With the introduction and recent improvements of Shopify Online Store 2.0, creating filters in Shopify is a piece of cake. Shopify merchants can easily enable 4 default product filters, namely Availability, Price, Product Type, and Vendor (Brand). Adding custom product filters in the Shopify collection and search result pages, however, is a bit trickier. This article will cover 2 code-free ways to do it. Keep scrolling to find out.
Obviously, the 4 default Shopify filters are not useful enough for online shoppers to refine a long product list according to their preference. Therefore, merchants need the help of custom product filters. These are filtering criteria based on custom product options such as color, size, specifications, and product metadata such as percent sale, review rating, and inventory locations.
If you are a non-tech-savvy Shopify user, there are two common ways to help you with adding custom product filters in Shopify.
The first one is to install a third-party app like Product Filter & Search by Boost Commerce. This is what the majority of Shopify merchants had been using before OS 2.0.
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OS 2.0 and now the release of the Shopify Search & Discovery app have opened a new way for small merchants to add filters to Shopify stores.
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Based on the advantages and disadvantages of both options, we would recommend Shopify Search & Discovery app for small-volume stores during the early stage. As your shop grows with more products and more traffic, you will need a more sophisticated and scalable tool like Boost Product Filter & Search.
Indeed, the app offers a 14-day free trial without credit card details, so you can have time to test all the juicy features. Moreover, you can get the sales number generated by the app on its analytics to decide if it’s a great tool to stick with.
Wait for the app to fetch and analyze product data. If you are managing a megastore, it can take several minutes. In most cases, you just need to wait for some seconds. At the end of this process, you’ll have a preview of Boost filters (with some default filter options) on a duplicated theme.
2. (Optional) Go through the Onboarding checklist. This is a step-by-step guide with tutorial videos to help you get to know the app & provide best practices for some basic functionalities. Skip this if you want to explore the app yourself.
3. Start creating filters for your Shopify stores
- How to add filters in collection pages and search result pages in Shopify.
Go to Filter > Manage filter trees on the top menu, you’ll see 2 ready-to-use filter trees, one for All collections, and the other for Search result pages. Edit these Shopify filters by clicking the “pen” icon. Or click + Add new filter tree to create dedicated filters for each collection.
Then, to create custom filters in Shopify, click + Add filter option.
From the Option type dropdown, choose the one you need. There are a lot of choices.
Update the Option label (what shoppers will see in your storefront), Option display (list, box, swatch, range, multi-level, etc depending on the selected option), then click Save.
- How to edit and customize the display and the styling of your filters
If you want to try other filter layouts on both mobile and desktop, go to Filter > Filter layout on the navigation menu. There are 7 layouts on desktop and 5 for mobile devices.
Go to Filter > Filter settings, and you’ll see some checkboxes to optimize the filter UI/UX such as Show product count, and Shorten URLs for Shopify filter pages. In the Product list, there are more settings Pagination style, Display out-of-stock product, etc.
Keep scrolling down on Filter settings, you’ll find the Style setting where you can change almost everything related to the font and text color. The preview on the right-hand side helps you visualize your changes.
4. Optimize the product filters with advanced tools.
Boost provides you with a bunch of functionalities to optimize custom Shopify filters such as Merge values, Swatch settings, and Custom range sliders.
Under the Tools menu, you can connect Boost filters with Metafields and other integrated apps like Loox, Yotpo, Langify, and Vajro to make your Shopify filters even more user-friendly and mobile-ready.
5. Display custom filters on your storefront.
To show Boost filters on your store’s front end, you just have to publish the duplicated theme that you see at the end of the Installation step. Also, you can go to Themes > Theme setup to install Boost filters on any theme you want to display.
3. 4 default filters are enabled by default on the filter dashboard. To add more, click Edit filters. Here you’ll see all the filter options you can enable (it’s much less than what the Boost filters offer). Ticking the checkbox is the first step to making the filter visible on your storefronts.
4. To display filters created by Shopify native apps, you go to Online Store > Themes on the left sidebar. Click Customize on the theme you want to display filters on. Choose Collection > Default collection to enable filters on Collections. Or choose Other > Search to enable filters on Search results. Each theme will have a different section setting to allow you to turn the filtering on and off. Below is the demonstration for the Crave theme.
To create a Shopify filter by metafields, you have to first add the metafield either in the Shopify Metafield or by using a metafield app. Refer to the following instructions for more details:
If you are using the Boost Product Filter & Search app, simply change the Display option to Range when creating or editing the price filter.
To add range sliders from any product attributes with numeric values, go to Filter > Custom range sliders. Read the full instructions here.
If you use the Shopify native app, unfortunately, there is currently no way to control the filter display.
You can try Merge values under Filter on Product Filter & Search by Boost Commerce to group different filter option values so the value list on your store’s front-end won’t confuse users. “Light blue” can be combined with “Dark blue”, “Turquoise”, and “Sapphire” into “Blue” using Merge values. Read the full instructions here.
Again, the Shopify Search & Discovery app doesn’t have this functionality.
Swatch settings on Boost Product Filter & Search support filters using “swatch” as the display option. It allows you to pick colors or upload images to show on the swatch. This is a big advantage over the Shopify native app.
When you create a Shopify filter option using the Boost app, you can switch to Advanced on Add filter option for more settings regarding tooltips, sorting filter values, and showing the search box. This is not available when using the Shopify native app.
Storefront filtering is a simple yet powerful conversion-boosting add-on to your collection and search result pages. Filter engagement can drive conversion up to 2 or 3 times, so it's now a must-have feature, especially in stores with a large inventory.
Creating custom Shopify filters with Boost Commerce gives you more control over the filter UI/UX and lets your customers have a seamless shopping experience. Start your free trial today and see your sales rocket!
