Scheduling an Edit
Scheduling an edit can be very useful in many situations, including setting up and ending a sale. In this article we'll take you through the steps of scheduling your first product edit. We'll cover:
- Spreadsheet edit vs. an in app edits
- Filtering for the products you want to edit (in-app edit)
- Specifying how you want to edit the products (in-app edit)
- Scheduling an edit
- Viewing scheduled edits
- Cancelling the scheduled edit
In order to follow along you should have:
- The Bulk Product Editor app installed
Products on your Shopify store to edit
- A properly formatted Spreadsheet with the products and data you want to edit (for spreadsheet edits)
In our example we're going to lower the prices for all products in a collection by 10%. Let's get started!
Spreadsheet edits vs. in-app edits
The Bulk Editor will allow you to schedule an in-app edit, or schedule a spreadsheet edit. In-app edits are useful when you are making uniform changes, such as adjusting all your prices by 20% for a sale. However, if you needed to adjust all the prices by different amounts, you might be better off using a spreadsheet to make all the changes, then upload it into the Bulk Editor to update the Shopify products.
Filtering for the products you want to edit
This section applies to in-app edits. If you plan on doing a spreadsheet edit, upload the spreadsheet, and skip to the section titled "Scheduling a spreadsheet edit".
Important: When a scheduled edit is run, it will update all products that match your search filters at the time the edit is run. If you modify a product in such a way that it no longer matches the search terms before the edit it scheduled to run, that product won't be included in the edit.
When you load up the app you'll see a search form that looks like this:
This search is similar to Shopify's product search but has more advanced filtering options (like searching for products with less than 10 units in stock). For our example, we'll click on the Filter Products button, and search for all products in the "Men's Shoes" collection:
After just a second we'll see all the products in the collection appear.
Once you're sure you have all the product you want to edit selected, click on the blue Modify Products button and we'll choose how to edit the product.
Specifying how you want to edit the products
On the next page we can choose what about each product we want to edit. Since we're going to decrease the prices by 10% we'll make sure that the Price and Decrease by percent options are selected.
In the 'Decrease by this percentage' field we'll enter 10 and we'll also check the Round to nearest box so all prices end with same decimal As you modify these values, you will see a live preview of the edit below on the page:
Scheduling an in-app edit
Once you're satisfied with the results, click on the Schedule Edit button to set up the time and date for the edit.
Enter the date and time (times shown in the date picker match the shop's primary timezone) for the edit to take place in the " Start the Edit" section, or you can set it to run right away by clicking the "Now" option.
If it is a sale you are scheduling, you may also want to schedule the undo of the edit (to end the sale). To set the undo date, enter the a date in the "Undo the Edit Automatically" area. Or, if you don't want to undo the edit, click the " No" option (you can always undo it manually later if need be).
Click the " Run Edit" button to schedule the edit.
Viewing Scheduled Edits
To view scheduled edits, click the Edit History link on the right hand side of the Bulk Editor page. This will show a list of all edits you've done and ones that are pending. To just show the edits that are scheduled you can select the Scheduled Edits tab. Edits are listed by start time to make them easy to locate.
Renaming the edit
If you have a lot of scheduled edits it can be hard to keep track of them. You can assign a custom name to an edit by opening up the edit in the Edit History section of the app. When you have the edit open, click on the pencil icon in the Edit Name section:
In this popup, you can rename the edit. This name will show up in the Edit History so you can better keep track of your edit.
Cancelling the edit
If you need to cancel the edit, you can click on the edit title in the Edit History list, then click the "Cancel Edit" button.
Now that you've scheduled an edit, here are more things you can try:
- Use the Clone Edit button to copy the search filters from a previous edit.
- Use Email Triggers to Edit Product to automate spreadsheet updates
Don't have the app yet? Get it here