the live collection page and can change how many products they see at a time.

  • Dropdown Options: Three number inputs that define which values appear in the shopper's per-page dropdown. Default values are 15, 25, and 75. Each accepts a value between 1 and 100. Leave a field blank to suppress that option from the dropdown.

Continuous Scroll Mode

In Continuous Scroll mode, additional products load automatically as the shopper scrolls toward the bottom of the collection page. There is no traditional pagination control. Continuous Scroll loads products in batches of 15 at a time. This batch size is hardcoded and cannot be changed.

Note: Continuous Scroll always loads 15 products per batch. There is no setting to change this batch size. If you need a different number of products per view, use Paging mode and configure the Amount Per Page.


Product Review Integrations for Smart Collections

The Integrations page in Smart Collections enables product star ratings to display on every collection page. Star ratings appear directly on each product card, alongside the total number of reviews. The Integrations page lists every supported review app as a separate toggle. Only one review app can be active at a time.

Review app integrations supported by Smart Collections include Klaviyo Reviews, Judge.me, Junip, Loox, Okendo, Opinew, Reviews.io, Stamped, and Yotpo.

Steps to enable product star ratings on Smart Collections:

  1. Confirm your review app is installed on your Shopify store and has review data for at least some of your products.

  2. Open the Rebuy admin and navigate to Integrations in the main left nav. Connect the review app there if it is not already connected.

  3. Open Smart Collections > Template & Settings > Collection Template Editor > General Settings > Integrations.

  4. Toggle on your active review app from the list.

  5. Save your changes. Star ratings will now appear on product cards across every Smart Collections page.

Note: If a product does not have any reviews in the connected review app, no star rating will display for that product even if the integration toggle is on.


Add to Cart Button for Smart Collections

The Add to Cart Button page in Smart Collections lets you display an inline Add to Cart button on every product card on the collection page. Shoppers can add products to their cart without leaving the collection page or navigating to a product detail page, which can speed up the path to purchase.

The Add to Cart Button page has one master toggle plus four customizable text fields. The text fields control the button label as the shopper interacts with it:

  • Default state: Default text is "Add to Cart". This is what shoppers see before they click.

  • Adding state: Default text is "Adding". This appears briefly while the product is being added to the cart.

  • Added state: Default text is "Added". This confirms the product was successfully added.

  • Sold Out state: Default text is "Sold Out". This replaces the button when the product has no available inventory.

Customize the text in each field to match your store's tone or language.

Note: Dynamic translation of these text fields is not supported. The labels you configure here will display as-is for all shoppers, regardless of their language or locale.


Merchandising Rules for Smart Collections

Merchandising Rules is a rule-based configuration feature in Smart Collections that gives you granular control over how products are ranked and displayed on every collection page. Using Merchandising Rules, you can automatically boost, demote, or hide products based on specific product attributes (tags, type, vendor, metafield values), surfacing the right products to the right shoppers without manual curation.

Merchandising Rules has its own EDIT slideout for creating and managing individual rules. Because rule logic is configured per rule, the full Merchandising Rules workflow is documented in a dedicated article.


Excluded Products in Smart Collections

The Excluded Products page in Smart Collections lets you remove specific products from appearing in any collection result, regardless of how the collection is built or which filters apply. Use this for seasonal items, out-of-rotation products, or products you never want surfaced through Smart Collections.

Click the EDIT button on the Excluded Products page to open the slideout. The slideout contains two sub-cards:

  • Product Tags: Search for and select Shopify product tags. Any product carrying a selected tag will be excluded from all Smart Collections.

  • Specific Products: Search for and select individual products by name. Selected products will be excluded from all Smart Collections.

Important: Exclusions configured here apply across every Smart Collection on your store. If a product belongs to multiple collections, excluding it on the Excluded Products page removes it from all of them. To exclude a product from one specific collection only, use Smart Collection Campaigns instead.

Note: If you've tagged products with the exclude_rebuy tag in Shopify to exclude them from Rebuy widgets, those products are also automatically excluded from Smart Collections results. See Hide Products From Being Recommended for details on the exclude_rebuy tag.


Frequently Asked Questions About Smart Collections Template & Global Settings

Why don't my Smart Collections settings changes appear on my live store?

If your Smart Collections settings changes do not appear on your live store, the most common cause is stale product or store data. Refreshing your synced product and store data and clearing the Smart Collections cache typically resolves this. See Sync Product Data, Store Data, and Clear Cache for the full procedure. Also confirm that the master Collections Enabled toggle is on.

Why don't my product metafields appear as Smart Collections filter options?

If a product or variant metafield does not appear as a filter option in Smart Collections, it is usually due to one of three constraints. Smart Collections only supports five metafield types as filters: single line text, single line text (list), decimal, integer, and true/false. Metafield values longer than 256 characters or 40 words are automatically suppressed. Metafield values containing HTML are also suppressed. If your metafield meets all three rules and still does not appear, you may need to refresh your synced product data. See Sync Product Data, Store Data, and Clear Cache for the procedure.

How many products per page can Smart Collections display?

In Smart Collections Paging mode, you can display between 1 and 100 products per page, with a default of 15. In Continuous Scroll mode, products always load in batches of 15 and this batch size cannot be changed. If you want a different number of products per view, use Paging mode and adjust the Amount Per Page setting.

Can I use a different Smart Collections layout for desktop, tablet, and mobile?

No. Smart Collections applies a single layout (Sidebar or Dropdown) across all device types. Mixing layouts (for example, Sidebar on desktop and Dropdown on mobile) is not supported. The number of columns shown per device is configured separately under Product Display > Column Breakpoints, but the underlying filter layout is uniform.

Why aren't product star ratings showing on my Smart Collections page?

If product star ratings are missing from your Smart Collections page, confirm three things. First, you have a supported review app installed on Shopify (Klaviyo Reviews, Judge.me, Junip, Loox, Okendo, Opinew, Reviews.io, Stamped, or Yotpo). Second, the review app is connected on the main Rebuy Integrations page. Third, the matching toggle on the Smart Collections Integrations sub-page is turned on. Star ratings only display for products that have at least one review in the connected app.

How do I exclude a product from showing in any Smart Collection?

To exclude a product from every Smart Collection on your store, you have two options. The first is to apply the exclude_rebuy tag to that product in Shopify. The second is to add the product directly on the Smart Collections Excluded Products page using either Product Tags or Specific Products. Both methods exclude the product from every Smart Collection it would otherwise appear in. To exclude a product from only one specific collection, use Smart Collection Campaigns.

What's the difference between Paging and Continuous Scroll in Smart Collections?

Paging and Continuous Scroll are the two pagination modes available in Smart Collections, and they behave differently. Paging mode splits results into pages with explicit page navigation at the bottom; merchants can configure how many products appear per page (1 to 100, default 15) and optionally show a per-page dropdown for shoppers. Continuous Scroll mode loads products automatically as the shopper scrolls; the batch size is hardcoded at 15 products and cannot be changed. Choose Paging if you want shopper control or fine-grained product-per-page tuning. Choose Continuous Scroll if you want a frictionless mobile-style browse experience.

How do I test Smart Collections without affecting my live store?

Smart Collections includes a Preview Mode that lets you view your collection pages on your live storefront before enabling the feature for shoppers. Click the PREVIEW link in the Collection Template Editor card to open your storefront with the ?preview_smart_collections=true query parameter appended. Smart Collections renders only in your browser session, while shoppers visiting your store normally continue to see your default theme behavior until you turn on the master Collections Enabled toggle.

What does Relevance mean in Smart Collections?

Unlike Smart Search — where Relevance is powered by Rebuy's search algorithm to match products to a shopper's query — Smart Collections doesn't involve a search term. Instead, Relevance in Smart Collections starts with the list of products assigned to that collection in Shopify, then applies any Merchandising Rules you've configured in Rebuy (such as boosting, demoting, or hiding products by attribute) to determine how they're ranked and displayed.


Related Smart Collections Articles

The articles below cover everything else in Smart Collections, from initial setup to advanced features and customization.

Getting Started with Smart Collections

Smart Collections Features & Advanced Settings

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