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How to Use Categories

Sort your product offering into meaningful groups.

Lucia Burin Sestakova avatar
Written by Lucia Burin Sestakova
Updated over 2 months ago

πŸ” Required Role Permissions: See Categories, Modify Categories

Categories offer a simple yet efficient way to sort and manage your products on the web checkout and across other sales channels.
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Create a New Category

  1. In the Ventrata dashboard, go to Products > Category.

  2. Press the + NEW CATEGORY button on the far right of the screen.

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  3. Enter a category name.

  4. Enter a title, which will appear on the category page of the web checkout and on the browser tab.

  5. Select a header or start typing and press Enter to add a new one. The header is displayed above featured categories.

  6. Enter a brief description, which will be displayed below the category title.

  7. Check the 'Featured' box to highlight products in the category on the web checkout.


    πŸ“’ NOTE

    The 'Default' checkbox is currently not supported.


  8. Once you have multiple categories, you may choose select parent categories, which will host underlying categories.

  9. Select which sources will offer the category.

  10. Enter a URL if this is where the user should be redirected upon accessing the web checkout.

  11. Blacklist destinations which will not be featured in the category. Conversely, uncheck the 'Whitelist All' to list ONLY destinations featured in the category.

  12. Select which products the category will contain.

  13. Press the Create Category button.


Branding

When you select an existing category, you will find additional customisation options.

Go to the Branding tab. You can upload:

  • a cover image is the category image used to highlight the category on the web checkout

  • a banner image is added to the banner of the website; if multiple banners are uploaded, a rotating banner is used

πŸ“— TIP

The recommended dimensions are displayed on the image thumbnail. These refer to the width and height of the images. For best results, use high-resolution images .


Meta Tags​

Add tags and short description to improve SEO and help highlight the category in your customers' search results.


Product List

The products you selected appear on the right side of the screen. If you selected products from multiple destinations, switch destinations to view their respective products.

You can rearrange products within a destination.

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