Key Features and Concepts
1. Channel Information
Export Rate: Shows the percentage of successful exports for the current channel—helps you monitor data flow and catch potential issues early.
Channel Activation Status: Indicates whether the channel is active. If inactive, exports (manual or scheduled) won’t run.
Channel Rules Indicator: A red “No rules defined” button appears if no rules exist—serves as a clear prompt to configure rules.
2. Rules Modal (2-Step Wizard)
This is where you define how products get included in the channel.
Step 1: Select List Type
Static List: Manual, fixed list. You control what’s in or out.
Smart List: Auto-updating based on selected logic:
Published: Includes all published products.
Filtered: Includes products matching specific filter rules.
Step 2: Define Filters (for Smart > Filtered only)
Uses the Advanced Filtering model (Model B), which includes:
Basic/XQL toggle
Persistent search bar
Save/load filter options
3. Items Display (List/Grid View)
View and manage the actual items currently in the channel.
Filter Panel
Toggle visibility
Advanced Filtering (Model B) available
Filter mode: Basic or XQL, with saved filters and AI support
View Modes
List View: Tabular format with columns like Image, Title, GTIN/EAN, Language, etc.
Static List: Checkboxes for bulk selection and deletion
Smart List: No checkboxes—change the filters to update the list
Grid View: Visual format showing product images and names, with a 3-dot action menu for quick actions
Toggle Button: Switch between list and grid view
How It Works
Step-by-Step: Managing Items in a Channel
Check Channel Status
Ensure the channel is active for exports to run.
Define Rules
If the “No rules defined” button is visible, click it.
Choose between Static or Smart List.
If Smart > Filtered: use the advanced filter UI to define criteria.
Save and apply the rule—this populates your channel with items.
Review and Manage Items
Use the filter panel to narrow down the visible list.
Switch between List and Grid view based on preference.
For Static Lists:
Select items via checkboxes.
Bulk delete items if needed (effective on next run).
For Smart Lists:
Modify filters to add/remove items.
Use the Filter System Efficiently
Basic filtering is always available.
Switch to XQL mode for complex queries.
Save frequently used filters for reuse.
Use the AI assistant (in XQL mode) to convert plain-language queries into filter logic.
Practical Tips & Best Practices
Use Smart Lists for automation: If your product catalog changes frequently, Smart Lists with filters ensure your channel stays up-to-date.
Start simple: Begin with basic filters, then move to XQL as your needs grow.
Save your filters: If you're using the same criteria regularly, saved filters save time and reduce errors.
Preview before processing: Always review the items in your channel before running a manual export or scheduling one.
Track the Export Rate: Low percentages might indicate rule misconfigurations or missing data—investigate promptly.
Summary
Managing items in a PIM channel is about ensuring the right products are included and ready for export. You can define static or dynamic lists, use powerful filters to select items, and easily manage them in either list or grid view. With advanced filtering, AI support, and clear UI indicators, the system gives you control and flexibility without unnecessary complexity.
Next steps:
Make sure all your active channels have rules defined.
Try switching between filter modes to find what works best.
Save filters that you know you’ll reuse.
If needed, reach out to support or check the platform documentation for deeper customization options.