Manage product templates

Use product templates in Optimizely Product Information Management (PIM) to define the major data elements required or recommended for products within a family of products. This helps enforce data governance before publishing products to your website.

For example, you may create a Faucet product template containing essential data elements for that product type, such as finish and handle type. You can set which data is required, recommended, or optional. Organize product templates into folders for quick categorization and easy access. 

Consider what inventory of data you want to collect for a group of similar products. For example, you might set up your product templates under a folder structure of Power Tools with a folder for Saws, which contains templates for Circular Saws and Table Saws. Creating templates that mirror your categories lets you use dynamic category rules to automate product-to-category assignments.

PIM includes a starter template by default for you to use as a starting point for other templates. The property groups and properties on the starter template are automatically included when creating a template. Update your starter template to include all product data in any template (like brand, product line, and manufacturer number) so that you do not need to add them to each template.

Because the template defines what properties to include for each product, you must assign a template to a product before it is editable. You can assign a product template to products from the product list, the product detail tab, or during an import.

Use the Product Templates List page to search for, filter, and select templates for editing, assigning properties, and assigning to categories. This page lists product template folders and their product templates in alphabetical order.

You can sort data by clicking column headers and edit individual templates by clicking on the name.

Before you imports products, you need to create product templates using the property groups and properties you created to determine what information is required for similar products.