Before you begin
Product Affinity reorders candidates from compatible dynamic product modules. It does not reorder fixed selections such as Single Product or Group of Products.
Each affinity signal must be an enabled storefront filter in Shopify Search & Discovery. Creating or pinning a product metafield alone does not enable affinity ranking.
Product Affinity supports compatible modules such as Keyword Search, Recent Bestsellers, Collection, Metafields, and free-shipping product recommendations. Add a compatible product module before relying on the ranked result.
Prepare a Shopify storefront filter
In Shopify, create or identify a product metafield that represents a useful similarity, such as colour, material, fit, or range.
Populate it consistently on the relevant products.
Open Shopify Search & Discovery.
Add the metafield as a storefront filter and enable it.
Confirm the filter is available on the storefront before returning to Order Editing.
Order Editing only offers supported, enabled Shopify storefront filters as affinity signals.
Optionally shortlist signals in Upsell Settings
Open Upsell Settings > Product Affinity to pin the storefront filters your team uses most often. These pins create a convenient shortlist for strategy setup.
Pinning a filter does not turn Product Affinity on. You must still select at least one signal in the strategy.
Add Product Affinity signals to a strategy
Open a strategy that uses a compatible dynamic module.
Open Product Affinity.
Select the highest-priority enabled storefront filter.
Add up to two more signals when they materially improve similarity.
Order the signals from highest to lowest priority.
Save and preview the strategy.
You can open Product Affinity before adding the product module, but ranking only affects the strategy after a compatible module is present.
How matching works
Order Editing first looks for candidates that match all selected signals. If that returns no usable products, it removes the lowest-priority signal and tries again. It continues until a candidate is returned or no affinity signals remain.
If no affinity candidate is available, the product module continues with its normal recommendation or discovery behaviour. Product Affinity does not create a separate local ranking without the enabled Shopify storefront filter.
For example, with Range, Colour, and Material in that priority order, Order Editing tries all three, then Range plus Colour, then Range, before returning to the module's normal fallback.
Preview the result
Preview a cart or product that has values for every signal.
Confirm the closest products appear first.
Preview a case with no match for the lowest-priority signal and confirm the broader fallback remains relevant.
Confirm fixed product modules retain the order you selected.
If a signal is missing, confirm the metafield is enabled as a storefront filter and populated on the source and candidate products.