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Modification Templates

Modification Templates allow you to save and reuse complex editing actions, making it easy to apply the same changes across different product sets. This feature streamlines repetitive tasks and ensures consistency in your bulk editing workflows.

What are Modification Templates?​

Modification Templates are saved sets of field updates and editing actions that you can apply to any group of products. They capture not just what fields to edit, but also how to edit them (formulas, find/replace patterns, etc.).

Benefits​

  • Standardize Processes - Apply consistent changes across product lines
  • Save Complex Edits - Reuse multi-field updates with formulas
  • Reduce Errors - Eliminate manual setup of complex modifications
  • Speed Up Workflows - Apply saved modifications instantly

Creating Modification Templates​

Step 1: Set Up Your Modifications​

  1. Select products using filters or presets
  2. Click "Add Field" to choose fields to edit
  3. Configure your modifications: 
    Price: Formula = price * 1.15  // 15% increase
    Tags: Append = "sale, discounted"
    SEO Title: Template = "{{title}} - On Sale | Your Store"

Step 2: Test Your Changes​

  • Use the "Preview Changes" feature
  • Verify formulas are working correctly
  • Check that text replacements look right
  • Ensure all modifications are as expected

Step 3: Save as Template​

  1. Click "Save as Template" button
  2. Enter a descriptive name: "15% Price Increase + Sale Tags"
  3. Add a description explaining when to use this template
  4. Choose template category (Pricing, SEO, Inventory, etc.)
  5. Set visibility: Personal or Team-wide
  6. Click "Save Template"

Types of Modifications​

Fixed Value Updates​

Set the same value for all selected products:

Status: "Active"
Vendor: "Your Brand Name"
Product Type: "Electronics"

Formula-Based Changes​

Use calculations for dynamic updates:

Price: price * 0.9  // 10% discount
Compare At Price: price  // Set original price
Weight: weight * 0.001  // Convert grams to kg

Text Transformations​

Modify existing text content:

Title: Find "Old Brand" Replace "New Brand"
Description: Append "<p>Free shipping on orders over $50!</p>"
Tags: Prepend "new-collection, "

Conditional Updates​

Apply changes based on current values:

IF price > 100 THEN compare_at_price = price * 1.2
IF inventory_quantity < 5 THEN tags += "low-stock"
IF product_type = "Clothing" THEN requires_shipping = true

Managing Modification Templates​

Viewing Templates​

  • Access templates from the "Templates" dropdown
  • Browse by category: Pricing, SEO, Inventory, Content
  • Search templates by name or description
  • See template usage statistics and last modified date

Applying Templates​

  1. Select products using filters or presets
  2. Click "Templates" dropdown
  3. Choose your desired template
  4. Review the modifications that will be applied
  5. Click "Apply Template" to execute changes

Editing Templates​

  1. Load an existing template
  2. Modify field selections or update formulas
  3. Test changes with preview
  4. Click "Update Template" to save changes
  5. Or "Save as New Template" to create a variation

Template Categories​

Organize templates by purpose:

  • Pricing - Price updates, sales, discounts
  • SEO - Meta titles, descriptions, optimization
  • Inventory - Stock levels, SKUs, tracking
  • Content - Descriptions, tags, product info
  • Publishing - Status changes, visibility settings

Common Template Examples​

Pricing Templates​

Seasonal Sale - 20% Off

Compare At Price: price  // Save original price
Price: price * 0.8  // 20% discount
Tags: Append "sale, seasonal-discount"

Premium Product Markup

Price: cost_per_item * 2.5  // 150% markup
Compare At Price: price * 1.2  // Show higher reference price
Product Type: "Premium"

SEO Templates​

SEO Optimization Standard

SEO Title: "{{title}} | Buy Online | Your Store Name"
SEO Description: "Shop {{title}} at Your Store. {{description|truncate:120}} Free shipping available."
Handle: {{title|slugify}}

Category SEO Enhancement

SEO Title: "{{product_type}} - {{title}} | Your Store"
Tags: Append "{{product_type|downcase}}, seo-optimized"

Inventory Templates​

New Product Setup

Status: "Active"
Inventory Tracking: "Enabled"
Inventory Policy: "Deny"
Requires Shipping: true
Taxable: true

Discontinue Product

Status: "Draft"
Tags: Append "discontinued, clearance"
Compare At Price: price
Price: price * 0.5  // 50% clearance price

Content Templates​

Product Description Enhancement

Description: Append "<h3>Key Features:</h3><ul><li>High quality materials</li><li>Expert craftsmanship</li><li>30-day return policy</li></ul>"
Tags: Append "quality, guaranteed"

Brand Consistency Update

Vendor: "Your Brand Name"
Title: Find "Generic Brand" Replace "Your Brand"
Description: Find "generic product" Replace "premium {{product_type}}"

Advanced Template Features​

Variable Substitution​

Use product data in your templates:

SEO Title: "{{title}} - {{product_type}} | {{vendor}}"
Description: "Premium {{product_type}} by {{vendor}}. {{description}}"

Conditional Logic​

Apply different changes based on product attributes:

IF product_type = "Clothing" THEN
  tags += "fashion, apparel"
  requires_shipping = true
ELSE IF product_type = "Digital" THEN
  requires_shipping = false
  weight = 0

Batch Processing​

Templates can handle large product sets:

  • Process thousands of products efficiently
  • Background processing for large updates
  • Progress tracking and error reporting

Team Collaboration​

Sharing Templates​

  • Create team-wide templates for standardized processes
  • Share templates across departments
  • Maintain consistent brand standards

Template Documentation​

  • Add detailed descriptions explaining template purpose
  • Include usage guidelines and best practices
  • Document any prerequisites or limitations

Version Control​

  • Track template changes over time
  • Revert to previous template versions if needed
  • See who made changes and when

Best Practices​

Template Design​

  • Keep templates focused on specific tasks
  • Use clear, descriptive names
  • Test templates thoroughly before sharing
  • Document any special requirements

Formula Safety​

  • Test formulas on small product sets first
  • Use preview mode to verify calculations
  • Include safeguards for edge cases (zero prices, empty fields)

Maintenance​

  • Review templates regularly for accuracy
  • Update templates when product structure changes
  • Remove outdated or unused templates

Error Handling​

  • Plan for products that don't match template assumptions
  • Use conditional logic to handle edge cases
  • Monitor template execution for errors

Troubleshooting​

Template Not Working​

  • Check if all referenced fields still exist
  • Verify formula syntax is correct
  • Ensure products have required data for calculations

Unexpected Results​

  • Review formula logic and test with sample data
  • Check for typos in find/replace patterns
  • Verify conditional logic is working as expected

Performance Issues​

  • Simplify complex templates with many fields
  • Break large templates into smaller, focused ones
  • Use more specific product selections

Next Steps​