Catalog and theme change playbook
Catalog and theme changes affect different VIBE layers. This playbook tells you when automatic updates are enough, when to run a full sync, and when to re-check the theme.
Catalog changes become visible here as automatic updates or full-sync jobs.
Theme changes require a separate readiness and installation check.
Change classification
Section titled “Change classification”Before acting, classify the change.
| Change | Primary layer | Normal follow-up |
|---|---|---|
| One title, description, tag, image, or variant edit | Catalog/index | Wait for automatic update, then test |
| Large import or bulk edit | Catalog/index | Run a full sync |
| Product publication or status | Eligibility/index | Wait for automatic update; full sync if broad |
| Product, collection, or tag exclusion | Eligibility/index | Allow update; full sync if broad or urgent |
| Out-of-stock preference | Request-time behavior | Test next request |
| Collection or variant search capability | Search profile/index | Allow profile activation and queued sync |
| Product or context image source | Search profile/index | Run required sync and visual QA |
| Product-card CSS or markup | Theme presentation | Re-check theme and refresh card preparation |
| New published theme | Theme integration | Enable embed/block and re-check theme |
| New storefront language | Content/presentation | Sync languages, translate, and locale QA |
| Rule or control edit | Request-time ranking | Test immediately; no catalog rebuild |
One product changed
Section titled “One product changed”Use this flow for an individual product edit.
- Save the product in Shopify.
- Confirm it remains Active and published to the Online Store.
- Wait for the automatic product update.
- Open Sync and Index and confirm the latest index activity.
- Search the exact product name in Preview.
- Inspect the indexed fields if the old value remains.
- Test the shopper-language query on the storefront.
Run a full sync only if the automatic update does not arrive or the product is part of a wider change.
Large catalog import
Section titled “Large catalog import”Before import
Section titled “Before import”- Export or record important VIBE exclusions and rule targets.
- Confirm the import’s status, publication, tags, types, collections, variants, images, and metafields.
- Confirm the active search profile expects the image and variant structure being imported.
- Prepare a representative test-query list.
After import
Section titled “After import”- Verify sample products in Shopify.
- Run a full sync.
- Do not start another sync while one is pending or running.
- Watch product, variant, and collection progress.
- If Partial, select Finish sync.
- Investigate products that repeatedly fail.
- Test exact names, broad categories, intent queries, synonyms, variants, and collections.
- Confirm exclusions and out-of-stock behavior.
- Confirm Analytics has not been used to judge the new catalog before real post-import traffic exists.
Product publication changed
Section titled “Product publication changed”A product can exist in Shopify and remain intentionally absent from VIBE.
When making a product searchable:
- Set status to Active.
- Publish it to the Online Store and required markets.
- Remove search-engine hiding if it should be discoverable.
- Check VIBE exclusions.
- Allow the automatic update.
- Test the exact title.
When removing a product from search, decide whether to:
- Unpublish or archive it in Shopify.
- Hide it from search engines.
- Add a VIBE product, collection, or tag exclusion.
- Keep it searchable but set sold-out items to Show last.
Choose the source that best represents the business rule.
Inventory changed
Section titled “Inventory changed”VIBE receives product and variant inventory availability changes.
After a normal stock change:
- Wait for the automatic update.
- Test the product with the configured out-of-stock behavior.
- Check variant results when exact variant matching is enabled.
Do not run a full sync after every order. VIBE includes safeguards so order-driven stock changes do not create unnecessary repeated embedding work.
Image strategy changed
Section titled “Image strategy changed”Use this when changing product-image position, image URL metafield, context image source, or the visual style of the catalog.
- Audit several products for consistent source data.
- Open Sync and Index > Configuration > Image matching.
- Select the product-photo source.
- Select the optional context-photo source.
- Save the setting.
- Run or allow the required sync.
- Test text queries whose meaning is visual.
- Test Find similar with distinctive seeds.
- Test image upload where enabled.
- Check variants with their own images.
Changing the source without re-indexing leaves the old visual representation active.
Search-profile capability changed
Section titled “Search-profile capability changed”Collection search
Section titled “Collection search”After enabling:
- Allow the new profile to activate.
- Allow collection indexing to complete.
- Test a collection name in quick search and the full page.
- Confirm the collection is intended for shoppers and not excluded.
Variant search
Section titled “Variant search”After enabling:
- Confirm Shopify variant options contain meaningful values.
- Allow the full sync to complete.
- Test exact size, color, material, and combined option queries.
- Confirm product links select or communicate the intended variant.
Catalog understanding
Section titled “Catalog understanding”After changing Balanced, More visual, or More text:
- Analyze the catalog again.
- Wait for the active profile to update.
- Complete any queued sync.
- Re-run the same relevance benchmark.
- Avoid adding rules until you know whether the shared profile change solved the problem.
Publish a new theme
Section titled “Publish a new theme”Before publishing
Section titled “Before publishing”- Duplicate or prepare the theme in Shopify.
- Enable the VIBE Search app embed on that theme.
- Add the VIBE Search Page block to the search template if used.
- Add the standalone Explore block where required and plan-enabled.
- Preview header search and
/search. - Use VIBE cards first if theme-card readiness has not been verified.
Immediately after publishing
Section titled “Immediately after publishing”- Open Appearance > Installation.
- Select Re-check my theme.
- Confirm the published theme name.
- Check app embed status.
- Check instant-search readiness.
- Check Search Page block status.
- Check theme product-card readiness.
- Refresh fast-loading cards when the card design changed.
- Re-select theme-card modes only after they are ready.
Theme QA
Section titled “Theme QA”Test:
- Every header search icon and input.
- Empty quick-search state.
- Search as you type.
- Products, collections, suggestions, articles, and pages.
- See all results.
- Full page direct URL and browser back/forward.
- Product links and variant context.
- Price, sale price, badges, vendor, and image.
- Filters, sorting, and load more.
- Explore, Similar, Taste, Your Vibe, and image search.
- Desktop, tablet, and mobile.
- Light and dark theme states where supported.
- Published languages and markets.
Keep VIBE cards active if theme cards are malformed. That preserves search while the theme presentation is repaired.
Theme product-card markup changed
Section titled “Theme product-card markup changed”- Record which theme release changed the card.
- Compare quick-search and full-page cards.
- Switch to VIBE cards to confirm the underlying result data is healthy.
- Re-check the theme.
- Refresh fast-loading cards.
- Test cards with:
- Normal price.
- Sale price.
- Sold-out state.
- Missing image.
- Long title.
- Multiple variants.
- Theme badge or swatch.
- Restore theme-card mode only after both quick and full surfaces pass.
Add a storefront language
Section titled “Add a storefront language”- Publish the language in Shopify.
- Open Appearance > Translations.
- Select Sync languages.
- Choose the new language.
- Translate every relevant group.
- Save.
- Open the storefront in that locale.
- Test header search, full page, filters, sorting, Explore, no results, Your Vibe, image actions, and tour text.
- Test localized product data and URLs.
Do not assume the admin language selector changes the storefront locale being tested.
Rollback plan
Section titled “Rollback plan”For a risky theme or catalog release, know how to return to a safe state:
- Switch theme-card mode to VIBE cards.
- Switch the theme’s search box to the VIBE overlay.
- Disable a new rule or control.
- Remove a problematic filter from the VIBE surface.
- Restore the previous image source and re-sync.
- Republish the previous theme.
- Cancel an active sync only when continuing would be harmful; then run a clean full sync later.
Rollback should preserve a working search surface while the root cause is investigated.