Rule-based product groups

Create dynamic product groups that automatically include products with certain attributes.

Rule-based product groups automatically include products based on criteria you define, such as weight, price, title, SKU, or vendor name. Instead of manually selecting each product, you create rules that determine which products belong to the group.

When to Use Rule-Based Groups

Use rule-based groups when you:

• Have a large catalogue with many products
• Want products to automatically join groups without manual updates
• Need to group products by common attributes (vendor, weight range, price range)
• Want future products to automatically match your groups

For smaller collections or specific handpicked products, use Select products as a strategy instead.

Creating a Rule-Based Product Group

1. Navigate to Product Groups and click Create Product Group
2. Enter a Product Group Title
3. Set Product Group Status to Active
4. Under Strategy, select Rule-based
5. Click Save

Building Your Rules

After saving your product group, scroll to the Rules section.

Available Product Attributes

You can create rules based on:

• Weight of the product - Match products by weight (in your store's weight unit)
• Cost of the product - Match products by price (in your store's currency)
• Product title - Match products whose titles contain specific text
• Product SKU - Match products whose SKUs contain specific text
• Product vendor name - Match products from specific vendors

Available Conditions

Depending on the attribute, you can use:

For weight, price:

• Is more than
• Is more than or equal to
• Is less than
• Is less than or equal to
• Is between (inclusive)
• Is between (exclusive)

For title, SKU, vendor:

• Includes text

Rule Logic

AND - All conditions in a group must match for a product to be included.

OR - A product matches if it satisfies any complete rule group.

Examples

Example 1: Heavy Products

Include all products weighing 5kg or more:

Example 2: Premium Products from Specific Vendor

Include products from "Acme Corp" that cost £50 or more:

Example 3: Multiple Vendors (OR Logic)

Include products from either "Vendor A" or "Vendor B":

Example 4: SKU-Based Grouping

Include products with SKUs starting with "BULK" or "WHOLESALE":

Best Practices

Keep Rules Simple

Start with simple rules and test before adding complexity. Simple rules are easier to maintain and understand.

Avoid Overlapping Groups

Ensure products don't match multiple product groups. If a product appears in multiple groups:

• Manually selected products take priority over rule-based matches
• If multiple rule-based groups match, the oldest group (created first) takes priority

Test Your Rules

After saving rules, check a few products to confirm they're in the correct group. Add or edit products to verify future items match as expected.

Use Specific Text Matches

When using "includes text", be specific:

• ✓ Good: Product SKU includes text "BULK-"
• ✗ Risky: Product SKU includes text "BU" (may match unintended products)

Document Complex Rules

For groups with multiple rule groups or conditions, note the purpose in the Product Group Title (e.g., "Heavy Items - 5kg+" or "Premium - Vendor A & B").

Important Notes

Product Group Priority

If a product variant is manually assigned to a product group (using Select products strategy), that assignment takes priority over any rule-based group it might match.

Inactive Groups

If you deactivate a product group, products in that group will be treated as part of the "General" group until you reactivate it.

Rule Exceptions

If you need to exclude specific products from a rule-based group, contact support with the variant IDs to exclude.

Updated on: 05/03/2026