Videos and Webinars

Setup SmartCategories

These special types of product categories will automatically classify products in real-time based on their settings or content. Setting up a new category with the use of SmartCategories will populate it with products such as sale items, new releases, free shipping items, or a simple keyword search.

To set up a Smart Category:

Log into your Shift4Shop Online Store Manager and, using the left navigation menu:

  1. Go to Products > Categories.

  2. Click +Add New to add a new category.

  3. Name your category and click Add.

  4. Click on the name of your newly created category or look to the far right of it and click on the Action > Edit button.

You will be presented with a page showing the various settings of your newly created Category. Here's where you'll have the ability to change the name of the category, add header and footer content, and configure other settings as needed.

Towards the middle right of the page, you will see a section labeled "SmartCategories™"

SmartCategories are essentially populated dynamically by your product when the product's parameters match the SmartCategory's settings. When using SmartCategories, you have 5 listing options to choose from. These are:

  • None: Use this to disable SmartCategories and use regular category options.

  • On Sale items: Use this to populate your new SmartCategory with only your "On Sale" items

  • Free Shipping Items: This will show only items marked as having free shipping in the SmartCategory

  • Top 50 New Releases: This option will populate the SmartCategory with your 50 newest items

  • Keyword Search: Used in conjunction with the Search Keyword field located next to the drop-down menu to display your products that match the keyword you specify (only one keyword can be used for this feature)

Also, for naming purposes, it would be helpful to name your SmartCategories according to their display properties. For example, if you plan to have a SmartCategory for your On Sale items, it is recommended to name the category "On Sale."