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    Merchant Tools - Creating and Managing Facet Collections

    A Quick User Guide

    Facet Collections - Overview

    In order to use Facet Collections you require :

    • Citrus-Lime Ecommerce - Zesty Responsive Framework 
    • Latest Citrus-Lime Ecommerce Update to be applied to you project (Dated : 13 FEB 2017 or later)
    • Find + Filter based Search Results.

    Facet Collections is a feature that has been introduced to enable Citrus-Lime Ecommerce users to bring together products from across the database and present them in a single Find + Filter Result Set.
    The addition of Facet Collections incredibly useful for using for Point In Time Promotions and Seasonal Offers.
    For example, let's say you wanted to bring together a Top-to-Toe Starter Kit for new and/or inexperienced road cyclists to purchase from, confident that what is there has been carefully selected by you, the knowledgeable retailer.
    That Starter Kit would likely include such things as :

    • Road Jersey
    • Bib Shorts or Tights
    • Helmet
    • Road Shoes
    • Windproof and Waterproof Jackets
    • Basic, Roadside Tools

    ... but these products are in various Departments and/or Product Groups which means, as your site visitors can only filter by a single Department and/or Product Group at any given time, this range of varied products cannot easily be brought together for presentation in a single result set.

    Facet Collections overcomes this by allowing you to freely create uniquely named Facet Options and assign products from any Department and/or Product Group into them.

    What's more, unlike any other Facet Option set, you can associate a single item with up to 6 x Facet Collections at any one time.
    This means that you can have, for example, a single Road Jersey in both the "Starter Kit" and "Picks for the Week" Collections (and another four more) at the same time.

    Another way in which Facet Collections could be used is to draw together range items within a certain brand and avoid using a standard Facet-led Department or Product Group Browse Filter to achieve this.
    For example, if you want to allow people to browse via the main navigation to only Giant Trance mountain bikes, instead of All Giant Mountain Bikes, then you could add all Giant bikes that relate to the Trance range into a "Giant Trance MTB" Collection and then create a Facet-led Navigation Option to direct a user to this highly specific result set.

    From within all results sets relating to Facet Collections, all other Facet Filters are provided to the site user to further refine the displayed results (ie : Departments + Browse Filters, Product Groups + Browse Filters, Colour, Brand, Age, Gender, Season, Activity, Material, Price, On Sale and Availability).

    Setting up Facet Collections in Merchant Tools

    [1]     Creating Facet Collections
    Creating Facet Collections is a simple process and the on-screen instructions provided in Merchant Tools (MT) should help to guide you through the steps with ease.
    Get started by browsing to Products and Categories > Facet Collections link in the left-column Navigation in MT.

    [2]     Assigning Products to Facet Collections
    Products are assigned to Facet Collections via the Product Record.
    Get started by opening a Product Record and clicking on the Apply Filters sub-navigation.
    Scroll to the bottom of the Apply Filters screen and you will see 6 x Drop-down fields that you can select existing "In Use" Facet Collections to assign your product to.

    [3]     Creating Main Navigation Options to support Facet Collections
    Create a Facet-led Navigation in the same way you would any other Navigation Option in Merchant Tools.
    Note that you cannot use a Facet Collection in conjunction with any other options available during Navigation Option set-up.
    If you begin by setting some standard Facet Filter options and then select from the Facet Collection drop-down, any previously set options will be removed.


    What are Facet Collections not intended for?

    Facet Collections is not intended for ...

    1. Use with Price-based promotions (for all Sale-style promos you've got "In Stock, On Sale, Min Price, Max Price and Percentage Discount" features in standard Facet Navigation set-up for that).
    2. Use with large data sets (items are added to a Facet Collection via the individual Product Card, there is no Bulk Apply feature).

    Things that cannot be done with Facet Collections (for a very good reason)

    There are a few restrictions deliberately imposed upon Facet Collections.
    This has been done to ensure that you do not accidentally disrupt the integrity of your Citrus-Lime Ecommerce database or cause conflicts between Filters that already exist and the ones you may think to create using Facet Collections.

    The following list details that which you cannot do when using Facet Collections :

    1. You cannot create Facet Collections with the same name as existing Facets derived from the normal Find + Filter Options (Department + Browse Filters, Product Group + Browse Filters, Activity and Materials).
    2. You cannot create Facet Collections with the same name as existing Facets derived from the Google Categories section (Colour, Gender and Age) nor Brands or Season, either.
    3. You cannot create Filter Navigation Options that combine a Facet Collection with any other option usually available during the Filter Navigation set-up process.
    4. The end user (Site User) cannot view Facet Collections as Filter Options in regular Results Sets.

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