Automation FAQs

Q. How do I create an Automation?

A. A full guide and video on creating Automations can be found here.

Q. How do I use the Automation Preview?

A. The Automation Preview allows you to see how your products will be merchandised by the rules you've selected in your Automation.

Remember, this is how your collection will look if your Automation ran right now. As product data changes (e.g. goes out of stock, increases in sales), your collection will be resorted accordingly.

Simply add your Automation rules or select an Automation template, then select a chosen collection and click 'Show Preview'.

The preview will show how many and which products are in which sections. You can also change the preview (e.g. show product data and pins, change the number of columns) from the Preview Settings.

Q. Some products are in positions I wasn't expecting, why?

A. We recommend reading the Automation guide to fully understand how Automations work. If you're still experiencing some unexpected results, here's some things to keep in mind.

Automations give priority to Bottom of the collection over Top sections:

• If a product matches the rules in a Top Section and a Bottom Section, it'll be placed in the Bottom Section.
• Similarly, if a product matches the rules in multiple sections in the Bottom of the Collection sections, it'll go to the lowest.
• If a product matches the rules in multiple sections in the Top of the Collection section, it'll go the highest.

Remember, ensure your rules match the required products exactly. You can 'Show Product Info' in the 'Preview Settings' to see your product data.

If you're still experiencing products in unexpected positions, feel free to drop us a message and our merchandising team will be on hand to assist.

Q. My performance data (e.g. sales, clicks) is at 0?

A. Sort'd Analytics start from when you enable the analytics tracking. All clicks, carts, sales, etc. you'll see will be from that date onwards.

This is because many of Sort'd's metrics are unique to Sort'd and are not available in Shopify's tracking (e.g. click through rate, collection to purchase conversion rate, etc.). So as not to give an inaccurate and incomplete picture, metrics all start tracking at the same time.

The exception to this will be Performance Scores, which are available sooner and will use data prior to when tracking was enabled.

We usually recommend waiting a day or two (depending on your store's traffic) to gather useful performance metrics.

Q. I'm getting an error when trying to preview, what can I do?

If you do experience any errors, you may note they explain that your store hasn't yet fully initialised with Sort'd yet. If so, please wait a short time to allow this to happen.

If you're experiencing any other errors, do try again in a minute or two, or contact support if the issue persists.

Q. What are some recommendations for Automations to get the best results?

A. We recommend the following to get the best results from your merchandising:

• Check out the Automation templates for great inspiration. A good Automation uses important product data (e.g. inventory, recency, performance) but isn't overly complicated.
• Talk to our merchandising team. As part of Premium, our merchandising team is on hand to look over any and all Automations and give advice.
• A/B testing is key. The absolute best way to see what merchandising strategies drive the most clicks and sales for your store is through A/B Tests. Feel free to create multiple Automations and add them to A/B Tests (or test against manual strategies) to get the best results from your merchandising.

Q. I still have a question, what can I do?

A. Get in touch with our merchandising team by using a contact button in the bottom left of the Sort'd app or by emailing info@beefy-nachos.com. Our team is on hand to help you get the most out of this powerful merchandising tool.