Managing Categories

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

• Adding a category
• Updating a category
• Adding Metadata, Open Graph, and Schema to a page
• Enabling and disabling categories
• Archiving and restoring categories
• Deleting categories

Adding a category

To add a category:

1. Navigate to Ecommerce from the main menu.
2. Select Categories.
3. Click on CREATE CATEGORY.
4. Fill out the forms on each of the following tabs:
   • Details
   • Media
   • Gallery
   • Metadata
   • Open Graph
   • Schema
   • Sitemap
5. Select CREATE CATEGORY.

Details

Use this tab to provide basic information about the category you are creating. The input requirements and descriptions are described in the table below.

Media

Use this tab to upload media such as files, videos, and music for your product category.

To add media, select one of the clickable fields and choose a file to upload. Alternatively, drag a file from your local machine onto the clickable field. Repeat the process if you need to add more files.

Gallery

Use this tab to upload image files for your product category.

To add an image, select one of the clickable fields and choose an image to upload or drag an image onto the clickable field. Repeat the process if you need to add more files.

Metadata

Use this tab to input product category metadata. Field descriptions and requirements are outlined in the table below:

Open Graph

Use this tab to optimize your Open Graph settings. Open Graph is an internet protocol that standardizes metadata usage within a webpage, allowing you to optimize your content to stand out next to other content posted online.

Field descriptions and requirements are outlined in the table below:

Schema

Schema markup is a structured data vocabulary that helps search engines understand parts of your web application on a deeper level. This data enables them to serve better results to end-users.

This tab has a single input field with descriptions and requirements displayed in the table below

Sitemap

The sitemap serves as a roadmap for search engine crawlers, helping them navigate and understand the structure of your pages. Designing your sitemap well improves your web pages' chances of ranking higher and appearing more frequently in search results.

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
   • Metadata
   • Open Graph
   • Schema
   • Sitemap
   • History
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 click on 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.

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.

Enabling categories

To enable categories:

1. Navigate to Ecommerce from the main menu.
2. Select Categories.
3. View disabled categories by toggling the filter at the top of the page to Disabled.
4. Select the categories you want to enable using their checkboxes. Ticking the topmost checkbox selects all categories.
5. Select Bulk Actions and choose Enable.
6. Select APPLY.
7. Complete the process of enabling previously disabled categories on the confirmation modal.

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 and choose Disable.
5. Select APPLY.
6. Complete the process of disabling categories using the confirmation modal.

Archiving and restoring categories

Archiving categories removes them from view, preventing them from cluttering your table. 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 and 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. View archived categories by toggling the filter at the top of the page to Archived.
4. Select the categories you want to restore using their checkboxes. Ticking the topmost checkbox selects all categories.
5. Select Bulk Actions and choose Restore.
6. Select APPLY.
7. Complete the process of restoring categories using the confirmation modal.

Viewing the history logs of a category

History logs are valuable for monitoring events on a category, such as category updates or creation. They offer 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 history logs of a category:

1. Navigate to Ecommerce from the main menu.
2. Select Categories.
3. Find the category whose history logs you want to view and select its Edit row action link.
4. Navigate to the 'History' tab.

You can view the details of a history log by selecting VIEW DETAILS. This view enables you to examine previous data stored in the category and compare it with its current data.

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 and choose Delete.
5. Select APPLY.
6. Complete the process of deleting categories using the confirmation modal.