Shopify Filtering Unraveled: Your Ultimate Guide

A person using a laptop computer on a desk
Written By: 
Steve Pogson
No items found.

Introduction to Shopify Filtering

Mastering the art of online selling is a marathon, not a sprint, and one of the key aspects that can make or break your eCommerce success is how well your Shopify store is optimized for product discovery. Shopify filtering is an indispensable tool in your arsenal, a magic wand that can transform a cluttered and disorganized product catalog into a streamlined, user-friendly experience.

When you're running an online store, each minute a potential customer spends scrolling aimlessly, unable to find what they need, is a lost opportunity for a sale. This is where Shopify filtering comes into play, making it easy for your customers to find exactly what they're looking for and boosting your chances of converting visitors into buyers.

Whether you're a seasoned Shopify store owner or a newbie looking to get started, understanding Shopify filtering is crucial to make your store more user-friendly, increase conversions, and ultimately, drive your business's growth.

In this ultimate guide, we will unravel the world of Shopify filtering, explaining everything from the importance of product filters and sorting options, how to enable filtering in Shopify, to customizing filters for an optimal user experience. So grab your notes, and let's dive into the world of Shopify filtering!

Understanding the Importance of Product Filters and Sorting Options

In the bustling digital marketplace, the ability for customers to quickly and easily find the products they want is a game-changer. This is where product filters and sorting options in your Shopify store come into play, serving as critical navigation tools that can significantly enhance the shopping experience.

Product Filters: The Key to Efficient Searching

At its core, product filtering is a feature that lets customers view items that meet specific criteria, while hiding the rest. It's a tad like a spotlight that illuminates only the products that match the customer's preferences, whether that's size, color, price range, or any other attribute. This targeted approach can drastically reduce the time and effort customers need to find what they want, making your Shopify store more user-friendly and efficient.

But why is this important? Simple. An organized and efficient store increases the chances of conversions. If customers can find what they need quickly, they're more likely to make a purchase. Plus, a well-structured store with effective product filters can leave a positive impression, potentially boosting customer loyalty and repeat purchases.

Sorting Options: The Companion of Filtering

While filtering is about narrowing down product visibility, sorting goes hand-in-hand by arranging the visible products in a specific order. This could be based on price (low to high or vice versa), popularity, newness, or alphabetically. Sorting doesn't limit product visibility but rearranges them to suit the customer's preference.

The beauty of sorting and filtering is that they complement each other harmoniously. While filtering refines the product list, sorting arranges the refined list for a smoother shopping experience. By effectively implementing both, you can create a powerful duo that can significantly enhance the user experience, making your Shopify store a joy to navigate.

So, to sum it up, product filters and sorting options are more than just features. They're powerful tools that can streamline the shopping process, improve customer satisfaction, and ultimately, drive more sales. In the next section, we'll delve into how you can enable filtering in Shopify, so you can start leveraging these benefits.

filtering shopify3 stage pyramid

How to Enable Filtering in Shopify

Let's delve into the nitty-gritty of enabling filtering in Shopify. This step is crucial in making your products easily searchable and navigable for your customers. Remember, the aim is to enhance the shopping experience, which can directly impact your sales and customer satisfaction.

Step-by-Step Guide to Enable Filtering on Mobile

With the world increasingly shifting towards mobile-first browsing, it's essential to ensure your Shopify store is optimized for mobile users. Here's how you can enable filtering on mobile:

  1. Install the Shopify app: Begin by installing the Shopify app on your mobile device.
  2. Go to Sales Channels: Once installed, open the app and navigate to the 'Sales Channels' section.
  3. Select Online Store: In the 'Sales Channels' section, click on 'Online Store'.
  4. Navigate to Navigation: In the 'Online Store' section, scroll down to 'Navigation'.
  5. Access Collection and Search Filters: Here, you'll find a section titled 'Collection and search filters'. Click on it.
  6. Add Filters: You'll see a list of available filters. Select one or more filters that you'd like to add.
  7. Save: Once you've selected your filters, click on 'Done' and 'Save' to update your store.

That's it! You've now successfully enabled filtering on your Shopify store for mobile users.

Using Shopify Search & Discovery App for Customization

For a more customized approach to your store's filtering, the Shopify Search & Discovery app can be a game-changer. This app allows you to add filters and create a more tailored shopping experience for your customers. Here's how:

  1. Go to Filters: After installing the Search & Discovery app, navigate to 'Filters'.
  2. Add Filter: Click on 'Add filter' to begin customizing your filters.
  3. Select Filter Source: Choose a filter source that you want to make available to your customers.
  4. Rename Filter Label (Optional): If you want, you can rename the filter label that will be shown to your customers.
  5. Save: Don't forget to save your settings!

By carefully selecting and customizing your filters, you can create a more intuitive and user-friendly shopping experience on your Shopify store. In the next section, we'll explore the different types of Shopify filters and how to use them effectively.

Exploring Different Types of Shopify Filters

The world of Shopify filters is rich and diverse, offering a plethora of options to streamline your e-commerce operations and enhance your online store's usability. By exploring these options, you can craft a shopping experience that's tailored to your customers' needs and preferences. Let's delve into two primary types of Shopify filters: storefront filtering and tag filtering.

Storefront Filtering: What It Is and How to Use It

Storefront filtering is the go-to method for product filtering in Shopify. It's a feature that allows merchants to create filter groups based on existing product data such as availability, price, variant options, and more. These filters can be applied to both collections and search results, effectively narrowing down the product list based on the customer's selected criteria.

Implementing storefront filtering is straightforward. Shopify's in-built functionality allows you to add filters without the need for complex coding. Moreover, with the right approach, you can leverage storefront filtering to not only enhance the user experience but also boost your store's SEO. This is because well-structured, easily navigable sites are favored by search engines, and storefront filtering plays a significant role in achieving this structure.

Tag Filtering: An Alternative Method for Product Organization

In addition to storefront filtering, Shopify also offers tag filtering. Tag filtering involves using product tags to filter a collection into smaller subsets of products, which can significantly improve the browsing experience for your customers. Shopify tags are like silent superheroes, working behind the scenes to keep your online store organized and efficient.

These tags classify various items within your Shopify store, such as products, customer data, orders, transfers, returns, and even blog posts. They're not visible to customers but play a crucial role in categorizing and filtering your products and data.

Using tags strategically can enhance the customer experience by making it easier for them to search and filter through your offerings. For instance, you can tag your products with specific keywords, making it easier for customers to find exactly what they're looking for. Furthermore, Shopify tags can be used to create automated collections, a boon for store owners aiming to stay organized.

In conclusion, both storefront filtering and tag filtering offer valuable ways to structure and organize your Shopify store's products. By understanding and effectively implementing these filters, you can create a more intuitive, user-friendly shopping experience that drives conversions and boosts sales.

Customizing Filters in Shopify

Having a well-structured Shopify store with smart filtering options is like having a diligent sales assistant who knows where everything is. In this vein, customization gives you more control over your store's product organization, allowing you to tailor the shopping experience to your customers' needs. Let's delve into how you can customize your filters in Shopify with metafields and label renaming.

Working with Metafields for Custom Filters

Metafields, in essence, are extra pieces of data that extend the standard functionality of your Shopify store. They open up a wealth of possibilities for custom filters. Whether it's categorizing dresses by season or differentiating toys by age, custom filters crafted with metafields can improve the search and discovery process on your online store.

To create a custom filter using metafields, you'll first need to navigate to the store settings in your admin panel. Proceed to the metafields section and select the part of the store you want to modify. In the context of creating product filters, you'll choose products.

When adding a new metafield, make sure to give it a descriptive name that aligns with its function. The content type should align with the nature of the filter. For instance, if you're creating a season filter for dresses, you might choose "Single line text" with a "list of values" option, allowing you to assign multiple seasons to a single dress.

Once you've created the metafield, it will appear in your product settings where you can enter the necessary parameters. Don't forget to activate the metafield in your filter list and save the settings. With that, your custom filter is ready to enhance the browsing experience for your customers.

Checking and Renaming Filter Labels for Better User Experience

As you customize your filters, be sure to give them user-friendly labels. Remember, these labels are what your customers will interact with while browsing your store. They should be clear, descriptive, and intuitive.

Shopify allows you to rename the filter labels, which can aid in enhancing the user experience. However, it's important to keep in mind that the filter names are case-sensitive. This means "s" and "S" in the Size filter will show up as two separate options. Similarly, variations like "Short", "Short sleeve", "Short Sleeve", and "Short-sleeved" will all appear as different options, even though they might refer to the same product attribute.

Therefore, it's crucial to double-check your filter names for consistency and clarity. This practice will help avoid confusion and make it easier for your customers to find what they're looking for.

In conclusion, customizing filters in Shopify is like fine-tuning your store's navigation system. Through working with metafields and paying attention to your filter labels, you can create a more personalized and efficient shopping experience for your customers.

filtering shopifycause effect

Implementing Filters in Shopify Themes

Now that you've grasped the fundamentals of customizing filters, let's dive into the practical aspect of implementing these filters in your Shopify themes. The right theme can make all the difference in how your filters perform and how your customers interact with them.

Checking Theme's Support for Filtering

The first step to implementing filters in your Shopify theme is to ensure that your theme supports filtering. Unfortunately, not all themes are created equal, and filtering support may vary. To check if your theme supports filtering, navigate to Online Store > Navigation in your Shopify admin. If your theme doesn't support filtering, a message will be displayed in the Collection and search filters section. Fear not, you can still create filters for your store, but they won't be displayed in your online store unless your theme supports this feature.

Remember, not all third-party themes support storefront filtering, and non-supported themes might not display the message informing you of this. If you're unsure, consider choosing a lightweight Shopify theme that supports filtering for a smoother and faster user experience.

Activating or Deactivating Filtering in Online Store Settings

Once you've confirmed that your theme supports filtering, the next step is to activate or deactivate filtering in your online store's settings. Themes that support filtering include a section setting that allows you to activate or deactivate filtering for your online store.

For Shopify-developed themes, this setting is located in the Product grid section of Collections pages, and in the Search results section of the Search page. After the customer selects a filter option, the resulting list of filtered products will automatically update to display products that match the customer's criteria. This real-time update enhances the user experience, providing customers with immediate results that meet their specific needs.

Implementing filters in Shopify themes is the key to creating a streamlined shopping experience. With the right theme and settings, you can provide your customers with the tools they need to easily navigate your store and find the products they're looking for.

filtering shopifysum of parts

Optimizing User Experience with Shopify Filters

Offering user-friendly navigation is a crucial element in any successful online store. With Shopify's filter options, you can cater to your customers' unique needs and preferences, helping them find exactly what they're looking for with ease. Yet, to ensure an optimal user experience, it's essential to mindfully strategize your use of filters.

Avoiding Overloading with Too Many Filters

Filters can be a powerful tool in guiding your customers to their desired products. However, just like a physical store can get overcrowded and confusing, too many filters can overwhelm and frustrate your customers. The key is to strike a balance between providing ample filter options to cater to different needs and keeping the user interface clean and simple.

A cluttered filter section might make it harder for customers to find what they’re looking for, causing them to leave your site. To prevent this, limit your filters to those most relevant to your product range and customer needs. For example, if you're selling clothing, essential filters might include size, color, and style. Additional niche filters like 'eco-friendly' or 'made in USA' could be added if they align with your brand identity and customer values.

Remember, the goal of Shopify filters is to aid in navigation, not to create a maze.

Automatically Updating Filtered Product Lists

Shopify's dynamic filtering feature is a game-changer for user experience. With dynamic filtering, the product list updates automatically as a customer selects or deselects different filter options. This immediate feedback saves customers time and effort, and it allows them to experiment with different filter combinations without having to refresh the page or click a 'show results' button.

To take full advantage of dynamic filtering, ensure your product information is accurate and up-to-date. For instance, if you've just added a new size range to your product offering, make sure it's reflected in your 'size' filter. This way, customers searching for these sizes will instantly see the updated product list.

In conclusion, Shopify filters can significantly enhance the user experience on your online store, leading to more satisfied customers and increased sales. By avoiding filter overload and harnessing the power of dynamic filtering, you can create a seamless and intuitive shopping experience, setting your Shopify store apart from the competition.

Leveraging Shopify Resources for Filter Optimization

Implementing and optimizing Shopify filters is not a one-time job but rather an ongoing process that requires constant updates and improvements. To stay on top of the game, you need to be aware of the latest Shopify updates, best practices, and community insights. Thankfully, Shopify provides a wealth of resources to help you with this.

Staying Updated with Shopify's Developer Changelog and Community Forums

Shopify's Developer Changelog is a treasure trove of information for those who want to stay updated with the latest developments in the platform. It provides valuable insights into new features, updates, bug fixes, and upcoming changes. Regularly checking the changelog can help you leverage the latest advancements in the Shopify platform, including enhancements in storefront filtering.

In addition to the changelog, Shopify's thriving Community Forums are an excellent resource that allows you to connect with other Shopify users and experts. The forums are a hub of knowledge where you can find answers to your queries, share your experiences, learn from others, and even get tips and tricks for optimizing your filters. The robust community is always eager to share insights and offer solutions to common challenges faced by Shopify store owners.

By staying apprised of the latest updates and leveraging the collective wisdom of the Shopify community, you can continually optimize your filters and deliver a superior shopping experience to your customers. This continuous improvement is key to driving customer satisfaction and enhancing your store's performance.

Remember, an optimized Shopify store is not just about the right products or attractive designs; it's about creating a seamless and intuitive shopping experience. And Shopify filters, when used correctly and kept up-to-date, are a powerful tool in achieving this goal.

In the next section, we'll wrap up our guide on Shopify filtering, reiterating the importance of effective filtering, and how it can significantly enhance your Shopify store.

Conclusion: Enhancing Your Shopify Store with Effective Filtering

The world of eCommerce is full of nuances and details that can make or break a customer's shopping experience. One such crucial detail is the implementation of effective product filters on your online store. As we have explored through this guide, Shopify filters are not just a luxury but a necessity for any business striving for customer satisfaction and higher sales.

When implemented correctly, filtering options allow your customers to navigate through your product catalog effortlessly. They can quickly locate what they need, saving their time and making their shopping experience more enjoyable. This can lead to increased customer retention, more sales, and ultimately, a more successful online business.

The Shopify Search & Discovery App is a game-changer when it comes to customization. It allows you to enable and disable filters as per your business needs, and add up to 24 filters to your store. Remember, it's not about overwhelming your customers with numerous filters, but rather about providing them with relevant and useful filtering options.

We also discussed the importance of theme selection in Shopify. Not all themes support filters, so choosing a theme that does is crucial for providing a more refined shopping experience. And if your current theme doesn't, it's worth considering a switch to one that does.

Storefront filtering and tag filtering are also worth considering. They offer alternative ways to organize your products, making it easy for your customers to find exactly what they're looking for.

And let's not forget about the importance of staying updated with Shopify's developer changelog and community forums. They are invaluable resources that can help you stay informed about new features, updates, and best practices related to Shopify filtering.

In conclusion, enhancing your Shopify store with effective filtering is an investment that pays off. It not only improves the shopping experience for your customers but also helps you stand out in the competitive world of eCommerce. It's about making your products easily accessible and your online store easy to navigate. With the right approach and tools, you can turn your Shopify store into a shopping paradise that your customers will love to visit again and again.

So, go ahead and harness the power of Shopify filtering. Take your online store to the next level and watch your sales soar!

Share this post: