# Planera public product guide # Planera Shopify Collection Merchandising Source: https://planera.ramiapps.com/ # Planera Shopify Collection Merchandising Populate collections from sales and product data, schedule merchandising changes, and keep product order intentional as your Shopify store grows. ## What Planera does Planera brings four practical collection-merchandising jobs into one workspace: - Campaigns apply dated or recurring collection changes. - Advanced Sort controls the storefront order of products. - Collection population chooses products using calculated sales and product rules. - Shared Lists reuse one calculated product group across multiple collections. ## Populate collections from store data Build collection rules around recent revenue, units sold, growth, gross profit, inventory, restock dates, tags, selected metafields, and other useful signals. Planera follows Shopify's current collection API. It manages the products selected by its own rules while preserving collection membership managed elsewhere. ## The most advanced app we have built We tried to make Planera a small, simple utility, but its feature set and potential kept growing. The result is the most advanced app in the Rami Apps lineup: Campaigns, calculated collection population, Advanced Sort, Catalog Insights, and reusable Shared Lists in one system. Planera keeps each workflow as clear as possible without cutting the depth serious Shopify merchandising needs. 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. ## Explore Planera one feature at a time - Campaigns and schedules prepare temporary dated changes or recurring collection updates. - Advanced Sort controls product order using sales, inventory, margin, tags, metafields, shuffle, rotation, and boost rules. - Populate collections selects products using sales performance and other calculated product data. - Shared Lists defines one useful product group and connects it to multiple Shopify collections. Planera in ChatGPT lets you inspect your store and preview supported changes through a private Agent token. ## Choosing a plan Plan fit depends on managed collections, active campaigns, and the product count of collections using Advanced Sort. 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 - a Planera Advanced Sort strategy - one-time product ordering Title-only and sort-only campaigns do not depend on collection population rules. When a Campaign changes conditions, Planera asks you to choose the collection logic it should update. ## 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. The current creation flow focuses on Include changes. Planera may support other execution paths internally, but the merchant workflow exposes only the operations that can be reviewed safely. ## 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 Advanced Sort strategy for a launch window. - Run a weekday Schedule that uses a different sort strategy during evening shopping hours. - Apply a one-time collection order at the start of a promotion. --- # Advanced Sort Source: https://planera.ramiapps.com/advanced-sort # Advanced Sort Control the storefront order of products across a Shopify collection's combined membership. ## Product selection and order are separate Collection rules decide which products belong in a collection. Advanced Sort decides the final order shoppers see. That means Advanced Sort works independently from the rules used to populate the collection. ## Sorting signals Build a strategy from the signals available for your store, including: - revenue or units sold over 24 hours, 7 days, 30 days, or a custom window - inventory and availability - gross profit - product, publish, and restock dates - tags and selected metafields - price, title, and other product fields Sales-based strategies depend on Planera's synced sales data. Selected metafields must be configured and synced before they can guide product order. ## Merchandising controls Layer practical controls on top of the primary sort: - push sold-out products down - bring discounted products first - keep new products near the top for a chosen period - group products by tags - shuffle the whole collection or only the top group - rotate featured products when the strategy runs - boost selected products or groups ## How to set it up 1. Open a collection in Planera. 2. Turn on Advanced Sort. 3. Choose the primary sorting signal and direction. 4. Add the merchandising controls the collection needs. 5. Preview and sync the result. Planera can refresh saved strategies through the store's configured sync schedule. A Campaign can also apply a different strategy for a specific window. ## Useful strategies ### Best sellers with stock protection Sort by recent sales and push sold-out products lower, so strong available products keep the most visible positions. ### New arrivals Bring recently added products forward for a defined number of days, then let the main strategy take over. ### Group, then sort Place tag groups in a deliberate sequence and sort within each group using sales, margin, inventory, or another signal. ### Controlled freshness Sort first, then shuffle a top group or rotate featured positions. The collection stays commercially structured without looking frozen. ## Plan limits Advanced Sort product limits apply per collection. See Choosing a Plan for the current public limits. --- # Populate Collections Source: https://planera.ramiapps.com/populate-collections # Populate Collections Automatically choose products for a Shopify collection using sales performance, inventory, margin, dates, tags, metafields, and other calculated rules. ## Go beyond basic collection rules Planera can use store signals that are difficult to combine in Shopify alone: - revenue and units sold over recent time periods - sales growth and gross profit - inventory and availability - product and restock dates - tags and selected metafields - thresholds, grouped AND/OR logic, and top-product limits For example, you can build a collection of in-stock products with growing seven-day sales, a minimum margin, and one of several merchandising tags. ## How collection population works 1. Open a collection in Planera. 2. Turn on Populate by Planera. 3. Build the product rules that match your merchandising goal. 4. Preview the matching products. 5. Sync the collection now or let Planera refresh it on schedule. Planera manages the products selected by its own rules while preserving collection membership managed elsewhere. This follows Shopify's current collection API and avoids replacing unrelated collection logic. ## Optional product limits When a rule matches more products than you need, add a limit and rank the matches by a useful signal. For example, keep only the top 48 matching products by 30-day revenue, seven-day growth, gross profit, restock date, or a selected metafield. ## Reuse rules with Shared Lists Populate by Planera is the direct choice when the rules belong to one individual collection. Define the product logic on that collection and let Planera keep its matching products refreshed. If the same calculated product group belongs in several collections, create a Shared List instead. Define the rules once, then connect the resulting list to every collection that needs it. ## Population and Advanced Sort Collection population decides which products Planera adds. Advanced Sort decides the final storefront order across the full collection. Use them together when you want both calculated product selection and intentional product placement. --- # Shared Lists Source: https://planera.ramiapps.com/shared-lists # Shared Lists Build a reusable product group from sales and product rules, then connect it to multiple Shopify collections. ## Why use a Shared List? Stores often repeat the same product logic across several collections. You may want the same group of strong in-stock sellers in a homepage collection, a brand collection, and a seasonal landing page. Shared Lists let you maintain that logic once instead of rebuilding it collection by collection. ## One collection or several? Use Populate collections when the product rules belong to one individual collection. The logic stays with that collection and Planera keeps its matching products refreshed. Use a Shared List when several collections need the same calculated product group. Maintain the logic once, then connect the list wherever it should be reused. ## What can define a list? Use the same calculated signals available for collection population: - recent revenue, units sold, and sales growth - gross profit - inventory and availability - product and restock dates - tags and selected metafields - grouped rules, thresholds, ranking, and limits ## How it works 1. Create a Shared List in Planera. 2. Add the product rules and optional limit. 3. Preview the matching products. 4. Publish the list to Shopify. 5. Connect it to each supported collection that should use it. When the list refreshes, connected collections receive the updated product group. Each collection can still have its own title, other collection logic, Campaigns, and Advanced Sort strategy. ## Shared Lists are not collections A Shared List is a reusable group of products. It does not create a storefront page by itself and it does not control product order. Connect the list to Shopify collections, then use Advanced Sort when those collections need a specific storefront order. ## Practical examples - Products with growing seven-day sales and healthy inventory. - High-margin products tagged for seasonal promotion. - Recently restocked products that have already started selling. - A reusable group of new arrivals limited to the strongest 48 products. --- # Choosing a Plan Source: https://planera.ramiapps.com/plans # Choosing a Plan Choose a Planera plan by the amount of collection merchandising you want Planera to run. ## What is a managed collection? A managed collection is a collection using Planera-managed membership or Advanced Sort. If a collection uses both, it still counts as one managed collection. Campaigns can target supported collections whether or not they are otherwise managed. The useful first question is: > How many collections do I want Planera to actively manage? ## Current plan limits | Limit | Starter | Scale | Enterprise | | --- | ---: | ---: | ---: | | Managed collections | 20 | 100 | 300 | | Active campaigns | 40 | 200 | 400 | | Advanced Sort products per collection | 1,000 | 5,000 | 10,000 | Choose Starter for a focused set of important collections. Choose Scale when merchandising automation is part of regular work across more of the catalog. Choose Enterprise for larger programs, more managed collections, or larger collections using Advanced Sort. ## 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. ## Advanced Sort product limits The Advanced Sort limit is measured per collection, not across the whole store. If a few collections contain many products, compare their size with the per-collection limit when choosing a plan. ## 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 population rules, Advanced Sort, 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 Inspect Shopify collections, understand merchandising logic, and preview supported 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 explain how products enter a collection, how they are sorted, and whether any Campaigns are scheduled. Try: ``text Find collections with "summer" in the title. ` `text Open this collection and explain its population rules, Advanced Sort, and campaigns. ` `text Show the Planera rules used to populate this collection. ` ## Analyze products without changing Shopify Ask for products in a collection or a read-only view sorted by synced metrics: `text Show the top 25 products in this collection by 30-day revenue. ` `text Which in-stock products in this collection had no sales in the last 30 days? ` A sorted view is analysis only. It does not update the Shopify collection, save an Advanced Sort strategy, or create a Campaign. ## Review Advanced Sort `text Explain this collection's Advanced Sort strategy in plain language. ` `text Preview updating Advanced Sort to use 30-day revenue and push sold-out products down. ` Use Update sort strategy for a saved collection strategy. Use Sort only for a one-time product reorder. ## Work with Campaigns `text List active and upcoming campaigns for this collection. ` `text Preview a Calendar Campaign that changes the title and Advanced Sort 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. ## Update collection population `text Preview updating this collection to include in-stock products with 30-day revenue greater than zero. ` `text Preview generated conditions for products tagged "new-arrival" or "staff-pick", limited to the top 48 by 7-day units sold. ` Planera updates only the collection logic it manages. It preserves products and rules managed elsewhere. ## 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 and product data - Scheduled rule 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 changes - Ordering products within collections - Populating collections using product and store data ## 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.