Building Collections

Overview

Why Collections Matter

Buddi’s Collections tool lets you group products into themed categories that make your menu easier to shop — and more engaging to explore.

Whether you build them using smart filters or hand-pick your favorites, Collections are reusable across all Buddi Promotions (like Discounts, Special Messages, and Featured Products), and help guide customers to exactly what they’re looking for.

They also generate shareable links you can use in your marketing, newsletters, or even in-store with printed QR codes.

Key Benefits:

• Makes your menu more intuitive and engaging
• Improves discoverability for curated or niche products
• Generates a shareable link for each Collection (great for websites, newsletters, QR codes)
• Once created, your Collection can be reused across other Buddi features — no need to select products all over again

Buddi's Demo Store Menu with Collection tiles and filter buttons set up (Desktop View)

These video tutorials show you how to build a variety of Collections using Buddi’s demo menu, such as the four shown above.

Overview + How to Build Collections:

• Part 1: Select Using Logic Method
• Part 2: Individually Select Method

TIP: When working with multiple products, always build Collections first, even if you're just setting up another Buddi promotion.

Collection Types

Buddi offers two core methods for building Collections: 'Select Using Logic' and 'Individually Select'. Each method serves different purposes depending on the type of Collection you're creating.

Branching from the 'Individually Select' method, there is an 'Imported Products from CSV' function that allows you to bulk-import products into a Collection.

Article: Select Using Logic vs. Individually Select

How to Build a Collection

Step 1

Access Collections

Go to app.buddi.io > sign into your Admin Account > go to Promotions > Collections.

Step 2

Click 'Add New Collection'

• Name your Collection. The name you give your Collection sets the URL slug customers will see.
  
  For example, a Collection named Staff Picks will generate a link like:
  yourmenu.com/our-products/#/menu/collections/staff-picks
  
  Tip: Use a short, clear name — avoid symbols like colons.
  
  
• You can use this link on your website, in newsletters, or QR codes to direct shoppers to a specific product group.

Step 3

Choose the Store(s)

• Apply to all locations or select specific store(s).

Step 4

Select Products

• Choose your method based on the type of Collection you're building:

Method 1: Select Using Logic

Automatically updates based on product data.

How it works:

• Use parameters like Type, Brand, THC/CBD %, Size, Price, and many more.
• Add multiple parameters if desired.
• Buddi pulls matching inventory live from your POS to display products in your Collection.
• Collections will auto-update as inventory changes.

Examples:

Select Using Logic Collections

1.  All Cannabis
2.  Grown in BC
3.  Craft Brands
4.  Balanced CBD-THC
5.  Heavy Hitters
   
   See step-by-step instructions on how to build those exact Collections!
   Video Tutorial: How to Build Collections (Part 1: Select Using Logic Method)

Method 2: Individually Select

Manually choose specific products. Best for curated picks.

Tips:

• Use your Live Menu or Menu Export for reference
• Use product search or category filters in Buddi
• Remember to hit Save TWICE (in selection pop-up AND setup screen)
• With this method, you will need to update your Collection as new inventory is received.

Examples:

Individually Selected Collections

1.  Staff Picks
2.  Cookie Jar
3.  Taster Joints
4.  Fruity Vapes
5.  Rare Terpenes
6.  Full-Spectrum CBD Oil
7.  Variety Ounces
   
   See step-by-step instructions on how to build those exact Collections!
   How to Build Collections (Part 2: Individually Select Method)
   
   

Showcasing four specialized Collections built using the 'Individually Select' function (Desktop View)

Inside the 'Cookie Jar' Collection (Mobile View)

Method 2b: Bulk Import via CSV

Use for large lists or advanced planning

How it works:

1. Export your inventory list in Buddi (Admin Portal > My Menu > Import/Export > Export)

2. Filter product list in Excel.

3. Copy Product Name + Barcode columns into sample CSV for import > Save

4. Upload CSV file within the Collections setup page > 'Imported Products from CSV'

5. Save your Collection.

6. Refresh your live menu and verify that the implementation is accurate.

• Toggle on this feature and upload an image if you would like to have a Collection tile appear across the top of your menu.
• We recommend using your brand colors to tie the menu with the rest of your website.

Image requirements:

• least 300x300px
• consistent in size
• be in in JPG/PNG/GIF format

Did you know? GIF images (animated images) are compatible with Buddi! Use them in your Collection tiles to make your menu more fun and engaging.

Article: How to Generate Images for Upload

• Toggle on this feature if you want a filter button to appear in the menu sidebar.
• Recommended for add-on sales (e.g. cookies, gummies, papers, lighters, etc.)
  
  

Step 7

Use Timeframe (Optional)

• Set a start and end date (and days of the week)
• Great for seasonal drops or limited-time campaigns

Step 8

Save your Settings

• After selecting applicable products for the discount, ensure that you hit Save twice!
  1. At the 'Select Products' pop-up box
  2. At the main Collections setup page
      

Best Practice

✅  DO:

• Set up Collections before any other Promotion feature so that it can be selected as a defined group of products (e.g. Featured Products, Special Messages, Discount Codes, etc.)
• Use Select Using Logic whenever possible; these dynamic groupings update automatically as you receive new inventory
• Use Individually Select for curated product groupings (e.g. Staff Picks)
• Upload a suitable image tile (at least 300x300 px, same sizes, in JPG/PNG/GIF format)
• Save your changes twice: once when selecting products, again on the main setup page
• Refresh your menu after saving to see the changes
• Use Collection URLs to link from website banners or homepage
• Apply Collection as a filter if you want it to show up in the menu sidebar
• Reorder the Collection tiles to the exact sequence you want → on the main Collections list page, click+hold+drag the two bars on the left (of the Collection you want to move) > drop it to your desired spot.
• Use the top-eft dropdown that says '10' to increase the number of entries being displayed on the main Collections page.
  
   

❌  DON’T:

• Don’t skip uploading a tile - the Collection won’t appear without it
• Don’t assume logic-based Collections are static → Buddi updates them automatically
• Don’t forget: iFrame menus can’t use Collection URLs (just use tiles or filters instead)
• Don’t forget to verify product list → confirm your filters pull the right items to be part of the Collection
• Don't link Collections if you are using Wix; linking directly to Collections will not work with iFrames → However, you can still use the tile images
   
  
  

⚠️ Common Pitfalls to Avoid

• Tile not showing? You forgot to upload the image or save.
• Collection not appearing? Didn’t save twice, or forgot to refresh.
• Wrong products? Logic parameters may be too broad/narrow.
• No image ready? Add a Filter Button instead — can be done anytime.
  
  

Collection Tiles: Download Sample Images