Filters help customers refine their search when shopping online. By using specific product attributes—like color, type, or availability—filters make finding the right items much easier.
🔍 Ever walked past something in a store, decided not to buy it, then tried finding it online—only to struggle? Maybe you remember the brand but not the details. That’s where filters come in—they simplify the search process for you and your customers.
A well-designed filter system:
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Enhances user experience
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Reduces frustration
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Increases satisfaction and loyalty
✨ That’s a win-win!
🛠️ How to Set Up Filters (2 Simple Steps)
You'll need to:
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✅ Name Your Filters Within WebManager
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✅ Prepare Your Product Data
🧠 Choosing the Right Filters
Not sure what filters to include? Think about how you shop for a TV 📺. You might filter by:
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🛍️ Store Pickup
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💸 Current Deals
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📏 TV Screen Size
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🏷️ Brand
These filter names are what customers and reps will see while shopping.
💡 Things to Keep in Mind
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✅ Keep filters simple and relevant—don’t overthink it!
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🧠 Basic keyword search already includes:
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Item ID
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Item Name
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Product description keywords
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⚙️ How Filters Work on Our Platforms
| Platform | Filter Behavior |
|---|---|
| RepZio | Tap the binoculars icon |
| B2B Direct | Filters appear on product listing pages, like a typical e-com site |
| ShopZio | Filters are not supported ❌ |
📝 Name Your Filters in WebManager
A well-named filter improves clarity, speeds up decision-making, and can boost conversions.
How to Do It:
Step 1
Decide how many UDF fields (user-defined fields) you want to use (up to 5: UDF16–20)
Step 2
Navigate to: WebManager → Settings → Global Settings → Text Inputs
Step 3
In the UDF Labels text box, name your filters using commas (no spaces) in the correct order
Example:
📦 Prepare Your Product Data
Clean product data is essential to ensuring filters work correctly.
How to Do It:
Step 1
Export your product file from: WebManager → Manage Data → Export Data → Export Products
Step 2
In the Product Template, fill in UDF16–UDF20 with your filter values.
- If a product has multiple filter values, separate them with commas.
- Example:
Purple,Aubergine,Eggplant,Lavender
Step 3
Upload the completed file to: WebManager → Manage Data → Upload Data Sheets → Products
🛒 B2B Direct – Additional Setup
If you're using B2B Direct, you'll need one extra step in your Admin Portal:
Configure Filter Display Settings
Go to:
B2B Direct → Settings → Site Configuration → Filter Settings
Recommended settings:
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✅ Filter Display: Collapsed
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❌ Strict Matching: Do not enable
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✅ Filter Delimiter: Comma
📱 RepZio Setup
Filters in the RepZio App will display within Advanced Search.
🔹 Note: Advanced Search is not available in the RepZio iOS App on iPhones.
🌐 B2B Direct Setup
Here’s how filters will appear to your customers on your B2B Direct website:
🧭 Filter options will display on the left sidebar of your product listing pages, allowing customers to quickly refine their search.
❓ FREQUENTLY ASKED QUESTIONS (FAQS)
Q. Can I use other UDFs besides UDF16–20?
A. No, only UDF16 through UDF20 are supported for filters. These are reserved fields specifically used for filtering in WebManager.
Q. What happens if I leave a UDF field blank?
A. The filter won’t display for that product. You can safely leave fields blank if not all products use the same filter types.
Q. Can customers select more than one filter value at once?
A. Yes, customers can choose multiple filter options to narrow down their search results even further.
Q. What if I use different naming formats?
A. Be consistent. For example, don't mix Gray and Grey. Standardised naming ensures cleaner filtering results.
Q. Can I rename filters later?
A. Yes, you can update the filter names in WebManager’s Text Inputs section at any time. Just be sure to keep your product data aligned.