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1. In the CMS, navigate to Settings → Feature Management → Products & Categories and toggle on Cluster Line Type Maintenance.

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2. Add Cluster Line Types

A cluster 'line type' is a header you will add products to. In our example, we are going to create a catalogue of school items ('book list') to be purchased by targeting parents with children of a particular school year. Some products will be compulsory and some will be optional. So we will create headers for the two line types: 'Compulsory' and 'Optional'. (Note - you can also add a line type that allows customers to select one product from two or more products. See Category Cluster Maintenance below.)

1. In Settings → Cluster Line Type Maintenance, click Configure to go to the 'Cluster Line Type' page.
   

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   Once 'Cluster Maintenance' is toggled on in 'Settings', the Cluster LineType Maintenance menu item is available in the Products & Categories menu.  You can also add, edit and delete line types here.

   
   

2. Click Add New Line Type.
   
   
3. Enter details for Line Type, HTML Prefix, and HTML Suffix.
   
   
   
   
4. Click Save. The line type will be listed in the list of line types for the cluster. 
   
   
5. Create any other line types you need. For our example, repeat steps 3-5 to create the 'Optional' line type.
   
   

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3. Enable cluster for a category

A category has to be enabled as a cluster in its Category Maintenance page. You can set an existing category as a cluster or create a new category first. For our example, we will create a new category, then set it as a cluster. 

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1. Navigate to Products & Categories → Category Maintenance.
   
   
2. In Add New Category..., enter the category name and click Create. The category will be added to the bottom of the list. 
   
   
3. To turn the category into a cluster, click Edit.
   
   
4. In Enable Cluster, select 'Yes'.
   
   
   
5. Click Save & Exit. In the Category list, this category is now displaying '0 clusters' instead of '0 products'.
   
   

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4. Build a cluster for a category

1. In the Category list, hover over Options for the category and select Cluster.
   
   
   
   
2. In Description, add the header for the cluster. For the example, we will add the header 'Compulsory'.
   
   
3. In Type, select a line type. Here, we will select 'Compulsory'. 
   
   
   
   
4. To save this line type to the category, click Add None Product.
   
   
5. Repeat steps 2 to 4 for each extra line type you need. For the example, we have added 'Optional'.
   
   
   

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5. Add Products to Cluster Types

1. In the Maintain Category Cluster page, click Edit for the line type you want to add products to. 
   
   
2. In Product Search, type in the name of a product and click Add Product. The product will appear at the end of the list. 
   
   
   
   
3. Drag and drop the product under a header. In our example, we will add our first product to 'Compulsory products'.
   
   
   
   
4. Repeat steps 2-3 for all the products you want to add to each line type in the Cluster.
   
   

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6. Edit cluster properties for a product

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Each product contains details that define its cluster properties.

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