Categories

1. To edit a category or create a new one, click Products from the Admin menu.

   

2. Then click Categories.

   

3. The Categories page displays.

   The categories page lists every category of product, with the ability to sort by ID, name, slug, position, status, and date modified by clicking the up and down arrows by the column names.

   Slug is the URL address name for the category.

   Position is a number signifying the order that the categories appear in the dropdown menu on your website, or in the navigation. Lower numbered categories appear higher up in the menu.

   Status is either active or disabled. Disabled categories will not appear on the site.

   You can also search for individual categories using the search bar above left or filter by date range or various criteria using the Filter button. You have 2 filter criteria by default, active and disabled, and you can add a new criterion by selecting Create New Filter and building queries either manually or with the build feature.

   You can delete categories individually by clicking the Delete button or multiple at a time by clicking the boxes in the leftmost column and then clicking With Selected. Click the topmost box to select all categories on screen.

   To export the categories to a CSV file click Export.

   To create a new category click + New Item. You can also edit existing categories by clicking the Edit button. You will then be directed to the category settings page.

   

   Description

   • Name: The name of your category as it will appear on your category page on your website.
   • Description: A brief summary of your category that will appear at the top of your category page on your website.

   

   Images: Images can be uploaded here for subcategories. They will appear on the parent category page as a clickable icon taking the user to the subcategory page. First make a parent category such as clothing. Then make subcategories (e.g. dresses, jeans) and assign your parent category to your subcategory in the Parent Category box to the right under Organization. You will then see the image as a clickable link to your subcategory on the parent category’s page.

   Status

   • Upload Image: Use this feature to upload images from file.

     • File Attributes: By hovering over the image and clicking the pencil icon you can add a caption, Alt. text, and specify your own link to take the user to if the image is clicked.
   • Product Image: Use this feature to upload images from the products you have stored in the system.
   • Product Query: Use this feature to upload images from products selected using a query. For more information on how to build queries see the Primary Query section of the Reports article.

   

   Page Information: This information is for Search Engine Optimization (SEO) purposes and helps search engines know what your page is about.

   • Meta Title: The title tag is what appears at the top of your browser tab and in search results.
   • Meta Keywords: Keywords that are relevant to your page.
   • Meta Description: A brief description that explains what your page is about. It appears under the meta title in search engine results.
   • Slug: A page’s slug is the URL suffix that shows up at the end of the page’s address.

   

   Products: Here you can upload products to your category either manually or via query.

   • Manual: Search manually using the search bar and select products individually.
   • Query: Use a query (as explained in the Reports article) to automatically select products based on criteria that you specify in the build section.

   

   Visibility

   • Status: Set your categories to either active or disabled. Disabled means they will not appear on the site.
   • Check the box below to only show the category when there are active products uploaded to it.

4. Click Save.

   

   Organization

   • Position: A numerical ranking which determines where categories appear in relation to each other. Categories with lower number positions will appear before categories with higher numbers.

   • Parent Category: Here you can assign your category a parent category. For instance, you can assign the subcategory jeans to a parent category called clothing. Your subcategory jeans will then appear within the parent category.
   • Facets: Facets are aspects of a product such as size, brand, or color that create a filter appearing on the left side of the category page that the user can use to search/sort products by. They consist or either product variants or custom fields. Variants can be edited and created on the Products > Products page upon creating a new product or editing an existing one. Custom fields can be created in Settings > Custom Fields and then assigned to a product in the product settings page where a new tab called Custom will appear. You can see all the available facets by going to Products > Products and clicking Export. The available facets are columns with titles including the word variant such as variant.color. You need only type the word color in the facets box to yield a searchable facet on the category page.

5. When you are done making changes, click the Save button in the top right or bottom right corner to save your changes.