Adding Rules
How to add merchandising rules to Pages
Rule Types
There are two types of rules:
- Global Rules: Apply across all collections or product listing pages.
- Page-Specific Rules: Apply only to a specific collection or product listing page.
Both rule types can be managed directly within the Playground or via the Rules tab in the main navigation.
Merchandising Controls
Each Rule applies one control type that determines how matching products behave within the strategy.
| Control Type | Action | Behavior |
|---|---|---|
| Only Show | Inclusion | Narrows eligibility only to products matching the Conditions. |
| Hide | Exclusion | Removes matching products entirely. Overrides Only Show. |
| Bury | Demote | Products remain eligible but are ranked lower. |
| Promote | Boost | Products remain eligible but are ranked higher. Use Promotion strength to control how strong the boost is. |
| Pin | Lock Position | Fixes a specific product (by Product ID) to an exact position (e.g., Position 1), ignoring natural algorithmic ranking. |
Application Scope
The available criteria come from the store's Shopify product data, including metafields, so the list varies by store. Common criteria include:
- Product attributes: Tags, vendor, product type, status, and collections (ID, handle, or title).
- Variant attributes: Price, compare-at price, inventory quantity, SKU, barcode, and options (such as size or color).
- Specific products: Individual Product IDs.
Each condition compares a criterion to a value. Operators include less than, more than, equals to, not equals to, between, more than percent, and less than percent.
Note: If a product is targeted by both an Only Show rule and a Hide rule, the Hide rule takes precedence and the product will be removed.
Advanced Customization: Adding Rules & Conditions
Pages strategies use a Rules → Conditions hierarchy to determine exactly which products surface to shoppers.
Conditions
A Condition is a single, atomic check against the product catalog.
- Examples:
Price < $50,Product type = Jackets, orTags = sale.
Rules
A Rule acts as a container for one or more Conditions.
- Conditions within a single Rule can be combined using AND / OR logic.
Multiple Rules
Rules themselves can also be combined with AND / OR logic. This flexibility makes it possible to build everything from simple filters to complex, multi-layer logic trees.
Logic Summary
To help visualize the hierarchy:
- Condition = Atomic check
- Rule = Logical group of conditions
- Multiple Rules = The full Page strategy
Condition Examples by Attribute
Below are common configurations for applying merchandising logic across different product attributes.
Price
- Only Show
Price < $50→ Only budget products appear. - Hide
Price > $200→ Luxury items are removed from view. - Bury
Price > $150→ Higher-priced items sink to the bottom. - Promote
Price < $40→ Entry-level items rise to the top.
Tags
- Only Show
Tags = summer→ Only products tagged "summer" appear. - Hide
Tags = discontinued→ Discontinued products are removed from view. - Bury
Tags = clearance→ Clearance products sink to the bottom. - Promote
Tags = new-arrival→ New arrivals rise to the top.
Collection & Product ID
- Collection
- Only Show
Collections - handle = mens-jackets - Hide
Collections - handle = gift-cards - Bury
Collections - handle = accessories - Promote
Collections - handle = new-arrivals
- Only Show
- Product ID
- Only Show
Id = 123456 - Hide
Id = 789101 - Bury
Id = 222333 - Promote
Id = 999888
- Only Show
Inventory
- Only Show
Variants - inventory quantity > 0→ Only in-stock products appear. - Bury
Variants - inventory quantity < 5→ Low-stock products sink to the bottom.
Precedence Order
Eligibility is always evaluated before ranking.
- Hide (Highest priority - if it's hidden, other criteria will not apply).
- Pin (Overrides other criteria besides Hide).
- Only Show (Filter logic).
- Promote / Bury (Final ranking adjustments).
Important
A product must pass both the Hide and Only Show logic checks before Promote or Bury ranking changes are applied.
Grouping Rules & Conditions — Examples
The power of the strategy engine lies in combining multiple rules and conditions. Here is how logic translates to results:
Simple AND Rule
- Rule 1 — Only Show
- Conditions (AND):
Product type = AccessoriesANDPrice < $100 - Result: Only accessories under $100 are eligible.
OR Conditions Within One Rule
- Rule 1 — Promote
- Conditions (OR):
Tags = new-arrivalORVendor = Acme - Result: Either new arrivals or products from Acme receive a boost.
Multiple Rules with AND (Eligibility + Blocking)
- Rule 1 — Only Show (AND):
Product type = Jackets,Price < $180,Variants - inventory quantity > 0 - Rule 2 — Hide (OR):
Tags = clearance,Tags = final-sale - Result: Only in-stock jackets under $180 are eligible; however, any clearance or final-sale items are removed entirely.
Mixed Eligibility + Ranking (Layered Strategy)
This approach separates hard eligibility gates from soft ranking influence.
| Rule Type | Logic | Purpose |
|---|---|---|
| Only Show | Price < $250 AND Variants - inventory quantity > 0 AND Product type ≠ Gift Card | Gate: In-stock, affordable items only. |
| Hide | Tags = discontinued OR Id IN [111, 222] | Block: Removes discontinued or specific products. |
| Promote | Tags = new-arrival AND Vendor = Acme | Boost: New arrivals from a key brand rise to the top. |
| Bury | Tags = clearance OR Variants - inventory quantity < 5 | Demote: Sinks clearance or low-stock items. |
Creating & Testing Rules
Create a Rule
Navigate to the Rules tab in the left sidebar, then select the rule type to configure:
- Global Rules: Click to add new or existing rules to the global configuration, then click Save.
- Page-Specific Rules: View active rules in the overview table. Click Create Rule, define the rule logic, and click Save to apply the changes.
Test Rules
Before publishing to production, open the Playground to test, preview, and validate the rule logic against live data in a safe sandbox environment.