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How to use Smart Filters

Use Smart Filters to scan your product catalog and create starter filters for the Filter Menu.

Written by Chris Durkan

Before you start

Make sure the Filter Menu app has been installed on your theme. There are two options for adding the Filter Menu to your theme:

Smart Filters can update product tags, collections, and create or update Filter Menu groups when you apply the setup. If you are setting up filters for the first time, we recommend exporting a backup of your products from Shopify before making large product tag changes. See here for more information on how to export a backup of your products

What Smart Filters looks at

Smart Filters uses AI to review your existing Shopify product data and suggest useful filter groups for your store.

It can use information from:

  • Product titles


  • Product descriptions


  • Product tags


  • Product variants


  • Product options, such as Size or Color


  • Product vendors

  • 
Product types


  • Product prices

  • 
Existing collections

It uses this information to suggest filter groups and filter values that shoppers may want to use on your store.

How Smart Filters works

Smart Filters starts with a sample scan. This lets the AI review part of your catalog first, so you can check the suggested filters before scanning the full catalog.

The usual process is:

  1. Scan a sample of your products.

  2. Review the suggested filter groups.

  3. Turn off any groups you do not want to use.

  4. Edit filter names or values if needed.

  5. Continue the full scan.

  6. Apply the setup to update products and/or create Filter Menu filters.

Step 1: Scan your products

Open Smart Filters in the app and click “Scan My Products for Filters”.

Smart Filters will scan a sample of your products first.

The sample is usually the first 250 products returned by Shopify. This gives Smart Filters enough information to suggest starter filter groups without needing to scan the entire catalog immediately.

After the sample scan finishes, Smart Filters will show suggested filter groups and values.

Step 2: Review the suggested filter groups

Each filter group represents a type of filter shoppers may use, such as Color, Size, Brand, Type, Material, or Price. You can choose which groups to use by turning them on or off.

For each group, Smart Filters shows where the filter came from.

For example:

  • Filters from product titles, descriptions, tags, and options

  • 
Filters from product variants, such as Size or Color


  • Filters from the Vendor field


  • Filters from the Type field


  • Filters from existing collections


  • Filters from product prices grouped into price ranges

Some groups can be edited directly. Others are based on existing Shopify data, such as vendors, types, variant options, collections, or price ranges.

Step 3: Edit the filters

Before applying Smart Filters, review the labels and values.

You can:

  • Rename filter groups


  • Turn filter groups on or off

  • 
Turn individual filter values on or off

  • 
Edit AI-generated filter values


  • Add your own manual filter group


  • Adjust price ranges

For example, Smart Filters might suggest a group called “Finish” with values such as “Matte Black”, “Brushed Brass”, and “Chrome”. You can rename the group or remove any values you do not want shoppers to see.

Step 4: Continue the full scan

Once the sample suggestions look correct, click “Continue Full Scan”. Smart Filters will scan the rest of your catalog using the filter groups you selected.

This step checks more products and counts how many products match each filter value. Large catalogs may take longer to scan.

Step 5: Apply the setup

After the full scan is complete, Smart Filters is ready to update your store.

You can choose:

  • Tag products

  • 
Create or update Filter Menu filters and collections

“Tag products” adds Smart Filters product tags for AI-generated groups only.

Brand, type, price, variant, and collection groups are handled by Power Tools using the best source for that group.

“Create or update Filter Menu filters and collections” creates or updates the Filter Menu groups for the filter groups you have turned on.

Keep in sync

After your first update, you can turn on “Keep in sync”.

When this is enabled, Smart Filters will keep product tags current for new and updated products.

New filter groups still need a manual re-scan and review. This means Smart Filters can keep existing filters updated, but it will not automatically invent and publish new filter groups without you reviewing them first.

When should I use Smart Filters?

Use Smart Filters when:

  • You are setting up Filter Menu for the first time


  • You have many products and want a faster starting point


  • Your product titles, descriptions, tags, variants, or options already contain useful filter information


  • You want to discover filters you may have missed


  • You want to build filters for product details such as colour, size, finish, material, style, or configuration

Smart Filters is most useful when your product data is reasonably consistent. For example, if many products include colour or size information in the title, tags, variants, or options, Smart Filters can use that pattern to suggest filters.

When should I set up filters manually instead?

Manual setup may be better when:

  • You already know exactly which filters you want


  • Your product data is inconsistent or incomplete


  • You only need one or two simple filters


  • You want full control over every tag and collection


  • Your filters depend on information that is not stored in Shopify product data

You can still use Smart Filters as a starting point, then edit the suggestions before applying them.

Notes about product tags

Smart Filters can add product tags when needed for AI-generated filter groups.

For example, if Smart Filters finds a “Material” group from product titles and descriptions, it may create tags that allow those products to be filtered correctly.

Before applying, review the groups and values carefully. Once applied, Smart Filters can update product tags for the selected groups.

Notes about collections

Smart Filters will reuse matching existing collections where it can.

If a filter group is based on collections, Smart Filters links the group to existing collections where it finds a clear match.

For some filter types, Power Tools may create or update collections so the Filter Menu can work correctly.

Notes about variant filters

If Smart Filters finds useful product option values, such as Size or Color, it can create variant-based filters.

Variant-based filters use product option values and may work with Variant Tagger to keep tags aligned with available variants.

Notes about price filters

Smart Filters can suggest price filter ranges.

Before applying, review the price bands and adjust them if needed. These are the ranges shoppers will see in the Filter Menu.

Troubleshooting

If Smart Filters does not suggest the filters you expected, check the product data first. Smart Filters works best when filter information appears clearly in product titles, descriptions, tags, variants, or options.

If a suggested group is not useful, you can turn it off before applying.

If a value is named incorrectly, you can edit it before applying.

If the scan only shows a sample preview, continue the full scan after reviewing the sample groups.

If Smart Filters reaches a usage limit before finishing, please contact support about Smart Filters limits.


If you have any additional questions, please contact support through the live chat in the app, or at support@powertoolsapp.com

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