# Planera public product guide # Planera Shopify Collection Scheduling Source: https://planera.ramiapps.com/ # Planera Shopify Collection Scheduling Schedule changes to collection titles, existing Shopify conditions, and Shopify-native sort orders. ## What Planera does Planera prepares collection changes in advance and runs them on time: - Calendar Campaigns run at a specific date and time, with an optional end and restoration. - Schedules repeat during selected weekday and time windows. - Run now, pause, and resume keep execution under merchant control. - Activity history records each execution result. ## Changes Planera can schedule - Collection title text - An existing writable Shopify Include or Exclude condition block - Shopify-native sort order: Best selling, title A–Z or Z–A, highest or lowest price, newest or oldest, and Manual Manual reveals two optional actions: Randomize and Push Sold-out to bottom. Planera reads the current products and availability from Shopify and does not store a local catalog. ## Focused by design Planera does not create generated collection rules, populate collections from sales data, or run advanced product sorting. It works with the Shopify collection configuration you already maintain. Use Shuffler separately for rotation, tag grouping, and broader product-position strategies. Colin is the broader collection merchandising product. You do not need to learn everything at once. Start with the one Planera feature that solves today's problem, learn that workflow, and add another capability when your store is ready. ## Safe restoration When a bounded Campaign ends, Planera restores the previous title, selected Shopify condition branch, or Shopify sort key it changed. Randomized and sold-out product moves are not restored. Planera in ChatGPT lets you inspect your store and preview supported changes through a private Agent token. ## Choosing a plan Plan fit depends on the number of active Calendar Campaigns and Schedules. See Plans for the current public limits. The in-app Plans page is the final source for pricing and availability. --- # Campaigns Source: https://planera.ramiapps.com/campaigns # Campaigns Prepare collection changes ahead of time, then let Planera apply them on a date or a recurring schedule. ## Two ways to time a change - Calendar Campaign — starts at a specific date and time. It can end later or apply once and remain in place. - Schedule — repeats on selected weekdays inside a daily start and end time. Use a Calendar Campaign for a launch, sale, seasonal switch, or other dated event. Use a Schedule when a collection should behave differently during recurring store hours or weekdays. ## What a Campaign can change Depending on the collection, a Campaign can prepare changes to: - supported collection conditions - collection title text - Shopify sort order When a Campaign changes conditions, Planera asks you to choose an existing writable Shopify Include or Exclude block. It does not create or maintain separate Planera collection rules. ## Safe condition changes Shopify's current collection API can combine more than one set of membership rules. Planera updates only the collection logic selected for the Campaign rather than replacing the collection's complete membership definition. Planera stores the condition definitions it changes. When an ended Campaign restores them, it matches their complete meaning and preserves unrelated collection logic and later merchant edits wherever it can do so safely. Only existing writable Shopify Include or Exclude blocks can be selected. Generated and hybrid conditions are not supported. ## Shopify-native sorting Campaigns can select Best selling, title A–Z or Z–A, highest or lowest price, newest or oldest, and Manual. Manual reveals two optional actions: Randomize and Push Sold-out to bottom. Planera reads live Shopify collection data for these actions and does not restore the resulting product positions. ## How to create a Campaign 1. Choose the collection. 2. Select the collection logic to update if the Campaign changes conditions. 3. Define the collection change. 4. Choose a Calendar Campaign or Schedule. 5. Review the preview before saving. ## Restoration behavior A Campaign with an end can restore the relevant state after it finishes. Restoration is scoped to what that Campaign changed; it is not a whole-collection rollback. Start-only Calendar Campaigns apply the prepared change and leave it in place. ## Overlapping Campaigns Planera warns when Campaign timing or targets may overlap. The warning is advisory because some overlaps are intentional, but reviewing them helps avoid competing updates. ## Practical examples - Add a weekend product condition, then restore it after Sunday. - Change the collection title and Shopify sort order for a launch window. - Run a weekday Schedule that uses Best selling during evening shopping hours. - Select Manual for a promotion while keeping the product order maintained in Shopify. --- # Choosing a Plan Source: https://planera.ramiapps.com/plans # Choosing a Plan Choose a Planera plan by the number of collection changes you want Planera to keep scheduled. The useful first question is: > How many Calendar Campaigns and Schedules do I need active at once? ## Current plan limits | Limit | Starter | Scale | Enterprise | | --- | ---: | ---: | ---: | | Active campaigns | 40 | 200 | 400 | Choose Starter for a focused set of important collection changes. Choose Scale when Campaigns and Schedules are part of regular merchandising work. Choose Enterprise for larger scheduling programs. ## Active campaigns Active campaigns are upcoming or currently running Calendar Campaigns and Schedules. Completed and paused campaigns may remain in your account, but they do not represent upcoming automation in the same way. ## Pricing and availability Plan details can change. Use the in-app Plans page as the final source for current pricing, trial availability, and billing terms. --- # Connect Planera to ChatGPT Source: https://planera.ramiapps.com/connect-chatgpt # Connect Planera to ChatGPT Connect Planera with a private Agent token to inspect your Shopify collections and preview supported merchandising changes from ChatGPT. The connector URL is: ``text https://planera-connect.ramiapps.com/mcp ` ## Before you start You need a Shopify store with Planera installed, access to Agent Access inside Planera, and a ChatGPT plan or workspace that supports custom MCP connectors. ## Create an Agent token 1. Open Planera in Shopify. 2. Go to Agent Access. 3. Create an Agent token. 4. Choose its permissions. 5. Copy the token beginning with plna_. Keep the token private. Revoke it in Planera whenever access is no longer needed. ## Add the connector in ChatGPT 1. Open connectors or custom MCP apps in ChatGPT. 2. Create a new connector using https://planera-connect.ramiapps.com/mcp. 3. Choose OAuth authentication when asked. 4. Paste your Planera Agent token on the Planera connection page. 5. Finish the connection flow in ChatGPT. ## Verify the connection Start with a read request: `text Use Planera to show my store context and summarize what you can help with. `` Then ask Planera to find a collection and explain its Shopify condition capabilities, native sort mode, and campaigns. ## Approval and safety The Agent token controls available permissions. Read requests return directly. Supported write actions use a preview first so you can inspect the proposed change before approval. ## Troubleshooting - Confirm the server URL exactly matches the URL above. - Create a fresh Agent token if the previous token was revoked or lost. - Check that the token includes the permission needed for the request. - Recreate the ChatGPT connector after changing connection settings. Continue with Planera in ChatGPT for prompts and workflows. --- # Planera in ChatGPT Source: https://planera.ramiapps.com/chatgpt # Planera in ChatGPT Find Shopify collections, inspect supported condition blocks, and preview Campaign changes through natural language. Start with Connect Planera to ChatGPT if the connector is not set up yet. ## The safety model Reading is direct. Writing is previewed first. 1. Ask for a change. 2. ChatGPT requests a preview from Planera. 3. Review the human-readable summary and details. 4. Approve the exact preview or ask for a revision. ## Understand a collection Ask Planera to find a collection, show its Shopify condition capabilities and native sort mode, and list scheduled Campaigns. Try: ``text Find collections with "summer" in the title. ` `text Open this collection and explain its Shopify condition blocks, sort mode, and campaigns. ` `text Show the existing Shopify condition blocks that Planera can schedule changes for. ` ## Work with Campaigns `text List active and upcoming campaigns for this collection. ` `text Preview a Calendar Campaign that changes the title and Shopify sort order next Friday at 9am. ` `text Preview a weekday Schedule that changes this collection's product conditions from 3pm to 4pm. ` Condition campaigns target the selected collection logic. Title-only and sort-only campaigns remain independent from product-selection rules. `text Pause this campaign. ` `text Run this campaign now. ` `text Show the last ten execution results for this collection. ` ## Good approval language `text Apply this preview exactly as shown. ` `text Do not apply yet. Change the start time to 10am and preview again. `` --- # Privacy Policy Source: https://planera.ramiapps.com/privacy-policy # Privacy Policy This Privacy Policy describes how Planera ("we", "our", or "us") collects, uses, and protects information when you use our Shopify app. ## Information we collect We collect information necessary to provide the service: - Store information from your Shopify account - Collection configuration needed to identify supported Shopify condition blocks and sort modes - Campaign and Schedule configurations ## How we use your information We use the collected information to: - Provide and maintain the service - Process scheduled collection updates - Communicate with you about the service ## Data security We implement appropriate security measures to protect your information against unauthorized access, alteration, disclosure, or destruction. ## Contact us If you have questions about this Privacy Policy, contact us at support@planera.app. --- # Terms of Service Source: https://planera.ramiapps.com/terms-of-service # Terms of Service These Terms of Service ("Terms") govern your use of the Planera Shopify app. ## Acceptance of terms By installing and using Planera, you agree to be bound by these Terms. If you do not agree to these Terms, do not use the app. ## Description of service Planera is a Shopify app that helps merchants manage collection merchandising, including: - Scheduling collection title changes - Scheduling changes to existing Shopify collection conditions - Scheduling Shopify-native collection sort orders ## User responsibilities You are responsible for: - Maintaining the security of your Shopify account - Using the app in compliance with Shopify's Terms of Service - Ensuring configured rules and schedules align with your business requirements ## Limitation of liability Planera is provided "as is" without warranty of any kind. We shall not be liable for damages arising from the use of the service. ## Modifications to terms We reserve the right to modify these Terms at any time. Changes will be effective upon posting. ## Contact information For questions about these Terms, contact us at legal@planera.app.