Managing Categories

Insites enables you to create and manage product categories. The following sections discuss this in more detail:

• Updating a category
• Adding Metadata, Open Graph, and Schema to a page
• Assigning and removing products from a category
• Enabling and disabling categories
• Archiving and restoring categories
• Viewing the event stream of a category
• Deleting categories

Updating a category

To update a category:

1. Navigate to Ecommerce from the main menu.
2. Select Categories.
3. Find the category you want to update and select its Edit row action link.
4. Make your changes. Note that you can use an additional 'Products' tab to manage products assigned to your category when updating a category. Here is the complete list of tabs:
   • Details
   • Products
   • Media
   • Gallery
   • Sitemap
   • Metadata
   • Open Graph
   • Schema
   • Custom Field
   • Event Stream
5. Select SAVE.

Adding Metadata, Open Graph, and Schema to a page

To apply your Metadata, Open Graph, and Schema configurations to the page you prefer, follow these steps:

1. Navigate to Ecommerce from the main menu.
2. Select Categories.
3. Find the category whose configurations you want to apply to a page and select its Edit row action link.
4. Navigate to one of the following tabs:
   • Metadata
   • Open Graph
   • Schema

5. Copy the snippet at the bottom of each tab mentioned in the previous step. The snippet would look similar to the following example:

    

6. Paste the snippet to the page whose configuration you want to modify.

Assigning and removing products from a category

Insites enables you to add products to a category, a feature that greatly enhances the shopping experience for your customers. Adding products to categories creates clear pathways for customers to discover items, compare options, and ultimately make a purchase.

This section includes the following topics:

• Assigning products to a category
• Removing products from a category

Assigning products to a category

To assign products to a category

1. Navigate to Ecommerce from the main menu.
2. Select Categories.
3. Find the category to which you want to assign a product and select its Edit row action link.
4. Navigate to the 'Products' tab.
5. Select ASSIGN PRODUCTS.
6. Select the 'Product' multi-select field to find the product you want to assign to the category.
7. Select the product you want to assign to the category. You may add multiple products to the category at this stage.
8. Select ASSIGN PRODUCTS.

Removing products from a category

To remove products from a category:

1. Navigate to Ecommerce from the main menu.
2. Select Categories.
3. Find the category you want to remove a product from and select its Edit row action link.
4. Navigate to the 'Products' tab.
5. Select the products you want to remove from the category using their checkboxes. Ticking the topmost checkbox selects all products displayed on the page.
6. Select Bulk Actions , then select Remove.
7. Select APPLY.
8. Finalize the removal of the products from the category using the confirmation modal.

Enabling and disabling categories

You can disable or enable categories at any time. This functionality proves valuable in scenarios where you need to conceal categories from clients temporarily. For instance, you can disable a newly created category for conducting last-minute checks before making it live.

Disabling categories

To disable categories:

1. Navigate to Ecommerce from the main menu.
2. Select Categories.
3. Select the categories you want to disable using their checkboxes. Ticking the topmost checkbox selects all categories.
4. Select Bulk Actions , then choose Disable.
5. Select APPLY.
6. Complete the process of disabling categories using the confirmation modal.

Enabling categories

To enable categories:

1. Navigate to Ecommerce from the main menu.
2. Select Categories.
3. Select the page filter icon ().
4. Select ADD FILTER.
5. Select 'Status' on the 'Field' dropdown.
6. Select 'Contains' on the 'Condition' dropdown.
7. Input 'Disabled' on the 'Value' field
8. Select SAVE This action displays all disabled categories.
9. Select the categories you want to enable using their checkboxes. Ticking the topmost checkbox selects all categories displayed on the page.
10. Select Bulk Actions , then select Enable.
11. Select APPLY.
12. Finalize enabling the categories using the confirmation modal.

Archiving and restoring categories

Archiving categories removes them from view, preventing them from cluttering your Instance. These can be restored at a later time. Please take note that these actions only archive or restore the category itself. Archiving or restoring categories does not automatically update the products within the categories, as they can be stand-alone products or belong to multiple categories.

Archiving categories

To archive categories:

1. Navigate to Ecommerce from the main menu.
2. Select Categories.
3. Select the categories you want to archive using their checkboxes. Ticking the topmost checkbox selects all categories.
4. Select Bulk Actions , then choose Archive.
5. Select APPLY.
6. Complete the process of archiving categories using the confirmation modal.

Restoring categories

To restore categories:

1. Navigate to Ecommerce from the main menu.
2. Select Categories.
3. Select the page filter icon ().
4. Select ADD FILTER.
5. Select 'Status' on the 'Field' dropdown.
6. Select 'Contains' on the 'Condition' dropdown.
7. Input 'Archived' on the 'Value' field
8. Select SAVE. This action displays all archived categories.
9. Select the categories you want to restore using their checkboxes. Ticking the topmost checkbox selects all categories displayed on the page.
10. Select Bulk Actions , then select Restore.
11. Select APPLY.
12. Finalize restoring the categories using the confirmation modal.

Viewing the event stream of a category

A category's event stream is valuable for monitoring events on a category, such as category updates or creation. It displays a detailed record of the category's lifecycle, enabling users to track changes over time and make well-informed decisions during debugging or system updates. To access and review the event stream of a category:

1. Navigate to Ecommerce from the main menu.
2. Select Categories.
3. Find the category whose event stream you want to view and select its Edit row action link.
4. Navigate to the 'Event Stream' tab.
5. View an event stream detail by selecting VIEW DETAILS.

Deleting categories

Deleting a category removes it from the e-commerce database permanently. To delete categories:

1. Navigate to Ecommerce from the main menu.
2. Select Categories.
3. Select the categories you want to delete using their checkboxes. Ticking the topmost checkbox selects all categories.
4. Select Bulk Actions , then choose Delete.
5. Select APPLY.
6. Complete the process of deleting categories using the confirmation modal.