Get started with Category Merchandising on Shopify or Shopify Plus

Nosto offers multiple products that can be enabled through a few clicks, but this article will focus mainly on enabling Category Merchandising which allows a retailer to sequence category pages using product attributes and real-time performance metrics and target users with different views based on their needs and wants by using Segmentation. 

Installing Nosto on a Shopify Plus store and consequently implementing Category Merchandising requires only a few manual steps to be done. 

Installing the Nosto application

First head to the Shopify App Store and install the Nosto application here: https://apps.shopify.com/nosto-personalization-for-shopify

Installing the Nosto app follows an identical flow as installing any other app, and you will be guided through the installation through on-screen instructions. 

When installing the app you will be prompted for an email associated with your Nosto account. You can find this email in your contract sent to you by Nosto. 

How does Category Merchandising work on Shopify and Shopify Plus? 

Nosto does not overwrite or modify existing collections, but rather indexes products and allows a retailer to create clone collections and redirects shoppers between different versions based on segmentation usage. 

You can read more about how Sequencing works on Shopify and Shopify Plus here: https://help.nosto.com/en/articles/3711796-sequencing-on-shopify-and-shopify-plus

Enabling collection management for Category Merchandising 

Under Category Merchandising -> Settings you can now enable the two way synchronization between Shopify and Category Merchandising. Enable the Shopify Synchronization according to the screenshot below. 

This allows Nosto to create new collections, keep these up to data and if needed delete them. Doing this action on it’s own does nothing before you start creating and enabling sequences for collections. 

Template modifications required prior to getting started with Category Merchandising

There are three main considerations when it comes to template modifications. 

  1. Adding a Canonical URL if a Nosto clone collection is referenced.  
  2. Filtering out Nosto collections if a section that shows a user all collections are used. 
  3. Referencing the original collection image in cases where it is used prominently for example at the top of the collection page. 

All of the template modifications can be found here: https://help.nosto.com/en/articles/3769389-template-modifications-for-shopify-and-shopify-plus

And in case of the Canonical URL and how it potentially influences SEO, you can read more here: https://help.nosto.com/en/articles/3722987-shopify-sequencing-and-seo

Getting started with Category Merchandising after it’s installed on Shopify or Shopify Plus

Once you have done all the steps outlined in this document, you should start by creating your first sequence and testing that it works as expected. Please note that there might be up to a 30min delay after a sequence has been created due to caching before the redirect starts working as expected. 

To ensure everything is working as expected, you should start by reading this guide: https://help.nosto.com/en/articles/3711796-sequencing-on-shopify-and-shopify-plus

You should start by reading this guide: https://help.nosto.com/en/articles/3648242-get-started-with-category-merchandising

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