This automation feature allows you to automatically create product groups based on the structure of your product titles.
There are two matching modes available:
- Simple Pattern Matching — recommended for most stores.
- Regular Expression Matching — for advanced users with complex product title structures.
1. Simple Pattern Matching
In this mode, you can define how your product titles are structured using variables.
We provide two variables:
{{group_name}}— required{{variant_name}}— optional
The system will analyze your product titles and automatically group products that share the same group_name.
Below are common title structures we support:
Pattern 1
{{group_name}} - {{variant_name}}
Example:
Cotton T-shirt - Red Cotton T-shirt - Blue Cotton T-shirt - Green
Result:
A product group Cotton T-shirt will be created automatically with option values: Red, Blue, Green
Pattern 2
{{group_name}} | {{variant_name}}
Example:
Cotton T-shirt | Red Cotton T-shirt | Blue Cotton T-shirt | Green
Result:
A product group Cotton T-shirt with option values Red, Blue, Green
Pattern 3
{{group_name}} / {{variant_name}}
Example:
Cotton T-shirt / Red Cotton T-shirt / Blue Cotton T-shirt / Green
Result:
A product group Cotton T-shirt with option values Red, Blue, Green
Pattern 4
{{group_name}} ({{variant_name}})
Example:
Cotton T-shirt (Red) Cotton T-shirt (Blue) Cotton T-shirt (Green)
Result:
A product group Cotton T-shirt with option values Red, Blue, Green
Pattern 5
{{group_name}}
Example:
Cotton T-shirt Cotton T-shirt Cotton T-shirt
Result:
A product group Cotton T-shirt will be created for all identical titles.
2. Regular Expression Matching
For complex product titles, you can use Regular Expressions to define your matching logic.
We support named capturing groups to extract product group and variant names.
Available named groups:
(?<group_name>)— required(?<variant_name>)— optional
Example:
Pattern: ^(?<group_name>.*) - (?<variant_name>.*)$
Title: Cotton T-shirt - Red
Result:
Group name: Cotton T-shirt
Variant name: Red
Test Your Rule
To verify if your rule works correctly:
- Go to Use a sample product title to test the rule.
- Enter a product title (e.g. “Cotton T-shirt - Blue”).
If the rule matches successfully, the system will display the extracted product group name and option value.
Product Range Filter
To improve performance, you can limit the product search scope.
Only products within your defined range will be included in the automation process.
Option Appearance
Select a display template for how the option appears on the product page.
You can set an Option Name such as “Color”, “Size”, etc.
Option Value Source
When using Regular Expression Matching, you can define how the automation rule retrieves the Option Value.
There are three available sources for the Option Value:
1. Named Capture Group
The Option Value is captured directly from the named capturing group (?<variant_name>) in your regular expression.
Example:
- Product title:
Cotton T-shirt - Black - Regular expression:
^(?<group_name>.*?) - (?<variant_name>.*?)$
Result:
Group name → Cotton T-shirt
Option value → Black
In this mode, both named capturing groups (?<group_name>) and (?<variant_name>) are used to extract values automatically.
2. Metafield
In this mode, the Option Value is retrieved from a product metafield you specify.
You need to define the metafield that stores the Option Value for each product.
For example:
- Metafield namespace:
custom - Key:
color
If a product has the metafield custom.color = "Red", the automation rule will use Red as its Option Value.
3. Variant Option
If your products already include a defined variant option, you can use it as the source for the Option Value.
For example, if your products have a variant option called Color, and you want to link products within the same group by their color option, you can set the Variant option name to Color.
The automation rule will automatically read the first option value from the product’s variant option named “Color”.
Example:
- Product variant option:
Color: Blue - Result: Option value →
Blue
Additional Settings
Ignore product groups with only one product
If the matched group contains only one product, it will be ignored to avoid unnecessary product groups.
Remove products from other product groups
Since each product can belong to only one group, when a new automation rule matches a product, it will be automatically removed from its previous group and added to the new one.
Replace the existing product group
When unchecked (default), automation will not overwrite existing product groups with the same name.
Useful if you’ve manually edited product groups after the initial automation.
Update product information if it already exists in a group
When enabled, the system will update existing product group information, such as swatch colors, swatch images, etc.
Group status
You can define whether automatically created product groups are Active or Inactive.
To prevent errors, we recommend setting new groups as Inactive first, reviewing them, and then manually activating the correct ones.