Create a cluster
Goal
To create clusters that group products based on shared attributes, enabling structured navigation and drill-downs in the storefront. Clusters organize product variants (e.g., different colors and sizes of shoes) and optional add-ons (e.g., insurance or accessories) for a better shopping experience.
Prerequisites
Before creating a cluster, ensure you have:
- An existing cluster definition that determines the product filters and drill-down structure
- For guidance on creating cluster definitions, see Create cluster definitions
Step 1: Navigate to Clusters
- From the backoffice menu, select PIM > Products & Clusters.
- Click the New Cluster button in the top right corner.
Step 2: Select a Cluster Definition
- In the New Cluster dialog, select an existing cluster definition from the dropdown.
- The selected definition determines:
- Available product filters for drill-down
- Display types for each filter
- Filter arrangement order
Step 3: Configure Cluster Details
- In the General tab, enter the following information:
- Name: Provide a descriptive cluster name
- SKU: Enter a unique identifier for the cluster
- Short description: Brief overview for search results
- Long description: Detailed information for product pages
- Default language: Select the primary language
- Category: Assign to relevant product category
- Configure additional settings as needed:
- Hidden: Control visibility in catalog
- Priority: Set display order
- Metadata: Add SEO information
Step 4: Add Cluster Products
- Navigate to the Products tab.
- A default empty product is automatically created - click to edit it.
- To add more products, click New Product.
- For each product variant:
- Fill in standard product fields (name, SKU, price, etc.)
- Ensure all cluster definition filters have valid values
- Configure product-specific attributes
- Click Save after each product.
- All variants appear in the cluster's product list.
For detailed product creation steps, see Create a product.
Step 5: Configure Cluster Options
- Navigate to the Options tab.
- Click Add Cluster Option to create optional add-ons.
- For each option group, provide:
- Name: Clear option group name (e.g., "Extended Warranty")
- Description: Detailed explanation of the option
- Short Description: Brief summary for display
- isRequired: Toggle if customers must select an option
- Click Save to create the option group.
- Open the option group and add specific products:
- Click Add Product within the option
- Create option products (e.g., "1-Year Warranty", "2-Year Warranty")
- Configure pricing and attributes for each option
Step 6: Set Up Cross-selling (Optional)
- Navigate to the Storefront tab.
- Configure cross-selling relationships by category:
- Accessories: Complementary products (e.g., shoe care kit)
- Alternatives: Similar products from different brands
- Related Products: Items frequently bought together
- Options: Additional configurations
- Parts: Replacement or spare parts
- Click Add Products for each category.
- Search and select relevant products.
Step 7: Save and Publish
- Click Save at the top right to store all cluster details.
- The cluster now appears in the Products & Clusters list.
- Verify the cluster by:
- Checking all product variants are listed
- Confirming options display correctly
- Testing drill-down functionality matches the cluster definition
Best Practices
- Consistent Naming: Use clear naming conventions across clusters, products and options
- Complete Variants: Ensure all size/color/attribute combinations are created
- Filter Values: Verify each product has values for all cluster definition filters
- Option Organization: Group related options logically (e.g., warranties together, accessories together)
- Testing: Preview the cluster on the front end to verify drill-down behavior
- SEO Optimization: Complete metadata fields for better search visibility
Common Cluster Examples
Fashion Cluster
- Products: Different sizes and colors of a shoe model
- Options: Extended warranty, care products, matching accessories
Electronics Cluster
- Products: Different storage/color variants of a device
- Options: Cases, screen protectors, extended warranties
Furniture Cluster
- Products: Different sizes and finishes of a table
- Options: Assembly service, protection plans, matching chairs
Important Notes
- Clusters require a cluster definition before creation
- All products in a cluster should share the same base characteristics
- Filter values must match those defined in the cluster definition
- Options can be required or optional based on business needs
- Changes to the cluster definition may require updating existing products