Set up a basic Try Before You Buy collection that excludes non-sale items.
Using Collections to manage your TBYB products is recommended, as products will automatically update as they meet or do not meet the collection's criteria.
Step 1: Create a new Collection
- Log in to your Shopify Admin
- Navigate to Products > Collections > Add Collection
- On the new collection page, give your collection a Title and tick Smart under 'Collection Type'
Step 2: Configure Collection Rules
- Under Conditions, ensure the bubble next to All Conditions is checked. This way, only products that meet all requirements will have the TBYB button enabled.
- To edit rules, first click on the drop-down to set the desired Product Field (e.g. compare-at price, category)
- The recommended fields to use for the default collection are Compare-at Price and Inventory Stock
- Add additional conditions by clicking + Add another condition
- Next, set the Condition using the centre drop-down (e.g. is empty, is not equal to)
- For any conditions that require a value to be entered, this will appear in a third column
- This is where you can specify values, such as with the Inventory Stock condition.
- Other useful filters to use include:
- Category/Type: Use these to exclude any categories/types of product you don't want to have TBYB active for, such as gift cards, shipping protection etc.
- Vendor: If you're wanting to exclude certain brands/labels on your site, setting some 'Vendor is not equal to' filters can aid with this.
- Tags: If you have any specific tags on products you want to include/exclude from TBYB, you can add these to your filters, such as pre-order items.
Compare-at Price - 'Empty' vs. '$0.00': It's important to check how you have your compare-at price set up for full-price items. Shopify treats 'empty' values and values set to '$0.00' as different values, which can cause issues with your collection.
We recommend setting your compare-at price to empty for full-priced items. In Shopify, this will appear as a greyed-out '$0.00'. If you happen to have a mix of both, you can create a duplicate TBYB collection, but have the 'Compare-at Price' filter set to 'is less than $0.05', which should catch these products.
Step 3: Activating Collection for TBYB
- Once you've finished setting your conditions, click Save at the bottom of the page. You will now see all products that meet your criteria displayed in the 'Products' list.
- You can also add this Collection to your store's navigation, to allow customers to easily view your TBYB items (Shopify guide here)
- Navigate to your Try with Mirra App Settings in Shopify Admin
- In the Search Bar at the top of the screen, select Apps and then select Try with Mirra - the app will then appear on the left of screen
- Underneath Try with Mirra, select Settings
- Scroll down in the settings page until you reach Manage Try Products
- If this tab is selected as 'Products', we recommend changing to 'Collections', in order to have your TBYB products managed automatically
- Click Manage Collections to open a window, allowing you to select/deselect the collections you have enabled for TBYB. Search for your newly-created collection(s), and mark the checkbox to activate them.
- Click Select at the bottom of the window, and then click Save Changes at the bottom of your Settings page to save your changes. The Try Before You Buy button should now appear for the products in your collection!
Automatic Updates: Try with Mirra will automatically check and update product(s) in the selected collection. Automatic changes can take up to an hour to reflect on your website.