Groups are a valuable feature for organizing and managing products in your store. For more information on their benefits, please refer to Introduction to Okendo Groups.
Types of Groups
Okendo allows you to create two types of groups:
Manual Groups: These are created by manually selecting the products to include.
Shopify Groups: These automatically sync products from an existing Shopify collection.
Shopify Tags: These automatically sync products based on preconfigured shopify tags on products.
While Manual Groups offer more flexibility and are generally recommended, Shopify Groups can be convenient if you already have collections set up in Shopify.
Creating a Manual Group
To create a Manual Group:
Navigate to the "New Group" page and select "Manual" as your group type.
Enter a name for your group (this name is internal and not visible to shoppers).
Choose the products to include in your group.
Tick the "Automatically assign these products to display reviews from this group" button.
Click the "Create Group" button.
Creating a Shopify Group
Note: Only create a Shopify Group if you have pre-existing collections in Shopify that you want to use.
To create a Shopify Group:
Navigate to the "New Group" page and select "Shopify" as your group type.
Choose the Shopify collection you want to sync products from.
Tick the "Automatically assign these products to display reviews from this group" button.
Click the "Create Group" button.
Creating a tag-based group (Early Access)
Go to Groups in your Okendo admin
Click New Group
Under Group type, select Shopify Tags
Define your tag rules:
Include — products must have any or all of the selected tags to be added
Exclude — products with any or all of these tags will not be added, even if they match the include rules
Select Save
Okendo will begin syncing matching products to your group. This may take a few minutes. You can check the Last updated timestamp on the group detail page to confirm when the last sync ran.
How sync works
Tag-based groups stay in sync automatically via Shopify's product update events. When you add or remove a tag on a product in Shopify, Okendo picks up the change and updates the group accordingly. A daily sync also runs as a safety net to catch anything missed.
Tag rules
You can use Include any, Include all, Exclude any, or Exclude all conditions
Tags are pulled directly from your Shopify store, no prefix required
Tag rules are read-only after a group is saved. To change the rules, delete the group and create a new one
Group Details Page
After creating a group, you will be redirected to the Group Details page. Here you can:
View aggregated review, question, and media data for the group's products.
Edit group products or change the group name (for Manual Groups only).
Note: It may take a few minutes for new data to appear on this page after creating a group or modifying its products.
Grouping Bundle Products
For bundle products, it's possible to show individual product reviews on the bundle but not vice versa. To do this:
Create a group as normal, but do not tick the "Automatically set products to display reviews from this group" toggle.
On the bundle product, select "product only".
Click the drop-down and select "Bundle" (or whatever the group name is) for that specific product.
Once selected, it will save automatically. Go back to the group and check that the setup is correct.
This allows you to have individual reviews for the products but grouped reviews on the bundle or kit.
Preview Your Product Pages
Once your groups are set up and assigned, visit your product pages. The Okendo Widget should now display grouped reviews for any product you’ve assigned.
