Planera Merchandising Automation

Planera is for established Shopify stores that have outgrown manual collection merchandising and want more automation without giving up control.

As a Shopify catalog grows, collection work usually gets less tidy. Sales need temporary changes, stock moves around, best sellers shift, and manual sorting starts to take more attention than it should.

Planera is built around three main tools:

• Advanced Sort for more detailed product ordering.
• Campaigns for planned collection updates.
• Hybrid Collections for manual collections that Planera can populate from richer rules.
• Choosing a Plan for understanding managed collections and plan fit.

Each tool can be used on its own. They are often more useful when combined:

• Use Advanced Sort to prioritize discounted products that are still in stock.
• Schedule a Campaign to switch a collection into night-time mode from 6 PM to 6 AM.
• Build a Hybrid Collection that refreshes around products with the strongest weekly performance.

A practical way to think about Planera

1. Choose what should change in the collection.
2. Decide which product signals or rules should guide the change.
3. Let Planera apply it at the right time or during sync.

Where to start

If you are new to Planera, start with the thing you want to improve first.

If your products are already in the right collection but the order needs more specific rules, start with Advanced Sort.

If you want to plan a temporary sale, seasonal launch, or collection update, start with Campaigns.

If Shopify smart collections feel too limited, or you want product selection based on richer signals like weekly sales, monthly sales, growth trends, gross profit, or grouped AND/OR conditions, start with Hybrid Collections.

If you are comparing tiers, start with Choosing a Plan. The most important concept is managed collections: collections where Advanced Sort or Hybrid Collections are enabled.

Why merchants use Planera

Most stores start with simple collections. As the catalog grows, merchandising gets harder: sold-out products drift upward, promos need setup, best sellers change, and the same collection may need to behave differently during launches, sales, and quiet weeks.

Planera helps move some of that repeated work into reusable merchandising logic. Your team still decides what should happen; Planera handles more of the timing and application.

Image

Alt text: Planera overview showing Campaigns, Advanced Sort, and Hybrid Collections as three connected merchandising tools.

Key details

• Planera is a Shopify merchandising automation app for established stores.
• The three current pillars are Advanced Sort, Campaigns, and Hybrid Collections.
• Advanced Sort changes collection product order using richer signals like weekly sales, monthly sales, growth trends, gross profit, and grouped AND/OR conditions.
• Campaigns manage calendar events or daily/weekly scheduled collection updates.
• Hybrid Collections are manual Shopify collections that Planera can populate from rules.
• Plan fit mostly depends on managed collections, active campaigns, and Advanced Sort product limits.
• These public docs are for both current users and potential users evaluating Planera.
• Published at planera-shopify.ramiapps.com from the planera-site repository.
• Build locally: npm run build (output in public_html/).