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Set Up Store Categories

Updated

 

The Goal: Set up store categories so visitors to your store can easily find what they are looking for.

Before You Begin:

  • You need staff access to manage category lists in Settings.
  • Setting up your store categories is a two-step process: first you will set up the category list, then you will add the categories to your store.

Microlearning Overview

Step-by-Step Instructions

Set Up the Category List

  1. Click Settings in the left-hand rail.
  2. Click Category Lists in the General Settings section.
  3. Click the Add button.
  4. Select Store Item from the Category Type.
  5. Enter a Name for the category list.
  6. (Optional) Enter a description, for internal purposes.
  7. Enable the Is Active check-box.
  8. Check Can Be Used Publicly? This must be enabled to make the categories searchable on your website.
  9. Check Available to Members (Info Hub) if you wish members to access this category in the Info Hub.
  10. Click Done.

Add Categories to the List

  1. On the Category Setup page, click the category in the Name column.
  2. You can add categories individually by clicking the Add button OR click Add Multiple to add many categories at one time.
  3. Click Done.

Common Pitfalls

  • Categories not searchable on your website: If you skip the Can Be Used Publicly? check-box, your categories will not be searchable on your public-facing site. Enable it when you create the category list.

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