SayPro Filter Setup Template

SayPro Filter Setup Template A template used to define and manage the filters applied to product listings, including attributes, options, and values from SayPro Monthly January SCMR-17 SayPro Monthly Categories and Filters: Organize listings into categories with filters for easy navigation by SayPro Online Marketplace Office under SayPro Marketing Royalty SCMR

Objective: The SayPro Filter Setup Template is designed to define, manage, and track the filters applied to product listings in SayPro’s online marketplace. Filters allow users to narrow down their product search based on specific attributes, improving user experience, increasing engagement, and boosting sales. This template ensures that filters are clear, relevant, and tailored to customer needs.

Template Structure

The Filter Setup Template is organized into sections that cover key aspects of filter definition and setup. This template can be created in a spreadsheet format with columns for each essential attribute of the filters and their corresponding options.

Suggested Columns and Sections for the Template:

1. Filter ID

Description: A unique identifier for each filter. This helps track and manage filters within the system.

• Example: FILTER001, FILTER002, FILTER003

2. Filter Name

Description: The name of the filter, which defines what aspect of the product it targets (e.g., Price, Brand, Color). The filter name should be clear and concise.

• Example:
  • “Price”
  • “Brand”
  • “Color”
  • “Size”

3. Filter Type

Description: The type of filter (e.g., single option selection, range selection, multi-select, checkbox). This indicates how users will interact with the filter.

• Example:
  • “Price”: Range Selection (min-max)
  • “Brand”: Multi-select (multiple brands)
  • “Size”: Single-select (choose one option)

4. Attribute Name

Description: The product attribute that the filter is applied to (e.g., “Size”, “Brand”, “Material”). It helps map the filter to the corresponding data in the product listings.

• Example:
  • “Price”: Price
  • “Brand”: Brand
  • “Color”: Color
  • “Size”: Size

5. Filter Options

Description: The options available for each filter, which users will select to narrow down their search. These options should align with the product attributes defined in the product data.

• Example:
  • “Price”: $0-$50, $51-$100, $101-$200, $201+
  • “Brand”: “Apple”, “Samsung”, “Sony”, “LG”
  • “Color”: “Red”, “Blue”, “Black”, “White”
  • “Size”: “S”, “M”, “L”, “XL”

6. Filter Values/Range

Description: For filters like price or rating, this section defines the acceptable value ranges. For multi-select filters, the values are predefined.

• Example:
  • “Price”: From $0 to $1000
  • “Size”: S, M, L, XL
  • “Rating”: 1-5 stars

7. Sort Order

Description: The order in which the filter options will appear to the user. It ensures that the most commonly used or most relevant options are displayed first.

• Example:
  • “Price”: Sorted from lowest to highest
  • “Brand”: Alphabetically from A to Z
  • “Color”: No particular order (user preference)

8. Default Filter Setting

Description: The default setting that will be applied to the filter when the user lands on the page (e.g., “All sizes”, “Lowest price first”, or “Most popular brand”).

• Example:
  • “Price”: Default range of $0-$50
  • “Brand”: “All Brands”
  • “Size”: Default to “All sizes”

9. Active/Inactive

Description: The status of the filter—whether it is active (visible and usable) or inactive (hidden or disabled for maintenance). This helps manage filters based on product availability or seasonal relevance.

• Example:
  • “Price”: Active
  • “Color”: Active
  • “Size”: Inactive (if not relevant for certain products)

10. Filter Implementation Date

Description: The date on which the filter was created or last updated. This helps track the history of filter updates and implementations.

• Example:
  • “Price”: 01/01/2025
  • “Brand”: 01/15/2025

11. Notes/Comments

Description: Any additional notes or comments regarding the filter, including changes, suggestions, or other important information.

• Example:
  • “Price”: “Consider adding additional price ranges for higher-end products.”
  • “Brand”: “Add new brands for the upcoming sale season.”

Template Example (Spreadsheet Format):

How to Use the SayPro Filter Setup Template:

1. Define Filters:
   • List all the necessary filters for each category (Price, Brand, Rating, etc.). These should reflect common user preferences and search habits. For example, customers might frequently filter by price or brand when browsing electronics, so these should be top priorities.
2. Choose Filter Type:
   • Select the most appropriate filter type based on the nature of the attribute. For example, “Price” should be a range filter, while “Brand” can be a multi-select filter for users to choose more than one brand.
3. Add Options and Values:
   • Populate the filter options with relevant values based on the attributes. If the attribute is “Color,” the options might include “Red,” “Blue,” and “Black.” For numeric filters like price, define value ranges like “$0-$50.”
4. Monitor and Refine:
   • Regularly check which filters are being used most often and refine them based on user feedback or analytics. For example, if users are often filtering by price, consider expanding the price range options.
5. Activate and Inactivate Filters:
   • Use the “Active/Inactive” column to toggle filters on or off. This might be necessary during seasonal product changes or promotional campaigns where certain filters are temporarily irrelevant.
6. Track Changes and Updates:
   • Record the implementation and update dates for each filter. This provides visibility into which filters have been added or modified and ensures that outdated filters are removed when no longer needed.
7. Review User Feedback:
   • Collect feedback from users about their experience with filtering options and update the filter settings accordingly. If users find the “Price” filter too narrow, it might need to include more ranges or adjustable sliders.

Conclusion:

The SayPro Filter Setup Template is an essential tool for organizing and managing product filters in SayPro’s online marketplace. By clearly defining each filter’s attributes, options, and values, this template helps ensure a smooth, intuitive user experience for customers. Regular updates, monitoring, and refinement of filters based on customer behavior will help improve search functionality, product discovery, and overall sales performance. This template should be maintained and updated periodically to reflect new trends, customer preferences, and business goals.