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Filter presets

Learn how to save and reuse filter configurations with Filter Presets in the Bulk Product Editor.

Overview​

Filter Presets allow you to save commonly used filter combinations for quick access. Instead of recreating the same filters repeatedly, you can save them as presets and apply them with a single click.

Creating Filter Presets​

Step 1: Configure Your Filters​

  1. Set up your desired filter combination
  2. Test the filters to ensure they select the right products
  3. Verify the product count matches your expectations

Step 2: Save as Preset​

  1. Click "Save Filter Preset"
  2. Enter a descriptive name for your preset
  3. Add an optional description
  4. Click "Save"

Common Filter Preset Examples​

By Product Category​

  • Name: "All T-Shirts"
  • Filters: Product Type = "T-Shirt"
  • Use Case: Regular updates to t-shirt inventory

By Price Range​

  • Name: "Premium Products"
  • Filters: Price > $100
  • Use Case: Managing high-value inventory

By Inventory Status​

  • Name: "Low Stock Items"
  • Filters: Inventory < 10 AND Status = "Active"
  • Use Case: Restocking alerts and management

By Collection​

  • Name: "Sale Items"
  • Filters: Collection = "Sale" OR Tags contains "clearance"
  • Use Case: Managing promotional products

Managing Filter Presets​

Editing Presets​

  1. Select the preset from the dropdown
  2. Modify filters as needed
  3. Click "Update Preset" to save changes

Deleting Presets​

  1. Select the preset you want to remove
  2. Click the delete icon
  3. Confirm the deletion

Sharing Presets​

  • Presets are account-specific
  • Export/import functionality for team sharing
  • Consider standardizing preset names across team members

Best Practices​

Naming Conventions​

  • Use descriptive, clear names
  • Include the purpose or criteria
  • Consider using prefixes for organization
  • Examples: "SALE_Summer2024", "INV_LowStock", "SEO_MissingTitles"

Organization​

  • Create presets for frequently used filters
  • Group related presets with consistent naming
  • Regularly review and clean up unused presets
  • Document complex filter logic

Team Collaboration​

  • Establish naming conventions for shared understanding
  • Create presets for common team tasks
  • Document preset purposes for new team members

Advanced Filter Preset Strategies​

Seasonal Management​

Create presets for different seasons or events:

  • "Holiday Products" (tags: holiday, christmas, winter)
  • "Summer Collection" (tags: summer, beach, swimwear)
  • "Back to School" (tags: school, student, academic)

Inventory Management​

Set up presets for different inventory scenarios:

  • "Restock Needed" (inventory < 5, status = active)
  • "Overstock Items" (inventory > 100)
  • "Zero Inventory" (inventory = 0, continue selling = false)

SEO and Content​

Create presets for content optimization:

  • "Missing SEO Titles" (SEO title is empty)
  • "Short Descriptions" (description length < 100 characters)
  • "No Alt Text" (image alt text is empty)

Tips and Tricks​

  • Start with simple presets and gradually add complexity
  • Test presets regularly to ensure they still work as expected
  • Use presets as starting points for more complex filters
  • Combine presets with modification templates for complete workflows